SOURAV DALAL RESIDENTIAL ADDRESS:
PERMANENT ADDRESS:
H/O Mrs. Suparna Ghosh 6/3A, Central Park, P.S- Jadavpur Kolkata- 700032
S/O Mr. Gouranga Dalal Bhangakuthi, G.T.Road, P.O & Dist- Burdwan, Burdwan- 713101
Email –
[email protected]
Mobile: (0)9333635887
OBJECTIVE To work for a company which offers professional development and growth potential and to further build upon my academic training, and experience to benefit the employer and advance my career.
PROFESSIONAL SNAPSHOT • • • •
A hardcore professional with enriching experience around 6 months in Bank assurance and financial sector in Aviva- Bancassurance as Financial Planning Consultant Good marketing and communication skills. Target and achievement oriented with an ability to take up challenges and perform in the changing work environments. Proficient in MS-Office and Internet, FoxPro, windows, Photoshop.
PROFESSIONAL EXPERIENCE CURRENT ORGANIZATION:
AVIVA - BANCASSURANCE
DURATION:
September ’08 onwards. Financial Planning Consultant
DESIGNATION: JOB RESPONSIBILITIES
• • • • • • •
Grow customer portfolio size by deepening existing customer relationships. Outbound phone calls to follow up on sales matters for customer To provide quality portfolio management service Analyse financial requirements of customer and match with bank's product offerings. Provide effective financial advice to clients, updating clients on market developments, trends, economic outlook and product prices NRI customer of the Bank with the two Relationship Manager of the Bank. Generate the referral business form my own side.
NAME OF ORGANIZATION: DURATION: DESIGNATION:
ICICI Direct.com April ’06 till July ’08 Senior Sales Executive
JOB RESPONSIBILITIES
Handling the Demat A/c, Savings A/c, Mutual Fund, Insurance, Govt. Bond, IPO etc. Direct interaction with clients and senior management Handling the Trading of Shares in Clients’ Accounts. Handling the portfolio of the customer. Client – Company Relationship Maintenance.
NAME OF ORGANIZATION: DURATION: DESIGNATION:
ICICI Prudential Oct ’06 till Oct ’07 Financial Advisor
JOB RESPONSIBILITIES
Gathering, preparing, and analyzing data from disparate sources. Direct communication, both written and oral, and try to keep an open dialogue with all clients on an ongoing basis. Assisted in investment advisory service for high net worth individuals, retirement plans and trusts.
INTERNSHIP DETAILS NAME OF ORGANIZATION: DURATION: DESIGNATION:
HCL Infosystems 1st April ’07 till 31st May ’07 Management Trainee
JOB RESPONSIBILITIES
• • •
Gather information about the team running behind the Company Train people to take up challenges and to be more proficient in Technologies, It Sales and IT Infrastructure. Guide people to introduce various technologies and world class IT solutions to meet business requirements.
NAME OF ORGANIZATION: DURATION: DESIGNATION:
Sundaram BNP Paribas AMC 12th November ’07 till 11th January ’08 Management Trainee
JOB RESPONSIBILITIES
Recognize that portfolios need to be constantly monitored and periodic changes made to optimize the results. Risk team is responsible for establishing our investment strategy and providing us real time information to support our portfolio managers Provide clients with superior performance through market cycles by virtue of our deep understanding of the equities markets and our analytical approach to risks and return.
EDUCATION QUALIFICATIONS NAME OF INSTITUTION COURSE: SPECIALIZATION: COURSE DURATION:
NAME OF INSTITUTION COURSE: SPECIALIZATION: YEAR OF PASSING:
NAME OF INSTITUTION COURSE: YEAR OF PASSING:
I NTERNATIONAL SCHOOL O F BUSINESS & M EDIA, K OLKATA BACHELOR OF BUSINESS Administration (BBA) Management 2002-2005 BARDDHAMAN BIDDHARTHI B HAWAN H IGH SCHOOL Class XII (WBCHSE) Science 2005 BURDWAN MUNICIPAL HIGH SCHOOL Class X (WBBSE) 2002
AWARDS AND ACHIEVEMENTS
Participated in District Science Model competition in District Fair held at Burdwan. Participated in 3 Days Rotary Club Youth Leadership Award Camp held in IIMC Joka. Participated in Rotary Club Youth Leadership Award Camp’s Acting Competition held in IIMC Joka. Participated in Rotary Club Youth Leadership Award Camp’s RJ Competition held in IIMC Joka. Involved in Rotaract movement with Rotaract Club of Dumdum Metropolitan. Organised a Free Eye Check up and Eye Operation Camp with M.P.Birla Foundation. Organised RokCareer 2007 & 2008 in association with Rotary, Rotaract and Interact Club.
PERSONAL DETAILS FATHER’S NAME: DATE OF BIRTH: MARITAL STATUS: LANGUAGES KNOWN:
Mr. Gouranga Dalal 30th July, 1985 Single English, Hindi and Bengali
DATE: PLACE:
(Sourav Dalal)