Debjit Ghosh

Operations Associate

Kolkata, West Bengal, India2 yrs 7 mos experience

Highly Stable

Key Highlights

Strong foundation in financial analysis and risk management.
Experience managing HNI client portfolios.
Proficient in B2B marketing and social media outreach.

Stackforce AI infers this person is a Finance and Marketing professional with strong analytical and client management skills.

Contact

Skills

Core Skills

Financial PlanningCustomer Relationship Management (crm)Business StrategyCorporate CommunicationsMarket ResearchB2b MarketingSales

Other Skills

Account ManagementAccountingAdvertisingAsset ManagementClient Expectations ManagementClient ManagementCommunicationCorporate Social ResponsibilityCorporate TaxCustomer Experience ManagementCustomer Service ManagementData AnalysisDigital MarketingEconomicsEnglish

About

Debjit Ghosh is currently pursuing his PGDM Finance & Marketing at the International Management Institute, Kolkata. He has completed his graduation from Calcutta University in B.Com (Honours) in the field of Accounting & Finance. Professional Journey: With a strong foundation in financial analysis, risk management, and strategic planning, I am eager to contribute my skills and insights to the ever-evolving world of finance & marketing. During my MBA journey, I had the privilege of immersing myself in diverse financial scenarios, gaining a global perspective that I'm excited to apply in real-world settings.

Experience

2 yrs 7 mos

Total Experience

1 yr 6 mos

Average Tenure

1 yr

Current Experience

Indusind bank

Management Trainee (HNI Client Management)

Jun 2025 – Present · 1 yr · Kolkata, West Bengal, India · On-site

Responsible for managing a portfolio of 250+ Premium & High Networth Individual (HNI) Clients as well as service all banking needs of my clients
Analyzed data of HNI clients in CRM Software & Excel to track pattern and strategized cross pitching of products as well as provide solutions to them
Financial advisor to HNI Clients related to Investments, Loans (LAP, Home Loan), Banking products, LI, GI, MF & broking
Worked in a 365 days branch having a book value of 20 cr+ which is one of the main branch in Kolkata

Financial PlanningFinancial ServicesAsset ManagementCustomer Relationship Management (CRM)Customer Service ManagementTeam Management+1

Bajaj allianz life insurance

Management Trainee

Apr 2024 – Jun 2024 · 2 mos · Kolkata, West Bengal, India · On-site

Market / Marketing Research

Equity ResearchEquity Research AnalysisMarket ResearchMarketingProblem SolvingStrategic Planning+2

Pwc acceleration centers in india

US Tax Trainee

Feb 2024 – May 2024 · 3 mos · Kolkata, West Bengal, India · Hybrid

Webingo

Local Business Accelerator

Sep 2023 – Feb 2024 · 5 mos · Kolkata, West Bengal, India · On-site

Worked fully as an outreach agent on behalf of Webingo through social media and cracked many successful B2B deals

Social Media MarketingSocial Media OutreachMicrosoft ExcelB2B MarketingCorporate Communications

Happequity investments & finance

Finance Live Project

Sep 2023 – Oct 2023 · 1 mo · Kolkata, West Bengal, India · Remote

International management institute, kolkata

2 roles

Core Member of BizzAfrs (The Business Club of IMI K)

Aug 2023 – Mar 2025 · 1 yr 7 mos · Kolkata, West Bengal, India · On-site

Problem SolvingBusiness StrategyStrategic Planning

Co-ordinator of Conserve 2 Preserve (The Environmental Club of IMI K)

Aug 2023 – Mar 2025 · 1 yr 7 mos · Kolkata, West Bengal, India · On-site

CommunicationCorporate Social ResponsibilityCorporate CommunicationsDigital Marketing

Ifortis worldwide™

3 roles

Corporate Ambassador

May 2022 – Jul 2022 · 2 mos · Kolkata, West Bengal, India

CommunicationSalesSocial Media

Sales And Marketing Intern

Promoted

Mar 2022 – Apr 2022 · 1 mo · Kolkata, West Bengal, India

Corporate Ambassador

Jan 2022 – Feb 2022 · 1 mo · Kolkata, West Bengal, India

Education

IMI Kolkata

Master of Business Administration - MBA — Finance and Marketing

Jun 2023 – Mar 2025

Calcutta University, Kolkata

Bachelor of Commerce - B.Com(Honours) — Accounting and Finance

Aug 2020 – Jun 2023

Maharishi Vidya Mandir, Kolkata

Higher Secondary School (Class 12) ISC — Accounting and Finance

Apr 2018 – Mar 2020

Maharishi Vidya Mandir, Kolkata

Secondary School (Class 10) ICSE — Science

Apr 2006 – Mar 2018

Stackforce found 100+ more professionals with Financial Planning & Customer Relationship Management (crm)

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