SAPTARSHI BHADURI
Kolkata
Summary
I am a responsible and motivated person and firmly believe in doing the right thing always. I have 18 years of work experience and have been extremely consistent in all my deliverables. Sales is both an art and science for me, I practice the same by identifying opportunities and needs and closing on the same through proper planning and execution. Diligent planning, ideation, and building robust teams and processes are skills I have developed and practice to achieve successful outcomes. Being honest, simple, and sincere in communication and providing rational expectations are core to my fundamental process of working.
Overview
20
20
years of professional experience
Work History
Vice President
Barclays Private Bank
Kolkata
05.2024 - Current
- Acquire new UHNI and corporate clients having investable surplus of above 150 crores.
- Taking the entire platform of Barclays to our clients, which comprises Banking, NBFC, Investments, Trusts, and FX.
- Identifying the needs of clients, and providing suitable solutions from the platform.
- Building a strong set of clients across Eastern India, exploring markets such as Bhubaneshwar, Ranchi, and Guwahati.
- Identifying channel partners who may become suitable key business introducers
Senior Vice President
TrustPlutus Wealth India Pvt Ltd
Kolkata
07.2023 - 04.2024
- Acquire new clients from the HNI, UHNI, and corporate space, and build AUM.
- Provide a suitable product matrix for the clients, and introduce them to our Family Office and Wealth Models.
- Keeping up with market intelligence and providing inputs to the team to enable better deliverables.
- Design and execute portfolios based on client suitability.
- Build strong relationships with clients by providing excellent service and bringing innovative and long-term investment ideas.
- Building a strong network with clients and associations to increase referral opportunities.
- Looking at ways to expand the business beyond Kolkata.
Senior Vice President - Sales and BD
Carnelian Capital Asset Advisors Pvt Ltd
09.2022 - 06.2023
- Developing the sales strategy, sales plan and execution of sales numbers across the country.
- Activating distribution networks of Private Wealth, Banks and Direct Client sales.
- Establishing the brand and creating brand recall as a sales enabler.
- Active coverage of distribution led markets in East, North and South India.
- Identifying and recruiting the right talent to build the sales team across the country.
- Interactions with the product teams of select Private Wealth Counters and National Distributors to get product approved and product updates.
- Working actively with marketing agencies to build the brand via social media presence.
- Working on creating marketing material for the firm.
Vice President and Zonal Head - East
DSP Investment Managers Pvt Ltd
Kolkata
04.2018 - 08.2022
- Managing the entire distribution network – including MFDs, Banks, National Distributors, Institutions (ex-Kolkata), and HNI’s in East.
- Strategic Planning and Execution of Sales Strategies. Managing profitability for the zone.
- Recruiting the right talent and mentoring them.
- Ideation and developing programs for our partners – Lockdown Pathshala, Thinking Thursdays, IFA Fair, Annual Engagement -Badm-ination/Golf-athon, Industry & Me etc.
- Trying to innovate and integrate new ideas in our daily sales process to differentiate ourselves in the market
Vice President - State Sales Head, West Bengal
DSP Investment Managers Pvt Ltd
01.2016 - 04.2018
- Managing the complete distribution network in West Bengal, along with HNI and UHNI accounts.
- Managing and building a robust sales team.
- Planning and execution of sales strategy.
Assistant Vice President, Sales Head - Kolkata
DSP Investment Managers Pvt Ltd
01.2012 - 12.2015
- Managing the complete distribution network in Kolkata
Manager
DSP Investment Managers Pvt Ltd
10.2009 - 12.2011
- Managing the Key Accounts Channel in Kolkata – Pvt Banks, Pvt Wealth and Key IFA’s
Relationship Manager - Kolkata, Patna, Bhubaneswar
Fidelity International
02.2007 - 10.2009
- Managing Key Accounts in Kolkata along with the markets of Patna and Bhubaneswar
Assistant Manager
Kotak Mutual Fund
Kolkata
06.2005 - 01.2007
- Management Trainee Period in Mumbai followed by Banking Channel Sales in Kolkata
Education
PGDBA - Marketing and Finance
Loyola Institute of Business Administration (LIBA, LoyolaCollege
Chennai, TN2005
BE - Electronic
Rajiv Gandhi College of Engineering Research and Technology, Nagpur University
Nagpur2003
ISC -
Don Bosco School
Kolkata, WB1999
ICSE -
Don Bosco School
Kolkata, WB1997
Certified Financial Planner - CFPcm -
Financial Planning and Standards Board
Claritas -
CFA
Skills
- Strategic thinking and planning
- Need-based sales orientation
- Execution capabilities
- Process orientation
- Creating differentiated programs for channel partners
- Business development
- Team leadership
Education
Kolkata, WB,Kolkata, WB,Nagpur,Chennai, TN
Additional Information
- DOB : 13.06.1980
- Married
Contact
Kolkata, India 700156
Interests
- Reading across genres
- Writing essays and notes
- Traveling Actively
- Following and playing Cricket and Football and learning Golf
Timeline
Vice President
Barclays Private Bank
05.2024 - Current
Senior Vice President
TrustPlutus Wealth India Pvt Ltd
07.2023 - 04.2024
Senior Vice President - Sales and BD
Carnelian Capital Asset Advisors Pvt Ltd
09.2022 - 06.2023
Vice President and Zonal Head - East
DSP Investment Managers Pvt Ltd
04.2018 - 08.2022
Vice President - State Sales Head, West Bengal
DSP Investment Managers Pvt Ltd
01.2016 - 04.2018
Assistant Vice President, Sales Head - Kolkata
DSP Investment Managers Pvt Ltd
01.2012 - 12.2015
Manager
DSP Investment Managers Pvt Ltd
10.2009 - 12.2011
Relationship Manager - Kolkata, Patna, Bhubaneswar
Fidelity International
02.2007 - 10.2009
Assistant Manager
Kotak Mutual Fund
06.2005 - 01.2007
PGDBA - Marketing and Finance
Loyola Institute of Business Administration (LIBA, LoyolaCollege
BE - Electronic
Rajiv Gandhi College of Engineering Research and Technology, Nagpur University
ISC -
Don Bosco School
ICSE -
Don Bosco School
Certified Financial Planner - CFPcm -
Financial Planning and Standards Board
Claritas -
CFA
Similar Profiles
Aparna KamathAparna Kamath
Vice President - Platform Delivery Manager at Barclays Private Bank And Wealth ManagementVice President - Platform Delivery Manager at Barclays Private Bank And Wealth Management
Carolyn Patricia ThompsonCarolyn Patricia Thompson
Manager at Altajir BankManager at Altajir Bank
Harini Swarnalatha K. S.Harini Swarnalatha K. S.
CREDIT RISK ANALYST -WEALTH at Barclays Bank Private LimitedCREDIT RISK ANALYST -WEALTH at Barclays Bank Private Limited
Ankita Kumari RajakAnkita Kumari Rajak
Associate Engineer, Fibre and Network Delivery at BT ESERV INDIA PVT LTDAssociate Engineer, Fibre and Network Delivery at BT ESERV INDIA PVT LTD
Swati Parvatham GhoshSwati Parvatham Ghosh
Marketing Lead – SEO, Content & Social Media at No Nirvana DigitalMarketing Lead – SEO, Content & Social Media at No Nirvana Digital