Tansu Shome
Kolkata
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Head- Institutional Business & Family Office, East
DSP Asset Managers Pvt Ltd
Kolkata
11.2024 - Current
- Responsible for managing ₹4,000+ crore in AUM across debt and equity portfolios, with a focus on consistency and risk discipline.
- Contributed to onboarding 72 new client accounts in the previous calendar year through relationship-led engagement.
- Supported a 2% increase in AAUM share through steady client servicing, and portfolio optimization.
- Worked on developing and implementing regional risk management practices to limit financial exposure.
- Built long-term relationships with institutional clients, UHNW investors, and family offices, with an emphasis on trust and continuity.
- Regularly conducted portfolio reviews and performance discussions, helping clients and internal teams align on expectations.
- Assisted in expanding engagement with family offices by facilitating access to offshore and alternative products through GIFT City structures.
Regional Head-Institutional Business, Gujarat.
ICICI Prudential Asset Management Co Ltd
Ahmedabad
09.2023 - 11.2024
- Developed strategic plans for increasing market share across the Gujarat region. Conducted regular meetings with key customers and distributors to understand their needs and develop solutions accordingly.
- Supervised and recruited a team of Relationship Managers, providing training and support as needed.
- Implemented cost-reduction initiatives to optimize operational efficiency across the region.
- Increased market share by 8.3% during my last stint; AUM stands at 13,400 Cr.
- Cracked 26 new family office businesses and UHNIs combined.
- Revenue incrementally increased by 18% month over month, this fiscal year.
Manager-Institutional Business
ICICI Prudential Asset Management Company Ltd.
Kolkata
03.2022 - 09.2023
- Successfully maintained relationship with more than 185 Client, Corporate treasury, Family Office & some major distribution counters.
- Achieved consecutive three year Top most rating of "1" for FY 21-22, 22-23, 23-24.
- Successfully managed an AAUM of 6725Cr as on 30.11.2023
- Received 5 Sparkler awards during my tenure.
- Ranked PAN india top for garnering most amount of Alternate Business.
Deputy Manager- Institutional Business
ICICI Prudential Asset Management Company Ltd.
Kolkata
12.2018 - 03.2022
- Managing a mix of Clients including Corporate, UHNI, HNI, MFD's
- Achieved a Exceed Expectation rating "2" for FY 2019-20,20-21
- Instrumental in onboarding 125 new clients during the two year span
- Increased overall AUM from 450Cr to 1745Cr from FY 18-21.
Assistant Manager-IFA
Aditya Birla Sunlife Asset Management Company
Kolkata
01.2017 - 12.2018
- Achieved a rating of "FEE" ( Far exceeds expectation) for the year 2017-18
- Managed 380 Financial Advisor & ND with an AAUM of 1250Cr
- Was successful in achieving 6X Net Sales Target
- Conducted 15 Investor Awareness Program & successfully imparted knowledge to more than 2000 people in the interior region of kolkata.
Education
Executive Programme in Applied Finance (MDP) -
IIM Lucknow
06.2024
Masters of Business Administration -
Heritage Business School
04.2017
Bachelor of Commerce (Honors) -
Calcutta University
05.2015
Skills
- Teamwork and collaboration
- Negotiation and persuasion
- Effective communication
- Portfolio management
- Fixed income advisory
- Performance analysis
- Meetings and presentations
- Talent acquisition
- Business development
- Relationship management
Certification
• NISM-Series-V-A: Mutual Fund Distributors Certification Examination
• NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination.
• NISM-Series-XIII: Common Derivatives Examination.
• CFA Investment Foundation Course.
• Certified Risk Manager- New York Institute of Finance, 07/2021, 01/2022
• NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination.
• NISM-Series-XIII: Common Derivatives Examination.
• CFA Investment Foundation Course.
• Certified Risk Manager- New York Institute of Finance, 07/2021, 01/2022
Accomplishments
- Represented Calcutta University in Zonal tournament organized by Uttarkahnd University.
- Represented Team Bengal in under 19 Cricket for Vinoo Mankad trophy.
- Represented & Lead the Calcutta University Cricket team in East Zone Tournament & became champions.
- Played First Division Cricket for Various prestigious club for 8years.
Personal Information
Date of Birth: 22nd November, 1993.
Languages
- English, Native or Bilingual Proficiency
- Hindi, Native or Bilingual Proficiency
- Bengali, Native or Bilingual Proficiency
Hobbies and Interests
- Travelling Worldwide
- Cooking
- Cricket
- Gadgets
- Stock Market & Derivative Strategies
Affiliations
- Demonstrated ability to balance professional excellence, continuous learning, and community engagement. Committed to maintaining a healthy lifestyle and pursuing creative interests, showcasing a well-rounded and adaptable approach to life.
Languages
Bengali
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
References
References available upon request.
Timeline
Head- Institutional Business & Family Office, East
DSP Asset Managers Pvt Ltd
11.2024 - Current
Regional Head-Institutional Business, Gujarat.
ICICI Prudential Asset Management Co Ltd
09.2023 - 11.2024
Manager-Institutional Business
ICICI Prudential Asset Management Company Ltd.
03.2022 - 09.2023
Deputy Manager- Institutional Business
ICICI Prudential Asset Management Company Ltd.
12.2018 - 03.2022
Assistant Manager-IFA
Aditya Birla Sunlife Asset Management Company
01.2017 - 12.2018
Executive Programme in Applied Finance (MDP) -
IIM Lucknow
Masters of Business Administration -
Heritage Business School
Bachelor of Commerce (Honors) -
Calcutta University