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Prasenjit Saha

Prasenjit Saha

Business Development Trainee

Followers of Prasenjit Saha434 followers
location of Prasenjit SahaKolkata, West Bengal, India

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  • Timeline

  • About me

    Assistant Manager at ICICI Prudential Mutual Fund

  • Education

    • St . Joans school kolkata

      2001 - 2018
      Commerce

    • Indian Institute of Social Welfare and Business Management

      2021 - 2023
      Master of Business Administration - MBA Finance 68.65% First Class Pass

      Activities and Societies: Participated in “Umeed “ in 2022 at our annual college fest of Indian Institute of Social Welfare and Business Management (IISWBM), Kolkata.

    • St. Xavier's University

      2018 - 2021
      B.M.S (Hons.) Finance Commerce 85.31% First Class Pass

      Activities and Societies: • Participated at the fest conducted by our Xavier’s Commerce Management Society (XCMS) at St. Xavier’s University, Kolkata, in the year 2019 in the following events - “business plan”, “ad-labs” and “because I said so”.

  • Experience

    • BYJU'S

      Apr 2022 - May 2022
      Business Development Trainee

    • ICICI Prudential AMC Ltd

      Sept 2023 - now
      Relationship Manager - Customer Engagement Channel

      - To achieve monthly plan to acquire Retail /HNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls - Generation of fresh leads through reference to shore up the clientele - Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling - Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth - Profiling customers and provide financial products to meet customer needs - Ensuring the highest levels of service to Corporate clients/HNI and Retail customers - Providing Investment planning and advice - Achieving sales and revenue targets spread across product mix - One point contact for the assigned customer - Acquisition & Servicing of Retail and HNI customers Show less

  • Licenses & Certifications

    • NISM Module 5

      National Institute of Securities Markets (NISM)
      Sept 2023