Talk to sales Try for Free
Soumya Ghosh

Soumya Ghosh

Sales Development Manager - Retail Sales

Followers of Soumya Ghosh655 followers
location of Soumya GhoshKolkata, West Bengal, India

Connect with Soumya Ghosh to Send Message

Connect

Connect with Soumya Ghosh to Send Message

Connect

  • Timeline

  • Skills

    Wealth management
    Business development
    Portfolio management
    Investments
    Strategic financial planning
    Investment advisory
    Financial analysis
    Financial advisory
    Business strategy
    Strategic thinking
    Passionate about work
    Sales management
    Motivational speaking
    Personal financial planning
    Relationship management
    New business development
    Development of strategic marketing plans
    Business relationship management
    Hunger
    Team leadership
    Written and oral presentation skills
    Building relationships
    Relationship building
    Sales

  • About me

    Seasoned business development and sales person in Asset Management (Mutual Fund) Industry for more than half a decade. A Go Getter By Nature!

  • Education

    • National High School (Boys)

      -
      Higher Secondary (WBHSC) 10+2

    • South Point High School

      -
      Madhyamik (WBSE) 10th

    • International College Of Financial Planning - Kolkata

      2011 - 2012
      Post Graduate Diploma in Financial Planning - ICoFP & CRCT JADAVPUR UNIVERSITY

    • Seth Anandram Jaipuria College (DAY) - Calcutta University

      2008 - 2011
      Bachelor of Commerce (B.Com.) Hons.

    • St. Xavier's College

      2009 - 2010
      1 Year Diploma in Computerized Accounting & Financial Decision Making

  • Experience

    • DWS Group

      Mar 2012 - Jun 2013
      Sales Development Manager - Retail Sales

      To make the premium channel partners do sales for us. Major focus was with Key Banks & National Distributors in Kolkata.

    • LIC Mutual Fund

      Jun 2013 - Sept 2016
      Relationship Manager - Retail Sales & Distribution

      Taking care of retail distribution across all channels.

    • Principal Financial Group

      Sept 2016 - May 2018
      Manager - Sales & Dist

      Associated with Principal Mutual Fund as Manager - Sales & Distribution in Retail Channel including private wealth, banks, national alliances and individual advisors collectively in and around Kolkata & WB.

    • Indiabulls Mutual Fund

      May 2018 - Jan 2020
      Chief Manager - Sales

      Building the retail distribution network and business management across alliances to signify, strategize and bring in sales and increase retail assets of the fund house.

    • Motilal Oswal Asset Management Company Ltd.

      Jan 2020 - Feb 2021
      Manager - Sales & Distribution (PMS and MF)

      Responsible for driving sales and distribution of Portfolio Management.Services & Mutual Funds.Continous engagement with distributors, wealth managers and clients.Maintain the market share for PMS & MF sales.Allocate time and resources to build up meaningful relations withclients/partners to build up informal relations with business objective &local market intelligence.Adhere with robust CRM, Internal Policies and training modules.

    • State Bank of India

      Feb 2021 - Aug 2021
      Investment Officer (Wealth Management Business Unit)

      Investment counsellor for East Zone. Managed a team of 29 experienced Wealth RMs.

    • Bank of India Mutual Fund

      Nov 2021 - now
      Cluster Head

  • Licenses & Certifications

    • MCX Certified Commodity Professional (MCCP)

      Multi Commodity Exchange of India Limited

    • NCFM Capital Markets (Dealer's) Module

      NSE - National Stock Exchange of India Ltd.

    • NCFM Derivatives Market (Dealers) Module

      NSE - National Stock Exchange of India Ltd.

    • NISM-Series-V-A: Mutual Fund Distributors Certification Examination

      National Institute of Securities Markets - Established by SEBI