Education
Indian Institute of Management (IIM) Calcutta                                                                             January, 2009- January, 2010

PGPMI
Symbiosis Centre for Management Studies, Pune                                                                                 June, 2005 – April, 2008

Bachelor of Business Administration (BBA) – 73.5%

St. Teresa’s School, Calcutta                                                                                                                     June, 2003- April, 2005

ISCE(12th Standard) – 77%

·    Awarded 1st Star Student of the school in September, 2003

St. Paul’s Boarding & Day School, Calcutta                                                                                             June, 1991- June, 2003

ICSE(10th Standard) – 72.5%

Work Experience
JM Financial Services Ltd., Hyderabad

Associate  – Wealth                                                                                                                          March, 2015 – September 2015

§ Acquired 10 New HNI Accounts like ETV, GVK and upgraded 15 existing HNI accounts.

§ Ensured timely hassle free service and conducted training for juniors on various financial products.

Citi Bank N.A., Kolkata

Relationship  Manager – Citi Gold                                                                                                                 April, 2012 – April 2014

§ Managed sales of the portfolio of banking products (Wealth & Commercial) to HNI clients including Client Servicing & Compliance.

§ Upgraded 30 Citi Blue Accounts to Citi Gold by increasing Net Relationship Value of the accounts by over 80%.

§ Acquired 7 New HNI (Citi Gold) Accounts for the bank & activated more than 30 Household Accounts in a period of 6 months.

§ Ensured 99% On-Time completion of customer due-diligence, Service queries and Compliances

ICICI Bank, Kolkata

Wealth Manager                                                                                                                                 October, 2010 – March, 2012

§ Executed Financial Planning for HNI Clients to ensure hassle-free banking service

§ National Award in Mumbai “Value” for successfully achieving over 90% of annual Insurance Targets

§ Achieved more than 80% of annual investment targets & successfully acquired 2 high-value car-loans

§ Responsible for developing ‘Jewel Loan’ as a new product inclusion & an additional source of business for the branch

Assistant Manager (Management  Trainee)                                                                                          February, 2010 – October, 2010

§ Managed business for ICICI Prudential Life Insurance across multiple channels including Retail Partnership Distribution Channel, Direct Marketing Channel and Agency Channel

§ Instrumental in achieving more than 100% of the targets in the Retail Partnership Distribution Channel within a span of 3 months

Thomas International, Mumbai

Business Consultant                                                                                                                             May, 2008 – December, 2008

§ Successfully Sold Certification Deals to 3 new clients (Cosme Pharma Ltd., Hiranandani Real Estate Co. & Garware Polyesters Ltd.)

§ Single Handedly upsold deals to 3 existing clients (National Stock Exchange, Radio City & K. Raheja Constructions)

KEY LEARNINGS
§  Analyze client needs by cultivating a better understanding of the key business and financial drives of bank performance

§  Understand the changing economic, regulatory, risk management and accounting issues faced by banks and how they will shape bank strategy

§  Use a structured approach to spot potential business opportunities and identify the right questions to ask in client meetings

§  Recommend higher value added solutions for clients which incorporate capital markets, risks and portfolio management.
Extra-Curricular Activities
§ Ace Tennis Player & participant in multiple International Tennis Federation Tournaments in Mumbai & Kolkata

§ Runners-up in National Level Girls U-18 Tennis Championship in both Singles & Doubles category at Patna & Kolkata

§ Consistent Top-seed ranked Tennis Player in the State & winner of West Coast Paper Tennis Tournament in 2002

§ Avid Kathak Dancer & winner of Ananya – 08, the inter-collegiate Dance Competition in 2008

Other Interests & Internship
§ Film Making: Shot for an Ad-Film on ‘Campus Olympics’ in 2007-08

§ Public Speaking: Actively participated & Secured 3rd Position in intra-school extempore contest in 2000.

§ Interned with the commercial department, Reliance Communications, Kolkata in May, 2007

§ Actively involved with an NGO (SAHAY – Affiliated to Kansas City, USA) for helping the underprivileged children in Kolkata