Ranojoy Basu is a business professional with experience in financial services, sales, and marketing, specializing in wealth management. He has held various roles, including Sr. Relationship Manager at ICICI Securities and Banking Partner at IndusInd Bank, where he managed high net worth clients and developed investment strategies. Ranojoy holds an MBA in Marketing and Operations and possesses strong analytical and interpersonal skills, alongside proficiency in various software tools and certifications in finance.
Ranojoy Basu is a business professional with experience in financial services, sales, and marketing, specializing in wealth management. He has held various roles, including Sr. Relationship Manager at ICICI Securities and Banking Partner at IndusInd Bank, where he managed high net worth clients and developed investment strategies. Ranojoy holds an MBA in Marketing and Operations and possesses strong analytical and interpersonal skills, alongside proficiency in various software tools and certifications in finance.
Ranojoy Basu is a business professional with experience in financial services, sales, and marketing, specializing in wealth management. He has held various roles, including Sr. Relationship Manager at ICICI Securities and Banking Partner at IndusInd Bank, where he managed high net worth clients and developed investment strategies. Ranojoy holds an MBA in Marketing and Operations and possesses strong analytical and interpersonal skills, alongside proficiency in various software tools and certifications in finance.
Ranojoy Basu is a business professional with experience in financial services, sales, and marketing, specializing in wealth management. He has held various roles, including Sr. Relationship Manager at ICICI Securities and Banking Partner at IndusInd Bank, where he managed high net worth clients and developed investment strategies. Ranojoy holds an MBA in Marketing and Operations and possesses strong analytical and interpersonal skills, alongside proficiency in various software tools and certifications in finance.
Eager to learn and inquisitive business professional with experience in financial services, sales, and marketing. Provided services as a Marketing Consultant and Researcher to support the marketing plans of clients and MNCs in India. Within the financial domain managed client relationships through wealth advisory and supported financial advisers on products, operations, and investments in Wealth Management sector of Banking and NBFCs in India and Canada. These helped develop teamwork, analytical and interpersonal skills, which are aligned with my aptitude and goals.
ICICI Securities, Gurgaon, India January 2023 – Present • Acquisition and management of UHNI/Family office client with relationships of USD 1 Million and above. • Designing overall investment portfolio for the client through need-based analysis. • Conducting comprehensive review of client portfolio to assess investment strategies based on the risk profile of the client.
Banking Partner, Exclusive Banking
IndusInd Bank Limited, Gurgaon, India November 2021 – January 2023 • Generated new business of high net worth prospects to achieve defined sales targets within Wealth team. • Proactively built and deepened relationships with existing Wealth customers to achieve increase in share of wallet and revenues by enhancing their investment portfolios offering various banking and financial products. • Provided professional customer service and financial advice to achieve a high percentage of customer satisfaction and retention simultaneously ensuring stability and asset enhancement of book. • Managed the key performance indicators at the highest level with complete knowledge of the customer base in terms of the profile, demographics and psychographics and assets in the Bank and in other places.
Business Analyst, Wealth Management Product Operations
BMO Financial Group, Toronto, Canada July 2019 – April 2021 • Provided operational support to internal business partners and end clients as the first point of contact to wealth management advisors within BMO Nesbitt Burns or high net worth tier in a fast-paced high-volume setting. • Maintained excellent customer service for all in-scope business groups, products, policies and procedures as well as navigational and application assistance expertise. • Delivered quick and efficient analysis of operational discrepancies and took corrective action on investments and product related issues within established deadlines while maintaining high quality standards and proposing process improvement initiatives to ensure portfolio advisors fulfil client retention and acquisition objectives. • Provided cross-functional support to offshore teams by accurately assigning investment related requests, account transfers and other account related requirements among different teams within Wealth Management Operations. • Managed Private Banking or ultra-high value net worth tier of Wealth Management by ensuring minimal client escalations and timely resolutions for Investment counselors and advisors.
Customer Service Associate
Fidelity International, Gurgaon, India January 2014 – January 2016 • Addressed critical client queries such as errors at the time of trading of mutual funds and ensured these issues were handled in time sensitive manner as part of Dealing team. • Closely liaised with clients and multiple teams to maintain financial integrity and reputation of the organization. • Trained and assisted team members to resolve complex queries and approved transaction confirmations. • Managed client relationships to exceed client satisfaction and received certificate of excellence award in customer service for July 2014. Customers’ appreciation was published in the company’s monthly newsletter. • Identified and helped fix a technical glitch on online investment platform that caused delays in uploading deal confirmations adding manual work. Formed and led a team, prepared analysis reports and effectively collaborated with technology department to help solve the issue improving overall efficacy in daily operations.
Page 1 CAREER RELATED SKILLS • IT Skills: High level proficiency in MS Word, MS Outlook, MS PowerPoint, MS Project, MS Excel (advance functions such as vlookup, pivot, goalseek, macros, etc.), Google Analytics Certified, Stata/IC 10.0 • Software Skills: Business analytical training of software tools such as Excel (VBA), Tableau, SAS and R. Implemented R, SPSS and SMRT (conjoint analysis) for Marketing Analytics and Research Projects. • Certifications: AMFI (NISM Series V-A) and IRDAI (IC38) Certified • Languages: Fluent in English and Hindi in written and oral communication; Bengali in oral communication
EDUCATION Master of Business Administration, Marketing and Operations September 2017 – June 2019 DeGroote School of Business, McMaster University, ON, Canada • Recognition: Deans’ Honour List, 2018 • Project: Consultancy Project on Marketing and Growth Strategy for SPB Organizational Psychology, 2018 • Competition: Best Presenter at RBC Insurance Term Project in Marketing Analytics, 2019
Bachelor of Arts, Economics Honours July 2009 – June 2012
Dyal Singh College, University of Delhi, New Delhi, India • Competitions: First prize in ad-mad competition, Inter-college Eco fests, Best Ad Skit, 2009 and 2012 • Recognition: Certificate of Merit - Organization of college fests, competitions and trips, 2012
VOLUNTEER AND COMMUNITY ACTIVITIES
Social Committee Volunteer, BMO Financial Group, Toronto August 2019 – April 2021 • Organized events and special activities for the team to promote familiarity and collaboration among colleagues.
Fidelity Activity Team Member, Fidelity International, Gurgaon, India May 2014 – January 2016 • Organized several team-building activities which helped increase confidence among employees, refine their interpersonal and client interaction skills to gain useful insight about the organizations’ different processes. • As co-treasurer, managed monthly collection of funds for multiple events.
Organizational Committee Leader, DSC, University of Delhi, New Delhi, India July 2010 – July 2012 • Successfully organized college competitions and annual fests for the Economics department. • Planned and executed field trips and guest speaking events for students and faculty members.
ACTIVITIES AND INTERESTS
• Worked and acted in a short film post college that was broadcasted on national television in 2014. • Acted in several school plays, competitions and special events/festivals, playing one of the lead characters. • Enjoy watching movies, informative documentaries and theatre/plays, reading novels/classics, listening to classic rock, attending music concerts and playing soccer.
