Debdipta Dasgupta

Secured and advised retail, HNI, and NRI clients on mutual fund
investments, consistently surpassing sales targets and expanding AUM
through strategic upselling.
Oversaw full sales cycles, from client profiling and needs analysis to portfolio
design and post-sales relationship management.
Engineered customized financial solutions based on client risk profiles and
investment objectives.

Championed platform adoption and partnership growth for NSEs Mutual
Fund platform (NMF), collaborating closely with distributors, financial
advisors, and institutional clients.
Cultivated and strengthened relationships with key stakeholders, including
mutual fund distributors, RTAs (CAMS, Karvy), and new market entrants.
Streamlined client onboarding processes and improved after-sales
engagement strategies, enhancing CRM-driven transparency and user
satisfaction.

Key Deliverables:
•Advising clients to select mutual fund schemes to suit their goals, advising both retail and HNI clients and NRI clients with the accountability of handling bank’s entire mutual fund portfolio involving mutual fund business in the region
•Reviewing the financial statements prepared by fund accountants for investment and Upselling ICICI Prudential MF products to Retail/HNI Clients.
•Meticulously managing difficult situations with customers and banks and providing clients with information, data and advising along with building and nurturing relations with customers.
•Handling the entire gamut across managing/enhancing the yield from the existing portfolio, as well as marketing & booking new relationships, risk management and risk grading of the relationships, etc.
•Driving day-to-day and long-term strategic objectives for multiple retail and NRI clients to communicate research, discuss market news, and monitor mutual fund performance
•Conceptualizing and executing customer focused plans to accelerate mutual fund penetration in banks while ensuring to create a strong long-term relationship with clients
•Developing the Model Mutual Fund Portfolios for different investors with different risk profiles and investment patterns that covers equity funds, debt funds, etc.
•Increasing the bank’s AUM by selling mutual funds to existing as well as new clients while providing international standards of customer service to achieve highest standards of customer service

Surpassed brokerage targets through strategic trading and upselling third
party products such as prepaid brokerages, PMS, and Mutual Funds.
Acquired high-potential PCG clients, maximizing investment opportunities.
Adhered to SEBI regulations, maintained VRS records, conducted AML
checks, and renewed NISM certificates.
Maintained error-free client books, coordinated risk approvals for
limits/illiquid investments, and managed pay-ins/outs.
Monitored visits, portfolio performance, and reports to support the Branch
Manager using CRM tools.
Reactivated dormant clients and resolved queries efficiently.
Investigated and evaluated stocks within sectors based on fundamental
research, engaging with analysts, management, and fund managers to stay
updated on industry developments.
Directed customer-centric operations, ensuring service quality and achieving
delivery targets; optimized surplus client funds to meet revenue and
profitability goals.

Key Deliverables:
•Analyzed and monitored scripts within sectors on the basis of fundamental research, interacting with analysts, management and fund managers to keep abreast with latest developments
•Performed security analysis using financial models and statistics and communicating with counterparts regarding investment ideas, opinions, security analysis, etc.
•Managed customer centric operations and ensuring customer satisfaction by achieving delivery and service quality norms; ascertained optimum utilization of surplus funds of clients towards the accomplishment of revenue and profitability targets
•Ensured proper and effective portfolio management through rigorous analysis, awareness calling and taking corrective action as felt necessary.
•Addressed client needs and developed financial plans to outperform and exceed prior profitability and revenue while efficiently pitching trade concepts based on client’s cash flows and market Supply/Demand levels
•Conducted value analysis, monitored news flow and Macroeconomic fundamentals to formulate trading strategies and generated Alpha for clients
•Determined investment goals, constraints and risk tolerance, improved understanding among customer on the effectiveness of Mutual Fund Schemes for investments as compared to other competitive Products like Bank Fixed Deposits, ULIPS and Bonds etc.
•Established relationship and transacted with numerous retail accounts, NRI accounts and generated alpha for the client’s products involving mutual funds, equities and derivatives
•Involved in undertaking research evaluating various industry trends while performing statistical analysis, conducted in-depth study of inter-market analysis with respect to the debt, commodities, currencies and equities on a daily basis