Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Debjit Raha

Kolkata

Summary

Certified Financial Planner (CFP) with experience in managing extensive client portfolios. Skilled in financial analysis,retirement planning, tax optimization and developing investment strategies with a strong understanding of equity markets and valuation techniques. Seeking to leverage analytical expertise and financial acumen in a dynamic Equity Analyst role.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Independent Financial Advisor

Self Employed
Kolkata
05.2021 - Current
  • Developed Comprehensive Financial Plans: Created and implemented detailed financial plans covering investment strategies, retirement planning, tax optimization, risk management and estate planning completely tailor made as per client requirements.
  • Client Relationship Management: Built and maintained strong relationships with clients through regular communication, personalized service, and a deep understanding of their financial needs and goals.
  • Market Research and Analysis: Conducted in-depth market research and analysis to stay informed about economic trends, market conditions, and investment opportunities.

Business Development Manager

Standard Chartered Bank
Kolkata
02.2016 - 02.2017
  • Priority Client Acquisition: Successfully acquired and managed relationships with High Net Worth Individual (HNI) clients, driving significant growth in the bank's client portfolio and assets under management.
  • Client Relationship Management: Cultivated and maintained strong relationships with existing HNI clients of the bank through regular communication, personalized service, and exceptional customer care.
  • Achieved Sales Targets and Promoted Cross-Selling: Consistently met sales targets while actively promoting cross-selling of the bank's financial products and services to HNI clients thereby contributing to the bank’s overall growth objectives.

Education

MBA - Marketing | Finance

NSHM Knowledge Campus
01-2016

BBA -

D.Andrews Institute of Technology & Management
01-2014

High School Diploma -

B.D.Memorial International
01-2011

Skills

  • Wealth Management
  • Retirement planning
  • Estate Planning
  • Tax planning
  • Portfolio Analysis
  • Risk Assessment
  • Client Relations
  • Microsoft Excel

Certification

  • FPSB Certified Financial Planner
  • FPSB Certified Investment Planning Specialist
  • FPSB Certified Retirement and Tax Planning Specialist
  • FPSB Certified Risk and Estate Planning Specialist
  • NISM-Series-XV: Research Analyst Certification
  • NISM-Series-V-A: Mutual Fund Distributors Certification
  • NSE Certified Market Professional - Level 1

Timeline

Independent Financial Advisor

Self Employed
05.2021 - Current

Business Development Manager

Standard Chartered Bank
02.2016 - 02.2017

MBA - Marketing | Finance

NSHM Knowledge Campus

BBA -

D.Andrews Institute of Technology & Management

High School Diploma -

B.D.Memorial International

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Debjit Raha