Relationship Banking · Wealth

SnehanjanDey

Relationship banker at HDFC Bank, managing a ₹6.5 crore client book. PGPM from IBS Kolkata, with a background in commerce, equity research and client acquisition.

Snehanjan Dey
PB-Classic · HDFC Bank
AUM MANAGED ₹6.5 CR ▲ PGPM CGPA 8.51 ▲ B.COM(H) CGPA 8.77 ▲ DEMAT CLIENTS 50+ ▲ OVERHEAD COST −15% ▼ STUDENTS REPRESENTED 200+ ▲ NISM SEBI INVESTOR CERT ● MUN DEBATE 1ST RUNNER-UP ▲
▲ BOOK
6.5Cr
Client portfolio managed at HDFC Bank
▲ NEW
50+
Clients onboarded through Demat account openings
▼ COST
15%
Reduction in departmental overhead costs
▲ LEAD
200+
Students represented as Student Council VP
Track record

Work experience

From college accounts to equity research to a live banking book.

2026 — PRESENT
HDFC Bank Ltd.

PB-Classic Relationship Manager

Full-time
  • Managed a ₹6.5 crore client portfolio, driving cross-sell and deeper relationships
  • Generated leads and converted them into active customers through targeted outreach
  • Grew the portfolio by acquiring new-to-bank customers
2025
Wealth Fincare

Finance Intern

Internship
  • Analysed financials and market trends to identify stock opportunities
  • Prepared reports, tracked KPIs and streamlined team coordination
  • Acquired 50+ clients by opening Demat accounts, meeting sales targets and improving conversions
2024
Berhampore Girls' College

Assistant Accountant

Internship
  • Analysed past expenditure patterns to build a detailed budget for the next financial year
  • Optimised spending across departments, cutting overhead costs by 15%
  • Allocated resources strategically towards an expected 15% rise in projected revenue
Foundation

Education

Consistently strong academics across commerce and management.

2026

PGPM

ICFAI Business School (IBS), Kolkata

8.51CGPA / 10
2023

B.Com (Hons)

Berhampore College, University of Kalyani

8.77CGPA / 10
2020

Class XII

Prabharani Public School

78.51Percent
Beyond the desk

Leadership & wins

Positions of responsibility

2025–26

Vice President, Student Council

IBS Kolkata. Liaison between faculty and 200+ students, coordinating academic and extracurricular initiatives.

2024–25

Class Representative

IBS Kolkata. Managed faculty–class communication and resolved conflicts through practical problem-solving.

2025

Buddy Session Lead

Taught Accounting for Managers to the junior batch at IBS Kolkata.

2023–24

Pediatric First Aid

16-week "Senior Professional" training for injured children, St. John Ambulance Brigade.

Competitions & recognition

2025
1st Runner-up

Inter-college MUN Debate

Heritage College, Kolkata

2025
2nd Runner-up

Arthniti: The Art of Business Negotiation

IMI Kolkata

2025
Nominee

IBSAF Award for Excellence in SIP

IBS Kolkata

2025
Represented IBS

Case Study Competition

Powered by Tata Management Training Centre, at Bhawanipur Education Society

Verified skills

Certifications

✓
NISM

SEBI Investors Certification

2025
✓
Analytics Vidhya

Microsoft Excel: Formulas & Functions

2025
✓
Finlatics · IBS Kolkata

Financial Markets Experience Program: Equity Markets

2024
✓
Udemy

Banking 101: Risk Management & ALM

2024
Open to opportunities

Let's talk banking and wealth.

Based in Berhampore, West Bengal. Open to relationship management, wealth and retail banking roles.

snehanjandey@gmail.com+91 77975 68148

Outside work: painting and fitness.