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
Understanding of VBAInvestment performance analysis
Regional equity portfolios
Global Equity portfolio management
Security knowledge
Performance attribution
Analytical thinking
Work 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