RIMI GHOSH
Sales Professional
Summary
My strengths are my communication skill, hard work, time management ability and honesty. I believe that my intense knowledge in the management field along with my strengths will equip me to lead the corporate body to its zenith of success in terms of profitability, respectability and market values. Doing MBA in International Business from a U.K. University has not only provided me with an international exposure but it has also broadened my outlook. It has developed my analytical skills and understanding of various business scenarios.
Overview
18
18
years of professional experience
3
3
Languages
Work History
Chief Manager
Kotak Mahindra Bank
10.2018 - Current
- Managing Wealth Portfolios of super HNI Clients of the Bank (AUM starts with 30 lacs ) and enhancing Advisory Relationships through various Investment , Insurance, and Asset products
- Building Relationship Value across Company Accounts as well as deepening accounts of Existing Clients as well as Acquiring NTB Clients
- Achievements - Awarded for exemplary performance in investments and Insurance in almost all Quarters
- Qualified For Dare Insurance Contest Level 4, Second Highest
- Largest Single GI ticket size in Priority East along with Largest Single Asset Disbursal of Rs 25 Crores.
Senior Relationship Manager
Standard Chartered Bank
11.2016 - 08.2018
- Managing Wealth Portfolios of super HNI Clients of the Bank (AUM starts with 30 lacs ) and enhancing Advisory Relationships through various Investment , Insurance, and Asset products
- To generate revenue from existing Customers mapped and from new Clients
- It also includes deepening of Savings and Current Account books by onboarding New Clients in the Personal Banking, Business Banking and Commercial Banking Channel
- Achievements - Awarded for exemplary performance in investments for all quarters.
Exclusive Relationship Manager
IndusInd Bank Ltd.
07.2015 - 11.2016
- Managing Relationship of super HNI Clients of Priority Banking, retaining and enhancing Advisory Relationships through various Investment, Insurance, and Asset products
- To generate revenue from existing Customers mapped and from new Clients
- To execute Cross Sell efforts as per focus of the Bank at any given point in time
- Managing Large Trader Clients, Acquisition and Service
- Looking into NRI Client products and services opening New NRE /NRO Accounts.
Analyst - Treasures Banking, Consumer Banking
Development Bank of Singapore
10.2012 - 07.2013
- Managing portfolio of Priority Banking clients of the Bank, generating Revenue through Investments, Insurance and other Financial Instruments
- Managing Portfolio of Clients with more than 20 lacs AUM
- Analysing Client's existing Wealth Portfolio, and advising them for future Financial Planning through Investments after setting their financial goals through advanced Financial Planning Modules
- Achievements- Awarded for excellent Performance Pan India Championship Trophy scoring the 1st position in Kolkata and 3rd Pan India, for Oct-Dec '12.
Assistant Manager - Power Vantage
HSBC LTD.
03.2010 - 10.2012
- Managing portfolio of HNI clients of the Bank, generating Revenue through Investments, Insurance and other Financial Instruments
- Managing Portfolio of Clients with more than 5 lacs AUM and upto 50 lacs
- Responsible for Managing the Service proposition for HNI Customers and improving Customer Service experience
- Develop and manage proactive Customer retention and Loyalty and Protect Bank's interest and ensure compliance to regulatory and internal guidelines
- Develop Individual and Team competence- Ensure continuous enhancement of self-knowledge/skill set relevant to Group Compliance Policy
- Ensure awareness of the basic product / process features
- Achievements- Joined as Relationship Manager -Power Vantage which got upgraded to ADVANCE - WEALTH MANAGER, a more advanced global proposition in Wealth
- Getting qualified in Insurance and Investments Contests respectively
- Awarded for excellent Performance, in Incredible India Level Contest For Insurance, held at GOA in JUNE,2011.
Sales Manager - Private Banking
Deutsche Bank AG
02.2007 - 03.2010
- Wealth Management and Portfolio Management of Private Banking clients of the Bank, deepening through Investments and Insurance and Acquisition of Private Banking clients, mainly Corporate
- Achievements- Joined as Acquisition Manager -Advisory Services (Investments and Insurance), but within less than a year got promoted as Sales Manager-Private Banking
- Getting qualified in Insurance and Investments Contests respectively for foreign trips in all the quarters
- Awarded Club Of Honor for August'08, September'08 and January'09 for excellent Performance Pan India.
Financial Planning Officer
HDFC Standard Life Insurance Pvt. Ltd.
12.2005 - 02.2007
- My job role was to provide Financial Planning Solutions to customers, mainly HNI clients, in the areas of wealth creation, retirement solution, insurance and other market related investment products.
Education
MBA in International Business -
University Of East London
B.Com (Hons.) - undefined
City College (South), Calcutta University
ISCE (Commerce) - undefined
St. Thomas Girls' School, Delhi Board
ICSE - undefined
St. Thomas Girls' School, Delhi Board
Phone
(033)2459-1991, (00-91)-9830788543
Other Qualifications
- IELTS Qualified (International English Language Testing System)
- AMFI and IRDA Certified
Personal Information
- Passport Number: A 60999031
- Date of Birth: 08/20/1981
- Nationality: INDIAN
- Marital Status: MARRIED
Other Interests Exposure
MARGAM - Special School for Underprivileged Children
Role : Treasurer / Administrator (Voluntary),
Duration : 08/15/03 - Present
Achievements: Raising Funds and donations, built a network of donors for the needy children. Maintained the Books of Accounts and organized Events.
Timeline
Chief Manager
Kotak Mahindra Bank
10.2018 - Current
Senior Relationship Manager
Standard Chartered Bank
11.2016 - 08.2018
Exclusive Relationship Manager
IndusInd Bank Ltd.
07.2015 - 11.2016
Analyst - Treasures Banking, Consumer Banking
Development Bank of Singapore
10.2012 - 07.2013
Assistant Manager - Power Vantage
HSBC LTD.
03.2010 - 10.2012
Sales Manager - Private Banking
Deutsche Bank AG
02.2007 - 03.2010
Financial Planning Officer
HDFC Standard Life Insurance Pvt. Ltd.
12.2005 - 02.2007
MBA in International Business -
University Of East London
B.Com (Hons.) - undefined
City College (South), Calcutta University
ISCE (Commerce) - undefined
St. Thomas Girls' School, Delhi Board
ICSE - undefined
St. Thomas Girls' School, Delhi Board
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