Aditya Bhattacharjee
Corporate Insurance Expert | Corporate Business Group
777 SC ROAD, 1ST FLOOR, SHIBPUR, HOWRAH
Summary
Dynamic professional with a strong foundation in business and organizational dynamics, dedicated to leveraging skills and knowledge to enhance corporate resource utilization. Committed to driving efficiency and effectiveness within organizations while fostering a culture of continuous improvement. Proven ability to analyze complex situations and implement strategic solutions that align with business objectives. Passionate about contributing to organizational success through innovative approaches and collaborative teamwork.
Overview
13
13
years of professional experience
3
3
Languages
Work History
Regional Head(Eastern India)
Girnar Insurance Brokers Pvt Ltd
01.2023 - Current
- Developed strategic partnerships with SMEs, corporate clients, and government agencies in Eastern India.
- Directed full suite of commercial lines products, featuring GTL and pension plans.
- Established relationships with major Prime Channel Partners and Direct Corporate Clients.
- Oversaw both new and existing portfolios for corporate and government sectors.
- Managed business portfolio comprising eight team members.
- Managed rural and allied business operations across India.
Senior Manager
J.M.Financial
06.2022 - 01.2023
- Evaluated business strategies to enhance organizational performance.
- Held position of Private Banker.
- Developed strategic financial solutions in accordance with portfolio evaluations.
- Expanded portfolio by cross-selling diverse financial products including fixed deposits, recurring deposits, and mutual funds.
- Directed financial planning for elite clientele.
- Handled resolution of client claims and maturity settlements.
- Oversaw portfolio MIS to ensure timely renewals and maturity.
- Initiated contact with prospective clients for new acquisitions.
Commercial Line Agency SME Team
Reliance General Insurance Company Limited
10.2021 - 06.2022
- Managed business portfolio across nine key channels.
- Managed Corporate General Insurance Portfolio for designated agents.
- Engaged with corporate leaders like CFOs, Finance Heads, and HR Heads to assess insurance needs.
- Conducted portfolio analysis for corporate clients to evaluate profitability.
- Delivered top-tier industry services to maintain client satisfaction.
- Identified potential alliances with financial institutions and microfinance organizations.
Senior Manager
ICICI Lombard General Insurance Company Limited
09.2021 - 10.2021
- Merged entity involved in comprehensive company overview.
- Directed operations for Kolkata Circle, encompassing 8 clusters and 106 Axis Bank branches.
- Supervised six on-roll resources allocated to eight distinct clusters.
- Managed Corporate General Insurance Portfolio for designated branches.
- Oversaw both existing and new client portfolios in branch banking, focusing on high-net-worth individuals.
- Secured business from established clients and corporate partners.
Circle Head
Bharti Axa General Insurance Company Limited
12.2020 - 09.2021
- Managed Kolkata Circle comprising 8 clusters and 106 branches of Axis Bank Ltd.
- Supervised six on-roll resources allocated to eight distinct clusters.
- Supervised Corporate General Insurance Portfolio within allocated branches.
- Oversaw both new and existing client portfolios within branch banking.
- Delivered top-tier industry services to affinity groups and product lines.
Deputy Manager
HDFC Ergo General Insurance Company Limited
08.2018 - 12.2020
- To look after 1 Circle consists of 7 Clusters around 76 Branches of HDFC BANK Ltd Branch Banking Relationship.
- Managed GI Business operations for mapped branches.
- Cultivated relationships with finance leaders to strengthen organizational ties.
- Addressed client requirements to ensure satisfaction and retention.
- Facilitated engagement with both current and prospective clients, emphasizing high-net-worth individuals.
Territory Manager
Aditya Birla Health Insurance Company Limited
02.2017 - 01.2018
- Managed Group Insurance and Group Medical Cover partnerships with new corporate clients and broking firms in the East Zone.
- Developed and maintained relationships with decision-makers at NBFCs, PSU banks, and MFIs for Loan Protector Product and Group Insurance.
- Strengthened territory via strategic alliances with broking houses and corporate agents.
- Managed partnerships with Aditya Birla Housing Finance across Kolkata, Raipur, and Orissa.
Deputy Manager
Kotak Mahindra Old Mutual Life Insurance
01.2015 - 02.2017
- Managed ongoing Credit Life business and acquisitions with various financial institutions in Bihar and Jharkhand.
- Facilitated client meetings with high-level executives to drive acquisitions of group insurance and financial products.
- Oversaw disbursement coverage for loans from PSUs and current clients.
- Secured business from established clients and corporate partners.
- Analyzed client needs to provide effective solutions.
- Addressed payment-related claims swiftly to ensure customer satisfaction.
- Ensured alignment with company regulations.
Service Delivery Officer
Idea Cellular Ltd
11.2012 - 10.2014
- Managed documentation and quality processes for 109 distributors, including Idea Points.
- Compiled daily work and activity reports for Zonal Service Delivery and Circle Office.
- Coordinated SIMEX processes, optimizing efficiency and accuracy.
- Monitored and verified CAF retrieval from distributor site through approved personnel.
- Resolved concerns of distributors and retailers related to number barring and un-barring.
- Updated distributors on TRAI compliance requirements.
- Customized service offerings to align with customer requirements.
- Ensured compliance with CAF standards while achieving Circle goals.
Education
Graduation - undefined
01.2015
Senior Secondary - undefined
St. Michael’s
Patna01.2009
Matriculation - undefined
St. Michael’s
Patna01.2007
Skills
Quick learner
Hard worker
Adaptability
Team player
Caring & sharing
Leadership Quality
Optimistic Thinking
Accomplishments
- Got Promoted to Deputy Manager within a time span of 1 year of joining in HDFC Ergo GIC.
- Back to back 2 years promotion in Girnar Insurance Brokers Pvt Ltd.
- Pan India Topper in JM Financial, qualified for Turkey Convention.
Extra-Curricular Activities
- Assistant secretary of 'HELP AGE INDIA' school committee.
- Member of organizing team 'BLOOD DONATION CAMP'.
- Holding Brown Belt in karate.
- Represented India in the '105th Mas Oyama karate tournament' in Kathmandu.
- Achieved 2nd Prize in '105th Mas Oyama Karate tournament' fight in Kathmandu, Nepal.
Interests
Singing & listening good music
Internet surfing
Cooking
Chatting with people
Making friends
Traveling new places
Personal Information
- Date of Birth: 18/07/1991
- Gender: Male
- Nationality: Indian
Timeline
Regional Head(Eastern India)
Girnar Insurance Brokers Pvt Ltd
01.2023 - Current
Senior Manager
J.M.Financial
06.2022 - 01.2023
Commercial Line Agency SME Team
Reliance General Insurance Company Limited
10.2021 - 06.2022
Senior Manager
ICICI Lombard General Insurance Company Limited
09.2021 - 10.2021
Circle Head
Bharti Axa General Insurance Company Limited
12.2020 - 09.2021
Deputy Manager
HDFC Ergo General Insurance Company Limited
08.2018 - 12.2020
Territory Manager
Aditya Birla Health Insurance Company Limited
02.2017 - 01.2018
Deputy Manager
Kotak Mahindra Old Mutual Life Insurance
01.2015 - 02.2017
Service Delivery Officer
Idea Cellular Ltd
11.2012 - 10.2014
Graduation - undefined
Senior Secondary - undefined
St. Michael’s
Matriculation - undefined
St. Michael’s