Arnab Guha
Kolkata
Summary
Accomplished banking and finance professional with extensive experience in customer relationship management, revenue growth, and financial planning and wealth management. Proven track record in analysing market trends, developing investment portfolios, and executing strategic campaigns to generate new business. Adept at handling high-profile clients, conducting due diligence, and providing customised investment advice. Demonstrated expertise in client retention, target planning, and staff training. Career goal includes leveraging skills in finance management and marketing to drive business growth and enhance client satisfaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Preferred Relationship Manager
Hdfc Bank Limited
Kolkata
05.2025 - Current
- Identifying and acquiring new Preferred customers who meet the criteria.
- Enhancing and deepening existing relationships by understanding customer needs and cross-selling relevant products and services.
- Providing excellent customer service, addressing queries and complaints, and ensuring timely resolution.
- Retaining customers through personalized service and acting as a dedicated point of contact.
- Identifying and recommending appropriate financial products and services to enhance profitability.
- Meeting assigned business targets in terms of cross-selling, enhancing, and upgrading High Net Worth relationships.
Pioneer Business Partner
Indusind Bank Limited
Kolkata
12.2024 - 05.2025
- Managing a portfolio of clients, ensuring stability and minimizing attrition.
- Deeply understanding the customer base in terms of profile, demographics, psychographics, and assets.
- Providing excellent customer service, ensuring high levels of client satisfaction, and contributing to client retention and growth.
- Effectively communicating with clients, internal teams, and senior management.
Yes First Affluent Relationship Manager
Yes Bank Limited
Kolkata
04.2024 - 12.2024
- Handled high-profile clients and territories with exceptional planning and strategic engagement.
- Addressed and resolved customer complaints in efficient, effective and timely manner.
- Conducted due diligence on potential clients to assess creditworthiness and align services with their financial goals.
- Analysed financial statements and client portfolios to provide customised investment advice, enhancing client wealth.
- Scheduled, arranged and attended meetings with customers to maintain trusting and long-lasting relationships.
- Assessed clients' financial status, objectives and risk tolerance to devise customised risk policy.
Elite Relationship Manager
Kotak Mahindra Bank Limited
Kolkata
12.2023 - 03.2024
- Consulted with ultra HNI clients using preferred channels, maintaining customer satisfaction.
- Created sales and marketing strategies to increase customer base and enhance sales.
- Tracked investment performance, providing clients with scheduled updates.
- Modified investment strategies based on market changes and fluctuations.
- Verified clients' needs and financial resources to determine tailored investment strategy.
Branch Banking Relationship Officer
Axis Bank
Kolkata
09.2021 - 11.2023
- Set up new client accounts and updated Salesforce files with precision.
- Developed and maintained strong relationships with branch customers to enhance loyalty and retention.
- Facilitated the introduction of digital banking solutions to customers, promoting convenience and efficiency.
- Led informative sessions on new banking products, ensuring customers were aware of the latest offerings.
- Negotiated with customers to restructure loans, finding mutually beneficial solutions to financial challenges.
- Assisted customers with account opening, loan applications, and other banking services to meet their financial needs.
Sales Manager
LIC Asset Management Company
Guwahati
12.2020 - 07.2021
- Prepared detailed reports on sales activity, revenue generation, and market penetration for senior management review.
- Fostered relationships with key clients, securing long-term contracts and boosting revenue growth.
- Guided sales team through challenging negotiations, securing deals that met both client and company objectives.
- Built new business partnerships to drive customer acquisition and generate revenue.
Relationship Manager
Aditya Birla Sun Life Asset Management Company
Guwahati
12.2018 - 11.2020
- Analysed risk using financial forecasting techniques and expertise of markets.
- Evaluated financial viability of proposed business plans and projects.
- Prepared and delivered presentations to senior management on client portfolio performance and growth opportunities.
- Handled high-profile clients and territories with exceptional planning and strategic engagement.
Relationship Manager
Axis Asset Management Company
Shillong
11.2017 - 12.2018
- Analysed risk using financial forecasting techniques and expertise of markets.
- Assessed clients' financial status, objectives and risk tolerance to devise customised risk policy.
- Reviewed and developed investment portfolios based on market changes to generate maximum revenue.
- Generated new business by executing strategic campaigns and proactively cold calling customers.
Education
SSC - Computer Science
Don Bosco High School
Lumding, AssamBachelor of Commerce - Management Hons.
West Guwahati Commerce College
Guwahati, AssamHSC - Commerce
Lumding College
Lumding, AssamMaster of Business Administration - Business Marketing
Bengal Institute Of Business Studies
Kolkata,. West Bengal Skills
- Customer relationship management software
- Revenue growth
- Client retention
- Target planning, setting and monitoring
- Calm under pressure
- Staff training
- Wealth management
- Financial planning
- Marketing and sales
Certification
- NISM SERIES V A CERTIFIED ( Valid till Dec,2026)
- IRDA CERTIFIED ( Valid till Nov,2027
Languages
English
Beginner
A1
Bengali
Beginner
A1
Hindi
Beginner
A1
Assamese
Beginner
A1
Timeline
Preferred Relationship Manager
Hdfc Bank Limited
05.2025 - Current
Pioneer Business Partner
Indusind Bank Limited
12.2024 - 05.2025
Yes First Affluent Relationship Manager
Yes Bank Limited
04.2024 - 12.2024
Elite Relationship Manager
Kotak Mahindra Bank Limited
12.2023 - 03.2024
Branch Banking Relationship Officer
Axis Bank
09.2021 - 11.2023
Sales Manager
LIC Asset Management Company
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 - 12.2018
SSC - Computer Science
Don Bosco High School
Bachelor of Commerce - Management Hons.
West Guwahati Commerce College
HSC - Commerce
Lumding College
Master of Business Administration - Business Marketing
Bengal Institute Of Business Studies