MANISH DASGUPTA
Mumbai
Summary
Versatile Senior Professional knowledgeable about sales, operations and personnel management, having over 10+ years experience in Branch Operations, Wealth Relationship Management, Service Quality and Operations, People Management and Customer service.
Successful at stepping into diverse positions and making immediate positive contributions.
Overview
21
21
years of professional experience
Work History
DVP – Insignia Preferred Banking
RBL Bank
Mumbai
11.2020 - Current
- Managing the Insignia Preferred banking portfolio of South Mumbai clients of the bank
- Serve a designated portfolio (mix of individual HNI and Corporates) with a Total Relationship value of 150Crs.
- Core responsibilities include growing revenue by bringing products & solutions to clients such as Investments, Insurance, Forex and transaction banking.
- Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
- Provided advice on investment strategies, portfolio management, estate planning, risk management, and asset allocation.
- Conducted detailed analysis of client portfolios to identify opportunities for improvement.
- Develop close partnership with multiple groups within the bank to assist acquiring new or expand existing relationships by cross selling and offering suitable corporate banking services.
- Achieve various individual business targets and contribute to the team performance. Conduct regular review and take proactive measures to ensure credit quality. Provide guidance, coaching and support for junior teammates
AVP – Wealth Management
Karvy Private Wealth
05.2019 - 09.2020
- Working as a Senior Wealth Manager at KPW, with focus on acquisition of Ultra HNI clients with networth of 5 crores and above in Delhi NCR
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
- 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.
- Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
- Assisted clients in setting up trusts, wills, charitable donations. as part of their overall wealth management plan.
Senior Manager – Wealth Managetment (Signature Banking)
RBL Bank
Delhi NCR and Mumbai
06.2014 - 04.2019
- Managing the Signature banking portfolio of the bank in Delhi NCR and Mumbai
- Deepening the product holding of the customers in the portfolio, through active relationship management and accurate client profiling.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
Classic Banking – RM
HDFC Bank
06.2011 - 03.2012
- Managing the Classic banking portfolio of the branch
- Was handed an under performing portfolio of clients (achieving only 2% of the Yearly Revenue Target) at the middle of the year, and was successful to achieve 100% of the yearly revenue target by the end of the year.
- Developed and implemented financial plans for customers to help them reach their short-term and long-term goals.
- Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
CitiGold - Phone Banking Supervisor
Citibank
05.2004 - 09.2009
- Advising and executing requests of Citigold banking customers, cross selling of various financial products and services like loan offerings / insurance / mutual funds services / priority banking a/c’s
- Also managing a group of junior executives, ensuring their career enhancement by motivating them to perform consistently
- Imparting mandatory trainings on various products and services
- Devising contests among the team members there by creating a competitive ambience which complements and enhances the team performance.
Education
MBA -
Birmingham City University
Birmingham, UK06.2010
Bachelor of Commerce -
R A Podar College of Commerce And Economics
Mumbai05.2004
Skills
- Wealth Management
- Portfolio Management
- Regulatory Compliance
- Client Retention
- Market Analysis
- Lead Prospecting
- Financial Goal Planning
- Investment Performance Reporting
Academics
- PGDM from Birmingham City University (06/01/10)
- Bachelor of Commerce from Mumbai University (03/01/04)
- HSC - Maharashtra State Board (03/01/01)
- CBSE - Delhi Board (03/01/99)
Core Strengths And Skills
- Client Acquisition & Retention
- Strategic & consultant selling
- Analytical skills
- Relationship building & networking
- Business Development
Personal Information
- Marital Status: Married
- Date of Birth: 10/06/82
- Nationality: Indian
Accomplishments
- CEO's special mention Award in 2018
Timeline
DVP – Insignia Preferred Banking
RBL Bank
11.2020 - Current
AVP – Wealth Management
Karvy Private Wealth
05.2019 - 09.2020
Senior Manager – Wealth Managetment (Signature Banking)
RBL Bank
06.2014 - 04.2019
Classic Banking – RM
HDFC Bank
06.2011 - 03.2012
CitiGold - Phone Banking Supervisor
Citibank
05.2004 - 09.2009
MBA -
Birmingham City University
Bachelor of Commerce -
R A Podar College of Commerce And Economics
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