Shubhankar Dev Email & Phone Number

Adelaide, SA, AU

Adelaide, SA, AU

Adelaide, South Australia, Australia

Adelaide, South Australia, Australia

• Prepared legal summary reports for carbon projects detailing land holdings, project proponents and consent required from state authorities, mortgage providers and title holders.
• Prepared data sheets for forest and human induced regeneration projects describing project objectives, Australian Carbon Credit Unit (ACCU) issuance and land area.
• Reviewed and tabulated information related to servicing of client requirements.
• Reviewed entry of Client Relationship Management data by staff members in liaison with senior colleagues, created new project and proponent profiles and identified requirements for improved entry and extraction of.
• Researched corporations including large emitters registered with the ASX and Clean Energy Regulator, and created a data base of prospective corporate clientele.
• Researched organisations and products registered with Climate Active and created a database of prospective clientele for investments in businesses aggregating smaller carbon farming projects or multi-year ACCU trading.

Kolkata, West Bengal, India

• Prepared quarterly and fortnightly business acquisition reports for senior management.
• Generated daily reports detailing changes in client portfolios for department members.
• Conducted inter-departmental client acquisition drive as instructed by regional and zonal Heads.
• Instructed branch officers in due diligence and customer onboarding procedures for institutional clientele, resulting in increased acquisition of non-personal transaction and investment accounts as well as term deposits.
• Sourced $852,477 in working capital accounts.
• Promoted value-added digital banking facilities to institutional clientele, thereby reducing transaction costs for the bank and increasing inflows in non-personal bank accounts.

Kolkata, West Bengal, India

• Managed institutional client account and term deposit portfolio of $2,841,592.
• Acquired $355,198 in working capital accounts.
• Collaborated with branch managers in sourcing institutional clientele via separate sales channels.
• Prepared periodic reports on client acquisition data and departmental budget for review by the Zonal Head of institutional banking.
• Reviewed customer grievances and assisted branch officers in resolving service issues, resulting in increased institutional customer retention.

Kolkata, West Bengal, India

• Acquired corporate pension fund accounts with a total investment portfolio of $55,230,447.
• Facilitated merchant banking services and foreign exchange transactions for institutional clientele.
• Procured $1,952,500 in non-personal society, trust and company account inflows.
• Trained colleagues in foreign contribution account opening procedures in accordance with Ministry of Home Affairs’ regulations.
• Conducted an event on changes in foreign remittance laws for existing and prospective NGO clientele.

Mumbai, Maharashtra, India

• Disbursed $710,397 in working capital to facilitate the trade requirements of corporate clientele.
• Attained throughput of $1,359,524 via diversification of equity, debt and insurance portfolios of high net-worth clientele.
• Executed sale of residential real estate worth $541,670 in liaison with ICICI Property Search Group.
• Serviced clients by periodically updating Know Your Customer records and addressing requests in liaison with Customer Service Officers.

Kolkata, West Bengal, India

• Evaluated competitive advantage and brand strength of Bailley Mineral Water and competitors.
• Collected sales data from distributors of mineral water brands to evaluate market share.
• Devised and presented marketing strategies for the Bailley brand to the marketing supervisor.
• Prepared report on logistical and marketing budget constraints for the directors.
• Sourced new wholesale customers in collaboration with team members.
• Received letter of recognition for overall performance from the marketing supervisor.

Master Of Finance (Financial Planning), Accounting And Finance, Cumulative Gpa - 6.31/7

Activities and Societies: •FAAA Student Member. •AMP University Challenge participant. Business school: UniSA Business

Master Of Business Administration (Mba), Major: Marketing; Minor: Finance

Activities and Societies: •Presented the topic ‘Value Chain Innovation: Creator of Growth’ at the AIMA Annual Meet, identifying parallels.