Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

RANA ROY

THANE

Summary

Branch Manager with exceptional drive and dedication to accomplishing business objectives and maintaining trust within Team and organization with a 5+ year history of PAN INDIA success in ICICI DIRECT.

Overview

5
5
years of professional experience

Work History

CHIEF BRANCH MANAGER

ICICI DIRECT
THANE
08.2019 - Current
  • Assigned and monitored daily tasks for team members.
  • Provided guidance, coaching, and feedback to team members.
  • Organized team meetings to discuss progress and challenges.
  • Developed strategies to increase productivity and efficiency of the team.
  • Created and maintained a positive work environment for employees.
  • Maintained records of employee performance reviews.
  • Ensured compliance with company policies and regulations.
  • Conducted regular performance appraisals for all team members.
  • Ensured that deadlines were met by setting realistic goals.
  • Monitored customer service standards across the organization.
  • Promoted a culture of collaboration within the team.
  • Facilitated communication between senior management and staff.

Wealth Manager

ICICI DIRECT
THANE
08.2022 - 03.2023
  • Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
  • Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
  • Prepared detailed financial plans for clients by assessing their current financial situation and future goals.
  • Monitored performance of existing investments and recommended changes when necessary.
  • Researched the various markets in order to provide timely advice on how best to manage a client's assets.
  • Advised clients on different types of insurance products available to them based on their needs.
  • Developed and implemented strategies to identify, target, and acquire new home loan customers.
  • Managed customer inquiries and complaints related to home loans.
  • Negotiated with potential customers to close sales of home loans.

Education

MBA - Marketing

ITM BUSINESS SCHOOL, NAVI MUMBAI
KOLKATA
04-2019

BBA - Marketing

NSHM College of Management And Technology
Kolkata
04-2015

ICSE(CLASS 10) & ISC(CLASS 12) - COMMERCE

ST JOSEPH & MARY'S SCHOOL (SJMS)
KOLKATA
03-2012

Skills

  • Sales professional
  • Branch Operations Management
  • Interviewing and Hiring
  • Performance Reviews
  • Business Development
  • Customer Service
  • Financial Advising
  • Client Relationship Management
  • Client acquisition
  • Decision-Making
  • Excellent communication skills
  • Team Player
  • Team Supervision
  • Teamwork and Collaboration

Accomplishments

  • Qualified and achieved 100% small and big scale awards.
  • Qualified for 3 International Contest for Life Insurance Business.
  • Qualified 100% Domestic contests which came in 5 years.
  • Among PAN INDIA TOP 3 in Leadership Role.
  • Earned Leadership role in just 3 and a half year.
  • Earned M2 Grade(CHIEF BRANCH MANAGER) in just 9 months which is shortest ever time taken by an employee in ICICI DIRECT.

Timeline

Wealth Manager

ICICI DIRECT
08.2022 - 03.2023

CHIEF BRANCH MANAGER

ICICI DIRECT
08.2019 - Current

MBA - Marketing

ITM BUSINESS SCHOOL, NAVI MUMBAI

BBA - Marketing

NSHM College of Management And Technology

ICSE(CLASS 10) & ISC(CLASS 12) - COMMERCE

ST JOSEPH & MARY'S SCHOOL (SJMS)

Similar Profiles

CREATE PROFILE
RANA ROY