Mira Datta

Senior Director @Lgt Wealth India

Chennai, TN, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2022 — Present

Senior Director @Lgt Wealth India

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Chennai, IN

EDUCATION

1996 — 1998

Sri Aurobindo International Centre of Education - Pondicherry

BA- English and French Literature , English, French

2019 — 2020

Indian Institute of Management, Calcutta

Executive Programme in Applied Finance (EPAF), Banking, Corporate, Finance, and Securities Law

SKILLS

Business Relationship ManagementPrivate BankingRelationship ManagementFx OptionsBankingCross SellingCrmCreditPortfolio ManagementCredit CardsBranch BankingInsuranceBranch ManagementWealth ManagementManagementRetail BankingInvestments

ABOUT MIRA DATTA

I have over 24 years of experience across the Banking and Financial Services industry. I have worked in different functions in Retail Banking and Wealth Management across various Multinational Banks and Domestic Private Wealth firm. I am currently employed as a Senior Wealth Manager in LGT Wealth - one of the pure play Private Wealth Management firms in India. The last 16 plus years have been in managing portfolios of Senior Executives, Entrepreneurs and Corporates. Key achievements during this period:(1) Shooting Star winner for Q1 2013 - for the Branch Performance.(2) Pan India 4th Branch among 42 Branches on overall profitability.(3) Consistent performer as an Individual Transactor and as a Branch head- across fee lines.(4) Building a strong and motivated Team.(5) One of the best Branches in South on the employee satisfaction survey in 2012.(6) The 4th highest Citigold Private Client Banker, in Insurance mobilization 2013.Areas of expertise : Wealth Management,Forex and Trade advisory, Customer Relationship Management and Branch Head (leading sales, service & operations teams to deliver branch profitability by increasing employee productivity, client deepening and process rationalization).

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Mira Datta — Senior Director at Lgt Wealth India in Chennai, TN, IN | Unifers