TUSHIT BANERJEE
Kolkata
Summary
Highly skilled professional with expertise in mutual funds, successfully directing strategic financial management and business operations to drive growth and profitability. MBA in finance and marketing provides a strong foundation in mutual funds, enabling the implementation of effective financial strategies to forecast capital needs, monitor performance, and align operations with organizational goals. Leadership extends across diverse functions including group accounts, taxation, audit, corporate finance, and working capital management. Proficient in developing and maintaining operational systems to uphold financial integrity, ensuring statutory compliance while adding substantial value to overall financial objectives.
Overview
4
4
years of professional experience
Work History
Senior Manager
Nuvama Wealth and Investment
05.2024 - Current
- - Acquired new partners to expand business reach and increase client base - Conducted product training sessions for clients to enhance their understanding of investment products - Organized and led client meetings to discuss investment strategies and provide personalized financial advice - Managed high net-worth individual (HNI) portfolios, delivering tailored investment solutions and achieving portfolio growth - Served as an investment advisor, offering expert guidance on investment opportunities and risk management - Facilitated product distribution to maximize investment opportunities for clients
Associate Vice President
UTI Asset Management Co (UTI AMC)
08.2020 - 04.2024
- - Advised and supported key decision-making process by providing valuable suggestions and identifying shortcomings. - Promoted UTI MF Schemes, acquired knowledge about the products and MF industry, and ensured compliance with NBFC and RBI regulations. - Guided and trained the team on Financial Products and Assets. - Developed financial strategies by forecasting capital, facilities, and staff requirements, and monitored financial performance by measuring and analyzing results. - Supervised annual audits, coordinated audit schedules, and minimized the impact of variances. - Identified opportunities for improvement, cost reduction, and systems enhancement, and accumulated capital to fund expansion. - Analyzed organizational and financial strategies and implemented corrective actions to take the organization to the next level through high-stakes decisions. - Formulated and implemented strategic growth plans, managed profitability and corporate business goals, and provided leadership across financial and accounting functions.
Education
PGDM - Finance And Marketing
Calcutta Business School
Kolkata07.2020
B.Tech - Electronics And Communication Engineering
Meghnad Saha Institute of Technology
Kolkata09.2017
Skills
- Mutual Fund Investment
- Financial Reporting
- Requirement Gathering
- Financial Products
- Financial Data Analysis
- Banking Operations
- Project Management
- Corporate Finance
- Accounting Functions
- Client Management
- Strategic Business Planning
- Alternative Investments
- Portfolio Management Services
- NISM Mutual Fund Certification (5A)
Languages
Bengali
Bilingual or Proficient (C2)
English
Advanced (C1)
Hindi
Advanced (C1)
Timeline
Senior Manager
Nuvama Wealth and Investment
05.2024 - Current
Associate Vice President
UTI Asset Management Co (UTI AMC)
08.2020 - 04.2024
PGDM - Finance And Marketing
Calcutta Business School
B.Tech - Electronics And Communication Engineering
Meghnad Saha Institute of Technology
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