Subhadip Pal
Kolkata
Summary
Personal interest to work independently in a result oriented & disciplined manner having inborn habit of cosmopolitan culture & environment. To obtain a position where I can be an asset to the company along with development of new skills and to implement them for the organizational objective.
Overview
12
12
years of professional experience
Work History
Manager HNI SALES
Master Capital Services Ltd
08.2025 - Current
- Dealing with the investors and managing their portfolio.
- Dealing with the kyc of the customers.
- Selling Insurance and PMS Of HNI Clients.
- Manage the Portfolios of Various AMCs and planning for investments in the sectors.
- Selling Third Party Products of Various companies
Manager HNI SALES
Bajaj Broking
03.2023 - 08.2025
- Dealing with the investors and managing their portfolio.
- Dealing with the kyc of the customers.
- Selling Insurance and PMS Of HNI Clients.
- Manage the Portfolios of Various AMCs and planning for investments in the sectors.
- Selling Third Party Products of Various companies
- Qualified for JFM contest of Insurance
- Pan India topper for highest acquisition
- Highest Acquisition for no of accounts in Fy 2022-2023
Manager
Annadrathi Share & Stock Brokers Ltd
09.2022 - 02.2023
- Dealing with the investors and managing their portfolio.
- Dealing with the kyc of the customers
Manager
Nirmal Bang Securities Pvt Ltd
06.2022 - 09.2022
- Dealing with the investors and managing their portfolio.
- Dealing with the kyc of the customers
- To deal with the HNI clients and manage their risk profiling of the investors.
- To deal with the investors who had already invested in financial markets.
- To open demat and trading account through bank channels.
- Performer of the Month.
- Pan India topper for highest acquisition
- Highest Acquisition for no of accounts in Fy 2021-2022
Manager
SMC Global Securities Ltd
02.2019 - 05.2022
- Dealing with the investors and manage their portfolio.
- Dealing with the kyc of the customers
- To deal with the HNI clients and manage their risk profiling of the investors.
- To deal with the investors who had already invested in financial markets.
- To open demat and trading account through bank channels.
- Performer of the Month.
- Pan India topper for highest acquisition
- Highest Acquisition for no of accounts in Fy 2021-2022
Assistant Manager
Kotak Securities Ltd
02.2017 - 01.2019
- Dealing with the investors and manage their portfolio.
- Dealing with the kyc of the customers
- To deal with the HNI clients and manage their risk profiling of the investors.
- To deal with the investors who had already invested in financial markets.
- Performer of the Month for August and November 2017 in regards.
Senior Consultant
Capital Via Global Research Ltd
Indore
06.2014 - 01.2017
- To Provide Free Trials in Equity & Commodity Market with Proper Client Filtration.
- To Maintain Risk Profiling Management of the Clients through Client Filtration.
- Solely accountable and providing the online& offline trading tips.
- Ensure customer issues are promptly addressed, documented and resolved in a timely and professional manner consistent with professional/ quality standards.
- Develop strategies to enlarge the core market base of the company; efficiently planned and conceptualized various plans to achieve business goals aimed towards the growth in business volumes as well as profitability.
- To generate good number of clients with good Investment amount and give to sales team for maximum revenue.
- Awarded Performer of the Month Award for July2014, Sep 14, Nov 14&April15 for Maximum Contacts.
- Awarded Ambassador of the Dep’t Award for Quarterly Performance 2015,2016
- AwardedStar Award& Die Hard award inSeptember 2015.
Education
M.B.A - Finance & Marketing
NSHM Business School
KolkataB.B.A -
SMMTR
Kolkata10+2 -
Indira Gandhi Memorial High School
Kolkata10th -
Indira Gandhi Memorial High School
KolkataSkills
- Confident
- Eye for detail
- Quick learner and ability to work under pressure
- Natural leadership and teamwork skills
- Highly professional in managing meetings and communicating information
- Ability to work in a team with a positive attitude
- Enthusiastic and ability to handle multiple tasks
Languages
- Bengali
- Hindi
- English
- Bengali
- Hindi
Hobbies and Interests
- Singing
- Travelling
- Adventure Sports
Disclaimer
The above mentioned information is true to my knowledge and nothing has been concealed.
Activities
- First Runner up in the Stock Mind Competition organized by ICICI DIRECT from NBS under Eastern Region in the year 2012-2013.
- Participated in the Stock Mind Competition organized by ICICI DIRECT from NBS under Eastern Region in the year 2013-2014.
- Participated in Capital Via Indore Marathon 2014.
- Participated in various programmes in schools and colleges.
- Organized various fests and events in college.
- Participated in a drawing contest in the schools and offices.
Personal Information
- Father's Name: Mr Manoj KrPal
- Date of Birth: 10/09/90
- Marital Status: married
Languages
English
Proficient
C2
Bengali
Proficient
C2
Timeline
Manager HNI SALES
Master Capital Services Ltd
08.2025 - Current
Manager HNI SALES
Bajaj Broking
03.2023 - 08.2025
Manager
Annadrathi Share & Stock Brokers Ltd
09.2022 - 02.2023
Manager
Nirmal Bang Securities Pvt Ltd
06.2022 - 09.2022
Manager
SMC Global Securities Ltd
02.2019 - 05.2022
Assistant Manager
Kotak Securities Ltd
02.2017 - 01.2019
Senior Consultant
Capital Via Global Research Ltd
06.2014 - 01.2017
M.B.A - Finance & Marketing
NSHM Business School
B.B.A -
SMMTR
10+2 -
Indira Gandhi Memorial High School
10th -
Indira Gandhi Memorial High School