ARPANJALI CHAKRABORTY
Banking
Mumbai
Summary
With a constant desire to learn, want to work with a vibrant organization, challenging knowledge and experience, and to get an opportunity to contribute positively to the performance of the organization.
Overview
10
10
years of professional experience
5
5
years of post-secondary education
Work History
Senior Relationship Manager- Non Resident
Standard Chartered Bank
Mumbai, Maharashtra
12.2021 - Current
- Working)
- Responsible for handling HNI non clients from the portfolio and managing their relationship
- Reviewing their portfolio and product holdings thereby cross selling bank and achieving clients 100 percent wallet share
- Responsible for remittances , forward contracts booking and other specialised products for non residents
- Generating fee through cross selling third party products such as insurance,mutual funds, PMS , AIF, Forex Remittances.
- Cultivated interpersonal skills by building positive relationships with others.
- Worked well in a team setting, providing support and guidance.
- Managed time efficiently in order to complete all tasks within deadlines.
- Paid attention to detail while completing assignments.
- Strengthened communication skills through regular interactions with others.
Select Relationship manager
Indusind Bank
01.2018 - 09.2019
- Comprehensive review of clients portfolio to assess stratergies based on objectives and risk profile , identify opportunities and prepare customized asset allocation suugestions
- Cross selling other bank products such as mutual funds, life insurance , current and savings accounts etc
- Strengthening the client relationship to achieve clients 100 % client wallet share
- Generate fee revenue through third party products
Non Resident Relationship manager
Yes bank
09.2019 - 08.2021
- Responsible for handling HNI non clients from the portfolio and managing their relationship
- Reviewing their portfolio and product holdings thereby cross selling bank and achieving clients 100 percent wallet share
- Responsible for remittances , forward contracts booking and other specialised products for non residents
- Generating fee through cross selling third party products such as insurance,mutual funds, PMS etc.
Customer Service Officer
Axis Bank
09.2014 - 08.2017
- Taking care of end to end operations of retail branch banking
- Cross selling third party products such as insurance mutual funds etc thereby generating fee income
- Cross selling banking products such as savings account,current account,tasc accounts etc
- Taking care of locker operations, transactions and demat desk.
Education
PGDM/MBA - undefined
IILM GSM, AICTE
B.Com(Hons) - undefined
Gauhati Commerce College
XII -
Gauhati University, CBSE Board) South Point School
03.2009 - 07.2009
CBSE Board) Vivekananda Kendra Vidyalaya
03.2006 - 04.2007
B COM - Accountancy Honors
Gauhati University
Guwahati 03.2009 - 07.2012
Skills
ADDITIONAL INFORMATIONundefined
Accomplishments
- SUMMER INTERNSHIP/ LIVE PROJECTS
- Genpact , Gurgaon Finance 13 May-13 July 2013 (2 Months)
- Description Internal Audit of “Common Minimum Practices”
- Learning Corporate Ethics and Behavior Insights in Auditing
- KEY CERTIFICATIONS NISM SERIES- V AMFI CERTIFIED-Mutual Fund Distribution
- IRDA Certified Live project for CMAI, on surveying consumer preferences of mobile handsets, I did the field-work pertaining to a primary research, using a CMAI-designed questionnaire
- PMS Distribution certification
- Live project for Nielsen India in the Auto Expo 2014, I took interviews of the target people, using a Nielsen designed questionnaire.
Additional Information
Have been awarded as Best performing RM under Banca Ceo Recognition Program 2023
Have qualified for all International sales training programs from 2022-2024
Have been recognised as Top performing RM in SA balances for 2023.
Timeline
Senior Relationship Manager- Non Resident
Standard Chartered Bank
12.2021 - Current
Non Resident Relationship manager
Yes bank
09.2019 - 08.2021
Select Relationship manager
Indusind Bank
01.2018 - 09.2019
Customer Service Officer
Axis Bank
09.2014 - 08.2017
XII -
Gauhati University, CBSE Board) South Point School
03.2009 - 07.2009
B COM - Accountancy Honors
Gauhati University
03.2009 - 07.2012
CBSE Board) Vivekananda Kendra Vidyalaya
03.2006 - 04.2007
PGDM/MBA - undefined
IILM GSM, AICTE
B.Com(Hons) - undefined
Gauhati Commerce College
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