Joydeep Das

Experience

• 

  Bank of Baroda

  Jun 2011 - Aug 2011

  Project Title : A Study on the Customer-Centric Initiatives for Retail Loan Products

  New Areas of Customer-Centric Initiatives for Retail Customers with Special Reference to Retail Loans

• 

  WNS

  Jan 2013 - Aug 2015

  Senior Associate

  1.Worked for SunTrust Bank of US under Private Wealth Management (Line of Business)2.As per US Federal Reserve - Regulation 9 (Compliance Process)3.Reviewing the Trust Accounts of clients (Investment Reviews)4.Maintaining the portfolio of individual client (Private Wealth Management)5.Allocating assets based on various investment objectives6.Fetching reports from various online trading portals & applications (Bloomberg,Morning Star,FactSet,Long View Trading Portal,First Rate Advisors,Streetscape,etc.)7.Determining the performance of the client's Portfolio8.Preparing Client Investment Reviews (CIR) & Personal Balance Sheets (PBS) for Brokerage,Trust,Deposit,Insurance,Loan,Mortgage,Real Estate accounts of client9.Quality check of the process & coordinating with the client Show less

• 

  Bank of America

  Aug 2015 - Nov 2018

  1.Research on various sectors & stocks under the REITS INCOME STRATEGY(RIS),suggesting the onshore PM’s whether to buy, sell or hold a stock which includes decision making2.Monitoring clients’ Trust Accounts performance, conducting profitability analysis, rendering sustained advisory services for securing high ROI and increasing retention levels3.Taking the adequate measures to ensure the optimum utilisation of surplus funds of HNIs towards accomplishment of business goals4.Generating profitability through investment business as well as planning activities so as to achieve the objectives of business5.Assessing business scenarios, developing policies & procedures, devising operational frameworks to enhance business operations & facilitate change6.Serving individuals/ corporate clients with financial services with a view to protect and transfer their wealth by solving complex needs about investments planning7.Determining risk in the business process & identifying adequate action or control for mitigation through the risk assessment process & implementing action plan8.Ensuring speedy resolution of queries and grievances to maximise satisfaction levels9.Evaluating and mapping key business process risk to the financial framework and reporting to the management with impact analysis and suitable action plan10.Conducting Overlapping Analysis at Holding Level & Tax Lot Level for SMA’s11.Extracting Fixed Income charts of benchmarks & indices from Bloomberg on a periodical basis(Weekly & Monthly)12.Preparing Morning Star Aggregation & Investment Summary Reports of funds to facilitate decision making by top management13.Measuring the returns of SMA’s, Funds, Indices and so on using FactSet14.Supervising all the activities related to mailbox & delivering the requests to PM’s within time Show less 1.Working for Bank of America US Trust Investment Group 2.Determining the performance of Trust Accounts of clients (First Rate Advisors)3.Preparing an overlapping analysis at holding level & tax lot level for SMA’s4.Total Portfolio Risk – An analysis of risk & return involved in a portfolio5.Creating customized templates(Spreadsheets) as required by the onshore PM’s6.Preparing presentations for an entire portfolio of the clients(both existing & prospect clients)7.Fetching Fixed Income charts of benchmarks & indices from Bloomberg on a periodical basis(Weekly & Monthly) 8.Morning Star Aggregation & Investment Summary Reports of funds9.Analyzing the returns of SMA’s,Funds,Indices,etc. from FactSet 10.Managing the mailbox & delivering the requests to PM’s within time Show less

  • Team Developer

    Sept 2017 - Nov 2018

  • Senior Team Member

    Aug 2015 - Sept 2017
• 

  PwC India

  Nov 2018 - now

  • Manager

    Apr 2023 - now

  • Senior Consultant

    Nov 2018 - now