SOURAV DALAL

RESIDENTIAL ADDRESS: PERMANENT ADDRESS:

H/O Mrs. Suparna Ghosh S/O Mr. Gouranga Dalal

6/3A, Central Park, Bhangakuthi, G.T.Road,
P.S- Jadavpur P.O & Dist- Burdwan,
Kolkata- 700032 Burdwan- 713101

Email – souravdalal85@gmail.com Mobile: (0)9333635887

OBJECTIVE

To work for a company which offers professional development and growth potential and to further build
upon my academic training, and experience to benefit the employer and advance my career.

PROFESSIONAL SNAPSHOT

• A hardcore professional with enriching experience around 6 months in Bank assurance and
financial sector in Aviva- Bancassurance as Financial Planning Consultant
• Good marketing and communication skills.
• Target and achievement oriented with an ability to take up challenges and perform in the
changing work environments.
• Proficient in MS-Office and Internet, FoxPro, windows, Photoshop.

PROFESSIONAL EXPERIENCE

CURRENT ORGANIZATION: AVIVA - BANCASSURANCE

DURATION: September ’08 onwards.
DESIGNATION: Financial Planning Consultant
JOB RESPONSIBILITIES

• Grow customer portfolio size by deepening existing customer relationships.

• Outbound phone calls to follow up on sales matters for customer
• To provide quality portfolio management service
• Analyse financial requirements of customer and match with bank's product offerings.
• Provide effective financial advice to clients, updating clients on market developments, trends,
economic outlook and product prices
• NRI customer of the Bank with the two Relationship Manager of the Bank.
• Generate the referral business form my own side.

NAME OF ORGANIZATION: ICICI Direct.com

DURATION: April ’06 till July ’08
DESIGNATION: Senior Sales Executive
JOB RESPONSIBILITIES

 Handling the Demat A/c, Savings A/c, Mutual Fund, Insurance, Govt. Bond, IPO etc.
 Direct interaction with clients and senior management
 Handling the Trading of Shares in Clients’ Accounts.
 Handling the portfolio of the customer.
 Client – Company Relationship Maintenance.
NAME OF ORGANIZATION: ICICI Prudential
DURATION: Oct ’06 till Oct ’07
DESIGNATION: Financial Advisor
JOB RESPONSIBILITIES

 Gathering, preparing, and analyzing data from disparate sources.

 Direct communication, both written and oral, and try to keep an open dialogue with all clients on
an ongoing basis.
 Assisted in investment advisory service for high net worth individuals, retirement plans and
trusts.

INTERNSHIP DETAILS

NAME OF ORGANIZATION: HCL Infosystems

DURATION: 1st April ’07 till 31st May ’07
DESIGNATION: Management Trainee
JOB RESPONSIBILITIES

• Gather information about the team running behind the Company

• Train people to take up challenges and to be more proficient in Technologies, It Sales and IT
Infrastructure.
• Guide people to introduce various technologies and world class IT solutions to meet business
requirements.

NAME OF ORGANIZATION: Sundaram BNP Paribas AMC

DURATION: 12th November ’07 till 11th January ’08
DESIGNATION: Management Trainee
JOB RESPONSIBILITIES

 Recognize that portfolios need to be constantly monitored and periodic changes made to
optimize the results.
 Risk team is responsible for establishing our investment strategy and providing us real time
information to support our portfolio managers
 Provide clients with superior performance through market cycles by virtue of our deep
understanding of the equities markets and our analytical approach to risks and return.

EDUCATION QUALIFICATIONS

NAME OF INSTITUTION I NTERNATIONAL SCHOOL O F BUSINESS & M EDIA, K OLKATA

COURSE: BACHELOR OF BUSINESS Administration (BBA)
SPECIALIZATION: Management
COURSE DURATION: 2002-2005

NAME OF INSTITUTION BARDDHAMAN BIDDHARTHI B HAWAN H IGH SCHOOL

COURSE: Class XII (WBCHSE)
SPECIALIZATION: Science
YEAR OF PASSING: 2005

NAME OF INSTITUTION BURDWAN MUNICIPAL HIGH SCHOOL

COURSE: Class X (WBBSE)
YEAR OF PASSING: 2002
AWARDS AND ACHIEVEMENTS

 Participated in District Science Model competition in District Fair held at Burdwan.

 Participated in 3 Days Rotary Club Youth Leadership Award Camp held in IIMC Joka.
 Participated in Rotary Club Youth Leadership Award Camp’s Acting Competition held in IIMC
Joka.
 Participated in Rotary Club Youth Leadership Award Camp’s RJ Competition held in IIMC Joka.
 Involved in Rotaract movement with Rotaract Club of Dumdum Metropolitan.
 Organised a Free Eye Check up and Eye Operation Camp with M.P.Birla Foundation.
 Organised RokCareer 2007 & 2008 in association with Rotary, Rotaract and Interact Club.

PERSONAL DETAILS

FATHER’S NAME: Mr. Gouranga Dalal

DATE OF BIRTH: 30th July, 1985
MARITAL STATUS: Single
LANGUAGES KNOWN: English, Hindi and Bengali

DATE:

PLACE: (Sourav Dalal)