Rana Chatterjee
Kolkata
Summary
Adaptable professional with a background in a joint family setting, experienced in navigating diverse situations. Valuable lessons from my father's business include understanding the importance of money, building relationships, and prioritizing customer loyalty.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Manager
Anand Rathi Share & Stock Brokers Ltd
Kolkata, West Bengal
09.2017 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Communicated regularly with clients to understand needs, evaluate current product use, and cross-sell new products.
- Launched quality assurance practices for each phase of development
Relationship Manager
RELIGARE SECURITIES LTD
Kolkata
09.2014 - 05.2016
- Kept abreast of all changes in stock market and investments to better manage client finances.
- Monitored and researched major corporate actions with potential to affect stock market.
- Stayed up to date on latest performance indicators for stock market and mutual funds.
- Worked with buyers for to assess needs and provide desired stock at favorable prices.
Relationship Manager
NIRMAL BANG SECURITIES LTD
Kolkata
07.2013 - 08.2014
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services
Dealer Sales Executive
MANSUKH SECURITIES LTD
Kolkata
07.2010 - 06.2013
- Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals
- Built deep relationships with store managers, business owners and distribution partner sales teams by employing industry expertise and knowledge, retail strategies and sales tactics
- Managed revenue models, process flows, operations support and customer engagement strategies
- Built relationships with customers and community to establish long-term business growth
- Worked diligently to resolve unique and recurring complaints, promoting loyalty and enhancing operations
Education
Bachelor of Commerce - Accounting
SVSU
true08.2024
SECONDARY BOARD -
PNKN HIGH SCHOOL
DHANBADHIGHER SECONDARY -
RSM COLLEGE
DHANBADSkills
- Focus Group & Market Research
- Sales Collateral & Support
- Asset Allocation
- Portfolio Management
- Customer Service
- CRM Software
- Financial Planning
- Self Motivation
- Compliance requirements
Accomplishments
- Star Award Winner FY 21-22
- Star Award Winner FY 22-23
- Star Award Winner FY 23-24
- Achievers Club Winner (FY21-FY22)
- Achievers Club Winner (FY22-FY23)
- Achievers Club Winner(FY23-FY24)
Certification
- NISM – Series-VIII: Equity Derivatives
- NISM – Series-I: Currency Derivatives Certification
Languages
Bengali
First Language
Hindi
Proficient (C2)
C2
ENGLISH
Advanced (C1)
C1
Timeline
Senior Manager
Anand Rathi Share & Stock Brokers Ltd
09.2017 - Current
Relationship Manager
RELIGARE SECURITIES LTD
09.2014 - 05.2016
Relationship Manager
NIRMAL BANG SECURITIES LTD
07.2013 - 08.2014
Dealer Sales Executive
MANSUKH SECURITIES LTD
07.2010 - 06.2013
Bachelor of Commerce - Accounting
SVSU
SECONDARY BOARD -
PNKN HIGH SCHOOL
HIGHER SECONDARY -
RSM COLLEGE
- NISM – Series-VIII: Equity Derivatives
- NISM – Series-I: Currency Derivatives Certification
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