Satarupa Dey
Banker
Kolkata
Summary
Dynamic professional with a proven track record at HDFC Bank, enhancing client portfolios by 15-18% through strategic financial advice and product promotion.
Accomplished and results-oriented Banker with over [1] year of experience in financial modeling, corporate finance, and advisory services. Proven ability to analyze complex financial data, develop strategic insights, and execute high-value transactions. Strong communicator and relationship manager with a deep understanding of financial markets and industry trends.Expert in Excel and Flex Cube, blending advanced analytical skills with emotional intelligence to drive team success and customer satisfaction. Specializes in problem-solving and critical thinking, ensuring compliance and operational excellence.
Overview
3
3
years of professional experience
Work History
Assistant Manager
HDFC Bank
09.2023 - 09.2024
- Managed a portfolio of (5 crores) high networth clients, providing personalized banking services, financial advice and Investment strategies.
- Promoted bank products and services to potential clients increasing new business by 15 to 18% by promoting and providing Life Insurance & TPP, CASA & TD, Liability etc.
- Ensured compliance with banking regulations, internal policies and anti-money laundering standards.
- Supervised day-to-day operations to meet performance, quality and service expectations. (DMS, CRM, Locker maintaining, Flex Cube)
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Conducted detailed financial analysis, including risk assessments, to determine loan eligibility and creditworthiness.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
Child Psychologist
Little Leap (Holistic Minds Private Limited)
02.2022 - 02.2023
- Delivered effective crisis intervention services, de-escalating potentially dangerous situations and ensuring the safety of clients.
- Led social skills groups to improve peer relationships and promote healthy communication among children.
- Utilized play therapy techniques alongside traditional talk therapy methods to better engage young clients during sessions effectively.
- Developed individualized treatment plans targeting specific emotional, behavioral, and developmental issues in children.
- Conducted thorough psychological evaluations to accurately diagnose mental health disorders in children and adolescents.
- Increased client satisfaction by providing empathetic and compassionate care during therapy sessions.
- Conducted psycho-educational evaluations of school-aged children identified or suspected of having learning or behavioral disabilities.
- Provided parent training and support, enhancing their understanding of their child''s needs and promoting positive family dynamics.
Operations Executive
Handson School of Data Science Management & Technology
10.2021 - 12.2021
- Oversaw daily operations activities, ensuring smooth functioning across all departments while maintaining high-quality standards.
- Efficiently and effectively identified and solved all problems that impacted direction of business.
- Used data-driven decision-making techniques to identify areas of improvement within operation, marketing and finacial processes.
- Implemented strategic initiatives that resulted in significant improvements in sale of the products.
Education
MSc - Applied Psychology
Calcutta University
Kolkata03.2020
Bachelor Of Arts (H) - Psychology
West Bengal State University
Kolkata03.2018
Higher Secondary -
Bharatiya Vidya Bhavan
Kolkata, India03.2015
Skills
Software: Advanced proficiency in Excel, Flex Cube, Deliverable Management System, Customer Relationship Management etc
Accomplishments
- Certificate of recognition for significant contribution towards promotion and sale of TPP products.
- Highest achiever in Term Deposit (amount) in cluster.
Timeline
Assistant Manager
HDFC Bank
09.2023 - 09.2024
Child Psychologist
Little Leap (Holistic Minds Private Limited)
02.2022 - 02.2023
Operations Executive
Handson School of Data Science Management & Technology
10.2021 - 12.2021
MSc - Applied Psychology
Calcutta University
Bachelor Of Arts (H) - Psychology
West Bengal State University
Higher Secondary -
Bharatiya Vidya Bhavan
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