Kaustuv Banerjee
Kolkata
Summary
12+years of qualitative experience across B2B & B2C environment. Eleven years of experience in retail branch banking/ banking acquisition and wealth management. Experience of working in multiple locations. I am currently pursuing my entrepreneurship dreams as a Derivatives trader since 2019. Conversant with option Greeks and strategies. Excellent chart reading capabilities across all asset classes. Have deployed multiple option strategies both directional and non directional.
Overview
17
17
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Director
Urbex Consultants Pvt Limited
Kolkata
12.2019 - Current
- Executing Derivative Strategies in Indian Markets, using the managed accounts concept
- Collect BIG Data from Exchange and use AI with the aim of using opinions from Investors as the basis of Asset Management
- Understand and Transform data in predictive trading signal, algorithms process data according to Investors requirement and form an informed opinion
- Devise Derivative Strategy using unique combination of stock / index selection, market timing, smart exposure management and tailored risk management with the goal to generate above market returns
- Deploy strategy with predefined parameters such as risk, instrument universe, maximum exposures, regulatory requirements with high focus on Risk Management and Zero Uncertainty
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Managing a cumulative book of 300 crores across 150 clients
Branch Manager – Retail Branch Banking
Indusind Bank Limited
Kolkata
06.2018 - 11.2019
- Managed the South Calcutta Branch of Sarat Bose Road Branch
- Taking initiative in driving the CASA value of the branch and to increase other income
- Managing a team of 14 branch staff (Sales/operations)
- Internal Grade – AVP
- Accomplishments: Liability book size of 88 crores
- Casa contribution 600 Crores.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Branch Manager – Retail Branch Banking
RBL Bank Limited
Kolkata
08.2016 - 05.2018
- Managed the flagship South Calcutta Branch of Gariahat
- Taking initiative in driving the CASA value of the branch and to increase other income
- Complying with Regulatory requirements
- Handling daily operations and audit
- Accomplishments: Liability book size of 198 crores
- ( Casa contribution 102 Crores ) All key branch parameters met for FY16-17
- Qualified for an international trip to Netherlands and Belgium for performance in Wealth Management Products
Branch Manager – Retail Branch Banking
HDFC Bank Limited
Kolkata
01.2015 - 08.2016
- Launched HDFC’s 150th Branch in East
- Managed a book size of 110 crores
- Accomplishments: Got an EE rating in the first year
- Reached 300% of the allocated wealth budgets
- Had the highest AUM growth in the cluster
Regional Manager - CSD
Indiamart Intermesh Ltd. – Indiamart.com
Kolkata
02.2014 - 01.2015
- Managing 1400 plus customers
- Handling a team of 30 people, across three levels
- Picked up Per client revenue from Rs1200 to Rs1725
- Developed and executed successful business plans that resulted in improved market share and profitability within the region.
Group Head Key Accounts
Reliance Broadcast Network Limited- 92.7 Big FM
Kolkata
04.2013 - 02.2014
- B2B Sales and Team Management
- Managing the top corporate clients of Kolkata
- The likes of Emami, ITC and PSU Banks
- Managing both ATL and BTL activities and liaising with agencies
- Accomplishments: 30% growth on last year figure, owing to huge revenues from Emami
- Self-motivated, with a strong sense of personal responsibility.
Sales Manager
Standard Chartered Bank
Kolkata
02.2012 - 04.2013
- Increased sales revenue by developing and implementing effective sales strategies.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
Sales Manager
Standard Chartered Bank
New Delhi
02.2010 - 02.2012
- Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
Territory Manager
Standard Chartered Bank
Kolkata
03.2008 - 01.2010
- Driving the Customer acquisition channel to ensure volumes and maximizing the number of new customers for the bank
- Through a team of 12 relationship managers
- Cross-selling all TPP and asset products
- Accomplishments: Got a 1B final rating in the first year and qualified for CTB Marathon
- Qualified for Investment Ceaser, 2011 (Germany, Czech Republic)
- Ended up doing the highest EOP Month CASA values for the Year 2008, 2009, 2010
- Got the star of liabilities award (2010)& WOW award for H1, 2011
- For the best team
- Got my Band change in 2010 October (Band 7)
Education
Master of Finance -
ICFAI University
Hyderabad 01.2005 - 01.2007
Bachelors of Business Administration - Honors in Mgmt
Visva-Bharati University
Kolkata 01.2002 - 01.2005
Skills
Problem-solving
Operations management
Team management
Team player
Networking
Analytical Skills
Personal Information
Date of Birth: 06/22/82
Timeline
Director
Urbex Consultants Pvt Limited
12.2019 - Current
Branch Manager – Retail Branch Banking
Indusind Bank Limited
06.2018 - 11.2019
Branch Manager – Retail Branch Banking
RBL Bank Limited
08.2016 - 05.2018
Branch Manager – Retail Branch Banking
HDFC Bank Limited
01.2015 - 08.2016
Regional Manager - CSD
Indiamart Intermesh Ltd. – Indiamart.com
02.2014 - 01.2015
Group Head Key Accounts
Reliance Broadcast Network Limited- 92.7 Big FM
04.2013 - 02.2014
Sales Manager
Standard Chartered Bank
02.2012 - 04.2013
Sales Manager
Standard Chartered Bank
02.2010 - 02.2012
Territory Manager
Standard Chartered Bank
03.2008 - 01.2010
Master of Finance -
ICFAI University
01.2005 - 01.2007
Bachelors of Business Administration - Honors in Mgmt
Visva-Bharati University
01.2002 - 01.2005
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