Travelling
Anirban Das
Priority Banking Relationship Manager
Nadia
Summary
Experienced in managing high-net-worth client relationships, providing personalized banking solutions to meet individual financial needs. Utilizes strategic financial planning and risk assessment to optimize client portfolios and enhance satisfaction. Demonstrates a track record of fostering long-term client loyalty through exceptional service and effective communication.
Overview
9
9
years of professional experience
3
3
Languages
Work History
Priority Banking Relationship Manager
Axis Bank
10.2023 - Current
- Collaborated with cross-functional teams to develop tailored financial products for priority clients.
- Developed and maintained strong relationships with high-net-worth clients, leading to long-term loyalty and trust.
- Represented the bank at industry conferences and networking events, fostering relationships with potential clients and expanding brand awareness.
- Developed tailored solutions for complex financial needs by leveraging the bank''s resources across multiple departments.
- Enhanced client satisfaction by providing personalized financial advice and exceptional customer service.
- Utilized CRM tools to manage client interactions efficiently, ensuring timely follow-ups on inquiries or issues.
Deputy Manager (R.M.)
YES Bank Ltd.
05.2022 - 07.2023
- Established sales goals by forecasting annual sales quotas and projecting expected sales volume for existing and new products.
- Identified and maximized sales opportunities, and increased customer retention rates.
- Worked to ensure a neat and attractive sales environment, and assisted in the setup of visual displays.
Assistant Manager
IDFC First Bank Ltd.
05.2020 - 05.2022
- Successfully managed a sales team of several people to meet and achieve sales goals.
- Identified and maximized sales opportunities, and increased customer retention rates.
A.A.M.C.A.
Kotak Mahindra Bank
04.2019 - 05.2020
- Worked to ensure a positive and hassle-free customer experience.
- Settled any customer disputes in a professional and pleasant manner.
- Identified and maximized sales opportunities, and increased customer retention rates.
- Brought forth excellent customer service skills and a commitment to customer satisfaction.
Assistant Sales Manager
Axis Bank Ltd.
04.2017 - 01.2019
- Identified and maximized sales opportunities, and increased customer retention rates.
- Remained informed and up to date on the current stock and offerings.
- Managed and supported business risk and worked to develop and implement strategic solutions.
Officer of Sales
Axis Bank Ltd.
10.2016 - 03.2017
- Monitored the performance of sales team members and worked to increase team morale and motivation.
- Brought forth a clean record of meeting monthly sales quotas.
- Created powerful sales strategies resulting in an increase in sales.
Business Developer
Axis Bank Ltd.
03.2016 - 09.2016
- Worked productively with Product Team to understand requirements and business specifications around Portfolio Management, Analytics, and Risk.
- Brought forth excellent critical thinking skills.
- Uphold the highest standards of honesty and integrity.
- Effectively organized my coursework and prioritized assignments as needed.
- Brought forth advanced problem-solving skills.
Education
MBA -
Bangaluru University
Bengaluru, India 05.2009 - 06.2012
BBA -
West Bengal University of Technology
Kolkata, India 04.2001 -
Higher Secondary -
West Bengal Council of Higher Secondary Education
06.2006 - 05.2008
High School Diploma -
West Bengal Board of Secondary Education
Nadia 05.2004 - 05.2006
Skills
- Effective team management
- Customer engagement
- Effective team player
- Effective issue resolution
- Comprehensive portfolio analysis
- Customer understanding
- Proficient in CRM tools
- Identifying cross-selling opportunities
- Cross-functional teamwork
- Skilled in conflict resolution through negotiation
- Proficient in multitasking
- Customer relationship development
Personal Information
- Date of Birth: 08/01/90
- Nationality: Indian
- Marital Status: Single
- Religion: Hindu
Awards
- Premia Rising Star, 2022, YES Bank Ltd.,Winner of Premia contest with 9 NTB accounts for the month of July (Rank 3rd in Pan India).
- Winner of Fast & Furious Life Insurance, IDFC First Bank Ltd. (2021)
- CASA Parakram, Kotak Mahindra Bank, Winning two times back-to-back in CASA number and CASA value. (2020)
- DEAR (Life insurance concert), Kotak Mahindra Bank, Winner of DEAR (Life insurance concert) 2nd level Qualifiers.
- CASA contest, Kotak Mahindra Bank, 2019 (September,October,November,December)
- Winner of CASA contest in the mentioned months. (2018)
- Knight of Insurance, Axis Bank Ltd., 2017-18
- Josh-a-Junnun, Axis Bank Ltd., Winner of Josh-a-Junnun, Axis Insurance: Super Star (AIS).
- Champ of the Champ, Axis Bank Ltd., Winner Champ of the Champ (Direct Axis).
- Height Contribution, Axis Bank Ltd., 2016-17, Winner of Height Contribution in IPG.
Accomplishments
Premia Rising Star (2022)
YES Bank Ltd.
· Winner of Premia contest with 9 NTB accounts for the month of July.
· Rank 3rd in Pan India.
Winner of Fast & Furious Life Insurance
IDFC First Bank Ltd.
CASA Parakram
Kotak Mahindra Bank
· Winning two times back-to-back in CASA number and CASA value
DEAR (Life insurance concert)
Kotak Mahindra Bank
· Winner of DEAR (Life insurance concert) 2nd level Qualifiers.
CASA contest
Kotak Mahindra Bank
· Winner of CASA contest September 2019
· Winner of CASA contest October 2019.
· Winner of CASA contest November 2019.
· Winner of CASA contest December 2019.
Knight of Insurance
Axis Bank Ltd.
· Winner of Knight of Insurance 2017-18
Josh-a-Junnun
Axis Bank Ltd.
· Winner of Josh-a-Junnun, Axis Insurance : Super Star (AIS)
Champ of the Champ
Axis Bank Ltd.
· Winner Champ of the Champ (Direct Axis)
Height Contribution
Axis Bank Ltd.
· Winner of Height Contribution in IPG 2016-17
Interests
Food
Music
Reading
DECLARATION
I hereby declare that the information given in the curriculum vitae is correct
at the best of my knowledge.
Place: Kolkata.
Date:
(ANIRBAN DAS)
Timeline
Priority Banking Relationship Manager
Axis Bank
10.2023 - Current
Deputy Manager (R.M.)
YES Bank Ltd.
05.2022 - 07.2023
Assistant Manager
IDFC First Bank Ltd.
05.2020 - 05.2022
A.A.M.C.A.
Kotak Mahindra Bank
04.2019 - 05.2020
Assistant Sales Manager
Axis Bank Ltd.
04.2017 - 01.2019
Officer of Sales
Axis Bank Ltd.
10.2016 - 03.2017
Business Developer
Axis Bank Ltd.
03.2016 - 09.2016
MBA -
Bangaluru University
05.2009 - 06.2012
Higher Secondary -
West Bengal Council of Higher Secondary Education
06.2006 - 05.2008
High School Diploma -
West Bengal Board of Secondary Education
05.2004 - 05.2006
BBA -
West Bengal University of Technology
04.2001 -
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