Indranil Bhattacharya
Howrah
Summary
Seasoned professional with over 5 years of distinguished experience in the dynamic BFSI realm, boasting a B.Tech in Mechanical Engineering and a prestigious Post Graduate Diploma in BFSI Management. Versatile and self-assured, adept at navigating multifaceted challenges with finesse. Eager to embrace diverse opportunities where my wealth of expertise and education can be optimally harnessed for mutual growth. Primed to tackle any challenge in a myriad of environments, fostering innovation and success across industries.
Overview
5
5
years of professional experience
1
1
Certification
Work History
PREFERRED RELATIONSHIP MANAGER (DEPUTY MANAGER)
HDFC Bank
01.2024 - Current
- Managing the High Net Worth customers of the Bank
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.
- Profiling Customers and provide financial products to meet customer needs.
- Ensuring the highest levels of service to the High Net Worth customers.
- Providing financial planning & Investment Advise.
- Sales targets spread across Liabilities, Life Insurances, General Insurances , Loans ,Credit Cards, Online trading etc.
SENIOR SALES MANAGER
ADITYA BIRLA HEALTH INSURANCE CO.LTD
12.2022 - 12.2023
- Responsible for business target achievement of team by driving sale of health insurance products to HDFC bank customers
- Drive partner sales team activation & lead generator (LG) activation through regular engagement with partner branch staff
- Ensuring discipline & rigor of daily sales activities
- Regular review & tracking of team performance
- Building team capability through regular training interventions
- Ensuring timely resolution of queries and complaints and controlling the instances of adverse customer experience.
SENIOR RELATIONSHIP MANAGER
CARE HEALTH INSURANCE LTD
02.2020 - 12.2022
- Managing the health insurance sales through assigned IndusInd Bank Branches
- Coordinating between Bank and company from Lead generation to policy conversion
- Follow up with Operations and Training the Lead Generators of Banks
- To build mutually beneficial relationships with Bank and help in acquisition of clients
- Customer Requirement Gathering and Analysis for better product pitching
- Handling Objections and grievances and providing them with timely solutions.
CUSTOMER RELATIONSHIP OFFICER
BANDHAN BANK LTD
04.2019 - 02.2020
- All Operational activities of the branch
- Business development from new and existing clients by cold calling, followed with client meetings, reporting sales activities, which include lead tracking and management
- Relationship building with potential clients and providing customer service
- Taking care of escalated client concerns.
Education
PGDBM - BFSI Management
TimesPro
11-2018
B. Tech - Mechanical Engineering
Maulana Abul Kalam Azad University of Technology
01.2017
Higher Secondary Examination - Science
01.2013
Secondary Examination - Science
01.2011
Skills
- Information Technology Application' from Youth Computer Training Center
- AutoCAD' from Howrah Cad Center
Certification
- Post Graduate Diploma in Banking Management, 03/11/2018, Times Centre for Learning Limited (Times Pro, Kolkata)
- Diploma in Drawing, Surabharati Sangeet Parishad
- Ethical Hacking and Robotics, Techkriti (IIT Kanpur)
Languages
- BENGALI
- HINDI
- ENGLISH
Hobbies and Interests
- SOCIAL MEDIA CAMPAIGN
- WATCHING MOVIES
- DRAWING
- LISTENING MUSIC
Accomplishments
- Got appreciated as a winner of maximum Health and Life Insurance Business in the month of September 2019.
- Got qualified for Darjeeling contest in the month of August 2021.
Disclosure
I, Indranil Bhattacharya, hereby declare that all the information stated above are true to the best of my knowledge and belief.
Timeline
PREFERRED RELATIONSHIP MANAGER (DEPUTY MANAGER)
HDFC Bank
01.2024 - Current
SENIOR SALES MANAGER
ADITYA BIRLA HEALTH INSURANCE CO.LTD
12.2022 - 12.2023
SENIOR RELATIONSHIP MANAGER
CARE HEALTH INSURANCE LTD
02.2020 - 12.2022
CUSTOMER RELATIONSHIP OFFICER
BANDHAN BANK LTD
04.2019 - 02.2020
PGDBM - BFSI Management
TimesPro
B. Tech - Mechanical Engineering
Maulana Abul Kalam Azad University of Technology
Higher Secondary Examination - Science
Secondary Examination - Science
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