ARITRA CHAKRABORTY
BANKING AND INSURANCE -SALES
Kolkata,WB
Summary
Results-oriented Sales Person with extensive experience in developing relation with existing clients and acquiring new clients. Generating revenue through referral networks. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs. Managing corporate relationship for various corporate. Understanding the customer need and help choose the correct insurance plan. Recruiting and training the insurance advisors and managers.
Overview
1
1
Language
8
8
years of post-secondary education
9
9
years of professional experience
Work History
Assistant Branch Manager
FUTURE GENERALI INDIA LIFE INSURANCE COMPANY LIMITED
KOLKATA, WEST BENGAL
03.2021 - Current
- Promote various insurance plans and further establish business relationships.
- Recruit,train,supervise and develop of potential advisors and insurance managers and contribute to business growth.
- Managing the collection of renewal premium for the branch.
- Motivating, mentoring and guiding insurance managers and advisors for a rewarding career.
Preferred Relationship Manager
HDFC BANK LIMITED
Kolkata, West Bengal
12.2019 - 08.2020
- Responsible for enhancing the branch revenue through various banking and financial products such as savings and current account,fixed deposits,life and general insurance.
- Cross selling multiple products such as credit cards, various types of loans and EDC machines along with that coordinating with respective departments to accelerate processing of files.
- Portfolio management and enhancement by adding up more new clients to existing portfolio and providing services and solutions to customers to enrich customer satisfaction.
Sr. Associate – Corporate Employee Program
HSBC
Kolkata
04.2019 - 11.2019
- Generating revenue in terms of credit cards, personal loans and salary accounts.
- Entrusted with responsibility of acquiring new corporates to have corporate tie up with bank.
- Managing corporate relationship for various external corporates such as Tech Mahindra, Wipro & Accenture, as well as internal group companies such as HSBC HDPI.
- Continuous monitoring of proper processing of files and getting them booked at earliest.
- Exploring business opportunities from present customers of bank in terms of enhancement of personal loans, referrals for credit cards and salary accounts.
Sr. Corporate Sales Associate
CITIBANK NA
Kolkata
10.2013 - 04.2019
- Managing corporate relationship for various corporates such as IBM, Accenture, Wipro, Teamlease, Aegis, TCS & Capgemini.
- Generating revenue for bank in terms of salary accounts, credit cards, personal loans and high end savings accounts.
- Co-coordinating with business development managers of TATA AIA Life Insurance to generate revenue in terms of investment products.
- Entrusted with role of aligning with branch and generating sufficient amount of business in terms of various banking products from walk-in customers.
- Continuous follow up with relationship managers and cross selling banking products to their customers.
- Responsible for handling bank operations pertaining to account opening including collection & verification of documents for opening current & savings accounts that includes KYC.
- Working closely with mortgage team by generating home loan and mortgage leads and converting prospect to valuable customer for bank.
- Tracking & promptly resolving outstanding issues while leading to better control to enhance overall operational efficiency and customer satisfaction.
- Conducting various product/process related training for newly joined bank staffs.
- Preparation of monthly presentation based on real case studies for bankers and helping them to highlight their mistake and learnings from it.
- Tracking continuously with processing and credit team to get files booked at earliest.
- ACCOLADES AND ACHIEVEMENTS.
- Achieved highest amount of loan disbursed in the Eastern region in 2018.
- Awarded star banker for achieving highest number of credit cards approved in Eastern region in 2016.
Relationship Manager
FINE ADVICE PRIVATE LIMITED
Kolkata
06.2012 - 10.2013
- Marketing of various Mutual Funds, Insurance, Fixed deposits and other financial products as well as assisting senior in client support.
- Work closely with finance team in preparation of capital gain tax reports of existing clients.
- Maintaining accounts for organization and also managing operational process.
- Judiciously review internal control procedures for operational systems, identify weaknesses & recommend improvement.
- Understanding business need for further development, converting business process into structured projects with deliverables identified.
- Ensured accurate reporting and consistently meeting deadlines & quality goals, conducted audits & reviews and maintained relevant documentation for same.
- Performed functions like account opening, maintenance & transaction processing that include subscriptions, redemptions & switches.
- Managing day to day back office data processing and operations.
Intern
Keventer Agro Parle Limited
05.2012 - 06.2012
- Project involved detailed survey of retailers, distributors and consumers and an analysis and findings of demand of Frooti as compared to other fruit juice drinks in competition market, difficulties faced by FROOTI sales force in promoting their product and also ways of improving product’s market share.
Education
MBA - Marketing and Finance
Eastern Institute of Management, Kalyani University
Kolkata, WB 06.2010 - 05.2012
B.COM (Hons) - Accountancy and Finance, Commerce
Calcutta University
Kolkata, WB 06.2005 - 05.2009
ISC -
La-Martiniere For Boys ,
Kolkata, WB 04.2004 - 03.2005
I-NETsm CAREER CERTIFICATION course in Basic + Internet NISM Series v-A : Mutual Fund Distributors certification Examination IRDA Certification Del Carnegie Training Certificate- Managing difficult Client Situations & Assertive Communication The Complete Investment Banking course -
I-NET
Kolkata, 06.2005 - 08.2006
Skills
Insurance
undefinedTimeline
Assistant Branch Manager
FUTURE GENERALI INDIA LIFE INSURANCE COMPANY LIMITED
03.2021 - Current
Preferred Relationship Manager
HDFC BANK LIMITED
12.2019 - 08.2020
Sr. Associate – Corporate Employee Program
HSBC
04.2019 - 11.2019
Sr. Corporate Sales Associate
CITIBANK NA
10.2013 - 04.2019
Relationship Manager
FINE ADVICE PRIVATE LIMITED
06.2012 - 10.2013
Intern
Keventer Agro Parle Limited
05.2012 - 06.2012
MBA - Marketing and Finance
Eastern Institute of Management, Kalyani University
06.2010 - 05.2012
B.COM (Hons) - Accountancy and Finance, Commerce
Calcutta University
06.2005 - 05.2009
I-NETsm CAREER CERTIFICATION course in Basic + Internet NISM Series v-A : Mutual Fund Distributors certification Examination IRDA Certification Del Carnegie Training Certificate- Managing difficult Client Situations & Assertive Communication The Complete Investment Banking course -
I-NET
06.2005 - 08.2006
ISC -
La-Martiniere For Boys ,
04.2004 - 03.2005
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