Subhanjan Roy

Experience

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  Federal Bank

  Aug 2014 - Feb 2020

  Maintaining relationships with Ultra HNI and Corporate Clients. Responsible to bring Business from Existing Clients and New Customer Acquisition across the zone assigned.Increasing the penetration of products like Mutual Funds, PMS, and SIP Book of Karnataka, Andhra Pradesh, Telangana & Goa to the organization's client base.Supporting the Team of Priority RMs across 143 branches. Supporting PRMs on joint calls & acquiring new clients for the organization.Experienced Bank Executive specializing in business development, program management, and team building. Thrive in demanding environments with aggressive operational and revenue objectives. Committed to developing leaders from inside the company.The organization has recognized me as a potential resource who can lead the Wealth Business for the Bangalore Zone. Always made a place on the ongoing campaign for the organization. An outstanding performer in Zonal Level retail campaigns for FY 2015-2016, 2016-2017, 2017-2018, and 2019-2020. An outstanding performer at Zonal Level in driving the MF and SIP business for the Zonal. Awarded with CGM's Club for FY 2016-2017 and 2018-2019. A consistent seasoned performer in the national-level health and life insurance campaign. Show less Results-oriented banking professional experienced in handling customer needs quickly and accurately. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge, and hands-on customer service abilities. Maintaining Compliance & Service Quality for the branches. Addressing customer Grievances efficiently. Handled the following efficiently CASA, Third Party, Loans, Forex, Branch Banking & Operation, Deposits, etc. Show less

  • Zonal Investment Manager

    Aug 2016 - Feb 2020

  • Assistant Manager

    Aug 2014 - Aug 2016
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  Wealthy

  Feb 2020 - Sept 2020

  Vice President

  Responsible to build the AUM & Commercial/Corporate Loan book for the organization with experience in Banking and Wealth Management. Handling Financial Advisory for clients and helping them in advising on their portfolio efficiently. Advising clients on products like Financial Planning, Mutual Funds, Traditional Investment, Term Insurance, Health Insurance, PMS, Debt Investments, Loans, Unlisted Stocks, Estate planning, Prop Shares, Private Equity, Bonds, and Structured Products.

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  Sharekhan

  Sept 2020 - Aug 2021

  Investment Specialist

  An Investment Banker to counsel and offer financial advice/ services to clients.Superior knowledge of wealth management, Mutual Funds, PMS, AIF, good Presentation/ Analytical skills, and understanding of client needs. Advising clients on the proper mix of products suitable for clients and as per the present market dynamics.The main responsibility is to manage the portfolio of HNI clients and help them with their financial needs by updating them on the current market and tracking the market rates. With expertise in the Equity Market, Debt Market, Domestic and International Economy helped in growing wealth for clients & served as a trusted consultant for High-Net worth Individuals and Families. Assisting the team in closing big-value investments. Show less

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  ICICI Securities

  Sept 2021 - Aug 2023

  Regional Product Manager

  Responsible for handling AUM of 2500 Cr and making sure of month-on-month growth of 6% of the AUM of the region. Driving Business across products like 100Crore MF AUM, 20Crore Bond AUM, 10Crore PMS AUM, 5Crore AIF AUM, and Equity every Month.Driving Basic Hygiene products and processes in the region and maintaining the top position in PAN India.Advising financial planning for UHNI Wealth clients, identifying their needs, and providing them with suitable products and asset allocation. Detailed Performance analysis of client portfolios and periodically review the portfolio. Build and deepen relationships with existing UHNI clients to increase the AUM across products. Assist RM in acquiring new client Acquisition and Joint calls. Drive sales of Financial products across the region's RMs to suitable client portfolios. Managing 16 branches with 50 RMs and grooming, Motivating, and helping them in building their capability. Strong knowledge of Investment Products like Mutual Funds, Fixed Income, Portfolio Management Services, Private Equity, and AIF. Show less

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  Kotak Mahindra Bank

  Sept 2023 - now

  AVP - Investment Specialist

  Ensuring month-on-month Business Achievement on Mutual Funds, PMS, AIF, and Debt Targets. Need to maintain strong relationships with the top 100 Clientele of the organization, giving them daily market updates, portfolio reviews & service requests and helping them create wealth by giving proper Investment suggestions across all banking products. The total AUM growth from last year is 25%. Added 50 Cr AUM from existing and new clients.As an Investment Specialist, focus on growing the business through new clients, expanding existing relationships, and delivering new products, as well as retaining current assets.Part of a team that maintains a strong communication framework to provide new and existing clients with detailed and regular insights.Work with the team on prospective opportunities and supporting existing client relationships.Focus on managing regular client updates through pitchbooks and data-led reports while learning about the business.Respond to ad-hoc requests from stakeholders, with an initial focus on data-led queries.Complete requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires, with an initial focus on data-led components.Ensuring Product training for the RMs, Clients & Corporate Activity every month.Actively supports developing written skills and deepening knowledge to leverage in client work in the future.Self-motivated with a strong work ethicWillingness to work in a team-oriented and collaborative environmentExcellent written and verbal communication skillsStrong numerical, analytical, and problem-solving skillsProficient in Microsoft Word and skilled in PowerPointSkilled in Microsoft Excel Show less