RAJA MUKHERJEE
Seasoned Financial Services expert with additional exposure into Energy and Infrastructure consulting
Kolkata
Summary
I am a result oriented seasoned Senior Partner with a with a focused Post Graduate Diploma in Entrepreneurship Administration & Business Law from National University of Juridical Sciences (NUJS),Kolkata has combined 27 years of experience.
10+ years of strong skills in structured #AlternateEnergy and #SmartInfrastructure consulting.
Expertise across the following sectors with a combine client portfolio of 500+ High Net worth Individuals (HNI’s) and 200+ SME, Corporate and Financial Institutions ( FI’s) :
#CapitalMarket #MutualFund #FundsofFunds
#PrivateWealthManagement
#PortfolioManagementServices
#RetailPreferredBanking
#InstitutionalBanking
Expert #UHNWI #Institutional cross continent deal maker with interpersonal skills, collaborative and strong team player. Expertise in cross continent institutional deal making and ability to generate sustainable revenue through big ticket deals.
Overview
27
27
years of professional experience
2
2
Certifications
Work History
Senior Partner -Head of Energy & Smart Infra
Suraj Infratech
2 2014 - Current
- Experienced Solar Energy professional with 10+years of focused experience in transforming energy landscape through innovative solar solution
- Proven track record of successfully leading and executing solar projects from inception to completion, thrived on driving sustainable growth and contributing to cleaner future
- Launched customized solutions in Energy efficiency, sustainable designs and implementation and created large segment of happy customers with cost-effective and energy-efficient solutions
- Boosted both on-site and offsite teams of this start up company with 5 years of sustainable 19%-21% growth year-on-year
- Overall 33% cumulative growth.
Managing Partner | Head of Alternate Energy B2B
Juran Green Energy Partners World Wide
08.2011 - 01.2014
- Joined as Managing Partner and lead Solar Energy Development Vertical
- Lead team of professionals in both in India and Vietnamese markets
- Initiated advisory to Large Institution/Corporate on captive power plants with detailed analysis of different technical aspects which are required to make feasibility reports like radiation availability, shadow analysis, land type and availability etc
- Evaluated market trends to identify new business opportunities and develop targeted growth strategies accordingly
- Aligned business objectives with industry best practices to ensure firm remained compliant with regulatory requirements and maintained its reputation for excellence
- Reduced operating cost of the company by 10% of overall budget and on ground execution cos by 8%.
General Manager & Project Head
Knescopic Electronics Private Limited
06.2009 - 08.2011
- Knescopic was an established name in chip based electronics manufacturing and product development organization having branches in Singapore & Hong Kong
- Launched major R&D in area of telecom related product designing
- Initiated new technology transfer to Department of Telecom, Govt of India
- Launching team member in 2009 for Solar Energy product development as new vertical
- Marketed Solar products with high end technology in Vietnam, India & Bangladesh
- Offered affordable Home lighting and Street lighting solutions for both local governments and stake holders
- Boosted technology access and supported local and regional government and private stakeholders to achieve clean energy mandates and sustainable livelihood.
Regional Manager -FIPS -East
IndusInd Bank, Hinduja Group
11.2007 - 06.2009
- Boosted leadership to the Bank’s 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
- Increased the books to Indian Rupees 1534 Crores
- Collaborated with product development teams to provide valuable customer insights, driving continuous improvement efforts and enhancing overall offerings to meet market demands
- Delivered an 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 by FY ending on 31st March, 2009
- Achieved 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
01.2005 - 10.2007
- Boosted the role of a Financial Portfolio Manager my responsibility included acquisition of new clients and manage existing portfolio of clients ad exposure to Bombay Stock Exchange (BSE) & National Stock Exchange (NSE)
- Instrumental in reviewing & interpreting the competition & market information to fine-tune strategies and enhance revenue
- Adept at building portfolio consistently through the 'correct' product mix
- Acquired from market new premium retail accounts with a NRV of Indian Rupee 15 lakhs - 50 lakhs
- Managed an Asset Under Management (AUM) of Indian Rupee 135 Crores with an average portfolio growth of 18% pa
- Acquired 25 Ultra High Net worth clients to business.
Relationship Executive -Van Gogh Preferred Banking
ABN AMRO Bank N.V
01.2004 - 01.2005
- Championed New To Bank (NTB) acquisitions and managing emerging affluent & affluent customer segment across Van Gogh Preferred Banking segment for CASA books and Wealth Management across Kolkata
- Financial planning for more than two hundred customers via certified financial planners across using both tele-sales and field sales models.
Agent -Life Insurance Business
Max New York Life Insurance Co
02.2002 - 01.2004
- Joined (An Indian JV between New York Life International, USA & Max Group India) as Career Agent and developed expertise in areas of Whole Life Insurance Plans, Limited Payment Endowment Plans and Pension products
- Boosted New to Agency portfolio of 325 clients and cross leveraged revenues for organization with average ticket size of Rs.25,000.
Career Agent - Pension & Life Insurance Business
Life Insurance Corporation Of India
12.1996 - 01.2002
- Career Agent role in Life Insurance Corporation of India was special role above general agency, wherein organization deployed own resources and training facilities which resulted in expertise in Money Back, Endowment, Whole Life, Key man and Pension products
- Acquired 1300 New to Organization policy holders and a strong portfolio of 475 Superannuation product owners.
Education
PG Diploma in Entrepreneurship Administration -
National University of Juridical Sciences, NUJS
Kolkata, India 04.2016 -
Certificate Program in Municipal Finances - undefined
The World Bank Institute
New Delhi, India 05.2014 -
Bachelor of Science in Mathematics - undefined
Bidhan Nagar Govt College, University of Kolkata
Kolkata, WB 05.1995 -
Skills
Financial Leadership & Strategic Planning
Proven ability to develop and execute institutional sales
Established relationships with key decision makers in institutional market segment
Technically proficient across equities, fixed income and alternatives and deep understanding of portfolio construction at institutional level
Ability to anticipate and act on industry wide trends
Knowledge of and interest in investment market
Hard working and conscientious
Strong attention to detail
Well-honed communication skills
Good interpersonal skills, collaborative and strong team player
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
Capital Markets
Mutual Funds and Funds of Funds
Private Wealth Management
Portfolio Management Services
Retail Preferred Banking
Institutional & Corporate Banking
Alternate Energy & Smart Infrastructure Consulting
Certification
HarvardX:HLS2x:Contracts, edX, 02/2015, 70%, https://s3.amazonaws.com/verify.edx.org/cert/291a444be5434c4587ad2bb1f9267537
Personal Information
Date of Birth: 04/09/73
Timeline
PG Diploma in Entrepreneurship Administration -
National University of Juridical Sciences, NUJS
04.2016 -
Certificate Program in Municipal Finances - undefined
The World Bank Institute
05.2014 -
Managing Partner | Head of Alternate Energy B2B
Juran Green Energy Partners World Wide
08.2011 - 01.2014
General Manager & Project Head
Knescopic Electronics Private Limited
06.2009 - 08.2011
Regional Manager -FIPS -East
IndusInd Bank, Hinduja Group
11.2007 - 06.2009
Financial Portfolio Manager
AUM Capital, SEBI Regd. NSE & BSE Stockbrokers
01.2005 - 10.2007
Relationship Executive -Van Gogh Preferred Banking
ABN AMRO Bank N.V
01.2004 - 01.2005
Agent -Life Insurance Business
Max New York Life Insurance Co
02.2002 - 01.2004
Career Agent - Pension & Life Insurance Business
Life Insurance Corporation Of India
12.1996 - 01.2002
Bachelor of Science in Mathematics - undefined
Bidhan Nagar Govt College, University of Kolkata
05.1995 -
Senior Partner -Head of Energy & Smart Infra
Suraj Infratech
2 2014 - Current