Ms office
SUMIT MUKHERJEE
Team Lead ( BFSI)
Howrah
Summary
Ensuring SLA is met with respect to the Revenue, Productivity & Quality, Processing Client requests, Complaints and Concerns on a priority basis. Administer performance management by diagnosing improvement opportunities, providing effective feedback, coaching, training and corrective action plans.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Team Lead
TCS
Kolkata
04.2022 - Current
- Coached team members in techniques necessary to complete job tasks.
- Trained new team members by relaying information on company procedures and safety requirements.
- Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Audited team performance and compliance with Type and Type standards.
- Adjusted equipment to meet different productivity levels.
- Developed monthly and daily production output plans to deliver on customer service and financial metrics.
- Designed strategic plan for component development practices to support future projects.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Built strong relationships with customers through positive attitude and attentive response.
- Communicated KPIs outlined in annual plan to inform employees of expectations and deliverables.
- Held weekly team meetings to inform team members on company news and updates.
- Supervised team members to confirm compliance with set procedures and quality requirements.
- Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
- Worked with team to identify areas of improvement and devised solutions based on findings.
- Reviewed, implemented and updated company records related to team activities for future reference.
DEPUTY MANAGER
HDFC BANK
05.2019 - Current
- Sales: (Acquiring, Enhancing, Deepening and Retention)
- Acquired new customers who meet product criteria and flag them on the system, referrals generated from existing customers Also Leads generated by branch staff & personal leads Increase liabilities size of relationship via:
- To monitor the balances in a/c’s of existing customer by using FD maturity reports to track maturity of
- HDFCFDs and prevent outflow
- Used wallet profile to track FDs in other banks and divert them into
- HDFC on maturity
- And sales across all product segments-TPP, Assets, Cards etc
- Portfolio Management
- To identify existing/new customers who meet preferred product criteria and flag them in the system and upgrade these customers under the preferred program in line with the preferred grouping criteria
- Liaising with PB to flag eligible customers from Classic portfolio
- Identifying customers through Large
- Transaction Reports (LTR)
- Fixing appointments with GMs or VPs of all Cat-A companies and CSRM salary account companies which meet program criteria and have future potential
- Ensure that individual customers are grouped and Customer To Group (CTG) ratio is maintained on the portfolio
- By grouping them with their family members who already hold accounts with us
- By grouping them with their family members post selling liability products to the family members, if they do not have banking relationship with us Ensure that optimal levels of Income Generating Product Group Holding (IPGH) is reached and each customer group a minimum number of stipulated Income Generating
- Products are sold
- Manage Band 1 and 2 customers and ensure that they are moved to Band 3 and above
- Ensure that at least one income product is sold to each preferred group in the year and tracking on CRMNEXT
- Customer Services:
- Ensure quality customer service is delivered and disseminating required product information,
- Recording complaints as per the specified process and resolving all complaints received from preferred customers within the stipulated TAT’s Achievement of income plans and other benchmarks:
- Ensure that income plans for the month and year are duly met across products achieving of portfolio level benchmarks of CTG and IPH and income product to be sold to each group of the portfolio in the year Ensure that the benchmark sales per day is met.
CBG RM
AXIS BANK
Kolkata
09.2021 - 04.2022
- Managing HVCA portfolio Acquisition of High Value Current Accounts Generating SME leads Generating income from Trade Forex and acquiring NTF
RECRUITMENT & DEVELOPMENT MANAGER
KOTAK LIFE, INSURANCE
09.2017 - 04.2019
- Experienced in implementing marketing activities to generate leads and to convert the leads into agency partner
- Handled a team of experienced professionals, and provided training and developing methodologies to the agency partners
- Driving the sales to achieve the required revenue targets (Monthly, Quarterly, Annually) along with conducting B2B marketing activities to attract HNI clients and to convert them into prospects.
Education
PGDM - MARKETING AND RCSM
INTERNATIONAL SCHOOL OF
BUSINESS AND RESEARCH
07.2015 - 05.2017
BBA - undefined
GEORGE COLLEGE
06.2012 - 05.2015
Skills
Production monitoring
Performance improvement
Quality control
Resource Allocation
Employee Evaluation
Key performance indicators
Workplace safety
Daily workflow improvement
Complaint resolution
Knowledgeable in [System]
Staff education and training
Safety processes and procedures
Dependable and Responsible
Technical Support
Client Service
Certification
Certified [US underwriting], [6 months]
Software
Tablue
AWD ALL
Timeline
[Quality Underwriting] License - [1 month]
01-2023
Certified [US underwriting], [6 months]
12-2022
Team Lead
TCS
04.2022 - Current
CBG RM
AXIS BANK
09.2021 - 04.2022
DEPUTY MANAGER
HDFC BANK
05.2019 - Current
RECRUITMENT & DEVELOPMENT MANAGER
KOTAK LIFE, INSURANCE
09.2017 - 04.2019
PGDM - MARKETING AND RCSM
INTERNATIONAL SCHOOL OF
BUSINESS AND RESEARCH
07.2015 - 05.2017
BBA - undefined
GEORGE COLLEGE
06.2012 - 05.2015