Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Manager

GAYATRI BANERJEE

Howrah

Summary

To obtain a challenging position in the field of Finance, Banking and other industries -that will enable me to utilize my experience and skills for organizational growth and help me reach higher echelons & obtain a position where my skill can be utilized to the best of my potential and to accept responsibility and new challenges with enthusiasm and commitment. Self-Motivated, hardworking, dedicated with ability to understand. CAREER PRECIS: 17 years of experience in Finance Industry handling HNI Clients, Sales, Portfolio Management, Team Management, Due Diligence.

Overview

19
19
years of professional experience
1
1
Language

Work History

Manager

SKP Securities Ltd
Kolkata
05.2010 - Current
  • Client Relationships – Private Client Group
  • Advising clients for Investment purpose as per asset allocation
  • Advising goal based Investment
  • Maintaining Investor’s portfolio
  • Making various type of fund related reports for internal & external stakeholders by taking the help of our own research team
  • Fund Recommendation given to investors in investing in Mutual Funds as per their risk appetite
  • Coordinating with the Fund Managers/RM of the Mutual Funds to understand the market outlook & advise the schemes to the clients
  • Develop and maintain excellent working relationships with each and every client.

Business Co-ordinator

J R Laddha Financial Services Pvt Ltd
05.2007 - 04.2010
  • Maintaining daily transaction report for all branches
  • Preparing investors portfolio tracker through crisil software
  • Preparing daily return rate chart through crisil software
  • Co-ordinating with all the mutual fund houses to resolve investor queries
  • Making various type of reports like performance sheet, portfolio, scheme comparison.

Office Executive

Centrum Direct Ltd
12.2005 - 03.2007
  • Maintaining daily transaction report
  • Cash Handling
  • Handling Foreign Currency
  • Coordinating with all the mutual fund houses for smooth processing of the transactions of the HNI clients.

Telemarketing Executive

DST of American Express Bank
01.2003 - 12.2005
  • Telesales of Credit Card and Accident Insurance

Education

CFP -

Financial Planning Standards Board

B.Sc - undefined

Charuchandra College

Skills

Basic to Intermediate MS Office Skills

Additional Information

  • PROFESSIONAL ACHIEVEMENTS , Winner of Best New-Comer Award in J R Laddha Financial Services Pvt Ltd – 2008. Winner of Best Back Office Award in J R Laddha Financial Services Pvt Ltd – 2009 Winner of Best Operation Award in J R Laddha Financial Services Pvt Ltd – 2010 New Comer Award in SKP Securities Ltd - 2010-2011. Winner of EXCELLENCE AWARD in SKP Securities Ltd - Certificate of Appreciation in 2012-2013 & 2013-2014. Winner of GRATITUDE AWARD in SKP Securities Ltd – For successfully completing 5 years in 2015-2016 Winner of DECADER AWARD in SKP Securities Ltd – For successfully completing 10 years in 2020-2021

Timeline

Manager

SKP Securities Ltd
05.2010 - Current

Business Co-ordinator

J R Laddha Financial Services Pvt Ltd
05.2007 - 04.2010

Office Executive

Centrum Direct Ltd
12.2005 - 03.2007

Telemarketing Executive

DST of American Express Bank
01.2003 - 12.2005

CFP -

Financial Planning Standards Board

B.Sc - undefined

Charuchandra College
GAYATRI BANERJEE