Finacle
Arnab Guha
Banker
Kolkata
Summary
Knowledgeable banker with more than 4 years of experience in the industry. Searching for a manager role with a reputable bank or large firm to exhibit my interpersonal skills when closing deals with prospects, working with existing clients and enhancing revenue." Core Qualifications Strong abilities in developing internal procedures and policies Outstanding skill in achieving business plan, financial, and operational goals Good skills in MS Office & Customers Relationship Management
Overview
5
5
years of professional experience
17
17
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Branch Relationship Officer (Deputy Manager)
Axis Bank Limited
Kolkata
09.2021 - Current
- Aid customers in opening, managing, and optimizing their bank accounts and other products
- Pursue leads and potential customers to expand services and products offered
- Provide advisory services for clients regarding available financial services Refer clients to financial specialist in the event of specialized needs Resolve issues regarding customer accounts
- Perform other administrative duties (such as data entry into in‑house software)
Relationship Manager
LIC Assets Management Company Limited
Guwahati
12.2020 - 07.2021
- Manages client assets according to investment preferences and goals
- Meets with clients to assess asset status, needs, risks, goals and progress
- Prepares financial statements, business activity reports and forecasts
- Develops, organizes and maintains client portfolios
- Studies market trends to maximize profits and identify investment opportunities.
Relationship Manager
Aditya Birla Sun Life Asset Management Company
Guwahati
12.2018 - 11.2020
- Manages client assets according to investment preferences and goals
- Meets with clients to assess asset status, needs, risks, goals and progress
- Prepares financial statements, business activity reports and forecasts
- Develops, organizes and maintains client portfolios
- Studies market trends to maximize profits and identify investment opportunities.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
Relationship Manager
Axis Asset Management Company
Shillong
11.2017 - 11.2018
- Shillong
- Asset valuation and analysis
- Wealth management and portfolio development High‑Net‑Worth client relationship management
- Investment strategy development, advisory, and execution
- Asset acquisition, tracking, and divestiture Communication, negotiation, and relationship building
Education
High School - Computer Science
Don Bosco High School
Lumding 01.1999 - 05.2009
Master Of Business Administration - Sales And Marketing Education
Bengal Institute of Business Studies
Kolkata 07.2016 - 05.2018
Bachelor's Of Commerce - Business Management
West Guwahati Commerce College
Guwahati 08.2011 - 07.2014
10+2 - Commerce
Lumding College
Lumding 07.2009 - 05.2011
Skills
Customer Relationship Management (CRM)
undefinedSoftware
Certification
National Institute Of Securities Market, (Valid till 2023)
Interests
Travelling
Trekking
Cooking
Fitness
Timeline
Branch Relationship Officer (Deputy Manager)
Axis Bank Limited
09.2021 - Current
National Institute Of Securities Market, (Valid till 2023)
12-2020
Relationship Manager
LIC Assets Management Company Limited
12.2020 - 07.2021
Relationship Manager
Aditya Birla Sun Life Asset Management Company
12.2018 - 11.2020
Relationship Manager
Axis Asset Management Company
11.2017 - 11.2018
Master Of Business Administration - Sales And Marketing Education
Bengal Institute of Business Studies
07.2016 - 05.2018
Bachelor's Of Commerce - Business Management
West Guwahati Commerce College
08.2011 - 07.2014
10+2 - Commerce
Lumding College
07.2009 - 05.2011
High School - Computer Science
Don Bosco High School
01.1999 - 05.2009
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