Debabrata Jana
Kharagpur
Summary
Dynamic finance professional with experience as a Deputy Manager, specializing in customer's portfolio management, operations, and suspicious transaction monitoring. Skilled in customer acquisition and relationship building, with a strong focus on compliance and risk mitigation. Proven ability to enhance operational efficiency and deliver exceptional service in the finance sector.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Deputy Manager I
ICICI Bank
Kolkata
03.2024 - Current
- Supported daily branch operations, ensuring smooth service delivery, compliance with regulatory standards, and achievement of operational goals.
- Oversaw customer relationship management, ensuring high satisfaction & retention by addressing complex issues and optimizing service processes.
- Managed branch financials, including budgeting and transaction oversight, while collaborating with internal teams to resolve customer issues & improve operational efficiency.
- Drove & business development by promoting banking products, exceeding revenue targets & identifying growth opportunities within the branch. Overseeing all aspects of branch operations and maintaining seamless service.
- Managed and nurtured relationships with corporate clients, ensuring high satisfaction & retention.
- Developed and delivered customized financial solutions for corporate employees.
Education
Post Graduate Diploma in Banking & Finance -
Manipal Academy of Higher Education
Bangalore11-2024
CMA US -
HOCK International
BangaloreBachelor of Commerce -
University Of Calcutta
Kolkata08-2022
Higher Secondary -
Kendriya Vidyalaya No 2, Kharagpur
Kharagpur, West Bengal06-2019
Matric -
Kendriya Vidyalaya No 2, Kharagpur
Kharagpur, West Bengal05-2017
Skills
- Financial Analysis
- Investment Strategies
- Suspicious Activity Reporting (SAR)
- Financial Reporting
- Regulatory Compliance
- Enhanced Due Diligence (EDD)
- Retail Banking Account Management
- Identity Verification Know Your Customer (KYC)
- Portfolio Management
Languages
Bengali
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Affiliations
- NCC in the cadet rank with Grade A (2017)
Certification
- Computer Fundamental Course (2015)
- DDTP (Diploma in Desktop Publishing) (2016)
- Diploma in Financial Accounting (2018)
Timeline
Deputy Manager I
ICICI Bank
03.2024 - Current
Post Graduate Diploma in Banking & Finance -
Manipal Academy of Higher Education
CMA US -
HOCK International
Bachelor of Commerce -
University Of Calcutta
Higher Secondary -
Kendriya Vidyalaya No 2, Kharagpur
Matric -
Kendriya Vidyalaya No 2, Kharagpur
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