Rana Sinha
Kolkata
Summary
Meticulous professional with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Overview
25
25
years of professional experience
Work History
Regional Head
HDFC Bank - Wealth
Kolkata
06.2017 - Current
- Identified new prospects for enhancing presence in the regional market.
- Guided strategic planning initiatives to boost revenue streams in the region.
- Staying current on industry trends for a competitive edge.
- Resolved customer complaints quickly and efficiently while maintaining positive relationships.
- Implemented inclusive work culture to cultivate high-performing teams and promote individual and team development.
- Led a team of Wealth managers, coached and developed them to achieve exemplary performance metrics.
Area Manager - Exclusive Banking
Indusind Bank
Kolkata
08.2016 - 06.2017
- Lead a team of Exclusive relationship manager and self to achieve specified sales targets through Wealth management product, insurance, Business Banking product, Assets product, New to bank acquisition and CASA book value building.
Unit Head- Consumer Banking
DBS Bank
Kolkata
02.2011 - 07.2016
- Led a team of relationship managers and achieved specified sales targets and service standards.
- Provided support and guidance to colleagues, fostering a collaborative work environment.
- Collaborated with cross-functional teams to successfully achieve goals.
Senior Manager – Client relations (Privy League)
Kotak Mahindra Bank
Kolkata
12.2009 - 01.2011
- Responsible for building the SA value of the branch, selling PMS products, Equity linked structured product, Asset allocation service, Life insurance products, broking advisory and mutual fund advisory services for HNI customer
Senior Relationship Manager – Financial Planning Group
Kotak Securities Ltd
Kolkata
03.2007 - 12.2009
- Responsible for selling PMS, Structure Products, Real Estate Fund, Mutual Fund.
Relationship Manager
Centurion Bank of Punjab
Kolkata
04.2005 - 03.2007
- Responsible for building the book value of the branch
- Deepening relationship, Retaining existing clients, Managing HNI investors Investment Portfolio, Selling Mutual fund , PMS and Insurance Products.
Personal Banker – Van Gogh Preferred Banking
ABN AMRO Bank
01.2004 - 04.2005
- HNI client acquisition for Van Gogh Preferred Banking and leveraging Banc assurance &Investment products for Wealth Management.
Advisor
MAX NEW YORK LIFE
Kolkata
05.2002 - 01.2004
- Building a long-term life insurance portfolio for clients and leveraging Individual and Key-man Life Insurance products.
Senior Executive – Channel sales
VEDIKA SOFTWARE PTE LTD
02.2000 - 04.2002
- Looking after Channel Sales and distribution network in North-East India.
Education
Executive Programme - Wealth Management
Indian Institute of Management, Ahmedabad
Ahmedabad06-2023
Bachelor of Commerce -
Kolkata University
Skills
- Business Development
- Clientele Enhancement
- Market Segmentation
- Revenue Optimization
- Competition Analysis
- Investment strategies
- Client Retention
- Channel Management
- Networking
- Market Penetration
- Relationship Management
- Regulatory Compliance
- Advisory Services
- Complaint Resolution
- Team Management
Personal Information
Date of Birth: 09/06/78
Languages
English
First Language
Timeline
Regional Head
HDFC Bank - Wealth
06.2017 - Current
Area Manager - Exclusive Banking
Indusind Bank
08.2016 - 06.2017
Unit Head- Consumer Banking
DBS Bank
02.2011 - 07.2016
Senior Manager – Client relations (Privy League)
Kotak Mahindra Bank
12.2009 - 01.2011
Senior Relationship Manager – Financial Planning Group
Kotak Securities Ltd
03.2007 - 12.2009
Relationship Manager
Centurion Bank of Punjab
04.2005 - 03.2007
Personal Banker – Van Gogh Preferred Banking
ABN AMRO Bank
01.2004 - 04.2005
Advisor
MAX NEW YORK LIFE
05.2002 - 01.2004
Senior Executive – Channel sales
VEDIKA SOFTWARE PTE LTD
02.2000 - 04.2002
Executive Programme - Wealth Management
Indian Institute of Management, Ahmedabad
Bachelor of Commerce -
Kolkata University