Surupa Mondal

Experience

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  BNK

  Sept 2010 - Oct 2012

  Manager

   Attending meeting with clients along with senior management and strategizing the road map to retain the maximum market share. Formulating the extract of the meeting. Follow up with the clients on behalf of the senior management for getting the mandate and executing the deal. Co-ordinating and negotiating with the dealer for the product. Executing the deal for structured financial products to institutional clientele, including portfolio managers, provident funds, pension funds, superannuation funds and insurance companies. Ensuring customer satisfaction through understanding customer needs, providing responsive service to clients. Financial Calculation of the product, analyzing the Financial Statement (Balance Sheet, Profit and Loss Statement etc.) and the rating details for formulating report of the respective company. Checking and rectifying the mandate of the primary issue. Providing the advisory services to the client about their portfolio of the fixed income products. Work with “Insta deal” software for fetching data for analyzing the data to prepare the report. Show less

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  State Bank of India Discount and Finance House of India Ltd. (SBI DFHI Ltd.)

  Feb 2013 - Jan 2023

  Senior Manager

   Playing important role in maintaining and bolstering key institutional relationships. Able to capture new business and develop strong working relationships with diverse range of clientele by strategizing the road map to retain market share at optimal level. Providing portfolio services to the client to maximize their investment and determining the risk factor. Sourcing the securities (Gsec, SDL, Tbills and NCD) from various clients for branches. Preparing and distributing secondary quotation among clients and across divisions. Execute the deals on NDS OM Reported platform and sometimes take the active participation for trading on NDS platform. Determining the price of the products in auction from market feedback and active participation in Auction for TBILLS, GOI and SDL. Preparing weekly and monthly performance report for the management and stock sheets which offered to the branches for their clients.  Work with different software for fetching data for analysing the data to prepare the report. Show less

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  ManipalCigna Health Insurance Company Ltd.

  Feb 2023 - now

  Manager - Front office & Treasury operations