Kalyan Dutta
|| Investment Portfolio Advisor - Mirae Asset Sharekhan || Ex - PBG RM at ICICI Bank Limited|| || Ex - CRM at ICICI Direct ||MBA in Marketing and Finance ||
- Role
- Investment Portfolio Advisor at Mirae Asset Sharekhan
- Location
- South Dum-Dum, WB, IN
- LinkedIn followers
- 500 followers
About Kalyan Dutta
Completed my MBA specialized in Marketing and Finance from EIILM, Kolkata. Currently…
Experience
Investment Portfolio Advisor
Sep 2025 — Present · Kolkata, IN
HNI Relationship Management – Engage and deepen relationships with High Net-worth Individuals through regular client interactions, both physical and virtual. Investment Product Advisory – Distribute and advise across a wide range of products: Mutual Funds, PMS, AIF, Corporate FDs, SGBs, Insurance, and new offerings. Asset Gathering & Wallet Share – Drive asset inflows, incremental SIP book creation, and maximize client wallet penetration. Business Development – Acquire new HNI clients, reactivate dormant ones, and achieve branch-level asset and revenue targets. Branch Contribution & Profitability – Consistently contribute to AUM growth, SIP flow, and branch profitability through client-centric advisory and product distribution.
Education
Eastern Institute For Integrated Learning In Management
MBA, Marketing and Finance
Vidyasagar University
Master of Business Administration - MBA, Marketing
2020 — 2022
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