Rupasree Dey
Banking & Market
Kolkata
Summary
With over 3 years Resourceful Business Development and Relationship Management focused on identifying new brands and developing robust contact lists within CRM to support business development team. Basic understanding of Retail Banking with potential to become subject matter expert. Brings innovation, problem-solving skills and demonstrated achievement in B2C /B2B sales.
Overview
2026
2026
years of professional experience
3
3
years of post-secondary education
3
3
Certifications
4
4
Languages
Work History
Business Development Intern
VIBGYOR ADVICORP PRIVATE LIMITED
- Maintained client information and accounts in company databases.
- Worked closely with other interns and colleagues for knowledge sharing, skill development, and team building.
- Engaged with customers to build business relationships.
- Conducted comprehensive market research to stay informed of industry trends and competitor offerings.
- Contributed towards continuous improvement initiatives within the organization by sharing best practices and suggesting process enhancements.
Elite Relationship Manager
Kotak Mahindra Bank LTD
04.2024 - Current
- Handling client portfolio of 50Cr. Developing personalized financial plans and investment strategies to optimize clients’ portfolios and maximize returns.
- Revenue generation through cross selling of business banking and wealth products such as Trade Forex, Insurance, Investment, Retail Wealth etc.
- Acquire and manage both businesses, personal (residential and NRI) clients. Increase liability book and investment AUM portfolio size, deepen and new acquisitions.
- Handling of working capital, SME and SBE segments in order to meet loan and OD requirements of HNI clients. Acquiring, nurturing, growing and strengthening relationship with the affluent and HNI segment of customers in order to meet business objectives taken care all compliance processes and guidelines.
Priority Relationship Manager (Privy Wealth Seg.)
Axis Bank LTD
12.2023 - 03.2024
- Handled client portfolio of 85Cr and assisted clients in handling their capital market investments, mutual funds and banking requirements, Asset. Ensuring 360° client engagement - "Total Client Ownership" Retail Branch Banking. Handling Market research, Outbound Sales & Inbound Sales.
- Built strong client relationships and work towards win-win deals. Handled back-end operations and well-versed with As a PRM authorized to FD, Mutual Fund from Axis Bank own application Siddhi (CRM). Generate MIS and Business report using SAS.
- Handling of working capital, SME and SBE segments in order to meet loan and OD requirements of HNI clients. Acquiring, nurturing, growing and strengthening relationship with the affluent and HNI segment of customers in order to meet business objectives taken care all compliance processes and guidelines.
Personal Banker (First Select Wealth Segment)
IDFC FIRST BANK LTD
03.2023 - 12.2023
- Handled client portfolio of 56Cr and assisted clients in handling their capital market investments, mutual funds and banking requirements. Ensuring 360° client engagement - "Total Client Ownership".
- Built strong client relationships and work towards win-win deals. Handled back-end operations and well-versed with TCS BaNCS & SFDC applications. Reduce rejection rate and improve documentation quality. Handling branch internal audit and working with compliance team, IDFC Bank don't have state Law and Crime department from branch end we taken care all of these issues and solve this situation with proper solutions.
- Assisted and guided in opening and full operations of a new branch being DBM and successfully handled the sales team to bring business to the new branch and Handling NRI and Retail Businesses (Asset and Liability).
Territory Sales Manager (Working Capital)
ICICI BANK LTD
07.2021 - 02.2023
- Handling a Team as a Territory sales manager across 20 ICICI Bank branches in Ahmedabad.
- Expertise in Business Development & Client Acquisition Identify and acquire new corporate and SME clients for working capital finance. Build and maintain strong relationships with existing clients to enhance wallet share.
- Credit Analysis & Risk Assessment,Assess client financials, balance sheets, cash flow cycles, and business models to determine working capital requirements and other hand Knowledge about CMS and API Transaction applications.
- Experience in Customize working capital solutions based on the client’s industry, revenue cycle, and operational needs. Offer financial products like overdraft facilities, cash credit, bill discounting, letter of credit, bank guarantees, etc. Identify opportunities for cross-selling other banking products like trade finance, treasury services, insurance, and investment solutions. Achieve revenue targets through fee income, interest earnings, and transaction banking services.
Education
Master of Business Management - Finance & Marketing
SHANTI BUSINESS SCHOOL
01.2019 - 01.2022
Bachelor of Journalism and Mass Communication - Media Law & Ethics
RASTRAGURU SERENDRANATH COLLEGE
XII - undefined
West Bengal Higher Secondary Board
Skills
Individual contributor role
Certification
NISM Series V-A
Accomplishments
- Earned Incentives Quarters Highest Slab 2023 (IDFC First BANK)
- "ALFA VANGUARD CLUB" Mutual Fund Capability Development Program (ICICI Bank).
- Awarded "Current Account Mavericks" Value Enhancement Drive Sept 19 to Oct 19 2023 (ICICI Bank).
- Rated (Best Appraisal Rating) for the FY 2022-2023 promoted to Assistant Manager from Assistant Manager (II) (ICICI BANK).
- Maintaining 1635 cr YTD of Payment Gateway collection and ranked 11 positions of my mapping client in (ICICI Bank)
Timeline
Elite Relationship Manager
Kotak Mahindra Bank LTD
04.2024 - Current
Priority Relationship Manager (Privy Wealth Seg.)
Axis Bank LTD
12.2023 - 03.2024
Personal Banker (First Select Wealth Segment)
IDFC FIRST BANK LTD
03.2023 - 12.2023
Territory Sales Manager (Working Capital)
ICICI BANK LTD
07.2021 - 02.2023
Master of Business Management - Finance & Marketing
SHANTI BUSINESS SCHOOL
01.2019 - 01.2022
Bachelor of Journalism and Mass Communication - Media Law & Ethics
RASTRAGURU SERENDRANATH COLLEGE
XII - undefined
West Bengal Higher Secondary Board
Business Development Intern
VIBGYOR ADVICORP PRIVATE LIMITED
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