Nabamita Dutta

Finance and Banking Professional with 10+ years of experience across retail banking, wealth management, investment products, insurance, and financial advisory in India and the UAE. Currently pursuing MSc Accounting & Finance in the UK. Skilled in financial analysis, portfolio management, client relationship management, business development, financial reporting, and investment advisory.

Developing expertise in Power BI, financial modelling, budgeting, forecasting, data analytics, and UK financial reporting standards. Seeking opportunities in Financial Analysis, FP&A, Commercial Finance, Management Accounting, or Banking & Financial Services.

Warehouse support Assistant – Part Time - GXO Warehouse (Mach Recruitment) - Portsmouth, UK

(2025-11)

• Support warehouse operations including product handling, packaging, stock scanning and inventory
• Maintained accuracy and efficiency in fast-paced warehouse environment while balancing MSc studies

Relationship Manager – Privilege Banking - Motilal Oswal Financial Services - Bangalore, India

(2024-06 - 2025-02)

• Managed and expanded portfolios for affluent and privileged banking customers
• Handled investment and wealth products including Mutual Funds, PMS, AIFs, Bonds, and Insurance
• Acquired new HNW clients and strengthened long-term client relationships
• Provided market insights and investment recommendations aligned with client goals

Wealth Manager – Affluent Banking - Abu Dhabi Commercial Bank (ADCB) - Dubai, UAE

(2022-03 - 2023-05)

• Managed affluent and HNW client portfolios with a focus on wealth growth and relationship management
• Delivered tailored financial solutions across investments, insurance, and banking products
• Generated business through existing client relationships, referrals, and portfolio expansion

Exclusive Relationship Manager – Affluent Banking - IndusInd Bank - Bangalore, India

(2021-01 - 2021-11)

• Managed HNW customer portfolios and delivered customised banking solutions
• Developed new business opportunities through referrals and networking
• Promoted CASA, insurance, loans, forex, and investment products

YES Premia Relationship Manager - YES Bank - Bangalore, India

(2019-08 - 2021-01)

• Managed affluent retail banking clients and maintained long-term relationships
• Advised clients on investment, insurance, forex, and banking products
• Identified opportunities for cross-selling and new business acquisition
• Received Best Employee Award in 2020 for outstanding performance

Preferred Relationship Manager - HDFC Bank - Bangalore, India

(2018-03 - 2019-07)

• Managed preferred banking customers and HNW client portfolios
• Acquired NTB customers and increased CASA funding
• Cross-sold investment and banking products including mutual funds and insurance
• Achieved consistent sales and relationship management targets

Relationship Manager - Bajaj Allianz General Insurance - Kolkata, India

(2015-05 - 2018-02)

• Managed customer relationships and promoted general insurance products
• Assisted clients in selecting suitable insurance coverage
• Developed business opportunities through relationship building and networking

MSc - Accounting & Finance - University of Portsmouth (2025 - 2026)

Bachelor of Commerce - Commerce - University of Calcutta (2008 - 2011)