Pratyaya Kumar Majumder
PRIVATE BANKER
Summary
Professional with expertise in revenue enhancement and brand legacy development. Proven ability to cultivate high-net-worth client relationships and deliver customized financial solutions. Consistently achieves high client satisfaction and loyalty through effective wealth management strategies. Strong background in private banking, portfolio management, and risk assessment, contributing to successful team outcomes.
Overview
3
3
Certifications
15
15
years of professional experience
Work History
Private Banking Relationship Manager
ICICI Bank
Siliguri
01.2022 - Current
- Joined ICICI Bank as Private Banking Relationship Manager in PBG Vertical at Siliguri to cater North Bengal Zone.
- Profile:
- Identified and acquired ultra HNI clients with a net worth of 15Cr+, building a CASA portfolio across Alipurduar, Coochbehar, Malda, Raiganj & Siliguri.
- Served as primary contact for key customers in designated branches and local area.
- Managed their portfolio and facilitated growth.
- Identify the needs for their business requirements and resolve them by creating synergy across the lending departments.
- Developed comprehensive strategies to enhance client relationships and ensure long-term loyalty.
Wealth Manager
IndusInd Bank
Siliguri
03.2020 - 01.2022
- Joined IndusInd Bank as Wealth Manager in Pioneer Vertical at Siliguri, serving high-net-worth individuals in North Bengal region.
- Profile:
- Acquiring the Super HNI client and building a portfolio with an entry level NRV of 30 lakhs.
- Facilitated communication and support for valuable clients at designated branches.
- Managed their portfolio and facilitated growth.
- Achievement of revenue budgets by selling different third party products which include Li, GI, MF and alternate investment products approved by Bank.
PBRM- Relationship Manager Priority Banking
Standard Chartered Bank
Siliguri, West Bengal
06.2019 - 03.2020
- Joined Standard Chartered Bank as PBRM- Relationship Manager Priority Banking in the brand of 7 located at Siliguri, West Bengal
- Profile:
- Acquired Super HNI clients with entry-level FUM of 30 lakhs.
- Acted as main liaison for valuable customers in assigned branches.
- Managed their portfolio and drove growth.
- Achieved revenue budgets by selling third-party products including LI, GI, MF, Forex, and alternative investment products approved by the bank.
- Conducted risk profiling for priority clients.
PBRM- Relationship Manager Priority Banking
Axis Bank Ltd
Koch Bihar, West Bengal
07.2011 - 03.2019
- Joined Axis bank as PBRM - Relationship Manager Priority Banking in the grade of Assistant Manager located at Koch Bihar, West Bengal
- Outlined key functions and expectations within the position.
- Acquiring HNI clients with a minimum SA relationship value of Rs 2 lakhs
- Increment of Priority Segment SA book by 257%
- Generated revenue through cross-selling third-party and asset products within mapped portfolio.
- Moved to Wealth management vertical” BURGUNDY” of the bank as an ARM Affluent Relationship manager for the locations Siliguri , Alipurduar & Koch Bihar.
- Acquiring the Super HNI client with an entry level TRV of 30 lakhs.
- One touch point for the most precious customers of the designated branches.
- Managed their portfolio and facilitated growth.
- Achieved revenue budgets by selling various third-party products, including life insurance, general insurance, mutual funds, Axis Directs, and alternative investment products.
- Achieved the designated target by selling Axis One products such as foreign remittances, assets, and credit cards.
Education
MBA - Marketing as major and Finance minor
WBUT
Kolkata04-2011
B.COM - Accountancy Honours
NBU
Raiganj03-2008
Higher Secondary - Commerce
WBBHSE
01-2005
Madhyamik - undefined
WBHSE
01-2003
Skills
Asset allocation expertise
Financial strategy development
Structured investment products
Wealth management and fixed income expertise
Insurance solutions with cross-selling focus
Customer relationship management and referrals
Teamwork skills with a learning mindset
Certification
CPWM – Advanced level for wealth Managers from CIEL.
Interests
Long drive at night, Playing Musical instruments
Disclaimer
I hereby confirm that all the facts furnished above are true as per my best knowledge. Date: Place: Siliguri (Pratyaya Kumar Majumder)
Profile:
- Total 15 years of Work Experience in Premium Segments of Banking as Relationship Manager.
- Register a SA book growth of 257% during my PBRM stint with Axis bank.
- Twice qualified for MDRT during my Axis bank period.
- Awarded with Highest Traditional Insurance seller pan India by Standard Chartered Bank.
- Managed 100Cr plus AUM portfolio.
- Crossed 5Cr bench mark for CASA base with in a span of 10 months for IndusInd bank
- Created a CASA base of 150Cr with in a span of 4 years along with asset book of 105Cr.
Timeline
Private Banking Relationship Manager
ICICI Bank
01.2022 - Current
Wealth Manager
IndusInd Bank
03.2020 - 01.2022
PBRM- Relationship Manager Priority Banking
Standard Chartered Bank
06.2019 - 03.2020
PBRM- Relationship Manager Priority Banking
Axis Bank Ltd
07.2011 - 03.2019
Madhyamik - undefined
WBHSE
Higher Secondary - Commerce
WBBHSE
MBA - Marketing as major and Finance minor
WBUT
B.COM - Accountancy Honours
NBU