Ruphak Roy
Senior Product Specialist
Chennai,TN
Summary
Systematic & Results-oriented Investment Banker with a successful track record of closing & supervising transactions. Have a deep understanding in Asset Management and Global Financial Markets. Along with Established clear standards and enforces protocols for consistent, high-quality results.
Overview
1
1
Certification
5
5
years of post-secondary education
7
7
years of professional experience
Work History
Senior Product Specialist
ICICI Bank Ltd
Chennai, Tamil Nadu
02.2020 - Current
- Continually expanded knowledge across the product line.
- Researched product's technical specifications and accurately communicated information.
- Assisted customers with product needs and introduced new store offerings.
- Attended trainings and workshops to learn about new products and then shared this information with customers.
- Managing Investments & Advisory Services for HNI & Family Office Clients.
- Provided Strategic & Quantitative models to clients for maximize returns by reducing Unsystematic Risk while adding Alpha.
- Formulated Asset Allocation Strategies & INvestment Models for clients.
- Periodic Portfolio Review for gauging the outcome for the clients.
- Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
Senior Product Analyst
Citibank N.A
Bangalore, Karnataka
01.2019 - 09.2019
- Served customers in a friendly, efficient manner following outlined steps of service.
- Perform qualitative research across Equity, Fixed Income Derivatives asset classes, focusing on risk adjusted return measurements,return based style analysis, holding based attribution.
- Help construct strategic asset allocation model for client accounts and analyze current market and economic conditions when considering tactical shifts.
- Designing suitable plans and assessing the provided financial information with a view to meet the individual needs of the clients.
- Designing suitable plans and assessing the provided financial information with a view to meet the individual needs of the clients.
- Analysing Investment needs with Product fitment.
Associate Vice President
IndusInd Bank Ltd
Bangalore, Karnataka
11.2017 - 01.2018
- Managing Wealth for Non Resident clients of the Bank.
- Revenue generation along with client engagement for deepening of relationship.
- Increase the product reach among the clients with continuous consultation.
Senior Relationship Manager
Aditya Birla Finance Ltd
Bangalore, Karnataka
01.2017 - 10.2017
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Researched current trends to identify prospective customers and determine specific needs.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Worked with clients to address and respond to client and partnership management issues.
Senior Relationship Manager
HDFC Bank Ltd
Bangalore, Karnataka
09.2015 - 01.2017
- Assessed client satisfaction throughout credit management process by soliciting customer feedback.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Used effective sales strategies to convince clients to accept proposals.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Key Accounts Manager
SBI Life Insurance Co Ltd
Kolkata, West Bengal
06.2012 - 06.2015
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted annual reviews of existing policies to update information.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Remained impartial in order to advise clients based on circumstances.
Education
MBA - Finance
ICFAI Hyderabad
Hyderabad 05.2010 - 04.2012
Bachelor of Science - Mathematics
K C College
Kolkata 06.2004 - 06.2007
Skills
Advanced MS Office
undefinedWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Certification
CFA Level 2 Candidate
Timeline
CFA Level 2 Candidate
02-2021
Senior Product Specialist
ICICI Bank Ltd
02.2020 - Current
Senior Product Analyst
Citibank N.A
01.2019 - 09.2019
Associate Vice President
IndusInd Bank Ltd
11.2017 - 01.2018
Senior Relationship Manager
Aditya Birla Finance Ltd
01.2017 - 10.2017
Senior Relationship Manager
HDFC Bank Ltd
09.2015 - 01.2017
Key Accounts Manager
SBI Life Insurance Co Ltd
06.2012 - 06.2015
MBA - Finance
ICFAI Hyderabad
05.2010 - 04.2012
Bachelor of Science - Mathematics
K C College
06.2004 - 06.2007
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