Prasanjit Banerjee
Vice President-RM Head-Anand Rathi Preferred
- Role
- Vice President-rm Head-anand Rathi Preferred at Ar Preferred
- Location
- Nagpur, MH, IN
- LinkedIn followers
- 500 followers
About Prasanjit Banerjee
Experienced Senior Wealth Manager with a demonstrated history of working in the banking industry. Skilled in Portfolio Management, Customer Relationship Management(CRM), Team Handling and various Financial Instruments and Processes. Strong finance professional with a Master of Business Administration (M.B.A.) focused in Finance & Marketing.
Experience
Vice President-rm Head-anand Rathi Preferred
Mar 2024 — Present · Nagpur, IN
Recruitment and managing a team of Relationship Managers / Senior Relationship Managers.Planning and achieving self and team sales targets through the defined Wealth Management products.The Relationship Manager will be Responsible for acquiring Preferred clients (HNI/Ultra HNI)(having min AUM of Rs 1 Cr & above clients).Maintaining client relationships and generate AUM from Preferred clients.Advising Affluent/Ultra Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients based on Preferred\'s advisory approachTo learn and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients\' portfolios through the various notes shared by product team.Fulfilling the compliance standards in Financial Planning, Asset Allocation and Product Sales and managing Delinquencies by ensuring proper Sales Process. Recruiting, training and ensuring seamless induction to the newly joined team members and managing attrition within the team.To conduct and assist in organizing seminars, workshops and other business development activities.
Education
Dinanath High School
SSC, SSC
2005 — 2006
Center Point College
Bachelor of Business Administration (B.B.A.), Finance & Marketing
2009 — 2011
Dhanwate National College
Commerce, Commerce
2007 — 2009
OCIHE
Master of Business Administration (M.B.A.), Finance & Marketing
2011 — 2013
Skills
- Credit
- Branch Banking
- Financial Analysis
- Credit Risk
- Commercial Banking
- Management
- Customer Service
- Trade Finance
- Corporate Finance
- Banking
- Mutual Funds
- Retail Banking
- Risk Management
- Team Management
- Business Strategy
- Business Development
- Equities
- Credit Analysis
- Microsoft Office
- Finance
- Business Analysis
- Management Information Systems (Mis)
- Investments
- Private Banking
- Portfolio Management
- Loans
- Relationship Management
- Trading
- Wealth Management Services
- Financial Risk
- Cross Selling
- Financial Services
- Crm
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