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Paramita Roy

Paramita Roy

Processing & operations officer

Followers of Paramita Roy162 followers
location of Paramita RoyKolkata, West Bengal, India

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  • Timeline

  • About me

    Associate Partner at Sapient Finserv private limited

  • Education

    • Calcutta University, Kolkata

      1997 - 1999
      Bachelor of Commerce (BCom) Accounting and Finance

      Activities and Societies: Aptech, Diploma in information system management

  • Experience

    • Citicorp Securities and Investment Ltd. (CSIL - a Citibank Subsidiary,known as E-serve International

      Jul 1999 - Jul 2002
      Processing & operations officer

      • Handling operations for the Regional (South Asia) Operations hub in the field of Credit cards, Auto loans and Credit Card merchant establishments.• Proofing of various suspense a/c. • Resolution of merchant related queries within 24 hrs turnaround.• Verifications of documents of Auto loan and Personal loan before disbursal of the funds.• Opening of different banking a/c s after verification of the documents.• End to end process of card payments and merchant payments.• Performing all the major activities with the goal of sigma 7 Show less

    • Citi

      Aug 2002 - May 2006
      Senior Executive

      • Core job involves facilitating in the realization of NRE/NRO savings/current accounts and different deposits (NRE/NRO and FCNR deposits) for the diverse customer base of NRIs across the Asia Pacific Region.• Cross selling of other Local Citibank Products as well which includes Dollar checking account, Insurance and Bonds and other financial products.• Handling query of Existing walk-in customers.• Resolution of service query of customers and nurturing a strong customer relationship.• Meeting and exceeding monthly targets.• Maintaining monthly reports on the number of accounts opened and evaluates standings. Show less

    • ICICI Bank

      Jul 2006 - Nov 2006
      Private Banking Relationship Manager

      Worked as RM for Private Banking in Retail Liabilities Group.• Managing portfolio of HNI (High Net worth Individuals) Customers.• Advising HNI customers on investments in Mutual Funds, Private Equity, Life Insurance and General Insurance, Gold and Real Estate.• Resolving all bank related service issues. (A one stop solutions for all HNI’s)• Ensure over achievement of sales numbers.

    • Tata AIA Life Insurance

      Nov 2006 - Apr 2013
      Branch Manager

    • Bandhan Mutual Fund

      May 2013 - Mar 2019

      • Vice President

        May 2013 - Mar 2019

      • Vice President

        May 2013 - Mar 2019

    • Sapient Finserv Private Limited

      Apr 2019 - now
      Associate Partner

  • Licenses & Certifications

    • Diploma in information system management

      Aptech
      Sept 1997