• Provide wealth management advisory and financial planning to Ultra-HNI clients.• Identify and build relationships with new clients.• Extract the core and non core business fee on daily basis.• Drive and empower my team of eight Relationship Managers with required expertise and knowledge to close deals independently

• Responsible for acquiring Corporate Clients for the Employee Benefit Solution product profile for West Bengal, Jharkhand and Bihar.• Devised strategy to make customized proposal to close multiple big ticket size deals.• Actively making new contacts and prospects.• Engagement on continuous basis across the hierarchy of the clientele organization.• Closed 25 new deals and revived several old prospects in last few years.• Allocated additional responsibility of managing Jharkhand and Bihar on basis of my performance results in the Kolkata region within a few months.• Total Fund Business done in the last FY INR 430 million. • Awarded “Shikhar Award” for the best performance in the quarter for FY 2013-14• Awarded “March Glory” for maximum number of accounts closed pan India.• Nominated for “Employee of the year Award” amongst 2500 employess across all channels in Eastern India.

• Responsible for setting up the business end to end and managing its primary functions - Sales, Client Relationships as well as support functions including Recruitments, Marketing and Operations.• Harnessed the existing client base developed over the past work assignments and aggressively created new relationships to widen my customer profile and portfolio.• Used Life Profiler to identify and accomplish financial objectives of the clients.• Created Equity Research Reports for the clients and managed critical issues in servicing them

• Primarily responsible for client acquisition and initiating Private Client Group (PCG). Highly appreciated for developing tailor-made PCG services and solutions. Resolved critical issues at the Regional level.• Acquired and managed accounts of premium customers in Kolkata. Achieved their financial objectives and goals using Financial Planning and Wealth Management tools and models.• Devised training modules to impart sales training & product knowledge to team members.• Achieved an Asset under Management of INR 15 million in Portfolio Management Services and Real Estate.

• Initiated the desk for Priority Client Group (PCG - Equity)• Managed a team of 6 members. Imparted Sales and Product training to the team. Responsible for planning, directing and coordinating sales team’s efforts to achieve set targets and goals.• Analyzed in-house equity research to provide Equity Advisory to clients in synergy with their needs.• Developed and improved a risk management model for equity desk, hedging it against market volatility and competitive environment. • Built a road map for maximizing client wise brokerage and steps for achieving the aforesaid.• Managed an Asset under Management of INR 150 million across all asset classes.

• Set up the branch end to end from scratch and achieved profitability within 6 months of operations. The branch generated highest revenue on per employee basis in its offline division in Eastern Region in 2007.• Post set-up, responsible for Branch Management, Risk Management and handling HNI Clients.• Initiated strategic cross-selling of products and created significant brand awareness of the branch.• Managed an Asset under Management of more than INR 200 million across all asset classes.