Biplab Bhattacharyaa
Client Partner-ICICI Securities| Masters in Finance |ICFAI| Ex- Citibank| Ex- HDFC
- Role
- Client Partner at ICICI Securities
- Location
- Kolkata, WB, IN
- LinkedIn followers
- 500 followers
About Biplab Bhattacharyaa
With over 20+ years of experience in consumer and private banking, currently serving as Client Partner at ICICIdirect, a leader in financial services. Specializing in high-net-worth (HNW) client advisory, wealth management, and merchant banking solutions, the team collaborates with product stakeholders to align financial strategies with client goals while scaling revenue and profitability. Expertise includes customized wealth creation strategies, risk assessment, and cross-functional coordination for delivering tailored financial solutions. Recognized with multiple certifications and awards, the focus remains on fostering innovation in the private banking ecosystem while driving client-centric outcomes and sustainable growth.
Experience
Client Partner
May 2023 — Present · Kolkata, IN
Managed a team of Private Banking RM\'s at ICICIDirect in Kolkata, West Bengal, India for productivity optimization.• Oversaw Equity Broking thru ICICIdirect platform, Family Office Advisory, Treasury Advisory, Fixed Income Advisory, and Merchant Banking.• Achieved a 15% increase in team productivity through strategic coaching and performance management.• Implemented innovative strategies resulting in a 20% growth in client portfolio value.
Education
St. Aloysius School, Jabalpur
High School, Phy,Chem,Bio Science
1983 — 1995
Devi Ahilya Vishwavidyalaya
Master’s Degree, Portfolio Management,Statistics and Economics
2000 — 2002
Devi Ahilya Vishwavidyalaya
Bachelor’s Degree, Accounting,Law, Taxation,Economics
1995 — 1998
ICFAI University
Diploma in Business Finance, Finance and Financial Management Services
2002 — 2003
Skills
- Operational Control
- Policy
- Finance
- Mortgage Underwriting
- Investments
- Cross Selling
- Financial Services
- Banking
- Mutual Funds
- Risk Management
- Team Management
- Compliance
- Operational Controls
- Underwriting
- Industrial Automation
- Management
- Vendor Management
- Sustainable Energy
- Financial Risk
- Institutional Sales
- Commercial Banking
- Credit
- Relationship Management
- Portfolio Management
- Loans
- Business Relationship Management
- Credit Risk
- Business Strategy
- Retail Banking
- Business Development
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