Surya kanta Das

Banking and Financial Services Professional with nearly 4 years of experience in customer relationship management, account acquisition, portfolio servicing, KYC compliance, and branch business development. Proven track record of achieving business targets and managing customer relationships. Seeking career progression into a Team Leader / Area Sales Manager role in Demat & Financial Services to lead a team, drive business growth and contribute to organizational success.

Relationship Officer - Bank of Baroda Capital Markets Ltd. (BOB CAPS)

(2026-08)

• Actively engaged in Demat account acquisition, client servicing, and portfolio management.
• Building strong client relationships and ensuring excellent customer experience.
• Cross-selling financial products and meeting business targets.

Relationship Officer - SBICAP Securities Ltd.

(2022-08 - 2026-06)

• Acquired and onboarded 300+ customer accounts in the last financial year.
• Manage an active portfolio of 100+ clients with strong retention & engagement.
• Achieved 100%+ performance against business objectives consistently.
• Contributed ₹5+ lakh in business revenue through advisory & portfolio management.
• Generated ₹2.5+ lakh health insurance premium through financial solutions.
• Achieved ₹70,000+ highest monthly business contribution.
• Awarded "Smallcase Drive Award" for outstanding performance.

Executive - Capital Financial Services

(2017-10 - 2019-04)

• Led and coordinated team members towards achieving business objectives.
• Monitored team performance and ensured target achievement.
• Ensured effective execution of customer acquisition & operational activities.

Team Leader - Capital Financial Services

(2019-05 - 2021-06)

• Led and coordinated team members towards achieving business objectives.
• Monitored team performance and ensured target achievement.
• Ensured effective execution of customer acquisition & operational activities.

Area Sales Manager - Randhan Gura Masala

(2021-12 - 2022-07)

• Managed territory operations and customer relationships.
• Handled distributor relationships and achieved assigned business targets.
• Supported sales teams and business development initiatives.

B.A. - Graduation - University of Burdwan (2019)

Higher Secondary (12th) - WB Council of Higher Secondary Education (2013)

Secondary (10th) - WB Board of Secondary Education (2011)