1. Ujjal Dey
South Ganesh Nagar
New Delhi-India
deyujjal83@gmail.com DOB-21st
July 1988
Contact No: (0091)8527796556
Career Objective :
“Work hard and honestly in prospective of Organisation”.
Employment history:
Yes Bank, Sadar bazaar as Manager (Financial Partner) from Feb 2015 to till now.
Job Nature :
Managing HNI & Ultra High Net Worth Individual.
Analyse business requirements.
Doing portfolio management on the basis of risk appetite of the customer.
Client profiling and provide financial products like MF, Insurance, Deposits,
Loans, Forex, PE etc to meet client needs
Relationship building, Portfolio Management, Brand Management.
ICICI Bank, Sadar Bazar as Deputy manager from August 2011 to Jan 2015.
Handling ensuring compliance with operations risk and rigour requirements e.g. KYC
and AML etc. operations of the bank.
Job nature:
Manage Privilege customer’s issues on service needs.
Handle escalations, customer service requests, deceased claim settlements.
Successfully handled the IAD audit in branch in which branch has been rated
five star.
Being responsible for quality and audit scores of the branch.
Processing Cash and non-cash verification like RTGS/NEFT, fund transfers.
Being the Forex champ and handled trade services(import payments) in the
branch.
2. Undertaking frequent competitor analysis so that i can offer products suit in
line with competing banks.
Ensuring compliance with operations risk and rigour requirements e.g. KYC
and AML etc.
Work hand in hand with other business units to ensure that objectives of the
branch are met.
Educational Background:
Post Graduate Diploma in Banking (PGDB) from Manipal University in 2011
Bachelor of Science from Ranchi University in 2009.
Professional Certifications :
AMFI (Association of Mutual funds in India)
NSDL ( National Securities Depositories Limited)
One paper cleared(CT-1) from Actuarial society (UK).
Awards & Recognition in ICICI Bank:
• Certificate of Participation in Sales Presentation from ICICI Manipal Academy
in 2011.
• Certificate for Best painting award in ICICI Manipal Academy in May 2011.
• Certificate of excellence for commendable Performance in Sept 2011 from
ICICI Bank.
• Certificate of appreciation on quick start for the month of August 2011.
• Certificate of excellence for commendable Performance on Life Insurance in
Jan 2013 from ICICI Bank.
Interpersonal Skills:
Leadership skills
Problem solving and decision making skills
Strong analytical and problem solving skills
Ability to effectively work in a team
Strong Negotiation skills
Extra curricullar activities:
3. Certificate for excellence in art competition
Certificate for being the part of blood donation camp in Bangalore
New Delhi Ujjal Dey
India