Summary
Overview
Work History
Education
Skills
Certification
Timeline
Personal Information
Photography,Adventure Sports,Trekking
Generic
RAJA MUKHERJEE

RAJA MUKHERJEE

Kolkata

Summary

Professional with 14 years proven track record in Financial Services, Weath Management and Banking. Strong track record of additional 14 years in Energy Consulting and Alternate Energy product sales.

Seasoned Senior Partner with excellent skills in managing conflict and prioritizing tasks. Adept at building and strengthening relationships with internal and external stakeholders. Strong networker with decisive leadership style. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

27
27
years of professional experience
1
1
Certificate

Work History

Senior Partner -Head of Energy & Smart Infra

Suraj Infratech & Global Communication Services
2014.02 - Current

I joined this role in 2014 as a Business Head of Energy and Smart Infrastructure Business and guided the company from scratch to gross net worth of Indian Rupees 10 Crores within 4 years. Under my leadership the company registered a sustainable 19%-21% year on year growth.

Established myself as an Energy Consultant with 10+ years of expertise in energy efficiency and sustainability programs, providing clients with cost-effective and energy-efficient solutions.

Key Responsibility and Functional Areas:

  • Implemented strategic growth plans, resulting in increased revenue year over year.
  • Expanded firm''s clientele base by nurturing long-term relationships with key industry stakeholders.
  • Counseled clients on intellectual property matters, securing protection for valuable assets such as trademarks, patents, and copyrights.
  • Presented at industry conferences to share expertise and establish thought leadership within legal community.
  • Coordinated multidisciplinary teams during crisis management situations, providing timely and strategic legal guidance.
  • Conducted thorough due diligence investigations to safeguard clients from potential liabilities or risks during transactions.
  • Collaborated with cross-functional teams to develop innovative solutions for clients'' unique challenges.
  • Managed diverse portfolio of clients across various industries, ensuring personalized service and attention to detail.
  • Customized and designed solutions for client's new market entry in various Asian & African countries for Solar Energy,Wind Energy and Smart Infrastructure projects.
  • Developed and implemented energy conservation strategies for multiple client projects resulting in improved efficiency and cost savings.
  • Utilized energy modeling software to analyze building energy needs and develop energy conservation plans.
  • Conducted on-site energy audits to identify energy efficiency opportunities and recommend solutions for clients.
  • Negotiated favorable settlements for clients, reducing need for costly trials.
  • Developed new business opportunities for firm through effective networking and marketing initiatives.
  • Championed diversity initiatives within firm to create more inclusive workplace culture.
  • Advised on high-stakes mergers and acquisitions, facilitating seamless transactions while mitigating risks for clients.
  • Navigated complex regulatory environments on behalf of clients, ensuring compliance with all relevant laws and regulations.
  • Maintained open-door policy and responded to stakeholder concerns.
  • Helped develop and implement promotional strategies to drive business to firm.
  • Chaired partner meetings to drive discussion of matters important to firm operations, keeping discourse on-topic and moving at efficient pace.
  • Promoted new business and expanded firm's professional network through attendance and participation in community, government, and industry events.

Managing Partner & Head - Solar Energy Business

Juran Green Energy Partners World Wide
2011.10 - 2013.12

Joined as a Managing Partner and lead the Solar Energy vertical of the organization in India and Vietnam.As a start up set an aggressive business outreach plan for regional state governments in North Eastern part of India. Provided consulting to Indian and Vietnamese companies which resulted in a Indian Rupee 5.73 Crore revenue in 2 years.

Key Responsibility and Functional Areas:

  • Negotiated high-value contracts with clients, securing profitable partnerships for company.
  • Optimized resource allocation, reducing operational costs while maintaining service quality standards.
  • Established clear communication channels within organization, fostering collaboration among team members towards shared goals.
  • Conducted regular performance reviews for staff members to ensure alignment with company goals and foster professional development.
  • Streamlined internal processes for improved efficiency and productivity within firm.
  • Drove innovation initiatives that resulted in unique service offerings for clients while differentiating from competitors in the industry.
  • Evaluated market trends to identify new business opportunities and develop targeted growth strategies accordingly.
  • Collaborated with cross-functional teams to drive organizational improvements and meet strategic objectives.
  • Oversaw financial management of firm, including budgeting, forecasting, and analysis, ensuring fiscal responsibility and profitability.
  • Spearheaded successful client engagements resulting in repeat business and positive referrals from satisfied clients.
  • Developed comprehensive business plans that led to significant revenue growth and expansion opportunities.
  • Led recruitment efforts to attract top talent, contributing to a highly skilled workforce capable of meeting client demands effectively.
  • Developed energy efficiency programs for commercial buildings, leveraging existing technologies and latest industry trends.
  • Assisted in design and implementation of energy efficiency initiatives to reduce energy consumption and cost.
  • Monitored and reported on energy consumption, costs and savings to ensure compliance with energy conservation goals.
  • Managed complex projects across multiple departments, ensuring timely completion within budget constraints.
  • Championed change management initiatives that enhanced operational efficiency without compromising on service quality or employee satisfaction.
  • Cultivated culture of continuous improvement by encouraging staff development through training programs and workshops.
  • Mentored junior staff members, resulting in more cohesive team and increased overall performance.
  • Increased client base by implementing effective marketing strategies and fostering long-term relationships.
  • Implemented innovative solutions to challenges faced by firm, ensuring its competitive edge in the market.
  • Built strong networks with key stakeholders both internally and externally to support business growth objectives.

General Manager, Business Development

Knescopic Electronics Private Limited
2009.06 - 2011.05

Knescopic was an established name in chip based electronics manufacturing and product development organization, and had major R&D in the area of telecom related product designing and new technology within India.In 2009 they decided to set up Solar Energy vertical and I was one of the co-founding members with the group promoters to design business plan and execution for the next 2 years.

Key Responsibility and Functional Areas:

  • Optimized internal processes to streamline sales operations for improved efficiency and productivity.
  • Set-up full fledged Renewable Energy portfolio in North Eastern region of India and South East Asia.
  • Partner with Regional and Central Government to provide full-fledged solutions in Rural Electrification projects.
  • Collaborated with marketing teams to develop tailored messaging that resonated with target audiences, generating interest in products/services offered.
  • Negotiated contracts with key stakeholders, securing profitable deals for company.
  • Implemented data-driven decision-making processes to guide future business growth opportunities effectively.
  • Managed cross-functional teams to execute business expansion initiatives successfully.
  • Create manufacturing integration for Solar Lanterns and self-sufficient home lighting solutions.
  • Create university-corporate partnerships in Solar Energy segment for R &D.
  • Partner and collaborate with micro financing organizations & NGO's across India, South East Asia to give rural remote regions access to micro form of clean energy through Solar Lanterns and localized grids.
  • Spearheaded trade show participation efforts to showcase products/services while networking with potential partners/customers.
  • Monitored industry trends to proactively identify emerging opportunities for business expansion and diversification.

Regional Manager -FIPS -East

IndusInd Bank, Hinduja Group
2007.11 - 2009.06

I joined the bank in 2007 to lead FIPS Banking ( Financial Institution & Public Sector )vertical of Corporate Banking from Eastern India.Focus of the role was to increase existing portfolio size of Indian Rupee 535 Crores for West Bengal & the 7 North Eastern States.

Key Responsibility and Functional Area:

  • Evaluated competitor strategies to identify industry trends and gather market intelligence, informing strategic decision-making processes.
  • Facilitated seamless integration of new acquisitions into existing operations while maintaining positive company culture and high levels of morale among employees.
  • Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
  • Led cross-functional teams to achieve project deliverables on time and within budget, resulting in improved overall performance.
  • Established structured advisory for treasury products to domestic Financial Institutions and Public sector.
  • Designed and delivered with team of bankers under supervision of National Head of Corporate Banking Private Client Group ( PCG ) offering for NRI and Offshore clients. Instrumented the launch the initiative of "Private Office” for NRI clients.

Achievements:

  • Collaborated with product development teams to provide valuable customer insights, driving continuous improvement efforts and enhancing overall offerings to meet market demands.
  • FY 2009-2010,ending on 31st March,2009 registered overall achievement of 147% in terms of Year on Year growth for North Eastern Region of India, where IndusInd Bank Ltd. Overall ENR achievement of 1201% for Q4.
  • This resulted in Financial Year ending 31st March,2009 achieve a Net Interest Revenue(NIR) of 375 % for state of West Bengal and 1164% Net Interest Income (NIR) for North Eastern States.

Financial Portfolio Manager

AUM Capital, SEBI Regd. NSE & BSE Stockbrokers
2005.01 - 2007.10

As a Financial Portfolio Manager my responsibility included acquisition of new clients and manage existing portfolio of clients who had exposure to Bombay Stock Exchange (BSE) & National Stock Exchange ( NSE).

Key Responsibility & Functional Areas:

  • Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.
  • Optimized asset allocation for improved returns with thorough market research and analysis.
  • Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
  • Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
  • Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.

Achievements :

Managed an Asset Under Management ( AUM ) of Indian Rupee 35 Crores with an average portfolio growth of 18% pa.Acquired 25 Ultra High Net worth clients to business.

Executive -Van Gogh Preferred Banking

ABN AMRO Bank N.V
2004.01 - 2005.01

Key Responsibility & Functional Areas:

  • Improved client satisfaction by implementing streamlined banking processes and enhancing customer service.
  • Delivered exceptional financial results through prudent risk management and sound decision-making practices.
  • Implemented comprehensive compliance programs to ensure adherence to regulatory requirements and industry standards.
  • Established strategic partnerships with external organizations, broadening bank''s reach within community.
  • Built strong relationships with key clients, resulting in increased business retention and referrals.

Achievements :

  • Supported community involvement and participated in community activities.
  • Managed New To Bank ( NTB ) of 100 customers.

Agent -Life Insurance Business

Max New York Life Insurance Co
2002.02 - 2004.01

Joined Max New York Life Insurance Company ( An Indian JV between New York Life International,USA & Max Group India ) as a Career Agent and developed expertise in the areas of Whole Life Insurance Plans,Limited Payment Endowment Plans and Pension products.

Key Responsibility and Functional Areas:

  • Conducted comprehensive market research to identify emerging trends and inform decision-making processes within agency.
  • Assisted clients in navigating claims process, ensuring timely resolution of issues and optimal outcomes.
  • Streamlined internal processes for improved efficiency and productivity within agency.
  • Spearheaded team training initiatives, equipping agents with essential skills to excel in their roles.
  • Cultivated strong relationships with industry professionals, leveraging connections to generate referrals and new business opportunities.
  • Analyzed client portfolios to identify potential gaps in coverage, offering suitable recommendations based on individual needs.
  • Negotiated favorable contract terms for clients, securing competitive rates and coverage options.
  • Developed expertise across various lines of insurance products, enabling informed advice and guidance for clients seeking comprehensive coverage solutions.
  • Diversified revenue streams by cross-selling ancillary products and services, increasing overall profitability for agency.
  • Mentored junior agents within team, sharing insights and best practices to support their professional growth and contributions to the agency''s success.

Achievements :

Successfully managed New to Agency 125 clients and cross leveraged revenues for the organization.

Career Agent - Pension & Life Insurance Business

Life Insurance Corporation Of India
1996.12 - 2002.01

The Career Agent role in Life Insurance Corporation of India was a special role above general agency,wherein the organization deployed own resources and training facilities which resulted in expertise in Money Back,Endowment,Whole Life,Key man and Pension products.

  • Evaluated clients'' career goals and advised them on appropriate education or training programs to enhance their qualifications.
  • Received positive feedback from both clients and employers for consistently delivering high-quality career support services.
  • Enhanced agency reputation by establishing partnerships with local businesses and educational institutions for mutual benefit.
  • Maintained accurate records of client interactions and progress, ensuring timely follow-ups and consistent communication.
  • Mentored new team members, sharing best practices in career counseling methods and techniques.
  • Contributed to development of marketing materials highlighting the agency''s services and successes.

Achievements :

300 New to Organization policy holders and a strong portfolio of

75 Superannuation product owners.

Education

NUJS Post Graduate Diploma - PG Diploma in Entrepreneurship Administration

National University of Juridical Sciences,NUJS
Kolkata, India
04.2016

Certificate Program - Municipal Finances

The World Bank Institute
New Delhi, India
05.2014

Bachelor of Science - Mathematics

Bidhan Nagar Govt College, University of Kolkata
Kolkata, WB
05.1995

Skills

  • Negotiation & Innovation.
  • Operational Excellence.
  • Data-driven decision-making.
  • Financial Leadership.
  • Strategic Planning.
  • Business Development.
  • Strong 14 years track record and expertise in Wealth Management,Portfolio Management Services, Life Insurance and Pension products. Strong knowledge in Retail Banking, NRI Banking and Institutional Banking.
  • Strong background of 14 years in Energy and Smart Infrastructure Consulting.
  • Expertise in cross continent institutional deal making and ability to generate sustainable revenue through big ticket deals.
  • Quick adaptability in new workspace with ability to generate goal-oriented business plans.
  • Ability to deliver in competitive and challenging environment
  • Strong track record of Wealth Management and Portfolio Management Services.
  • Proficient in MS Office (Word, Excel, PowerPoint) and Outlook
  • Community development, relationship building, complex problem solving.
  • Government Business specialist with financial acumen.

Certification

  • HarvardX:HLS2x:Contracts, edX, 02/2015, 70%, https://s3.amazonaws.com/verify.edx.org/cert/291a444be5434c4587ad2bb1f9267537
  • HarvardX:- HKS211.2x:Central Challenges and American National Security, Strategy and the Press, edX, 04/2015, 100%, https://verify.edx.org/cert/2806da1d17324a9093020ce6b8cd2746

Timeline

Senior Partner -Head of Energy & Smart Infra

Suraj Infratech & Global Communication Services
2014.02 - Current

Managing Partner & Head - Solar Energy Business

Juran Green Energy Partners World Wide
2011.10 - 2013.12

General Manager, Business Development

Knescopic Electronics Private Limited
2009.06 - 2011.05

Regional Manager -FIPS -East

IndusInd Bank, Hinduja Group
2007.11 - 2009.06

Financial Portfolio Manager

AUM Capital, SEBI Regd. NSE & BSE Stockbrokers
2005.01 - 2007.10

Executive -Van Gogh Preferred Banking

ABN AMRO Bank N.V
2004.01 - 2005.01

Agent -Life Insurance Business

Max New York Life Insurance Co
2002.02 - 2004.01

Career Agent - Pension & Life Insurance Business

Life Insurance Corporation Of India
1996.12 - 2002.01

NUJS Post Graduate Diploma - PG Diploma in Entrepreneurship Administration

National University of Juridical Sciences,NUJS

Certificate Program - Municipal Finances

The World Bank Institute

Bachelor of Science - Mathematics

Bidhan Nagar Govt College, University of Kolkata
  • HarvardX:HLS2x:Contracts, edX, 02/2015, 70%, https://s3.amazonaws.com/verify.edx.org/cert/291a444be5434c4587ad2bb1f9267537
  • HarvardX:- HKS211.2x:Central Challenges and American National Security, Strategy and the Press, edX, 04/2015, 100%, https://verify.edx.org/cert/2806da1d17324a9093020ce6b8cd2746

Personal Information

Date of Birth: 04/09/73

Photography,Adventure Sports,Trekking

I am an avid nature lover. I have extensively traveled across India,Asia and African continent to understand people,culture and values of life.

RAJA MUKHERJEE