Biswajit Roy
Summary
Experienced professional in wealth management with expertise in financial planning, investment strategies, and building strong client relationships. Thrives in collaborative team environments and excels at achieving results while remaining adaptable to changing needs. Demonstrates expertise in portfolio management, risk assessment, and wealth preservation. Known for reliability and a results-driven approach, with a focus on providing exceptional client-centric service and excellent communication abilities.
Overview
23
23
years of professional experience
Work History
Wealth Specialist
Biswajit Roy
07.2021 - Current
- Collaborated with cross-functional teams to deliver holistic financial planning services that addressed all aspects of a client''s financial life.
- Recommended investment products and services suitable for clients based on objectives, resources and risk profiles.
- Managed high-net-worth portfolios for optimal investment performance and risk mitigation.
- Maintained regular communication with clients, providing updates on portfolio performance and adjusting strategies as needed.
- Served as a trusted advisor to high-net-worth individuals, fostering loyalty through consistent delivery of exceptional service.
- Prepared and interpreted financial document summaries, investment performance reports, and income projections.
Investment Specialist
Mashreq Bank
01.2015 - 03.2021
- Recommended appropriate asset allocation based on individual client risk tolerance, financial goals, and market conditions.
- Advised clients on tax-efficient investing strategies to optimize their overall wealth management plan.
- Developed strong relationships with clients, ensuring trust and loyalty through consistent communication and personalized service.
- Enhanced overall firm reputation by consistently demonstrating professionalism, expertise, and dedication to client success.
- Managed a diverse portfolio of investments to maximize returns for clients while minimizing risk exposure.
Territory Manager
PNB MetLife India Insurance Co. Ltd
12.2011 - 12.2014
- Improved customer satisfaction and retention through frequent visits, timely response to inquiries, and effective problem resolution.
- Developed strong relationships with key decision-makers, fostering trust and loyalty in the assigned territory.
- Organized regular training sessions for team members to enhance their product knowledge and overall sales skills.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Championed new product adoption by effectively communicating its unique selling points and benefits to clients, resulting in accelerated sales growth.
- Trained and mentored sales representatives in sales techniques and strategies.
Area Sales Manager
Tata AIA Life Insurance
07.2008 - 12.2011
- Deliverables: # Managed complete business operations with accountability for profitability; forecasting monthly/
- Quarterly & annual sales target & executed them in given time frame by organization.
- Directed sales activities with total strength of 30 Field Sales Officers & 3 Sales Managers ; looked after 58 Branches of United bank of India in 24 PGS(S) region.
- Expanded market share through effective prospecting, lead generation, and negotiation skills
Relationship Manager
Indiabulls Ventures Limited
02.2007 - 07.2008
- Acquired HNI customers trading account for company and generate revenue
- Developed periodic business plans & strategies, in coordination with macro plans of organization
- Tracked market / competitor trends to keep abreast the changing client's requirement/ expectations
- Periodic monitoring the performance of stock and portfolio of client and revenue generated time totime
Agency Manager
Birla Sun Life Insurance Co. Limited, Aditya Birla Group
02.2006 - 11.2006
- Key Deliverables:# Analyzed business potential, conceptualized & executed strategies to drive sales, augment turnover and achieve desired targets; supervised advisors
- Controlled the prospect generation through the High-rise complex in different part of Howrah district
Sales executive
HBL GLOBAL.PVT.LTD
07.2002 - 01.2004
- Sold Credit Card of HDFC bank to all account holder and other bank customers.
Education
No Degree - Introduction To Investment & Securities
CISI
UAE05-2015
No Degree - Investment
CISI
Dubai06-2017
MBA - Management, Finance & Strategy
Indian Institute of Management
Bangalore 2019.10 - 2021.03
Skills
Organization and Time Management
Insurance planning
Investment strategies
Portfolio management
Asset allocation
Wealth preservation
Accomplishments
Top Wealth Specialist for last 14 quarters ( 2021,2022,2023,2024)
Top Investment specialist in Mashreq Bank
2020,2019,2018,2017.
Top New Joiners in Mashreq Bank 2025.
- Achieved [AED 12.7mn of revenue- 2024 through effectively helping with client's portfolio.
- Achieved AED 12.5 min of revenue through effectively helping with `client's portfolio.
Timeline
Wealth Specialist
Biswajit Roy
07.2021 - Current
Investment Specialist
Mashreq Bank
01.2015 - 03.2021
Territory Manager
PNB MetLife India Insurance Co. Ltd
12.2011 - 12.2014
Area Sales Manager
Tata AIA Life Insurance
07.2008 - 12.2011
Relationship Manager
Indiabulls Ventures Limited
02.2007 - 07.2008
Agency Manager
Birla Sun Life Insurance Co. Limited, Aditya Birla Group
02.2006 - 11.2006
Sales executive
HBL GLOBAL.PVT.LTD
07.2002 - 01.2004
No Degree - Introduction To Investment & Securities
CISI
No Degree - Investment
CISI
MBA - Management, Finance & Strategy
Indian Institute of Management
2019.10 - 2021.03
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