Deepnil Chakraborty
33/2, Bidyayatin Sarani, Kolkata
Summary
Professional relationship specialist with track record of enhancing client satisfaction and retention. Background in developing strategic plans and successfully implementing client-centric initiatives. Known for collaborative approach and adaptability in dynamic environments, leveraging skills in communication and problem-solving to drive results.
Overview
6
6
years of professional experience
1
1
Certification
3
3
Languages
Work History
Virtual Relationship Manager-Imperia
HDFC Bank Ltd
05.2024 - 03.2025
- Enhancing customer Service of more than 1600 customers mapped in Impeia Portfolio throughout West Bengal, ETB cross selling of banks products like Loans(Personal Loans,Home Loans, Worling Capital, Business Loans, Auto Loans, LAP, LAS, Two wheeler loans etc) Credit Cards,Savings A/c,Ensuring liability inflow like FD’s, RD’s, Paasion Funds etc. Merging customer to group, Upselling customers through programme upgradation,Handling customer queries and resolving through CRQ(Electronic medium of resoving customer queries and service), Sale of third party products ( Life Insurance, General Insurance, Mutual Funds, Demat Accounts), Maintaing on-call time, Visit Parameters, hygiene parameters like total no of unique customers contacted and Visited , timely updation of Large Transaction Reporting through LTR, Cross- Checking daily inflow and outflow of funds through Tableau for upselling and cross selling third party products(LI, GI, MF, HSL Demat account),building relationships with native customers as well as customers outside West Bengal.
- Work experience:11 Months(May 2024-March 2025)
- Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Analyzed client needs to deliver tailored banking solutions and services.
- Collaborated with cross-functional teams to streamline processes and improve service delivery.
- Developed and implemented strategies to maximize client retention and engagement.
Corporate Account Manager-HDFC Bank Branch Banking
TATA AIA Life Insurance Company Ltd.
08.2023 - 11.2023
- Customer Service, Marketing and Promoting TATA Aia products within competitive SBU, sale of Life insurance, Monthly activation of protection plan through Banks customer and internal sources,Training and educating banks staffs about products, process and policies, achieving monthly revenue score, mainting efficient coordination with bank staffs, leveraging growth and sales of banking products.
- Work Experience:4 Months(August 2023-November 2023)
Branch Relationship Manager-Business Banking
Kotak Mahindra Bank Ltd
01.2023 - 06.2023
- Sale of 3rd Party products with Kotak Life Insurance, Kotak General Insurance,Sale of Asset products(Home leaon,Car loan,Personal Loan,Business Loan,OD,Two wheeler loan,LAP,LAS), Sale of Credit cards, Achieving acquisition of Qualified CASA(Current account, Savings, GTA, HUF,TD) month on month, Sale of Demat accounts, MF, SIPS etc .Cross selling of banking products to branch walkins, Sale through mapped portfolio, and Overall business development of the branch
- Work Experience: 6months(Jan 2023-June 2023)
- Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Analyzed financial products to tailor solutions meeting client needs.
- Collaborated with cross-functional teams to streamline account opening processes.
- Mentored junior staff on best practices in customer engagement and service.
Privilage Banker(Business Banking)-Relationship Manager
ICICI Bank Ltd.
10.2021 - 12.2022
- Month on meeting BSC target in asset,liabilities Acquitisoin of HNI CA,SA,Familybanking as per prime program customers,Management of 194 affluent clients mapped,Awareded as MAB champion month on month, retail Branch banking operations,Deliverables,Customer Request,customer Request,Cross Selling,Sales,Business Development,Sale of Credit Cards,Sale of 3rd Party products(Life Insurance,Health Insurance,General Insurance),Sale of Asset products(Home leaon,Car loan,Personal Loan,Business Loan,OD,Two wheeler loan,LAP,LAS),Cross selling of banking products to branch walkins,Sale through mapped portfolio and open market,Monitoring teller operations, and front desk operations,Overall business development of the branch
- Work Experience: 15 Months(Oct 2021-Dec 2022)
- Managed customer accounts, ensuring accuracy and compliance with banking regulations.
- Developed tailored financial solutions, enhancing customer satisfaction and loyalty.
- Conducted risk assessments to identify potential financial discrepancies.
- Collaborated with teams to streamline loan processing, improving turnaround times.
Channel Sales
Franchise Business Partner, F&B; Sector
01.2019 - 01.2021
- 1.Operated a franchise business, handling vendor relations, inventory control, and customer management.
- 2.Gained firsthand experience in distribution operations, retail marketing, and sales execution.
- Self-Employed
Education
MBA - Marketing And Finance
Institute of Engineering & Management
Kolkata, India07-2019
B.Com (H) -
Heramba Chandra College
08-2015
High School Diploma -
St.Marys Orphanage And Day School
04.2001 -
Class 10 Board examination -
St.Marys Orphanage And Day School
03-2010
Skills
Web Technology: Oracle Flexcube,Finacle core Banking solutions,CRM next, Tableau, PowerBI,Sprinkler
Interests
Playing Football, Public Speaking, Painting, Traveling
Accomplishments
- Life insurance contest winner at ICICI bank 2022.
- MAB champion on newly acquired high value current account 2022 (ICICI bank)
- SIP captain Qualifier till December JTD-ICICI Bank
- Credit card Champion JTD ICICI Bank.
- MDGH qualifier for Life Insurance Contest(July-August)-HDFC Bank
- SIP Warrior Champion ( December-November-2024)
- Most NTB aacounts opened and FD Valuing to 1.5 crore (CA/SA)-July August and September
Certification
IRDAI
Additional Information
Family Background Details:
Mothers Name: Mrs. Mousumi Chakraborty
Fathers Name: Mr. Nitish Chandra Chakraborty
Fathers Occupation: Retired (Ministry of Defense)
Mothers Occupation: Homemaker
Extra Curricular Activities:
Inter-School Football Championship registered with IFA (St'Patricks School, Asansol)
Toastmasters Club Secretary(IEM-MBA/ Tenure-(2017-2019)
Winner Of Unconventional Orchestra(ST'Josephs College Fest,2012)
Ofiicial Host(IEM)/College Fest(Sr'Jan)
Timeline
Virtual Relationship Manager-Imperia
HDFC Bank Ltd
05.2024 - 03.2025
Corporate Account Manager-HDFC Bank Branch Banking
TATA AIA Life Insurance Company Ltd.
08.2023 - 11.2023
Branch Relationship Manager-Business Banking
Kotak Mahindra Bank Ltd
01.2023 - 06.2023
Privilage Banker(Business Banking)-Relationship Manager
ICICI Bank Ltd.
10.2021 - 12.2022
Channel Sales
Franchise Business Partner, F&B; Sector
01.2019 - 01.2021
High School Diploma -
St.Marys Orphanage And Day School
04.2001 -
MBA - Marketing And Finance
Institute of Engineering & Management
B.Com (H) -
Heramba Chandra College
Class 10 Board examination -
St.Marys Orphanage And Day School
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