Joysurya Pati

Operations Associate

Tamluk, West Bengal, India1 yr experience

Key Highlights

Proven expertise in client relationship management.
Successful YouTube channel growth to 63,000+ subscribers.
Strong skills in financial advisory and investment services.

Stackforce AI infers this person is a skilled professional in Fintech with a strong focus on client relationship management.

Contact

Skills

Core Skills

Client Relationship ManagementInvestment ServicesContent Creation

Other Skills

DematFinancial adviseSalesCustomer ServiceAdvertisingTechnical SkillsetMicrosoft ExcelMicrosoft OfficeBankingInvestment BankingWorking ExperienceData AnalysisComputer LiteracyBengaliBA/BE studies

About

Motivated and detail-oriented Relationship Officer with experience in financial services, client relationship management, and investment advisory. Skilled in assisting clients with Demat and trading account openings and providing guidance on equity and mutual fund investments. Strong communication, decision-making, and teamwork skills developed through both professional roles and content creation experience. 1. Banking 2. Investment services 3. Client relationship management My skills in MS Office, Excel, PPT, and Tally can be applied to various finance roles. Consider exploring opportunities that align with your interests and skills.

Experience

1 yr

Total Experience

1 yr

Average Tenure

--

Current Experience

Sbi securities

Relationship Officer

Dec 2024 – Dec 2025 · 1 yr · Haldia · On-site

Assist clients in opening Demat and trading accounts.
Provide guidance on equity and mutual fund investments.
Build and maintain long-term client relationships.
Ensure compliance with KYC and regulatory requirements.

DematFinancial adviseClient relationship managementInvestment services

L&t finance

Sales Officer

Sep 2024 – Dec 2024 · 3 mos · Tamluk, West Bengal, India · On-site

SalesCustomer Service

Youtube

Freelance Content Creator

May 2023 – Aug 2024 · 1 yr 3 mos · Kolkata, West Bengal, India · On-site

Created and edited videos for a personal YouTube channel.
Organically grew the channel to 63,000+ subscribers.
Managed content planning, video editing, and audience engagement.

AdvertisingTechnical Skillset

Bandhan bsdc training center

Sales & Marketing

Dec 2020 – Dec 2021 · 1 yr

I have knowledge in advance computer, like Excel, PPT, MS office, Tally.

Microsoft ExcelMicrosoft Office

Education

Vidyasagar University

Bachelor's Degree

Jan 2020 – Jan 2023

West Bengal State Council Of Technical And Vocational Education And Skill Development

10th 2018

Dec 2020 – Present

Vidhyasagar university

Graduate

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