1. ARITRA ROY CHOWDHURY
Contact: 9831097221(M) E-Mail: aroychowdhury3@gmail.com
Professional Synopsis
Working with YES Bank as NRI-Relationship Manager from June 2012
Cross-selling Life Insurance and Savings products,NRE FD,PRP
,FCNR
Handling a customer base of 100 customers
Achieved more than 150% of target last year.
Core Competencies
Communication & Coordination ● Client Development ● Relationship Management & Interpersonal
skill● Cash Management ● MIS Development ● Finance ● Team Management ● Fund Management●
Credit Analysis ● Portfolio and Asset Allocation
Achievements
Successfully managed different portfolios of ICICI Bank.
Responsible for expansion of territory for ICICI Group through Channel of ICICI Direct.
Won numerous contests and earned various “Certificates of Excellence “Plaques.
Continuously TOP performer for consecutive 3 months from Jan ’07 in Sales.
Achieved the top SRM- rating in Kolkata
Handled new branch to handle in new FY Apr’08.
Won the title of Millionnaire SRM in Feb’08 for outstanding business in LI.
Won prizes in first contest in the new FY ’08-’09 of ICICI Prudential
Rewarded in the RnR function held in Kolkata in the month of June ’08.
Won the November 2011 bonanza for highest revenue earned in the month at Deutsche
Bank.
Received award from Mr Sunil Gavaskar for best RM of the year.
Experience at a glance
Worked with HSBC as Premier Wealth Manager
Grade- Band 7
July 2008 to Jun 2012.
Ctc-4.80 Lakhs
Location-Kolkata
JOB DESCRIPTION:
- Offering a full range of banking, investment advisory and wealth related products and services to
High Net-worth clients
-To manage and deepen existing relationships, acquire new to bank relationships and achieve volume
growth and income targets.
-To interact with and provide feedback to the Product and Advisory team in structuring and successful
delivery of onshore and offshore products to the customers.
- Work closely with product and service providers, both within and outside the Group.
- Manage relationships with HNWI customers of the Bank with focus on providing wealth management
solutions to these customers.
2. - Be the single point of contact for all the banking requirements for these relationships.
- Understand a suite of wealth management products, identify the needs of his/her customers and
appropriately and compliantly sell these products to achieve business volume and income targets.
- To cross-sell other products of the bank
-Constant portfolio review, feedbacks, suggestions and updates.
-Proper asset class mix advice on time to time.
ICICI Securities Ltd, a division of ICICI Direct,
Sales Manager,
Kolkata, Dec 2006 to Jun 2008.
Job Description-
Acquisition & Advisory of Demat Account and trading account. and passing a
complete information about market and put a trades behalf of the clients.
Building & maintaining good relations with the Customers.
Achieving the target by outsmarting & keeping track of the competition.
Reporting to my Branch Manager regarding the feedback and day to day activity.
Management Trainee, Tata Teleservices Ltd., Kolkata, March 2006 to Nov 2006
Academia
PGDBM E.I.I.L.M Business School 2006
B.COM Calcutta University 2003
XII B.D.M.I 2000
X Kendriya Vidyalaya 1998
IT Skills
Conversant with MS Office
Conversant with Finnacle and Wealth Management Systems
Have completed Financial Accounting from Brainware, Kolkata
ERP Knowledge
SAP R/3 SD Model
Personal Vitae
Date of Birth: 13th March 1982
Gender: Male
Present Address: 55 C,Garcha Road
Kolkata - 700019
Current CTC: 8 lacs p.a
Preferred location: Any where in India
Passport no J6118961
Declaration: I hereby declare that the information furnished above is true to the best of my
knowledge.
