Summary
Overview
Work History
Education
Skills
Personal Information
Hobbies and Interests
Languages
AWARDS & RECOGNITION
References
Timeline
Generic

Arpita De

Kolkata

Summary

Result-driven Investment Management Professional with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development. Expert in fixed income securities and portfolio management, with a flair for strategic planning and client relationship management. Achieved significant market expansion and client base growth, demonstrating exceptional interpersonal skills and financial advisory acumen.

Overview

26
26
years of professional experience

Work History

Sr Relationship Manager - Institutional Sales

Franklin Templeton Asset Management (India) Private Limited
Kolkata
09.2023 - Current
  • Responsible for placing units of debt funds to non-individual clients, primarily corporate treasuries, exempted trusts, and family offices.
  • Identify and cultivates new prospects and/or clients.

• Initiate and follow up on new business opportunities.

• Lead new business meetings and close sales to institutional investors.

• Leverage the organization’s relationship with existing institutional accounts by developing and executing proactive, creative, and ongoing contact initiatives.

• Develop and maintain relationships with Distributors

• Act as a liaison to the investment management groups to ensure active, enthusiastic support of the sales and marketing process.

• Works closely with other team members to further develop sales opportunities.

Sr Manager - Fixed Income Group

ITI Gilts Ltd
Kolkata
07.2019 - 07.2023
  • Responsible for private placement and market making of fixed income securities, catering primarily to the investment requirements of institutions that are dealing in provident, pension, gratuity, superannuation funds, trusts, and exempted funds.
  • Procure NCD mandates, and help in placing CPs issued by various companies in the eastern region.
  • Relationship building and expand market for Mutual Funds and Company FD
  • Business Development for Debt & Equity markets in Kolkata region, Eastern & Nort Eastern States
  • Proficiency in debt portfolio management & treasury operations along with strong skills in the following domain including six sigma
  • In-depth knowledge on corporate finance, investments, loan syndication with sound knowledge of debt market
  • Experienced in Senior and Large Level Corporate Client Acquisition for debt products and relationship management with them
  • Highly experienced finance professional with bent on quality assurance and control and certified in six sigma green & black belt certification
  • Significant inclination in six sigma tools and process improvement areas
  • Good Interpersonal & communication skills
  • High Integrity and confidentiality
  • Responsible for expanding the client base specially in the PSU Sector and improving the market share by way of getting New Clients along with retention of existing relationships; maintaining relationship with the Issuers and various corporates

Asstt. Vice President - Debt Portfolio Management

Almondz Finanz Ltd
Kolkata
07.2010 - 07.2019
  • Responsible for private placement and market making of Fixed Income Securities catering primarily to Investment Requirements of Institutions who are dealing in Provident, Pension, Gratuity, Superannuation Funds, Trusts and Exempted Funds
  • Facilitate Loan Syndication and procuring mandates from Issuers
  • Procure NCD mandates and help in placing CP issued by various corporate in the eastern region
  • Relationship building and expand market for Mutual Funds
  • Business Development for Debt & Equity markets in Kolkata region
  • Responsible for expanding the client base and improving the market share by way of getting New Clients along with retention of existing relationships; maintaining relationship with the Issuers and various corporates
  • Conducted ABC Audit for the Newspaper circulations, newsprint consumption and analyse circulations accounts receivables

Asstt. Vice President - Debt Portfolio Management

Almondz Global Securities Limited
Kolkata
12.2000 - 06.2010
  • Responsible for private placement and market making of Fixed Income Securities catering primarily to Investment Requirements of Institutions who are dealing in Provident, Pension, Gratuity, Superannuation Funds, Trusts and Exempted Funds
  • Facilitate Loan Syndication and procuring mandates from Issuers
  • Procure Bond Issue mandates from various corporates in the eastern region
  • Relationship building and expand market for Mutual Funds
  • Business Development for Debt & Equity markets in Kolkata region

Executive Assistant - Retail Debt

Birla Sun Life Securities Limited
Kolkata
09.1999 - 11.2000
  • Accountable for Selling and Market creation of Gilt Edged Securities catering primarily to Investment Requirements of Provident / Pension / Gratuity / Superannuation Funds, Trusts and Exempted Funds
  • Looking into Back Office Operations for overseeing the process efficiency
  • Responsible for improving Market Share through new business development and account mining from existing clients

Management Trainee in the Retail Lending Section

Birla Global Finance Limited
Kolkata
05.1999 - 08.1999
  • Co ordination of the Hire Purchase contracts in Consumer Finance & Auto Finance and also involved in Loaning against Shares
  • Looking into the Fixed Deposit Section in Calcutta Branch - service clients and handle Customer Grievances relating to FD's

Education

Certified Lean Six Sigma Green Belt -

IIBM Institute of Business Management
Meerut
01.2010

Certified Lean Six Sigma Black Belt -

IIBM Institute of Business Management
Meerut
01.2010

PGDBM - Finance

Eastern Institute for Integrated Learning in Management
Kolkata
01.1999

B. Sc - Statistics

Presidency College, University of Calcutta
01.1995

Skills

  • Fixed Income Securities
  • Investment Management
  • Mutual Funds
  • Relationship Management and Business development
  • Strategic planning
  • Portfolio management
  • Customer interaction
  • Teamwork and collaboration
  • Interpersonal skills
  • Financial advisory
  • Investment guidance
  • Client relationship management
  • Multitasking capacity
  • Debt management/restructuring
  • Build customer relationships

Personal Information

Date of Birth: 12/15/74

Hobbies and Interests

  • Rangering
  • Dancing
  • Social Service

Languages

  • English
  • Hindi
  • Bengali

AWARDS & RECOGNITION

  • All Rounder' Award of Eastern IILM
  • Kulwant Rai Gold Medal' for scoring the highest grade in Management Studies at Eastern IILM
  • Highest Scorer Award for each of the four semesters of Management Studies
  • Several Awards for Excellence in School
  • Governor's Award for Girl Guiding
  • Highly Commended' Certificate in the Royal Commonwealth Essay Competition
  • Qualified in the All India Science Aptitude Tests

References

References available upon request.

Timeline

Sr Relationship Manager - Institutional Sales

Franklin Templeton Asset Management (India) Private Limited
09.2023 - Current

Sr Manager - Fixed Income Group

ITI Gilts Ltd
07.2019 - 07.2023

Asstt. Vice President - Debt Portfolio Management

Almondz Finanz Ltd
07.2010 - 07.2019

Asstt. Vice President - Debt Portfolio Management

Almondz Global Securities Limited
12.2000 - 06.2010

Executive Assistant - Retail Debt

Birla Sun Life Securities Limited
09.1999 - 11.2000

Management Trainee in the Retail Lending Section

Birla Global Finance Limited
05.1999 - 08.1999

Certified Lean Six Sigma Green Belt -

IIBM Institute of Business Management

Certified Lean Six Sigma Black Belt -

IIBM Institute of Business Management

PGDBM - Finance

Eastern Institute for Integrated Learning in Management

B. Sc - Statistics

Presidency College, University of Calcutta
Arpita De