Prabal Banerjee
Business Professional
- Role
- Chief Marketing Officer at Eureka Stock & Share Broking Services Ltd
- Location
- Kolkata, WB, IN
- LinkedIn followers
- 500 followers
About Prabal Banerjee
A professional with 30 years of experience in sales, marketing, training, business…
Experience
Chief Marketing Officer
Eureka Stock & Share Broking Services Ltd
Jul 2022 — Present · Kolkata, IN
Regular involve in the business development process, co-ordinate with management, understanding investment strategies, provide infrastructure support for investment operation & servicing. • Performing market research & business analysis, track activities of financial markets, competitive outlook to identify industry trends & opportunities. Regularly monitor & keep knowledge of Value Research, Money control, Morning star, mymf & advisor khoj.com & Bloomberg.• Developing & implementing business expansion plan,marketing strategy, documentation of process & procedures of investment plans. • Provide advice on Multi-Asset Investment, portfolio construction & asset allocation. Keep monitor & understanding of investments products – Equities, Bonds-Fixed Income, Mutual Funds, ETFs, PMS, Insurance – Life & General, Corporate Fixed Deposit, NPS & Alternatives. • Conduct training, program, seminar & presentations on Financial Planning & investment goals with multiple audiences. • Recruiting required human resources, extend direction & guidance to the marketing & sales team for institutional, HNI & retail client business segments. Conduct weekly / monthly business review process of the organization.
Education
American Academy of Financial Management India
Chartered & Advanced Financial Goal Planner ( CFGP & AFGP) - Certification, Financial Planning
2020 — 2020
Indian Institute of Management, Calcutta
Executive Management Program, Financial Derivatives
2000 — 2000
Calcutta University, Kolkata
Graduate in Commerce, Business & Accounts
1985 — 1987
National Institute of Securities Markets (NISM)
NISM Series V-A -Mutual Fund Distributors Professional Education , Mutual Fund
The Institute of Chartered Accountants of India
Certification, Financial Accounting & Computer Application
1990 — 1990
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