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Tushit Banerjee

@tushitbanerjee

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Results-driven Operations Manager with expertise in financial strategy.

India

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What I'm looking for

I am seeking a role that values strategic financial management and client engagement.

I am a dynamic Operations Manager with over 5 years of experience in strategic financial management and enhancing client relationships within the mutual funds sector. My expertise lies in overseeing project delivery, managing client portfolios, and leading teams to drive sustainable growth and profitability. I am proficient in implementing financial strategies, ensuring compliance with regulations, and optimizing processes to meet evolving client needs.

In my current role as a Senior Manager at Nuvama Wealth and Investment, I have developed and executed strategic initiatives that significantly expanded our client base. I designed and led comprehensive training sessions for clients, enhancing their knowledge of investment products and fostering deeper engagement. My focus on high-net-worth individual (HNI) portfolio management has resulted in notable growth through personalized investment strategies, and I have streamlined product distribution processes to maximize client investment opportunities.

Previously, as an Associate Vice President at UTI Asset Management Co, I provided strategic advisory support and directed training programs that improved operational efficiency. I created robust financial strategies through diligent forecasting and performance monitoring, while also identifying avenues for cost reduction and operational enhancements. My commitment to fostering effective communication and collaboration across departments has been key to achieving organizational goals.

Experience

Work history, roles, and key accomplishments

Current

Senior Manager

Current

Nuvama Wealth and Investment

May 2024 - Present (1 year 2 months)

Developed and executed strategic initiatives to acquire new partners, expanding business reach and increasing the client base significantly. Designed and led comprehensive training sessions for clients to deepen their knowledge of investment products, enhancing client engagement.

HNI Portfolio Management Risk Management Training Delivery Financial Strategy

Associate Vice President

UTI Asset Management Co (UTI AMC)

Aug 2020 - Apr 2024 (3 years 8 months)

Provided strategic advisory support in key decision-making processes, addressing shortcomings with actionable solutions. Promoted UTI Mutual Fund schemes while ensuring rigorous compliance with all regulatory frameworks including SEBI and RBI guidelines.

Strategic Advisory Regulatory Compliance Financial Forecasting Performance Monitoring Audit Management Growth Initiatives

Education

Degrees, certifications, and relevant coursework

Calcutta Business School

MBA/PGDM, Finance

Grade: 75%

Activities and societies: Relevant Coursework: Financial Management, Corporate Finance, Investment Analysis and Portfolio Management, Financial Markets and Institutions, Financial Planning and Strategy, Behavioural Finance, Financial Econometrics, Private Equity and Venture Capital, Treasury and Cash Management.

Completed a Master of Business Administration with a specialization in Finance. Focused on financial management, corporate finance, investment analysis, and portfolio management. Studied financial markets, institutions, planning, strategy, and behavioral finance.

Meghnad Saha Institute of Technology, Kolkata

B.Tech/B.E., Electronics & Telecommunication

Grade: 7.8/10

Activities and societies: Relevant Coursework: Digital Electronics, Analog Electronics, Microprocessors and Microcontrollers, Communication Systems, Signals and Systems, VLSI Design, Embedded Systems, Electromagnetic Theory, Control Systems, Network Theory, Digital Signal Processing, Electronic Circuits, Wireless Communication, RF and Microwave Engineering, Optical Communication.

Earned a Bachelor of Technology in Electronics & Telecommunication. Coursework included digital and analog electronics, microprocessors, communication systems, and VLSI design. Gained expertise in embedded systems, electromagnetic theory, and control systems.