Sadrup Chakraborty
Wealth Management
Kolkata,WB
Summary
Actively pursuing a dynamic position in sales, marketing, and business development, with a strong emphasis on acquiring new clients and driving product growth. Targeting industries where distribution and operations are key.
Boasting more than two decades of experience in the Wealth Management industry with a proven track record of success of driving sales & distribution, marketing activities. My focus has consistently been on strengthening acquisition, improving activation and retention. Possess strong leadership skills and the ability to collaborate cross-functionally to achieve organizational goals. Achieved 100% increase in customer acquisition and retention through effective lead generation and stakeholder engagement. Skilled in managing difficult customers and ensuring customer satisfaction, even with a high volume of transactions
Overview
3
3
Certifications
21
21
years of professional experience
Work History
DVP - Wealth
Emkay Global Financial Services Ltd.
08.2019 - Current
- Total AUM - 136 Cr as on March 31st 2026
- MF (Equity) - 85 Cr
- MF (Debt) - 14 Cr
- PMS - 12 Cr (Emkay , Buoyant , Abakkus , Stallion ,SageOne , Unifi , InCred )
- AIF - CAT 3 : 7 Cr
- Giftcity AIF /Offshore - 6 Cr
- NCD, Bonds, Gold MLD - 7 Cr
- Revenue for FY25 - 1.35 Cr
- No of clients- 120
Account Director - Wealth
L&T Capital Markets Ltd., part of L&T Finance Ltd.
08.2017 - 07.2019
- Provide day-to-day customer management operations, resolving issues and complaints in a timely manner
- Streamlined customer management operations, reducing complaint resolution time by 50% and ensuring high customer satisfaction
- Build and maintain long-term relationships with key customers, resulting in increased business revenue
- Handle challenging customer situations, effectively reducing customer attrition And enhancing overall satisfaction
- Total AUM mobilized : 48 cr.
- MF (Equity) - 59% - 28.30 Cr.
- MF (Debt) - 17% - 8.20 Cr.
- PMS - 15% - 7.50 Cr.
- Offshore - 3% - 1.50 Cr.
- AIF - 6% - 3 Cr.
AVP , Team Leader - Wealth Management Division
Karvy Private Wealth
Kolkata, West Bengal
06.2011 - 07.2017
- Led strategic initiatives to enhance client engagement, resulting in improved retention rates.
- Managed high-net-worth client portfolios, ensuring compliance with regulatory standards and best practices.
- Developed tailored wealth management solutions, aligning client goals with market opportunities.
- Implemented data-driven investment strategies, optimizing portfolio performance and risk management.
- Managing Team of 5 members and achieves targets year on year
Relationship Manager - Affluent Wealth
Fullerton Securities and Wealth Advisors Ltd.
08.2009 - 05.2011
- Notable Accomplishments:
- Winner of Life Insurance Sales Contest in “Fullerton Securities & Wealth Advisors” and was felicitated by the “CEO” in “Thailand”.
- Qualifier for Hong Kong Macau contest in “Fullerton Securities & Wealth Advisors”.
- Responsible for Sale of Investment products.
- Pan India has always been amongst the top 3 “Relationship Managers” in terms of overall performance, since the time of joining “Fullerton Securities & Wealth Advisors” till ate.
- Understanding the client’s needs and suggesting them products through Asset Allocation.
Area Manager - Team Leader
Birla Sun life Financial Services Ltd. (Retail Division)
02.2007 - 07.2009
- Notable Accomplishments:
- More focus into retail business through franchisee and channel partners.
- Appreciation from CEO, best performance for Insurance business.
- Appreciation from CEO, best performance for Alternate Product (Milestone Private Equity).
- Servicing and catering of “High Net Worth individuals” & “SME” by managing their financial portfolios through various financial tools.
- Effectively deal with key clients in MSP Steel ltd., Adhunik Group, Calcutta Sea Foods etc.
- Expertise in achieving assigned targets every month constantly.
- Appreciation from CEO, best performance for Insurance business.
- With 3 members Team for cross sell products
Sales Executive - Distribution
DBS CHOLAMANDALAM Business Services Ltd.
08.2005 - 01.2007
- Notable Accomplishments:
- Servicing and catering of Retail individuals by managing their financial portfolios through various financial tools.
- Effectively deal with key clients in Escort ltd., Price water house cooper, & cognizant.
- Expertise in achieving assigned targets every month constantly.
Education
Graduation (B.Com) -
01-2003
Skills
Business Development / Sales & Marketing
Planning & implementing various policies & procedures for increasing business & sales growth
Analyzing market trends & enhancing business efficiency through adapting new sales methods
Preparing & maintaining performance records & reporting to management for enhancing efficiency
Wealth management
AUM growth
Portfolio management
Investment strategies
Customer relationship management
Client acquisition
Accomplishments
- Winner of highest revenue achiever from east and was felicitated by the “CEO” in “Switzerland”.
- Responsible for P&l for 5 member Team, handheld with team members to make them profitable for organization.
- Cross sales to existing clients
- HNI Client Servicing. Acquiring HNI & ultra HNI clients for the organization and meeting the monthly revenue targets
- Pan India has always been amongst the top 5 “TL” in terms of overall performance.
- Understanding the client’s needs and suggesting them products through Asset Allocation.
- Working jointly with the Marketing team for various marketing strategies and initiatives.
- Responsible to cross - sell broking a/c & generate revenue from existing client base.
- Winner of Life Insurance Sales Contest in “Fullerton Securities & Wealth Advisors” and was felicitated by the “CEO” in “Thailand”.
- Qualifier for Hong Kong Macau contest in “Fullerton Securities & Wealth Advisors”.
- Responsible for Sale of Investment products.
- Pan India has always been amongst the top 3 “Relationship Managers” in terms of overall performance, since the time of joining “Fullerton Securities & Wealth Advisors” till ate.
- More focus into retail business through franchisee and channel partners.
- Appreciation from CEO, best performance for Insurance business.
- Appreciation from CEO, best performance for Alternate Product (Milestone Private Equity).
- Servicing and catering of “High Net Worth individuals” & “SME” by managing their financial portfolios through various financial tools.
- Effectively deal with key clients in MSP Steel ltd., Adhunik Group, Calcutta Sea Foods etc.
- Expertise in achieving assigned targets every month constantly.
- Servicing and catering of Retail individuals by managing their financial portfolios through various financial tools.
- Effectively deal with key clients in Escort ltd., Price water house cooper, & cognizant.
Certification
NISM certification on Capital Markets. AMFI Certification
Timeline
DVP - Wealth - Emkay Global Financial Services Ltd.
08.2019 - Current
Account Director - Wealth - L&T Capital Markets Ltd., part of L&T Finance Ltd.
08.2017 - 07.2019
AVP , Team Leader - Wealth Management Division - Karvy Private Wealth
06.2011 - 07.2017
Relationship Manager - Affluent Wealth - Fullerton Securities and Wealth Advisors Ltd.
08.2009 - 05.2011
Area Manager - Team Leader - Birla Sun life Financial Services Ltd. (Retail Division)
02.2007 - 07.2009
Sales Executive - Distribution - DBS CHOLAMANDALAM Business Services Ltd.
08.2005 - 01.2007
Calcutta University - Graduation (B.Com),