Dibyendu Bhakta
Assistant Vice President
Kolkata
Summary
Corporate professional prepared to lead at executive level, with background in strategic planning and operational execution. Recognized for effectively leading teams and driving impactful results. Known for adaptability and reliable performance in dynamic environments. Key skills include strategic vision, financial acumen, and team leadership.
Overview
22
22
years of professional experience
Work History
Associate Vice President Group Advisory Leader - PCG
Motilal Oswal Financial Services Ltd
03.2025 - 10.2025
- Handling a team of acquisition/advisory.
- Responsible for generating Equity/MF/PMS/AIF/Insurance/Unlisted/Bonds/FD business.
- Responsible for advisory for clients and managing the portfolio.
- Responsible for building AUM and MTF book with team.
- Responsible for building team performance in all parameters.
- Working closely with Risk/Compliance/Operation, interact with internal and external teams for product updates/training.
Asst. Vice President – Branch Head- Burdwan Branch (Equity Broking Group)
JM Financial Services Ltd
07.2023 - 03.2025
- Responsible for branch revenue (P/L) and acquisition of elite client base.
- Handling a team of acquisition/advisory/dealers – team strength of 5 RM’s.
- Responsible for generating Equity/MF/PMS/AIF/Insurance/Unlisted/Bonds/FD business for the branch.
- Working closely with Risk/Compliance/Operation and Dealers, interact with internal and external teams for product updates/training.
- Responsible for building MTF Book and MF AUM.
- Responsible for acquiring and generating revenue through AP and Remizers (Both Equity and TPP). Responsible for team performance in Equity broking revenue/acquisition of elite client’s/revenue through TPP and building MTF Book and MF AUM.
- Focused on acquiring large corporate’s/intuition accounts for shifting large AUMs from competitors.
Chief Manager (Private Wealth Acquisition)
ICICI Securities Ltd
02.2020 - 06.2023
- Had the Responsibility to lead East zone for Corporate Sales.
- Handling corporate business (Demat & Trading accounts) with all verticals of icici securities.
- Responsible for Corporates/HNI/Non-Individual accounts and revenue.
- Working closely with Zonal Head, Regional Heads (Retail, Select, IFA, Business Partners & Wealth) Branch Managers RM and Advisory and Digital team.
- Working closely with product/operations and compliance team.
Zonal Sales Head
ICICI Securities Ltd
02.2015 - 02.2020
- Had the Responsibility to lead West Bengal zone for Channel Sales (Retail).
- Handled retail business (Demat & Trading accounts) with ICICI Bank.
- Total team strength of 40 members with 4 (RSM).
- Worked closely with bank Zonal Head, Regional Heads (Retail, Salary & Wealth), RHS CASA, RHS Salary, RHS NRI, Wealth CBM and Branch Managers.
- Products are demat & trading account (Normal, HNI, NRI, Corporate, M52 and Prime/Prepaid).
- Achieving targets in volume, new client activation, activation of Bank employees (PB VB/DBM BSM SO) and help in building CASA for bank which helps them in profitability.
- Extended and aligned our employees with bank to do more acquisition of new clients which would help to build the revenue for the bank.
- To ensure 100% compliance of employees and operational related (Rejection, Franking Cost, TAB sourcing) process.
- Responsible for recruitment, training and induction for the employees.
- Responsible for induction and training of our product to the new and existing bank employees.
- Initiating and driving local contest for the bank team as well our team.
- Conducting various Bank branch activities and Salary corporate activities.
- Ensuring the productivity of each team members is achieved/monitored.
- Ensuring all the customer and account related escalations is been handled and closed within the given TAT.
- Worked hand in hand with the bank team for maintaining month on month growth in business.
Senior BDM
IIFL
07.2014 - 11.2014
- Had the Responsibility to lead West Bengal in Franchise / Sub-broker Business.
- Acquisition of new Franchise/Sub-broker.
- Generating business from them and new customers too.
Senior Channel Manager
ICICI Securities Ltd
04.2013 - 10.2013
- Had the Responsibility to lead two states Karnataka and Kerala in Franchise / Sub-broker Business.
- Handled Sub Brokers of Karnataka and Kerala. There was a Team of 60 Sub brokers.
- Products are Demat accounts, mutual funds, IPO, FDs, general insurance and life insurance.
- Achieving targets in volume, brokerage, new client activation, new sub brokers acquisition and analysis the profitability.
- To extend the market and to do more acquisition of new clients and to build the revenue for the company.
- To ensure 100% compliance among the sub brokers.
- Responsible for recruitment, training and induction for the employees working under sub broker division.
- Responsible for induction and training of the sub-brokers acquired
- Initiating product training for the team.
- Managing/controlling attrition.
Channel Manager
ICICI Securities Ltd
07.2008 - 03.2013
- Had the Responsibility to lead South Bengal and North Bengal in Franchise / Sub-broker Business.
- Handled Sub Brokers South Bengal and North Bengal.
- There was a Team of 30 Sub brokers.
- Products are Demat accounts, mutual funds, IPO, FDs, general insurance and life insurance.
- Achieving targets in volume, brokerage, new client activation, new sub brokers acquisition and analysis the profitability.
- To extend the market and to do more acquisition of new clients and to build the revenue for the company.
- To ensure 100% compliance among the sub brokers.
Sales Manager
ICICI Securities Ltd
01.2007 - 06.2008
- Had the Responsibility to lead Kolkata and ROB in Channel Sales.
- Handled Segment Managers/CAT/FOS in Kolkata and ROB.
- Coordinating with I Bank Branches/Operations/RPC and RCU.
- Coordinating activities in corporates for volume acquisition.
- Manpower Management.
Executive Sales
BISLERI INTERNATIONAL PVT Ltd (FMCG)
06.2005 - 12.2006
- Handled Central Delhi for achieving monthly Target.
- Expertise in retail sales, corporate sales and hotels and restaurants and institutional sales too, fat dealers and distributors.
- To find new active clients and extent the market.
- Whole responsible for credit and temporary credit parties and their payments.
- Market Analysis and to implement the new schemes accordingly.
Marketing Executive
Sports Event Management Company (21st Century Media Pvt. Ltd.)
06.2003 - 05.2005
- Organizing & Managing Events:
- End-to-End responsibility for creating & organizing as event. This involved creating the event, organizing sponsors, handling In-stadia requirements, coordination with suppliers and fabricators, media-informing them about the event and sponsors, prize distribution on the culmination of the event. Also taking care of merchandise for the event like-T-shirts, Caps, Key chains, Bats and Compilation of the media report about the event.
- Athlete Management:
- Handling cricketers like Rahul Dravid, Kaif, Parthiv Patel, Reetinder Sodhi and Irfan Pathan Marketing and Coordinating Promotional activities, dealing conferences and film shoots players for various clients.
- Syndication for Leading News Papers (Sports Column) like Anil Kumble, Shane Warne, Wasim Akram, Rahul Dravid
- In leading newspapers like: Times Of India, Danik Jagran, Dinamalar, Gujrat Samachar, Bartaman, Eenadu, Daily Excelcior, Prabhat Khabar, The Sentinal, The Siasat Daily, Anandabazar Patrika.
- Events organized:Beef and lamb show (Sports Chat show) – Nov 2004.Ian Botham and Allan Lamb
- Legends Cup Golf tournament – Nov 2004
- Cricket tournament for Indian parliamentarians and British parliamentarians - Jan 2005.
- Cricket match between India and Pakistan series – 2005 – 2006
- Plays: Organized & marketed Hindi Plays of Mr. Paresh Rawal (Naughty@Forty) in Delhi & Reema Lagoo in Jaipur.
Education
PGDBM (Post Graduate Diploma in Business Management - 2 years) - Sales and Marketing
WIGAN & LEIGH College
New Delhi01.2005
BCA (Bachelor in Computer Application) - undefined
C-Impact Institute
Agra01.2003
Intermediate [10+2] - undefined
West Bengal Board
01.1998
High School [10th] -
ICESE Board
01.1996
Skills
Languages : - C, C, BASIC, Visual Basic
DECLARATION
I hereby solemnly condemn that all the above information is true to the best of my knowledge.
APPRENTICESHIP
As a Marketing Trainee in Britannia, New Delhi for 1 year
Timeline
Associate Vice President Group Advisory Leader - PCG
Motilal Oswal Financial Services Ltd
03.2025 - 10.2025
Asst. Vice President – Branch Head- Burdwan Branch (Equity Broking Group)
JM Financial Services Ltd
07.2023 - 03.2025
Chief Manager (Private Wealth Acquisition)
ICICI Securities Ltd
02.2020 - 06.2023
Zonal Sales Head
ICICI Securities Ltd
02.2015 - 02.2020
Senior BDM
IIFL
07.2014 - 11.2014
Senior Channel Manager
ICICI Securities Ltd
04.2013 - 10.2013
Channel Manager
ICICI Securities Ltd
07.2008 - 03.2013
Sales Manager
ICICI Securities Ltd
01.2007 - 06.2008
Executive Sales
BISLERI INTERNATIONAL PVT Ltd (FMCG)
06.2005 - 12.2006
Marketing Executive
Sports Event Management Company (21st Century Media Pvt. Ltd.)
06.2003 - 05.2005
BCA (Bachelor in Computer Application) - undefined
C-Impact Institute
Intermediate [10+2] - undefined
West Bengal Board
PGDBM (Post Graduate Diploma in Business Management - 2 years) - Sales and Marketing
WIGAN & LEIGH College
High School [10th] -
ICESE Board