Summary
Overview
Work History
Education
Skills
Timeline
Generic

Niraj Prasad

Relationship Manager
Kolkata,WB

Summary

Dynamic Relationship Manager with expertise in client education, regulatory compliance, and investment strategies. Proven ability to enhance client satisfaction and streamline onboarding processes.

Overview

3
3
Languages
2
2
years of professional experience

Work History

Relationship Manager

SMC Global Securities Ltd.
09.2025 - Current
  • Educated clients on market trends and investment options, fostering informed decision-making and engagement.
  • Analyzed client feedback to identify service improvement opportunities, contributing to overall operational excellence.
  • Coordinated client onboarding processes, ensuring compliance with regulatory requirements and smooth transitions.
  • Participated in team meetings to share best practices, enhancing collective knowledge and client service strategies.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Maintained knowledge on banking products and distribution to provide optimal service support.

Relationship Manager

SBI Securities
07.2025 - 09.2025
  • Developed and maintained strong client relationships, enhancing customer satisfaction and loyalty.
  • Conducted regular portfolio reviews, providing tailored investment strategies to meet client objectives.
  • Collaborated with cross-functional teams to streamline processes, improving service delivery efficiency.
  • Utilized CRM systems to track client interactions, ensuring timely follow-ups and personalized service.

Dealer

SMC Global Securities Ltd.
03.2024 - 07.2025
  • Executed trade orders efficiently, ensuring timely and accurate execution to meet client needs.
  • Monitored market trends and analyzed data to provide clients with informed investment recommendations.
  • Assisted in managing client portfolios, improving asset allocation through regular performance assessments.
  • Collaborated with team members to develop client-focused financial strategies, enhancing overall satisfaction.
  • Maintained compliance with regulatory standards, ensuring all transactions adhered to industry guidelines.

Education

Bachelor of Commerce - Accounting And Finance

BK Birla Institute of Higher Education
Pilani, India
04.2001 -

Skills

Client relationship management

Client onboarding

Client portfolio review

Portfolio management

Financial advising

Relationship building

Market trend analysis

Regulatory compliance

Cross-functional collaboration

Data analysis

Timeline

Relationship Manager

SMC Global Securities Ltd.
09.2025 - Current

Relationship Manager

SBI Securities
07.2025 - 09.2025

Dealer

SMC Global Securities Ltd.
03.2024 - 07.2025

Bachelor of Commerce - Accounting And Finance

BK Birla Institute of Higher Education
04.2001 -
Niraj PrasadRelationship Manager