Laboni Paul
Kolkata
Summary
Results-driven finance professional with strong analytical skills and a proven ability to deliver value through financial modeling, market analysis, and strategic decision-making. Seeking to leverage expertise in investment banking to support complex transactions, drive client success, and contribute to organizational growth.
Overview
4
4
years of professional experience
2
2
years of post-secondary education
Work History
Wealth Manager
ICICI DIRECT
08.2024 - Current
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Developed long-term relationships with clients through regular meetings and reviews of their investments.
- Advised clients on different types of insurance products available to them based on their needs.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
- Monitored performance of existing investments and recommended changes when necessary.
Key Relationship Manager
01.2024 - 07.2024
- Researched current trends to identify prospective customers and determine specific needs of financial analysis, portfolio management
Senior Relationship Manager
06.2022 - 12.2023
- Researched current trends to identify prospective customers and determine specific needs of financial analysis, portfolio management
Customer Decision Making in Investment
06.2021 - 08.2021
- Help analysts and associates with marketing materials and research
Education
MBA -
01.2024 - 07.2024
BBA - undefined
06.2022 - 12.2023
NISM V - undefined
06.2021 - 08.2021
NISM VII - undefined
IC-38 - undefined
Skills
- Business Development
- Customer Interaction
- Team Building Ability
- Financial Advisor
- Negotiation Skill
- Client retention
- Financial planning
Accomplishments
- Pan India under top 15 WM for aquisitions.
- Promoted to Wealth Manager position .
- Promoted to Key Relationship Manager position.
- Contest Qualification and Part of top SRM across East Isec.
Personal Information
- Date of Birth: 06/18/00
- Nationality: Indian
- Marital Status: Single
Activities
- Student Council Member of Namcon'21
- Volunteering & Fundraising for PEACE JUSTICE HUMANITY & RELIEF
- Social Activities in PEACE JUSTICE HUMANITY & RELIEF FOUNDATION
Timeline
Wealth Manager
ICICI DIRECT
08.2024 - Current
Key Relationship Manager
01.2024 - 07.2024
MBA -
01.2024 - 07.2024
Senior Relationship Manager
06.2022 - 12.2023
BBA - undefined
06.2022 - 12.2023
Customer Decision Making in Investment
06.2021 - 08.2021
NISM V - undefined
06.2021 - 08.2021
NISM VII - undefined
IC-38 - undefined
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