Shankar Bhattacharya
Summary
Dynamic Senior Manager with a proven track record at Smifs Limited, excelling in portfolio management and client acquisition. Expert in financial strategies and relationship management, driving significant revenue growth. Adept at team development and negotiation, leveraging strong communication skills to foster lasting client partnerships.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Manager - Wealth
Smifs Limited
09.2025 - Current
- Develop, manage, and expand a portfolio of HNI and Ultra-HNI clients while proactively acquiring new accounts.
- Evaluate market conditions and recommend tailored financial strategies involving Mutual Funds, PMS, AIF, and Fixed Income products (Corporate FDs, Bonds, NCDs).
- Achieve targets across Equity Trading (NSE/BSE), Demat accounts, and wealth-related revenues
- Promote and distribute comprehensive life, health, and general insurance solutions to protect and secure clients' assets.
Business Development Manager
Aditya Birla Health Insurance Co. Ltd.
06.2024 - 08.2025
- Recruit Advisor, Building & Development Team & Generate revenues , After Sales Service
Relationship Manager
ICICI Bank Limited
09.2023 - 05.2024
- Nurture the current customer relationships while maintaining the quality of the portfolio.
- Expand and develop the customer base by onboarding new customers.
- Managing client portfolio and relationship.
- Generate new leads.
- Sales Core Banking products as well as other asset Products like credit card, different types of loans and Third Party products like life insurance, health insurance, motor insurance, mutual funds, demat account etc.
Associate Sales Manager - Bancassurance (Axis Bank)
Max Life Insurance Company Ltd
Siliguri
07.2022 - 09.2023
Business Development Executive
SBI LIFE INSURANCE COMPANY LIMITED
12.2018 - 07.2022
- Manage & Develop Relationship with corporate partner ( State Bank of India Employees ) & Business Development , Selling Life Insurance Products , Provide after sales services etc
Independent Business Associate
SVPS Limited
07.2014 - 06.2018
- Lead Generate, Recruit New Associate , Business Development & Team Management .
Education
Higher Secondary -
WBCHSE
06-2006
Secondary -
WBBSE
06-2004
B.A. - Political Science
University Of North Bengal
08-2009
Skills
- Wealth Management
- Portfolio management
- Portfolio Analysis
- Client Acquisition
- Business Development
- Sales management
- Selling Skills
- Strategic planning
- Negotiation skills
- Training
- Team Handling
- Team Development
- Relationship Management
- Communication effectiveness
- Communication skills
- Public Speaking
- Problem solving
- Time management
- Influencing skills
- Customer service
- Microsoft Office
- Relationship management
- Team development
Accomplishments
- 1. Achieved Life Insurance Business contest @ Smifs Limited
2. Earned Incentive in every quarter @ Smifs Limited - 3. Achived GSG contest @ Aditya Birla Health Insurance
- 4. Achieved LI Mahatsobh Contest @ Max Life Insurance Co. Ltd.
5. Achieved Game Changer Award @ Max Life Insurance Co. Ltd.
6. Achieved Pehela Kadam Contest @ SBI Life Insurance Co. Ltd.
7. Achieved December Dhamaka Contest @ SBI Life Insurance Co. Ltd.
8. Partner Branches achieved Monthly TPP Budgets under my Relationship @ SBI Life Insurance Co. Ltd.
9. Achived Super Smart Promotion pin Consecutive 3 years & achieved "Silver" promotion pin once at SVPS Ltd.
Certification
- IRDAI SP License
Personal Information
Date of Birth: 05/17/88
Languages
- Bengali
- Hindi
- English
Hobbies and Interests
- Travelling
- Playing Chase
Confirmation
Above mentioned all the information is correct and true to the best of my knowledge.
Timeline
Senior Manager - Wealth
Smifs Limited
09.2025 - Current
Business Development Manager
Aditya Birla Health Insurance Co. Ltd.
06.2024 - 08.2025
Relationship Manager
ICICI Bank Limited
09.2023 - 05.2024
Associate Sales Manager - Bancassurance (Axis Bank)
Max Life Insurance Company Ltd
07.2022 - 09.2023
Business Development Executive
SBI LIFE INSURANCE COMPANY LIMITED
12.2018 - 07.2022
Independent Business Associate
SVPS Limited
07.2014 - 06.2018
Higher Secondary -
WBCHSE
Secondary -
WBBSE
B.A. - Political Science
University Of North Bengal