Santanu Kumar Paramguru
Wealth Management, Sales Marketing
Bengaluru
Summary
Conscientious Wealth relationship manager with expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
11
11
years of professional experience
6050
6050
years of post-secondary education
Work History
Wealth Relationship Manager
IDFC FIRST BANK
02.2024 - Current
- Managed relationships with a portfolio of 380+ clients, overseeing assets worth ₹80 crore.
- Achieved a consistent 15% month-on-month growth while driving cross-sell opportunities to enhance client engagement and revenue.
- Expert in branch banking operations, wealth management solutions, and cross-selling financial products to drive business growth and customer satisfaction.
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
- Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.
Area Business Manager
Zydus Cadila Health Care
06.2022 - 02.2024
- Promoted to Area Business Manager, leading a team of 6+ professionals and overseeing the Bangalore market to drive portfolio growth and revenue.
- Built and managed relationships with 1200+ clients, fostering long-term partnerships and increasing assets under management.
- Developed and executed strategies to expand market reach, tapping into new client segments and driving brand awareness through educational initiatives.
- Implemented a structured MIS to track team performance and client interactions, ensuring consistent results across all business objectives.
- Coordinated with cross-functional teams to optimize operations and ensure seamless client service and portfolio management.
Medico Marketing Manager
Zydus Cadila
04.2021 - 02.2024
- Successfully developed a new project in an untapped territory, achieving 110% growth by engaging critical stakeholders, including doctors, pharmacists, and HNI clients.
- Conducted market research and competitor analysis to identify revenue opportunities, enhance business models, and achieve market share targets.
- Implemented tailored marketing and financial strategies, aligning with client needs and driving portfolio growth.
- Fostered strong relationships with Key Opinion Leaders (KOLs) and high-value clients, positioning the organization as a trusted, research-driven partner.
- Awarded as a top performer in 2021 for exceptional contributions to the success of Lipaglyn and strategic territory management
Therapy Marketing Manager
Zydus Cadila
09.2013 - 04.2021
- Achieved financial objectives by preparing annual budgets, optimizing resource allocation, and initiating corrective actions based on variance analysis.
- Streamlined operational processes by effectively scheduling tasks, assigning team responsibilities, and ensuring timely completion of deliverables.
- Recognized as the Best Performer for Q3 and Q4 in 2019, contributing to the successful co-marketing of high-value financial products.
Education
Master of Science - Biotechnology
Bangalore Univercity
Bangalore Jul 2009 - 07.2011
Post Graduate Diploma in Business Administration - Marketing
Symbiosis University
Jul 2015 - 07.2017
Business Analyst - ECBA
IIBA
Jul 2019 - 08.2019
Skills
Promotional marketing and advertising
Managerial Experience
Portfolio performance monitoring
Retirement planning
Cash flow analysis
Client relationship building
Insurance planning
Portfolio management
Asset allocation
Financial planning
Debt management
Alternative investments
Intergenerational wealth transfer
Wealth preservation strategies
MS Office(Word,Excel,Powerpoint) And Outlook
Sales and marketing strategies
SQL
Hobbies
Current Affairs,Investment Market,Sports
Timeline
Wealth Relationship Manager
IDFC FIRST BANK
02.2024 - Current
Area Business Manager
Zydus Cadila Health Care
06.2022 - 02.2024
Medico Marketing Manager
Zydus Cadila
04.2021 - 02.2024
Therapy Marketing Manager
Zydus Cadila
09.2013 - 04.2021
Master of Science - Biotechnology
Bangalore Univercity
Jul 2009 - 07.2011
Post Graduate Diploma in Business Administration - Marketing
Symbiosis University
Jul 2015 - 07.2017
Business Analyst - ECBA
IIBA
Jul 2019 - 08.2019
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