Siddhartha Ghosh
Kolkata
Overview
18
18
years of professional experience
Work History
Branch Manager
PPFAS MUTUAL FUND
12.2020 - Current
- Company Overview: Parag Parikh Financial Advisory Services Limited is a leading Investment Advisory Firm with a reputation built on performance
- With over 2 decades of rich and varied experience, a thorough knowledge of the markets, proficiency in risk management and innovative, focused research, we offer advice on investing in the equity and fixed income markets and mutual funds
- Our clients include Financial Institutions, Mutual Funds, Foreign Institutional Investors, Banks, Corporates and Individual Investors
- Managing relationships with IFAs, private banks, national distributors, and wealth counters across the entire East Zone (comprising six states)
- Overseeing the responsibilities of administrational and back-office operational services
- Managing and nurturing portfolios of distributor accounts within the designated business segment
- Demonstrating strong judgment and decision-making skills, both independently and in collaboration with team members and peers
- Achieving annual sales targets and executing related activities
- Parag Parikh Financial Advisory Services Limited is a leading Investment Advisory Firm with a reputation built on performance
- With over 2 decades of rich and varied experience, a thorough knowledge of the markets, proficiency in risk management and innovative, focused research, we offer advice on investing in the equity and fixed income markets and mutual funds
- Our clients include Financial Institutions, Mutual Funds, Foreign Institutional Investors, Banks, Corporates and Individual Investors
Deputy Manager
Invesco Asset Management (INDIA) Private Limited
12.2014 - 05.2020
- Company Overview: Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life
- We are privileged to manage more than $888.2 billion in assets on behalf of clients worldwide (as of December 31, 2018)
- We have dedicated investment teams managing assets across a wide variety of asset classes, investment strategies, and global regions
- Cultivated relationships with IFAs, private banks, national distributors, and wealth management platforms
- Managed and developed portfolios of distributor accounts within the designated business segment
- Demonstrated strong judgment and decision-making abilities, both independently and in collaboration with team members and peers
- Achieved annual sales targets and associated objectives
- Handled the responsibility of a Sales Coordinator
- Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life
- We are privileged to manage more than $888.2 billion in assets on behalf of clients worldwide (as of December 31, 2018)
- We have dedicated investment teams managing assets across a wide variety of asset classes, investment strategies, and global regions
Business Development Associate
Franklin Templeton Investments
10.2013 - 11.2014
- Company Overview: Franklin Templeton is one of the world's largest asset management groups with over US$844.7 billion in assets under management (AUM) on behalf of over 25 million private, professional and institutional investors
- Maintained relationship with IFAs, Private Banks & National Distributors
- Managed and developed portfolios of distributor accounts within the designated business segment
- Utilized sound judgment and strong decision-making skills, both independently and in collaboration with team members and peers
- Achieved the annual sales targets and completed the associated activities
- Franklin Templeton is one of the world's largest asset management groups with over US$844.7 billion in assets under management (AUM) on behalf of over 25 million private, professional and institutional investors
Relationship Manager
Canara Robeco Asset Management Company Limited (CRAMC)
05.2013 - 09.2013
- Company Overview: Canara Robeco Asset Management Company Limited is the investment managers of Canara Robeco Mutual Fund, a joint venture between Canara Bank and Robeco of the Netherlands, a global asset management company
- Managed relationships with public sector undertakings (PSUs), including Canara Bank
- Managed and grew portfolios of distributor accounts within the designated business segment
- Demonstrated sound judgment and effective decision-making, both independently and in collaboration with team members and peers
- Met the annual sales targets and related activities
- Canara Robeco Asset Management Company Limited is the investment managers of Canara Robeco Mutual Fund, a joint venture between Canara Bank and Robeco of the Netherlands, a global asset management company
Assistant Manager
Prudent Corporate Advisory Services
09.2012 - 02.2013
- Company Overview: Prudent Corporate Advisory Services is the primary arm of the Prudent Group
- It offers specialized services in the area of Personal and Corporate Investment Planning through Mutual Funds, Debt and Third party products
- Maintained relationship with IFAs
- Developed and served portfolios of IFAs' accounts within the assigned business segment
- Explored new opportunities to drive sales growth
- Exercised good judgment and decision making skills both independently and collaboratively with team members and peers
- Achieved the annual sales targets and completed the associated activities
- Prudent Corporate Advisory Services is the primary arm of the Prudent Group
- It offers specialized services in the area of Personal and Corporate Investment Planning through Mutual Funds, Debt and Third party products
Sales Officer
IDFC Asset Management Co. Ltd.
07.2009 - 09.2012
- Company Overview: IDFC Asset Management Co
- Ltd
- Is one of the largest Mutual Fund houses in India
- In a relatively short span of time, it has developed a robust network to deliver consistent value to its investors across India
- Maintained relationship with IFAs
- Provided staff with guidance in handling difficult or complex problems and in resolving escalated complaints or disputes
- Oversaw back-end operations, including processing mutual fund distributions and corporate actions, as well as reviewing reports and accounts
- Achieved the annual sales targets and related activities
- IDFC Asset Management Co
- Ltd
- Is one of the largest Mutual Fund houses in India
- In a relatively short span of time, it has developed a robust network to deliver consistent value to its investors across India
Business Development Associate
Birla Sun Life Asset Management Company Ltd. (BSLAMC)
12.2007 - 06.2009
- Company Overview: Birla Sun Life Asset Management Company Ltd
- Is the investment managers of Birla Sun Life Mutual Fund, a joint venture between the Aditya Birla Group and the Sun Life Financial Services Inc
- Maintained relationship with IFAs
- Guided staff in addressing difficult or complex issues and in resolving escalated complaints or disputes
- Managed back-end operations, including processing mutual fund distributions and corporate actions, as well as reviewing reports and accounts
- Achieved the annual sales targets and completed the associated activities
- Birla Sun Life Asset Management Company Ltd
- Is the investment managers of Birla Sun Life Mutual Fund, a joint venture between the Aditya Birla Group and the Sun Life Financial Services Inc
Sales Executive, Team Lead
Birla Global Finance Company Ltd./Birla Sun Life Distribution Company Ltd.
01.2007 - 11.2007
- Company Overview: Birla Global Finance Company Ltd is one of India's most reputed non-banking financial companies (NBFC)
- It is one of the largest players in security based lending and pioneer of IPO Financing in India
- Fostered and maintained relationships with clients
- Explored new opportunities to boost sales volume
- Guided staff in addressing difficult or complex issues and in resolving escalated complaints or disputes
- Achieved the annual sales targets and completed the associated activities
- Birla Global Finance Company Ltd is one of India's most reputed non-banking financial companies (NBFC)
- It is one of the largest players in security based lending and pioneer of IPO Financing in India
Education
B.COM -
Netaji Nagar Day College
01.2006
XII -
New Alipur College
01.2002
X -
Jadavpur Boys School
01.1999
Skills
- Sales professional
- Account analysis expertise
- Bank security expert
- Policy formulation
- Business development expertise
- Excels in team leadership
State
West Bengal
Languages
- English
- Bengali
- Hindi
Hobbies and Interests
- Travelling
- Listening to all kinds of Music
Disclaimer
I hereby declare that all the information provided by me in this application is factual and correct to the best of my knowledge and belief.
Otheraccolades
Done Certificate Course in AMFI, (NISM)
Personal Information
- Caste: General
- Father's Name: Late Amitava Ghosh
- Date of Birth: 05/19/81
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Timeline
Branch Manager
PPFAS MUTUAL FUND
12.2020 - Current
Deputy Manager
Invesco Asset Management (INDIA) Private Limited
12.2014 - 05.2020
Business Development Associate
Franklin Templeton Investments
10.2013 - 11.2014
Relationship Manager
Canara Robeco Asset Management Company Limited (CRAMC)
05.2013 - 09.2013
Assistant Manager
Prudent Corporate Advisory Services
09.2012 - 02.2013
Sales Officer
IDFC Asset Management Co. Ltd.
07.2009 - 09.2012
Business Development Associate
Birla Sun Life Asset Management Company Ltd. (BSLAMC)
12.2007 - 06.2009
Sales Executive, Team Lead
Birla Global Finance Company Ltd./Birla Sun Life Distribution Company Ltd.
01.2007 - 11.2007
B.COM -
Netaji Nagar Day College
XII -
New Alipur College
X -
Jadavpur Boys School
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