Biplab Roy

Experience

• 

  ICICI Prudential Life Insurance Company Limited

  Feb 2006 - Jun 2007

  Financial Service Consultant

  Steered online lead management; met prospective clients & discussing various investment plans according to existing portfolioLed verification of application forms and other required documents as per underwriting guidelinesHandled queries from customers with respect to various issues such as application status, various fund performance, renewal premium, switching of funds, and other related areas

• 

  Aditya Birla Capital

  Jul 2007 - Jul 2015

  Banking Head -Bangalore .

  In various roles as Executive, National Distribution Channel, Sr. Executive, Banking Channel, Assistant Manager, Banking Channel, Channel Head, Banking and Channel Head, IFA -Managed entire IFA channel in Bangalore with a team of 5 members to drive sales through asset products like equity, debt, liquid, real-estate, PMS, so onRecruited and trained advisors on financial planning and different financial products Conducted data analysis on monthly basis for different asset class wise business mobilizationSteered channel sales through MNC Banks like HSBC, Standard Chartered Bank and CITI BankManaged corporate activity with the help of Corporate Salary Team of bankAdministered channel sales through 85+ branches of national distributors in DelhiConducted Mutual Fund Training and delivered product presentations to national distributors Show less

• 

  IndusInd Bank

  Aug 2015 - Feb 2019

  Regional Investment Manager, West Bengal and Sikkim and Branch Manager Park street, Kolkata

  Administered branch operations, customer service and sales of Park Street, Kolkata, the biggest branch across Eastern IndiaSteered sales of different product lines through 40+ employees.Managed 52 branches across West Bengal & Sikkim (3 Regions – B1, B2, B3) to generate revenue through investment productsAssessed client need, experience, expectations and risk tolerance to develop comprehensive investment strategy and asset allocation proposal appropriate to clientsMonitored client portfolios for performance and opportunities and provided updates on investment opportunities to clientEnsured availability of support systems like training, joint calls and new product information to achieve the desired resultsSteered activation of RM across the region and hit the MOPCoordinated with AMCs for new development and updates on a timely basisMaintained and shared proper MIS of the business flows across branches Show less

• 

  ICICI Prudential AMC Ltd

  Feb 2019 - May 2021

  Associate Vice President

  Spearheaded PMS and AIF Business of entire South Zone and drove sales through internal team and external Advisors ,wealth Managers ,distributors. Monitored Operations and service Team to provide the best of experience for client and distributors.Led activities for distribution expansion and IFA engagementDelivered regular product presentation to channel partners and met clients directly to increase market share.Led the team in the acquisition of HNI clients, focusing on deepening of existing relationships to help generate more trade business; provided customized solutions through review, restructure and re-balance of portfolios . Show less

• 

  Helios Capital India

  May 2021 - Sept 2021

  Vice President - Sales & Distribution

  Helios Capital Management (India) Private Limited is licensed by Securities & Exchange Board of India to offer Portfolio Management Services (PMS). Responsible for entire Sales and Distribution- South and East Zone.

• 

  Matrimony.com Limited

  Sept 2021 - Nov 2023

  National Head, Sales and Operations

  Elite Matrimony is the premium matchmaking division of Matrimony.com. We bring over 12 years of expertise in pioneeribg the elite matchmaking service. Elite Services help you to find the perfect Elite partner who matches your stature , aura, and sophistication in every sense of the world.The work profile:Responsible for sales & operations for Elite, Pan India. Leading a diverse team of Sales , Toll Free, Data base and Content writers .Demonstrated my extensive experiences in multiple projects for Elite product & process development, for example, the Elite website revamp, LMS designing, Interface designing, Onboarding processes, Client engagement planning, and developing Elite sales processes and tools. Show less

• 

  Fundtech Edge

  Nov 2023 - now

  CO-Founder and Chief Technical Analyst