Summary
Overview
Work History
Education
Skills
Personal Information
Custom
Timeline
Generic
Susant Sahu

Susant Sahu

Navi Mumbai

Summary

Financial Planner with a track record of building profitable client relationships and implementing investment strategies to achieve financial goals. Experienced in requirement development management and securities advising with reputable brands such as ICICI Securities. Seeking an achievement-driven opportunity to maximize client investments.

Overview

17
17
years of professional experience

Work History

Chief Associate Territory Manager

BAJA ALLIANZ INSURANCE
- Current
  • Generated monthly reports on sales performance, competitive activity, and other relevant metrics.
  • Negotiated contracts with vendors regarding terms of sale including prices, discounts, payment terms, delivery schedules.
  • Analyzed market trends and competitor activities to identify potential areas of growth.
  • Maintained positive relationships with key accounts by providing exceptional customer service.
  • Conducted regular store visits, identified opportunities for growth, and provided product knowledge training to store personnel.
  • Resolved customer inquiries promptly and efficiently to ensure satisfaction.
  • Got promoted to achieve the goal within 6 months. Target was 52 lakhs, and achieving was 72 lakhs.

SR RELATIONSHIP MANAGER

PBPARTNERS
Navi-Mumbai
06.2022 - 04.2023
  • Implemented strategies for increasing customer retention rates by providing excellent service levels at all times.
  • Created marketing materials such as brochures, newsletters, or flyers promoting the bank's services.
  • Monitored customer feedback to assess satisfaction levels and develop improvement plans accordingly.
  • Negotiated terms of service contracts with customers while ensuring maximum profitability for the bank.
  • Participated in cross-functional teams dedicated to developing innovative solutions for customers' unique needs.
  • Man
  • Provided ongoing support to customers throughout the life cycle of their relationship with the bank.
  • Managed a team of 5 managers under my supervision

Recruitment Development Managaer

KOTAK LIFE INSURANCE
Navi-Mumbai
05.2018 - 06.2022
  • Building up a team of Advisors, through my personal contacts, database hunting, reference gathering & using ingenuity.
  • Daily monitoring & following process for driving sales through advisors which I have created.
  • Daily reporting of Achievements Doing Performance Review of the Advisors
  • Delivering consistent sales output utilizing my management & monitoring capabilities
  • Provide a customer focus operational tasks, including the conduct of operational task welcome briefs
  • Attendance at all operational task seminars.
  • Working with technology and business owners to ensure proposed solutions deliver business value and can be efficiently delivered
  • Create and maintain Weekly and Quarterly Reports
  • Train new advisors on submission process, and support communicating and educating ongoing changes to the site, specs, tools, and intake process
  • Conduct regular quality & control checks of advisor according to team guidelines.

Financial Advisor

ICICI SECURITIES
Navi-Mumbai
04.2007 - 04.2018
  • Analyzed information and prepared plans best suited to individual clients' requirements
  • Negotiate with product suppliers for the best possible rates.
  • Presented clients with information on new and existing products and services.
  • Built and maintained strong relationships with clients, helping them to track their progress over time.
  • Provided clients with a high level of individualized customer service.
  • Review accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.

Education

B. Arts -

Berhampur University
Kanchuru, Odisha
04-2000

Diploma in Computer Application -

Skills

  • Diploma in Computer Application
  • Organized
  • Client presentations
  • Market Research
  • Team Collaboration and Leadership
  • Performance Tracking
  • Relationship Building
  • Opportunities Identification
  • Customer Relationship Management
  • Business Development
  • Client Consultations
  • Improvement planning
  • Goal Setting
  • Staff Evaluation
  • Brand Promotion
  • Staff Management
  • CRM Tracking
  • Self-starter
  • Detail-oriented
  • Excellent communication abilities

Personal Information

  • Date of Birth: 06/15/78
  • Marital Status: Married
  • Religion: Hindu

Custom

  • Hindi
  • English
  • Marathi
  • Odiya

Timeline

SR RELATIONSHIP MANAGER

PBPARTNERS
06.2022 - 04.2023

Recruitment Development Managaer

KOTAK LIFE INSURANCE
05.2018 - 06.2022

Financial Advisor

ICICI SECURITIES
04.2007 - 04.2018

Chief Associate Territory Manager

BAJA ALLIANZ INSURANCE
- Current

B. Arts -

Berhampur University

Diploma in Computer Application -

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Susant Sahu