Summary
Overview
Work History
Education
Skills
Websites
Certification
Disclaimer
Hobbies and Interests
Languages
Timeline
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RUBUL DAS

RUBUL DAS

Guwahati

Summary

Knowledgeable and dedicated customer service professional with extensive experience in Broking and Banking Industry. Solid team player with outgoing, positive demeanour and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Customer Service Representative with background in providing exceptional support and resolving customer inquiries. Skilled in communication, problem-solving, and maintaining positive relationships with customers. Demonstrated ability to improve customer satisfaction and loyalty through attentive service and effective issue resolution. Committed to enhancing team performance by sharing knowledge and best practices in customer service operations.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Relationship Manager

MIRAE ASSET SHAREKHAN
GUWAHATI
04.2024 - Current
  • Upgrade and maintain a strong relationship with existing clients.
  • Reactivate dormant accounts, and ensure regular trading activity in the cash segment.
  • Facilitate trading clients in the cash segment.
  • Provide daily stock market news updates and actionable Sharekhan trading calls to clients.
  • Mutual Fund Lump Sum (5 lakh per month).
  • New Fund Offer (NFOs) as per RM Target.
  • Cross-sell life insurance and corporate fixed deposit.
  • PMS and Invest Tiger every month.

RELATIONSHIP MANAGER (ALLIANCE SALES)

Motilal Oswal Financial Services Ltd
11.2022 - 04.2023
  • Responsible for managing assign No of Branch/POS and drive target for broking accounts and revenue with the help of channel partners
  • To Achieve monthly sales of 50 Demat A/C and TPP like IPO, Bond, SGB, IAP Advance Brokerage Plans etc
  • Co-ordinate and conduct the training the bank employee and channel partners
  • Supporting the channel partner on joints calls as per requirement
  • Follow and submit the daily weekly and monthly MIS

RELATIONSHIP MANAGER SALES

IDBI CAPITAL MARKET AND SECURITIES LTD
03.2021 - 05.2022
  • New Clients acquisition and building relationship to acquire accounts through cold calling, networking and social media platforms
  • Online opening Demat AND Trading Accounts
  • Connect and Follow up the leads provided by the company
  • Cross selling of investment products like IPO NFO SGB etc

ASSISTANT AQUISITION MANAGER

KOTAK MAHINDRA BANK LIMITED
Guwahati
09.2019 - 02.2021
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
  • Increased customer satisfaction by resolving Product or Service issues
  • Managed over 50 customer calls per day for query and suggestions
  • Worked with customers investment needs and provided best solutions under organizational roof
  • Increased sales by 10% by monitoring social media and online sources for industry Trends

Education

Bachelor of Commerce - Management

Swadeshi college of Commere
Guwahati
07.2019

Inter - Commerce

Icon Academy junior college
Guwahati
05.2014

Metric - General Studies

Madhav Dev Vidya Niketan
Guwahati
05.2011

Skills

  • Relationship development
  • Team management
  • Record keeping
  • Sales analysis
  • Customer Relationship Management (CRM)
  • Report development
  • Project organization

Certification

  • Series-V-A: Mutual Fund Distributors Certification Examination
  • IRDA IC38 Certificate
  • SEBI Investor Certification Examination

Disclaimer

I hereby declare that all the information provided above is true to the best of my knowledge and belief.

Hobbies and Interests

  • Stock Trading
  • Reading E-paper
  • Listening music
  • Traveling

Languages

  • English
  • Hindi
  • Assamese

Timeline

Relationship Manager

MIRAE ASSET SHAREKHAN
04.2024 - Current

RELATIONSHIP MANAGER (ALLIANCE SALES)

Motilal Oswal Financial Services Ltd
11.2022 - 04.2023

RELATIONSHIP MANAGER SALES

IDBI CAPITAL MARKET AND SECURITIES LTD
03.2021 - 05.2022

ASSISTANT AQUISITION MANAGER

KOTAK MAHINDRA BANK LIMITED
09.2019 - 02.2021

Bachelor of Commerce - Management

Swadeshi college of Commere

Inter - Commerce

Icon Academy junior college

Metric - General Studies

Madhav Dev Vidya Niketan
RUBUL DAS