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Suman Das

Client Growth Manager - Senior

Findola Capital Services Pvt. Ltd.
Corporate Branch
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About Me

I am Suman Das, Head – Growth Manager at Findola Capital Services Pvt Ltd, with over three years of experience in the mutual fund distribution and fintech industry. My professional journey has been centered around scaling digital financial platforms through strategic client acquisition, sustainable retention, and investor-focused growth initiatives.

My Professional Credibility

  • 3+ years of experience in personal finance & mutual fund
  • Experience in handling and guiding multiple clients across different financial stages
  • Trained in practical, goal-based investment planning
  • Actively aligned with Findola’s financial education initiatives

What's My Purpose

As a Client Growth Manager at Findola, my purpose is to simplify investing for individuals and help them move from confusion to clarity. I focus on guiding clients with practical, goal-based strategies that align with their real-life financial needs and long-term aspirations.

My Contribution to Client Success

I help clients understand their financial position, build disciplined investment habits, and stay consistent through market ups and downs. My approach ensures that clients not only invest—but invest with clarity, confidence, and a long-term vision.

My Role in Company Growth

I contribute to Findola’s growth by building strong client relationships, driving trust-based referrals, and actively participating in financial awareness initiatives that expand our reach and impact.

Professional Snapshot

I am Suman Das, Head – Growth Manager at Findola Capital Services Pvt Ltd, with over 3 years of experience in the mutual fund distribution and fintech ecosystem. My expertise lies in growth strategy, digital acquisition, investor engagement, and retention-focused business development. I believe sustainable growth in financial services comes from trust, transparency, and investor education rather than short-term performance metrics.

What Can I Do for You

Work Approach:

I follow a strategic and data-driven work approach focused on long-term scalability, disciplined execution, and client-centric growth. My goal is to create meaningful investor experiences while driving measurable business outcomes.

Explore Findola App

Goal-Based Investing | Golden Year SIP | 1-Minute SIP | Fast & Easy KYC

Plan • Invest • Track • Grow — All in One Powerful App

Get it on

My Growth performance Dashboard
Query Resolution Efficiency - 94% On-Time
94%
Client Retention Rate - 98%
98%
First Response Time - 89% Within 30 Minutes
89%
Client Satisfaction Score - 4.9/5 (~%)
98%
Portfolio Review Coverage - 81% Clients Coverted
81%
Client Goal Achievement Tracking - 66% on Track
66%
My Growth performance Dashboard
Behavioural Guidance Effectiveness - 88% Clients Stay invested
88%
Transaction Support Accuracy - 100% Error-Free processing
100%
Client Query Closure TAT - 87% within 24 Hours
87%
My Core Responsibilities

What I Do

Connection Buildup

Building trust through meaningful conversations to understand client needs, behavior, and financial mindset.

Client Onboarding

Smooth onboarding on the Findola app with seamless KYC completion, guided setup, and clear investment journey understanding.

Goal Planning and Execution

Designing clear financial goals and executing structured investment strategies to achieve them step by step.

Engagement (App / SIP / Workshop / Digital Meeting)

Regular engagement via app, SIP tracking, workshops, and meetings to keep clients informed and confident.

Scheme Selection Guidance

Providing research-based mutual fund selection aligned with client goals, risk profile, and time horizon.

Yearly Review

Annual portfolio review to track performance, rebalance investments, and align with changing goals.

My

Expertise

Total Experience
  • 3+ Years
Industry Experience
  • Mutual Funds
  • Personal Finance
  • Industry Experience
Key Skills
  • Financial Modeling
  • Growth Strategy
  • SIP Planning
  • Portfolio Guidance
  • Goal-Based Investment Strategy
  • Risk Management
Tools Using
  • CRM Systems
  • Findola App

Education & Certifications

Qualification: Master of Arts (M.A.) in English

Certifications: NISM Series V-A – Mutual Fund Distributors Certification

Learning Focus (optional)
Behavioral Finance, personalized wealth management, and advanced investor retention strategies.

Work Principles

  • Maintain integrity and transparency in every recommendation and business interaction
  • Focus on long-term investor trust over short-term gains
  • Drive growth through disciplined systems and continuous innovation

Approach Towards Clients: Act as a financial growth partner by simplifying investment decisions and helping clients navigate their financial journey with confidence and clarity.

Growth Mindset / Target Approach: View business targets as milestones achieved through compounding efforts, strategic execution, and sustainable client relationships.

Personal Side

Hobbies
  • Trekking
  • Playing chess
  • Reading market journals
Interests / Likes
  • Continuous learning
  • Innovative technology
  • Financial market trends
Personality Traits
  • Strategic thinker
  • Resilient
  • Result-oriented

Vision & Goals

Career Goals: To establish Findola as a recognized and trusted household name in digital wealth management across India.

Skill Development Goals: To master advanced analytics, investor behavior tracking, and AI-powered personalization for financial services.

Long-Term Vision: To contribute significantly towards financial inclusion and investment awareness across Tier-2 and Tier-3 cities in India.

Declaration

  • To ensure every investor receives secure, simplified, and goal-oriented financial guidance backed by transparency and trust.
  • To contribute towards Findola’s long-term growth, innovation, and reputation as a trusted fintech and wealth management platform.
  • To maintain ethical standards, regulatory discipline, and complete transparency in every professional decision and client interaction.

AMFI Registered Mutual Fund Distributor (ARN 161373)

Findola was started by Young, Dynamic and Experienced team with a motive to simplify the investment process and also to deliver right information to the investors along with unbiased preliminary advice to accomplish financial goals.

Business Adress
SLS Tower, 15th Floor, GP Block, Sector 5, Bidhan Nagar, Kolkata, West Bengal PIN 700091, India | Helpline: +91 8100600300

Findola Capital Services Pvt. Ltd. (with ARN code 161373) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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