Daipayan Dubey
Relationship Manager
Kolkata
Summary
Proficient in customer relationship management and financial analysis, with hands-on experience coordinating investment strategies. Committed to providing personalized financial solutions that drive client success.
Overview
1
1
years of professional experience
6
6
years of post-secondary education
4
4
Certification
3
3
Languages
Work History
Relationship Manager
ICICI Securities Limited
Kolkata, West Bengal
06.2025 - Current
- Portfolio Management: Managed a diverse portfolio of 1,400+ clients with an Assets Under Management (AUM) exceeding 80 Cr.
- Strategic Advisory: Conducted market analysis to provide strategic investment advice and personalized financial solutions.
- Client Retention: Cultivated long-term client relationships, significantly improving retention rates through proactive engagement.
- Operational Compliance: Streamlined the client lifecycle by managing end-to-end onboarding, KYC compliance, and detailed documentation.
- Financial Planning: Guided clients on portfolio construction, ensuring asset allocation aligned with individual risk profiles and financial goals.
Finance Intern
Aditya Birla Fashion and Retail
08.2024 - 11.2024
- Collaborated with team members to develop budgets and track expenses for financial accuracy.
- Maintained accurate transaction records to ensure compliance and support financial reporting.
- Utilized Excel for data entry and analysis of financial metrics.
- Organized financial documentation and records to facilitate efficient audit processes.
Education
PGPFM + MBA - Financial Management
Bengal Institute of Business Studies
KolkataB.Com (Hons.) - Accountancy (Hons.)
Sarsuna College - Calcutta University
KolkataXII - ISC - Commerce
St. Joseph & Mary's School
KolkataX - ICSE -
Meghmala Roy Education Centre
Kolkata 04.2001 - 05.2018
Skills
Client management
Financial Analysis
Relationship management
Investment strategies
Wealth Management
Certification
• NISM VA - Mutual Fund Distributors
• NISM VIII - Equity Derivatives
• NISM VII - Securities Operations and Risk Management
• NISM XXI-A - Portfolio Management Services (PMS) Distributors
• NISM VIII - Equity Derivatives
• NISM VII - Securities Operations and Risk Management
• NISM XXI-A - Portfolio Management Services (PMS) Distributors
Timeline
Relationship Manager
ICICI Securities Limited
06.2025 - Current
Finance Intern
Aditya Birla Fashion and Retail
08.2024 - 11.2024
X - ICSE -
Meghmala Roy Education Centre
04.2001 - 05.2018
B.Com (Hons.) - Accountancy (Hons.)
Sarsuna College - Calcutta University
XII - ISC - Commerce
St. Joseph & Mary's School
PGPFM + MBA - Financial Management
Bengal Institute of Business Studies