Deepika Ghosh

• Successfully manage a portfolio of 300crore high-net-worth NRI clients, offering personalized financial solutions, including investment products, insurance, and banking services
• Conduct financial analysis and offer personalized recommendations based on customer needs, increasing portfolio growth by 2% year-over-year
• Develop and maintain strong, long-term relationships with NRI clients across different geographies (Africa, Asia, Middle East, Europe, North America) to understand their financial needs and deliver customized solutions
• Conduct regular portfolio reviews, recommend wealth management strategies, and identify opportunities for cross-selling additional products such as insurance, mutual funds, fixed deposits, and foreign exchange
• Ensure compliance with regulatory requirements (KYC, FATCA), providing clients with accurate information on market conditions and investment options
• Collaborate with other departments such as treasury, insurance, and loans to provide comprehensive financial solutions to clients
• Delivered client satisfaction through regular follow-ups, resolving queries, and ensuring timely updates on market trends and performance
• Manage end-to-end customer lifecycle, from prospecting and on boarding to providing ongoing financial advice and product recommendations

• Led the business development strategies for the company, focusing on identifying and securing new market opportunities to drive growth
• Coordinated and participated in contract negotiations, securing new business deals that supported the company's growth objectives
• Promoted the company's services by addressing client concerns and proactively predicting future needs to enhance service offerings
• Managed client follow-up and responses to inquiries, ensuring a high level of client satisfaction and retention

• Drafted and presented detailed reports on global market trends within the consumer goods industry, specifically focusing on:

- World Flour Market

- World Industrial Protective Footwear Market

- World Yeast Extract and Beta Gluten Market

• Conducted primary and secondary research, analyzing market dynamics, competitive landscapes, and growth opportunities