Shreejita Chakraborty
Senior Wealth Manager
Chennai
Summary
Seasoned banker with over 11 years of industry knowledge and specialized in HNI Portfolio Management, Risk & Compliance, Client Experience. Aspires to leverage skills in leadership roles, aligned with organizational objectives.
Overview
11
11
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Senior Wealth Relationship Manager
Standard Chartered Bank
9 2019 - Current
- Managed a diverse portfolio of high-net-worth clients in one of the flagship branches in the country, ensuring satisfaction and retention through strategic financial planning and multiplied AUM from 8crs to 50crs in 3yrs.
- Increased customer base by developing and implementing targeted acquisition strategies. Expanded the managed CASA & TD base from 50crs to 80crs in 3yrs through NTB proposition.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and delivered 1.5crs of sales revenue YoY in last 2yrs.
Preferred Relationship Manager
HDFC Bank
Kolkata
11.2018 - 07.2019
- Strengthened client relationships by providing personalized financial advice and comprehensive portfolio management and handled Liability portfolio of 40crs.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Leveraged expertise in relationship management to retain valuable clients amidst competitive market pressures
Privilege Banker Relationship Manager
ICICI Bank
04.2013 - 09.2018
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth. Over achieved business targets by more than 150% YoY.
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Worked for 6 months as back up DBM and resolved product or service problems by maintaining compliance with all regulatory requirements, ensuring continued operational excellence within relationship management function.
- Handled complex areas of retail banking like Cash, Gold Loan & Lockers and established internal audit procedures to validate and improve accuracy of financial reporting.
Education
PGDM - Banking Operations
Institute of Finance Banking And Insurance, Kolkata
Kolkata 04.2011 - 03.2013
B.Com (Hons) (Accounting & Finance) -
Calcutta University
Kolkata 04.2008 - 03.2011
Skills
Client Satisfaction
Wealth Advisory
Team Collaboration
Strategic Planning
Relationship building and management
Certification
NISM - MF Distributors, PMS Distributors
Accomplishments
- Top RM in Tier 3 Category in South Zone for 2020, 2021 in Investment Segment
- Service Star Winner – Top 10 Best Service Manager in WB Zone for years 2014 - 2017
- Winner in Regional & Zonal Forum in the category of Life Insurance for 2017, 2018, 2020, 2021
- Awarded with Best Branch Performance (Top 3) under the category Jewel Loan.
- Awarded with Best Privilege Banker in Mortgage Disbursement in Zonal Forum.
- Felicitated in Pan India Top 10 Privilege Bankers in Mutual Funds.
- One of the Top 10 Privilege Bankers in terms of Revenue Achievement in West Bengal Zone in FY 2017-18 & 2016-17.
Proficiency Matrix
- Portfolio Management & CASA Mobilization
- Compliance & Risk Management
- KYC, AML, CDD Monitoring
- Escalation Handling
- Business Development
Personal Information
- Date of Birth: 03/06/90
- Gender: Female
- Nationality: Indian
- Marital Status: Unmarried
Projects
Ideathon - Verdant : Digitizing Interest, The project to minimize, ideally eliminate, the Interest PayOrders which are being generated and physically dispatched to clients. The objective of this project is to give faster, seamless interest credit to clients on their Deposits considering the minimization of cost and also saving the environment by eliminating paper. Ideathon – Retail Ideas : Triggers Project Manager, The project is for Real Time Triggers on client funds movement and further business opportunities.
Timeline
Preferred Relationship Manager
HDFC Bank
11.2018 - 07.2019
Privilege Banker Relationship Manager
ICICI Bank
04.2013 - 09.2018
PGDM - Banking Operations
Institute of Finance Banking And Insurance, Kolkata
04.2011 - 03.2013
B.Com (Hons) (Accounting & Finance) -
Calcutta University
04.2008 - 03.2011
Senior Wealth Relationship Manager
Standard Chartered Bank
9 2019 - Current