Soumyajit Roy
Barasat
Summary
Accomplished and profit-driven Senior Sales & Wealth Management Leader with 18+ years of success in driving revenue growth, cultivating high-value client relationships, and building strategic partnerships across the financial services industry. Adept in managing Wealth Management, PMS, and AIF sales with a proven ability to turn around underperforming units, build robust distribution networks, and lead high-performing teams. Recognized for creating scalable business models, streamlining operations, and delivering multimillion-dollar results in highly competitive markets.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Vice President – Strategic Partner Alliances (Consultant)
PL Capital Asset Management Pvt. Ltd.
Kolkata
01.2025 - Current
- Spearheading strategic alliances and partnerships for PMS & AIF business across East India.
- Leading channel expansion and overseeing key accounts including banks, IFAs, and corporates.
Vice President – Zonal Head, PMS Sales & Business Development
PL Capital Asset Management Pvt. Ltd.
Kolkata
11.2021 - 12.2024
- Drove PMS/AIF sales through IFAs, Wealth partners, Banks, and NDs.
- Delivered consistent sales growth, enhanced lead quality, and conducted HNI seminars across regions.
- Strengthened regional market positioning and business partnerships.
Deputy Vice President – Team Leader
State Bank of India – Wealth Management
Kolkata
11.2019 - 09.2021
- Managed a team of RMs focused on HNI/UHNI clientele for the Kolkata circle.
- Onboarded celebrity clients and influential accounts, boosting TRV and AUM even during pandemic disruptions.
- Drove relationship-based sales, financial planning, and wealth advisory services.
Regional Head – Investment Product (East Zone)
Motilal Oswal Financial Services Ltd.
Kolkata
02.2015 - 10.2019
- Oversaw strategic planning, marketing, and regional sales for wealth products.
- Expanded partner networks, increased market penetration, and implemented competitive branding strategies.
- Recruited and led top-tier sales professionals, fostering performance culture and innovation.
Channel Sales Manager – Business Development (East Zone)
Aditya Birla Customer Services Ltd.
Kolkata
08.2013 - 02.2015
- Managed RM teams and channel partners, trained franchisees and direct RMs.
- Developed new channels, ensured secondary sales, and drove product awareness through corporate outreach.
Senior Relationship Manager – B2B
Aditya Birla Money Ltd.
Kolkata
08.2012 - 07.2013
- Handled channel sales, HNI portfolio management, and partner training.
- Elevated to lead the Online Segment for Eastern India, managing key partnerships and revenue targets.
Relationship Manager – B2B
Reliance Capital Asset Management Ltd.
Kolkata
06.2007 - 08.2012
- Managed IFAs, private/PSU bank branches, and SME accounts across key districts.
- Led branch-level operations, exceeded sales targets, and streamlined channel performance.
Executive – Marketing
Magma Leasing Ltd.
Kolkata
05.2006 - 06.2007
- Led sales and collection for retail finance schemes, organized promotional activities, and trained DSAs.
Education
MBA - Marketing
Institute of Engineering & Management
Kolkata01.2006
B.Com - Honors
University of Calcutta
Kolkata01.2003
Skills
- Strategic Sales & Revenue Growth
- HNI & UHNI Relationship Management
- PMS
- AIF
- Wealth Solutions Distribution
- Channel Development
- Partner Alliances
- Business Development
- Market Expansion
- Team Leadership
- Talent Development
- Financial Planning
- Investment Advisory
- CRM
- Training
- Performance Optimization
Certification
- Chartered Wealth Manager (CWM), 2024
- Certified Financial Planner (CFP), 2018
- NISM RIA Advisor I, 2017
- NISM VII (Securities Ops & Risk Mgmt), 2015
- IRDA Certification, 2021
- NISM VA, 2023
- NISM XXI-A PMS Certified
Languages
- English
- Bengali
- Hindi
Additional Details
Kolkata, 04/10/25, Soumyajit Roy
Personal Information
- Passport Number: S0028449
- Passport Expiry Date: 03/21/28
- Dependents: 2
- Date of Birth: 01/11/82
- Nationality: Indian
- Driving License: WB-2520110134807
- Marital Status: Married
References
References available upon request.
Timeline
Vice President – Strategic Partner Alliances (Consultant)
PL Capital Asset Management Pvt. Ltd.
01.2025 - Current
Vice President – Zonal Head, PMS Sales & Business Development
PL Capital Asset Management Pvt. Ltd.
11.2021 - 12.2024
Deputy Vice President – Team Leader
State Bank of India – Wealth Management
11.2019 - 09.2021
Regional Head – Investment Product (East Zone)
Motilal Oswal Financial Services Ltd.
02.2015 - 10.2019
Channel Sales Manager – Business Development (East Zone)
Aditya Birla Customer Services Ltd.
08.2013 - 02.2015
Senior Relationship Manager – B2B
Aditya Birla Money Ltd.
08.2012 - 07.2013
Relationship Manager – B2B
Reliance Capital Asset Management Ltd.
06.2007 - 08.2012
Executive – Marketing
Magma Leasing Ltd.
05.2006 - 06.2007
MBA - Marketing
Institute of Engineering & Management
B.Com - Honors
University of Calcutta
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