Swarnadeep Banerjee
Bangalore
Summary
Wealth Management Specialist with extensive experience in financial planning, portfolio advisory, and risk hedging. Demonstrated success in delivering comprehensive financial advisory services and innovative strategies that foster long-term client relationships built on trust and integrity. Proficient in tax and estate planning, will writing, and market analysis, ensuring clients remain ahead in a dynamic financial landscape. Committed to providing exceptional support and service to enhance client satisfaction and achieve financial objectives.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Associate
Development Bank of Singapore
Bangalore
08.2024 - Current
- Managed an AUM of 100 Cr, providing tailored financial solutions to 110 clients.
- Advised clients on mutual funds, alternate investments, and insurance products, enhancing their financial portfolios.
- Sourced the highest AUM acquisition and executed the highest Forex deal, demonstrating exceptional financial acumen.
Senior Manager
CITI BANK
Bangalore
01.2023 - 07.2024
- Assisted with tax and retirement planning, managing assets under management (AUM) of INR 150 crore.
- Assessed risks and recommended participating and non-participating schemes for clients, enhancing portfolio management.
- Utilized Salesforce CRM, FINACLE, and CRM NEXT for customer service and data processing, achieving the highest number of new-to-bank (NTB) accounts in Q1 FY 24-25.
Manager 1
ICICI Bank
Bangalore
11.2019 - 01.2023
- Managed a portfolio of 150 HNI and ultra HNI clients with an AUM of 30 crore, focusing on current accounts and salaried clients.
- Conducted comprehensive financial needs analysis using financial ratio analysis, risk assessment, and cash flow methods to understand client requirements.
- Evaluated companies through valuation, sensitivity, and corporate financial analysis, achieving recognition for outstanding performance in Q2 and Q3 FY 22-23.
Business Development Associate
Byju's
Ranchi
04.2019 - 09.2019
- Conducted comprehensive client needs analysis using SWOT and PESTLE frameworks to tailor business strategies.
- Enhanced customer retention by providing robust after-sales support, ensuring timely product delivery and financing.
- Analyzed product placement through segmentation, targeting, and positioning to optimize market reach.
Key Account Associate
Fairtrade Llc.(WJ Towell Group)
05.2018 - 03.2019
- Achieved 200% of Bayara target for Q1 2019, demonstrating exceptional sales performance.
- Analyzed promotional and discount trends to optimize sales strategies and enhance profitability.
- Distributed products of 19 agencies across 40 accounts, ensuring efficient coverage and client satisfaction.
Medical Representative
Abbott Healthcare Pvt ltd
Bangalore
09.2014 - 07.2015
- Provided free blood glucose and BP checks through weekly camps, improving patient health monitoring in Bangalore.
- Segmented customers based on patient complications, enhancing targeted service delivery.
- Recommended product knowledge and received appreciation for effective doctor visit planning and execution.
Education
PGDM -
T A PAI MANAGEMENT INSTITUTE
Manipal04.2018
Bachelor of Pharmacy -
Manipal College of Pharmaceutical Sciences
Manipal05-2014
Skills
- Financial planning
- Portfolio advisory
- Portfolio management
- Tax planning
- Estate planning
- Will writing
- Risk hedging
- Market analysis
- Financial advisory
- Client support
- Relationship management
- Trust and integrity
- Innovative strategies
- Differential strategies
Certification
- NISM VA, Present
- NISM XXI A, Present
- IRDA Composite License, Present
Hobbies and Interests
- Reading
- Travelling
Languages
- English
- Hindi
- Bengali
Timeline
Senior Associate
Development Bank of Singapore
08.2024 - Current
Senior Manager
CITI BANK
01.2023 - 07.2024
Manager 1
ICICI Bank
11.2019 - 01.2023
Business Development Associate
Byju's
04.2019 - 09.2019
Key Account Associate
Fairtrade Llc.(WJ Towell Group)
05.2018 - 03.2019
Medical Representative
Abbott Healthcare Pvt ltd
09.2014 - 07.2015
PGDM -
T A PAI MANAGEMENT INSTITUTE
Bachelor of Pharmacy -
Manipal College of Pharmaceutical Sciences
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