SR

Looking for a job

Sumedha Roy

@sumedharoy

Banking professional at IDFCFirstBank who advised clients and acquired high-value accounts.

What I'm looking for

I’m seeking opportunities to use my skills for the success of the organisation.

At IDFCFirstBank, I acquired high-value accounts, handled clients and portfolio customers, and gave financial advice as a Deputy Manager.

At HdfcBankLtd, I managed cash and non-cash client transactions. I also assisted customers in accessing the benefits of digital banking services for more complex financial needs.

At Unschool, I responded to enquiries, pitched products to new customers, and generated leads. I’m currently pursuing an MBA in finance along with marketing at NMIMS.

Experience

Work history, roles, and key accomplishments

IB

Deputy Manager

IDFC First Bank

Oct 2025 - Jul 2026 (9 months)

Acquired high-value accounts, handled clients and portfolio customers, and provided financial advice.

Financial Planning Customer Relationship Management Portfolio Management Financial Advice

HL

Assistant Manager

HDFC Bank Ltd

Dec 2023 - Aug 2025 (1 year 8 months)

Managed both cash and non-cash transactions of clients. Assisted customers in realizing full benefits of services offered through digital banking channels to support more complex financial needs.

Cash Management Digital Banking Customer Service Financial Services

UN

Sales and Marketing

Unschool

Feb 2021 - Oct 2021 (8 months)

Responded to general enquiries from members, staff and clients via mails and calls. Pitched products to new customers and generated leads.

Cold Calling Lead Generation Sales Communication Skills

Education

Degrees, certifications, and relevant coursework

NM

NMIMS

Masters in Business Administration, Finance and Marketing

2025 -

Currently pursuing a master's in finance along with marketing.

AU

Assam University

Bachelor's in Commerce, Commerce

2019 - 2023

Bachelor's in Commerce from Assam University, Silchar, India.

DS

Don Bosco School

Higher Secondary, General

2017 - 2019

Higher secondary education from Don Bosco School.

HS

Holy Cross Higher Secondary School

High School, General

2004 - 2016

High school education from Holy Cross Higher Secondary School.

Tech stack

Software and tools used professionally

Microsoft Excel

Tally

Availability

Looking for a job

Location

India

Authorized to work in

Salary expectations

5652k+ INR

Social media

Job categories

Skills

Banking Financial Planning Financial Advice Portfolio Management Customer Relationship Management Account Acquisition Digital Banking Cash Transactions Non Cash Transactions Sales Lead Generation Cold Calling Operations Marketing Excel

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