Sujan Guha Roy

Looking for career enrichment opportunities in Operations, Customer Service, Credit operations with a frontline organization

A results-oriented professional with proven success of over 10 year’s operations management, process management, online share trading as well as customer relations in the service industry. Currently working with Reliance Securities Limited as Service Manager. Knack for managing daily reports on various MIS, performance metrics reports. A thorough professional with a proactive attitude, capable of thinking in and out of the box, generating new design solutions and ideas. Possess excellent interpersonal, communication and organizational; Skills with proven abilities in team management, customer relationship

• HDFC Bank Limited, Personal Banker – Welcome Desk, 10/01/13, Present, Coordinated with customers and performed regular profiling to provide appropriate products., Administered opening of all new personal accounts and business deposits., Analyzed individual customer requirements and provided assistance to resolve all issues., Provided assistance to customers and informed about all bank products and services., Ensured compliance to all security policies and procedures in all processes., Maintained knowledge of all sales objectives and developed strategies., Analyzed individual financial requirements for clients and provided personal assistance., Ensured compliance to all internal security procedures and regulations., Maintained reports for all office processes on a regular basis., Coordinated with various banking members to achieve all sales objectives.
• Reliance Securities Limited, Zonal Service Co-ordinator (East), 12/01/07, 10/01/13, Distinguished efforts towards undertaking scrutinizing of Account Opening documents, Processing of Dematerialization request forms, Delivery Instruction slips, Pledge Request forms, different Change Requests, online bidding of IPO forms with a goal to achieve 98-100% FTR., Liaising with the Zonal Head, Equity Advisor, all the Branch Heads, Centre Managers, Relationship Managers and Service Managers of East zone and handling Queries, Requests and Complaints from Customers., Entrusted with the responsibility of imparting training to the Customers and Channel Partners for smooth use of trading software and the organization’s website., Maintained daily, weekly and monthly MIS for entire East Zone, collating and reporting the same to HO and to different departments., One point contact for all the team members of East regarding queries and clarifications on Products and Process., Processing of new Franchisee/Remisser empanelment documents and pending documents of existing Franchisee/Remisser related to activation of BSE/NSE/FNO/Commodity trading segment, Cancellation, Surrender or Change in Affiliation., Liaising with the Channel Partners throughout by email and phone about all the new promotional offers or schemes or changes in process, forms and formats, charges and brokerages etc., Managing the distributor’s helpdesk, being involved in assisting the Channel Partners by solving all the queries, requests or complaints related to Commission, Client Mapping, Tripartite Agreement, Trading Software and all other technical and non-technical issues.
• Standard Chartered Bank, Officer MIS & Analytics, 04/01/06, 12/01/07, Responsible for generating and preparing several MIS reports., Demonstrated capabilities in handling customer grievances and queries., Completed the processing of all Financial/Non Financial requests like Fund Transfer, Stop Payment, Cash Pick-Up, Cash Delivery, DD-PO, Hotlisting and Reissue of Debit Card/PIN, DND, Request for Statement/Cheque Book/FD Receipts etc., Entrusted with the responsibility of scrutinizing the documents in regards to Financial/Non Financial requests and rectifying the same by the request taking officer to ensure satisfactory result in Branch Audit., Felicitated with 'Service Ka Sartaj' award for the Best Initiative for the month of Dec'06 from Head Contact Centre-Consumer Banking and Service Manager-Phone Banking.
• ADFC Private Limited, Junior Officer – Processing, 03/01/02, 03/01/06, Successfully handled various activities in regards to document verification and processing., Managed processing of a/c opening forms and direct banking instructions., Reconciliation of General Ledgers, Fund Transfer, signature scanning, and salary upload., Processing of term deposit maturity instructions, FD break and a/c closure., Handled various clearing functions: Outward clearing of HDFC Bank- Stephen House Branch starting from receiving of cheques over the counter from customers, sorting and technical verification of cheques, encoding, posting of cheques into customers a/c., Reconciliation of batch journals, posting return entries in case of cheque return., Efficiently handled the complete customer service operations.
• Ahmed & Mukherjee, Executive Sales, 10/01/98, 09/30/99

• Bengali
• English
• Hindi

Love to Sing Songs, Listening to Music, Playing Indoor and Outdoor Games, Travel around, Trekking in Hills and also a Theatre Artist