Kalyan Dutta

Investment Portfolio Advisor @Mirae Asset Sharekhan

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.

Eastern Institute For Integrated Learning In Management

MBA, Marketing and Finance

Vidyasagar University

Master of Business Administration - MBA, Marketing