Summary
Overview
Work History
Education
Skills
Personal Information
Hobbies and Interests
Languages
Timeline
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Dipanjan Thakur

Dipanjan Thakur

Uttarpara Kotrung(M)

Summary

Hardworking and motivated professional with several years of experience and record of success in industry. Solid history balancing team performance, customer service targets and business objectives. Dedicated to working closely with employees to maximize productivity and optimize procedures. Decisive leader with good planning and organizational skills.

Overview

8
8
years of professional experience

Work History

Manager(Team Leader)

Nirmal Bang Securities Pvt. Ltd.
02.2025 - Current
  • Coached, mentored and trained team members in order to improve their job performance.
  • Developed and implemented strategies to increase customer satisfaction and loyalty.
  • Conducted performance reviews for team members.
  • Conducted regular meetings with staff to discuss progress and identify areas of improvement.

Manager(Senior Advisor)

Anand Rathi P.C.G
05.2024 - 02.2025
  • Acquire new HNI and Ultra HNI clients.
  • Generate Revenue from them through equity trading.
  • Cross-sell various trading & Investment products (PMS, AIF, Algo Trade)
  • Experience in handling HNI and Ultra HNI clients.

Senior Advisor

Aditya Birla Money Ltd.
05.2023 - 05.2024
  • Advised clients on best practices for achieving their goals within budget constraints.
  • Acquire new clients for the company and generate revenue through them.
  • Generate revenue from existing clients.
  • Guide junior advisor.
  • Cross-sell third-party products like Mutual Fund.
  • Handle HNI & Ultra HNI clients and manage their portfolio.

Equity Advisor

Motilal Oswal Financial Services Ltd.
03.2021 - 04.2023
  • Provided advice on appropriate asset allocations based on individual clients' goals and risk profiles.
  • Participated in client meetings to discuss current investments and provide educational materials about different types of equity products available.
  • Researched and analysed companies' financial statements, industry trends, and other relevant data to identify suitable investment opportunities.
  • Generate revenue from existing & new clients.
  • Onboard a new client.

Asst. Relationship Manager

Nirmal Bang Securities Pvt. Ltd.
08.2017 - 03.2021
  • Researched market conditions for potential new customers and prospects.
  • Conducted research on customers' financial needs and provided recommendations on appropriate products or services.
  • Resolved customer complaints professionally while adhering to company standards.
  • Developed relationships with clients through regular communication via phone, email, or other methods of communication.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication, and dynamic interpersonal skills.
  • Resolved client issues and complaints promptly, maintaining trust and loyalty.

Education

Secondary examination -

WBSE
Kolkata
05-2011

Higher Secondary examination -

WBHSE
Kolkata
06-2013

B.com - Commerce

Calcutta University
Kolkata

Skills

  • Team leadership
  • Performance management
  • Client acquisition and relationship management
  • Revenue generation
  • Investment strategy
  • Cross-selling strategies
  • Problem solving
  • Decision-making

Personal Information

  • Father's Name: Mr. Chandan Thakur
  • Date of Birth: 07/19/95
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Hobbies and Interests

  • Playing Football
  • Interacting with people
  • Reading books

Languages

  • Bengali
  • English
  • Hindi

Timeline

Manager(Team Leader)

Nirmal Bang Securities Pvt. Ltd.
02.2025 - Current

Manager(Senior Advisor)

Anand Rathi P.C.G
05.2024 - 02.2025

Senior Advisor

Aditya Birla Money Ltd.
05.2023 - 05.2024

Equity Advisor

Motilal Oswal Financial Services Ltd.
03.2021 - 04.2023

Asst. Relationship Manager

Nirmal Bang Securities Pvt. Ltd.
08.2017 - 03.2021

Secondary examination -

WBSE

Higher Secondary examination -

WBHSE

B.com - Commerce

Calcutta University

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Dipanjan Thakur