Ansuman Sarkar

Associate Director

Role
Associate Director Private Wealth at JM Financial Ltd
Location
Kolkata, WB, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ansuman Sarkar

A dynamic professional with years of experience in the field of Private Banking, Key Account Management, Branch Banking, People Management, Business Development & Strategy Planning, Wealth Management, Process Integration & Compliance. A keen planner, strategist & implementer with expertise in establishing & managing end to end delivery with key focus on top-line & bottom-line profitability by ensuring optimal utilization of resources. Adroit at planning and achieving the targets, managing network activities in the area: managing, developing, and training the sales & service team. A versatile thinker with a proven track record of conceptualizing and developing brands, enhancing brand effectiveness and monitoring brand health. Possesses management exposure to external partnerships including local market regulators to align business strategy to meet stringent business regulations. Excellent communication, interpersonal, people management, relationship management and analytical skills; ability to take holistic approach for solving problemsSpecialist in : Private Banking Wealth Management Branch Banking NRI Banking Operations Business Development & Strategy Planning Process integration & Compliance Profitability & Balance Sheet

Experience

  1. Associate Director Private Wealth

    JM Financial Ltd

    Jul 2025 — Present · IN

    Financial Investment Services both domestic and international

Education

  • Insurance Regulatory

    IRDA

  • Indian Institute of Management Bangalore

    Executive Education Programme

    2014 — 2014

  • WWA Cossipore English School

    ICSE

  • Centre for Investment Education and Learning (CIEL)

    Certified Private Wealth Manager, Investments and Securities

  • National Institute of Securities Markets (NISM)

    AMFI, Structured Products, PMS, Private Equity

  • Calcutta University, Kolkata

    Bachelor of Commerce (B.Com.), Accounting and Business/Management

    1992 — 1995

  • Indian institute of Banking and Finance

    Banking Codes and Conduct, Banking and Financial Support Services

    2012 — 2012

Skills

  • Retail Banking
  • Private Banking
  • Branch Banking
  • Banking
  • Team Management
  • Relationship Management
  • New Challenges
  • Business Development
  • Wealth Management
  • Great Motivator
  • Credit
  • Portfolio Management
  • Management
  • Business Strategy

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Ansuman Sarkar — Associate Director Private Wealth at JM Financial Ltd in Kolkata, WB, IN | Unifers