Sunil Kumar Bansal Email & Phone Number

Kolkata

Drive business through ICICI Bank branches by managing a team of Relationship Managers (RMs).Manage portfolio of approximately 250 customers, monitoring their financial health based on various parameters and partnering the customers in their business growth.Create and drive alternate channels for sales along with the regular channels.Analyze business trends and sales figures to formulate new strategies for performance improvement.Initiate innovative promotional schemes to enhance visibility of Business Loans in bank branches.Recommend modifications in current products and processes in coordination with product teams.Coordinate with the credit team in decision making of proposals to ensure quality along with smooth flow of the business.Maintain knowledge about all banking products and services and assist the RMs to resolve customer queries.Conceptualize and implement competent marketing strategies with a view to penetrate new markets.Manage relationships with the existing as well as new clients and expand service rendering for them to a wider range of financial products and services.

Kolkata, West Bengal, India

Cater to Self Employed Segment by providing Working Capital and Term Loan facilities upto Rs. 20 crores to MSME customers.Acquire New to Bank customers and maintain their relationship.Generate additional revenue from the onboarded customers by cross-sales of liability products.Source, develop and manage Referral Agents/DSAs for generation of fresh Business Loan leads.Create proposals for clients after understanding their business model and their requirements.Assess limits as per various set programs in coordination with the Credit Team.Get the proposals sanctioned and disbursed.Monitor the self-sourced as well as existing accounts and complete renewal of accounts every yearEnsure portfolio hygiene by monitoring timely interest servicing, update of required periodical statements, etc. Grow account profitability while maintaining a high service standard and compliance.

Kolkata, West Bengal, India

Manage relationship with existing clients and acquire new clients for the company.Keep abreast of the finance market and the global economy.Follow compliance norms strictly and educate clients about risk management.Meet regularly with clients and act as an interface between the company and the clients.Keep track of the clients’ portfolios and advise them regularly based on various factors.

Kolkata, West Bengal, India

Arbitrage in equity market based on various security combinations like cash and futures, options and futures, futures and futures, etc. in stocks and indices.Frame new strategies depending on the changing capital market scenario.Assist trainees in learning the arbitraging concept and educating them about various strategies.

Kolkata, West Bengal, India

Analyse and recommend stocks to the clients.Source clients for the company.Manage portfolios of existing and new clients.Educate risk management to the clientele.Keep the client interest unaltered by maximizing their investment returns.

Kolkata

Assist the branch-based research team in generating trading and investment calls.Design investment models to help clients understand when, where and how to invest.Offer Portfolio Management service to the clientele.Establish brand image & organise promotional activities through presentations.