Summary
Overview
Work History
Education
Skills
Interests
Courses
Timeline
Generic
Debraj Mitra

Debraj Mitra

Account Relationship Manager
Kolkata

Summary

Trader analyzing hourly market conditions to identify hedge opportunities and capture shifts in market sentiment. Tracks price points, liquidity characteristics, and trend signals across stocks, currencies, commodities, and index futures to shape trade decisions. Works with analysts and coverage traders to share market information and refine strategy.

Overview

3
3
Languages
5
5
years of professional experience

Work History

Account Relationship Manager

Haven Ark & Unicrore
07.2026 - Current
  • Attracted a total investment of 56lakhs in the First two months working on the Wealth Management
  • Track 68% of qualified leads monthly through follow-up activity and consistent pipeline updates.
  • Manage 17 client accounts weekly, maintaining regular contact and addressing relationship needs promptly.
  • Build client relationships by understanding needs and recommending suitable financial products.
  • Present product options clearly and answer questions to support informed customer decisions.
  • Maintain accurate account records and update customer information after each interaction.
  • Follow up on open opportunities and keep prospects engaged throughout the sales cycle.
  • Review account activity to identify follow-up opportunities and support retention efforts.
  • Assist with product discussions by matching features to customer priorities and concerns.

Business Development Executive

Haven Ark Academy
01.2025 - 05.2026
  • Generated 55L in revenue within 9 months by promoting stock market trading education programs through calls, webinars, and online channels.
  • Built a steady sales pipeline through lead generation, follow-ups, referrals, and disciplined CRM data entry.
  • Conducted client needs assessments and recommended trading courses aligned to individual goals and priorities.
  • Delivered persuasive sales presentations on course offerings, value propositions, and potential trading career outcomes.
  • Exceeded monthly and quarterly sales targets while contributing to overall business growth.
  • Collaborated with marketing to improve lead quality and share market feedback for stronger campaign targeting.
  • Educated prospects on trading basics, course structure, and community support while staying current on market trends and product updates.

Business Development Associate

Think & Learn Pvt Ltd
09.2022 - 10.2022
  • Negotiated contracts and closed sales with new and existing clients.
  • Built the business pipeline through cold and warm outreach to expand qualified opportunities.
  • Handled the current portfolio and prospective leads in SalesForce to keep customer records current.
  • Engaged customers across departments to share in-depth product knowledge in a non-commissioned environment.
  • Reviewed invoices, payment requests, advance requests, and expense reimbursements before approval, while communicating sensitive information under regulatory guidelines.

Product Marketing Trainee

Highradius Corporation
07.2021 - 07.2022
  • Learned new materials, processes, and programs quickly while applying feedback from supervisors and coworkers.
  • Managed day-to-day customer questions under supervision and maintained professional communication across phone and email channels.
  • Supported on-the-job training by shadowing senior team members and asking targeted questions to learn related tasks.
  • Built productive relationships with peers, leadership, and customers through clear communication and dependable follow-through.
  • Collaborated with employees from diverse backgrounds and supported organizational objectives with guidance from existing staff.

Trader

Self Employed
11.2019
  • Analyzed hourly market conditions to identify hedge opportunities and adjust positioning.
  • Interpreted trading strategies to reflect current market sentiment, liquidity, and key price points.
  • Collaborated with analysts and coverage traders to share relevant market intelligence.
  • Monitored market trends and developed strategies to capitalize on emerging opportunities.
  • Applied product knowledge across financial products, including stocks, currencies, commodities, and index futures.

Education

Bachelor of Technology - Computer Science Engineering

Narula Institute of Technology
Kolkata
07-2022

Higher Secondary School - Science

Sacred Heart Day High School
Barrackpore
07-2018

Secondary School - General

Ramakrishna Vivekananda Mission
Barrackpore
03-2016

Skills

Product knowledge

Financial products

Sales pipeline management

Lead generation

Microsoft Office

Business-to-customer expertise

Client relationship management

Needs assessment

Sales presentations

CRM data entry

Interests

Football, Cricket, Reading Books

Courses

  • Blockchain 360 Jul 2021
  • Artificial Intelligence on Microsoft Azure Jul 2022
  • Product Marketing Trainee Jul 2022

Timeline

Account Relationship Manager

Haven Ark & Unicrore
07.2026 - Current

Business Development Executive

Haven Ark Academy
01.2025 - 05.2026

Business Development Associate

Think & Learn Pvt Ltd
09.2022 - 10.2022

Product Marketing Trainee

Highradius Corporation
07.2021 - 07.2022

Trader

Self Employed
11.2019

Secondary School - General

Ramakrishna Vivekananda Mission

Higher Secondary School - Science

Sacred Heart Day High School

Bachelor of Technology - Computer Science Engineering

Narula Institute of Technology
Debraj MitraAccount Relationship Manager