Suman Dash
Banking Professional
Bhubaneswar
Summary
Skilled Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Have expertise in guiding people regarding financial investments and working towards meeting their financial expectations and requirements.
Have developed good customer contact with timely resolution of issues and prompt response on a consistent basis.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Deputy Branch Manager
Kotak Mahindra Bank
Bhubaneswar
11.2019 - Current
- Forecasted trends and recommended improvements based on financial risk analyses.
- Boosted sales and customer loyalty through incentive programs.
- Identified partnership opportunities and established favorable business connections.
- Maintained friendly and professional customer interactions.
Key Relationship Manager
ICICI Direct
Bhubaneswar
06.2015 - 11.2019
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Worked with HIG customers to facilitate communication and deliver personalized solutions to customers.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
Education
MBA - Finance, HR
Regional College of Management
Bhubaneswar 08.2013 - 06.2015
Bachelor of Commerce - Accounts Honours
Dalmia College
Rajgangpur 07.2010 - 04.2013
No Degree - Class 12
Dalmiya Vidya Mandir
Rajgangpur 05.2008 - 04.2010
Skills
Relationship building and management
Sales professional
Relationship Management
Friendly
Strong team-builder
Background in mutual funds, stocks, bonds and investments
Certification
Association of Mutual Funds in India Certified
Dance, Music
Have learned Odishi Dance for 5 years during schooling
Timeline
Association of Mutual Funds in India Certified
07-2020
Insurance Regulatory and Development Authority of India.
07-2020
Deputy Branch Manager
Kotak Mahindra Bank
11.2019 - Current
Key Relationship Manager
ICICI Direct
06.2015 - 11.2019
MBA - Finance, HR
Regional College of Management
08.2013 - 06.2015
Bachelor of Commerce - Accounts Honours
Dalmia College
07.2010 - 04.2013
No Degree - Class 12
Dalmiya Vidya Mandir
05.2008 - 04.2010