Souvik Roy
Private Wealth Manager at HDFC Bank
- Role
- Private Wealth Manager at HDFC Bank
- Location
- Kolkata, WB, IN
- LinkedIn followers
- 500 followers
About Souvik Roy
Results-focused, quality-driven professional with extensive experience in staff…
Experience
Private Wealth Manager
Jan 2022 — Present · Kolkata, IN
Education
University of Calcutta
Bcom, Accounts,Commerce,Maths,Economics
2001 — 2004
National Institute of Securities Markets (NISM)
Nism series XXI A portfolio management system (PMS) distributors certification exam., Portfolio Management System
National Institute of Securities Markets (NISM)
NISM Series V-A:Mutual Fund Distributors Certification Examination, Mutual Fund Distributors
National Institute of Securities Markets (NISM)
NISM -Series-X-A Investment Advisor (Level-1) Certification Examination., Investment Advisory
Assembly of God Church School
ICSE and ISC, Commerce and Accountancy
1985 — 2001
Indian Institute of Management Bangalore
Executive Programme, Wealth Management
Skills
- Equities
- Credit
- Management Information Systems (Mis)
- Business Analysis
- Portfolio Management
- Loans
- Derivatives
- Retail Banking
- Business Strategy
- Sales Presentations
- Investment Banking
- Mis
- Credit Risk
- Marketing
- Business Development
- Capital Markets
- Banking
- Team Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.