Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic

Kuntal Banerjee

Priority Relationship Manager
Mumbai

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy and that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

7
7
years of professional experience
7
7
years of post-secondary education
5
5
Languages

Work History

Priority Relationship Manager

The Federal Bank Limited
Mumbai
01.2023 - Current
  • Resposnsible for HNI Business and Client Relation Management.
  • Managing Investment and Wealth portfolio of Rs. 160 Crore and Total Business of Rs. 15200 Crore.
  • Managing Team of 10 members of Ageas Federal Life Insurance for LI Based Products, Niva Bupa Health Insurance, Star Health Insurance and Aditya Birla Health Insurance for sale of Thrid party Products.
  • Managing a client base of 5446 clients and NRI fund investment and management.
  • Responsible for increase in CASA, Deposits and Fee income.
  • Collaborating with Corporate and Business Department to provide improved service to the client base.
  • Analysis of Existing Investment portfolio, products and market scenario.
  • Managing all the products for investement i.e. MF, Debt, Liquidity, AIF, PMS, WMS, etc.
  • Cross-trained existing employees to maximize team agility and performance.
  • Managed and motivated employees to be productive and engaged in work.
  • Managed senior-level personnel working in marketing and sales capacities.
  • Leveraged data and analytics to make informed decisions and drive business improvements.

Assistant Manager

The Federal Bank Limited
Mumbai
01.2021 - 12.2022
  • Responsible for looking after branch operations and business.
  • Managing Team of Fed Bank Financial Services for Retail Loans and a team of CIB, BuB RM for Business Loans.
  • Managing Team of Panobiz Business Technologies for Loans and Sales Target, Ageas Federal Life Insurance, Niva Bupa Health Insurance, Star Health Insurance and Aditya Birla Health Insurance for sale of Thrid party Products.
  • Managing the business portfolio of Rs. 250 Crore inclusive of Assets and Liabilities.
  • NPA recovery and management.
  • Responsible for Business sourcing, client engagement and onboarding of new clients.
  • Handling Gold Loans, Retail Loans, CASA, and Deposits related operations and sourcing.
  • Responsible for Branch compliance and overall compliance of Loan Portfolio.
  • Managing Forex Related Business (Import LC, Inland LC, Inland BG, Inward and Outward Remittance, Import and Export Bill Settlement)
  • Played a key role in increasing the entire business portfolio by 25% in FY 2021-2022 and increased the Fee Income of the branch by 42%.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Supervised day-to-day operations to meet performance, quality and service expectations.

Trainee Engineer

TrackMech Engineers
Nagpur
08.2016 - 07.2017
  • Interpreted blueprints and technical drawings to analyze upcoming projects.
  • Traveled to job sites with senior personnel to aid in inspections and ongoing project observations.
  • Collaborated with senior engineers on complex projects.
  • Assisted with preparation of client presentations using AutoCAD and Microsoft Office.
  • Completed project documentation, updated and distributed to appropriate project personnel.
  • Maintained contemporary technical knowledge of engineering concepts.
  • Study, learning & Supervision of laying of rails, different type of track machines used in Railway track maintenance and relaying of track.
  • Preparing of earthwork, sub-grade of soil, ballasting on earth later relaying of rail track with the help of machines or manually.
  • Submission of the report to higher authorities and Managing and deputation of staff shifts and maintaining the record of the same.

Education

Post Graduate Programme In Management - Marketing And Finance

ICFAI Business School
Mumbai
03.2018 - 05.2020

Bachelor of Engineering - Civil Engineering

Savitribai Phule Pune University
Pune
06.2012 - 05.2016

Higher Secondary -

State Board of Gujarat
Valsad
06.2011 - 05.2012

Skills

    Banking operations knowledge

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Software

C Language

SPSS

MS Office

Timeline

Priority Relationship Manager

The Federal Bank Limited
01.2023 - Current

Assistant Manager

The Federal Bank Limited
01.2021 - 12.2022

Post Graduate Programme In Management - Marketing And Finance

ICFAI Business School
03.2018 - 05.2020

Trainee Engineer

TrackMech Engineers
08.2016 - 07.2017

Bachelor of Engineering - Civil Engineering

Savitribai Phule Pune University
06.2012 - 05.2016

Higher Secondary -

State Board of Gujarat
06.2011 - 05.2012
Kuntal BanerjeePriority Relationship Manager