Poulami Chatterjee
Priority Relationship Manager
Kolkata
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with Over 7 years of banking and relationship Management experience. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management, portfolio management and equity markets
Overview
8
8
years of professional experience
3
3
Languages
Work History
Priority Relationship Manager
STANDARD CHARTERED BANK
Kolkata
02.2022 - Current
- Handling portfolio of Priority Customers along with Bank Account Relationship
- Acquiring NTB priority customers and increase the portfolio base
- Engaging with cross-functional teams to pass on Assets leads
- Managing customers' investments via 3rd party products such as MFs and Insurance
- Regular relationship building with customers and to keep them updated about current market trends.
- Contributed to business development initiatives by actively participating in networking events and building strategic partnerships
- Leveraged data analytics tools for informed decision-making, optimizing client interactions, and driving improved results
- Increased sales revenue by consistently meeting or exceeding assigned targets for new business acquisition and portfolio growth
- Utilized strong negotiation skills to secure favorable terms for both the bank and its clients during deal discussions
KOTAK MAHINDRA BANK LTD
09.2021 - 02.2022
- Experience in writing and editing document related to financial products and service to train in-house employees and customers including PDF study material, presentations, tutorials, and online web content
- Experience in writing marketing copies like white paper, newsletters, blogs, reviews, success stories, social media posts, infographics to promote products
- Identify and draft content for sales collaterals such as brochures, leaflets, handouts
- Work with the marketing team and SEO practitioners to develop content that is targeted towards specific keywords and fine-tune the content to improve the SEO metrics
- Excel at working with subject-matter experts BU and sales team to gather information, identify relevant data and audiences, and write documents that are clear and user-friendly
- Produce technical content including articles, case studies, use cases, short papers for professional education/learning interventions for mid-career professionals
- Research banking industry-related topics and emerging tech topics (combining online sources, studies, interviews, professional publications)
- Create training programs, study guides, and tests for new and existing employees on relational databases for DBAs in charge of synchronizing corporate data
- Incorporate employee feedback to improve the quality of training materials while working with other trainers
- Edit and proofread content once written.
HDFC BANK LTD.
01.2017 - 09.2021
- Experience in writing and editing document related to financial products and service to train in-house employees and customers including PDF study material, presentations, video tutorials, and online web content
- Experience in writing marketing copies like white paper, newsletters, blogs, reviews, success stories, social media posts, infographics to promote products
- Identify and draft content for sales collaterals such as brochures, leaflets, handouts
- Work with the marketing team and SEO practitioners to develop content that is targeted towards specific keywords and fine-tune the content to improve the SEO metrics
- Excel at working with subject-matter experts BU and sales team to gather information, identify relevant data and audiences, and write documents that are clear and user-friendly
- Produce technical content including articles, case studies, use cases, short papers for professional education/learning interventions for mid-career professionals
- Research banking industry-related topics and emerging tech topics (combining online sources, studies, interviews, professional publications)
- Create training programs, study guides, and tests for new and existing employees on relational databases for DBAs in charge of synchronizing corporate data
- Incorporate employee feedback to improve the quality of training materials while working with other trainers
- Edit and proofread content once written
- Ability to create various components in a document such as cover pages, styles, TOC, TOF, index, header and footer, navigations, tables, flow charts, screenshots, etc
- Maintain training materials and update documents after each product release
- Experience in content management system and LMS
- Knowledge of structure authoring, Single sourcing, DITA, Topic-based authoring, Context-sensitive help, XML, and HTML
- Knowledge of DDLC, SDLC, AGILE methodology.
HR Manager- Training and Content writing
Inox Vinimay Pvt. Ltd.
01.2016 - 01.2017
- Contribute to the company website marketing copy, social media posts, blogs, user cases, reviews, articles, infographics, success stories
- Develop PDF, e-books, and printable study materials for employees
- Conduct simple keyword research and use SEO guidelines to increase web traffic
- Excel at working with subject-matter experts, marketing and sales team to gather information, identify relevant data and audiences, and write documents that are clear and user-friendly
- Edit and proofread content once written
- Ability to create various components in a document such as cover pages, styles, TOC, TOF, index, header and footer, navigations, tables, flow charts, screenshots, etc
- Analyze or study the employees to learn their needs and write the document as per their understanding level.
Education
M.A. - English literature
IGNOU
Graduation - English, Journalism, Economics
12th - undefined
W.B.S.S.E
Skills
MS Excel
MS Word
MS PowerPoint
Sales Reporting
New Business Development
Wealth management offerings
Customer Portfolio Management
Client Engagement
Policy Management
Excellent Communication
Value Selling
New business generation
Equity and Fixed Income Markets
Portfolio Growth
Banking
Client acquisition
Financial planning processes
Relationship building and management
Service support
Loans
Accomplishments
- Employee of the month Award
- Achiever of ZH Club award, CH Club award and Rising Star Awards.
- Process Improvement.
- Employee of the Quarter Award
- Recognized for providing year end support for Direct team.
Personal Information
- Father's Name: Mr. Subrata Chatterjee
- Mother's Name: Mrs. Moni Chatterjee
- Date of Birth: 04/02/1992
- Nationality: Indian
Timeline
Priority Relationship Manager
STANDARD CHARTERED BANK
02.2022 - Current
KOTAK MAHINDRA BANK LTD
09.2021 - 02.2022
HDFC BANK LTD.
01.2017 - 09.2021
HR Manager- Training and Content writing
Inox Vinimay Pvt. Ltd.
01.2016 - 01.2017
M.A. - English literature
IGNOU
Graduation - English, Journalism, Economics
12th - undefined
W.B.S.S.E