Atanu Basak

Key Responsibilities:

• Formulate and implement Go-To-Market (GTM) plans aligned with organizational objectives to drive business performance.
• Lead a high-performing sales team, fostering a results-oriented culture to consistently exceed targets in loan disbursements and merchant onboarding.
• Strengthen customer relationships by optimizing loan offerings and providing innovative solutions that enhance retention.
• Manage key partnerships with merchant partners, associations, and industry forums to expand market reach and establish long-term business relationships.
• Collaborate with cross-functional teams, including Product, Risk, and Operations, to improve loan offerings, enhance client satisfaction, and increase loan uptake.
• Analyze market trends and competitive activity to continuously refine sales strategies, ensuring sustained growth and maintaining competitiveness.

Key Achievements:

• Drove 25%+ monthly increase in loan disbursements, resulting in a 15% expansion in market share, with Rs. 20 Cr+ disbursed monthly since joining.
• Increased business in the West Bengal & Odisha hub by 4x, driving substantial regional growth and expanding market presence.
• Led a high-performing sales team, achieving 30%+ rise in loan disbursements and 25%+ increase in merchant onboarding.
• Enhanced customer retention by 15%+ through optimized loan offerings and tailored solutions for merchants.
• Boosted loan uptake by 20%+, contributing to overall business growth and improved customer satisfaction.
• Implemented effective delinquency management strategies, reducing portfolio risks while ensuring a seamless customer experience.

Key Responsibilities:

• Managed a network of high-performing DSAs across Kolkata and West Bengal, specializing in business loans, professional loans for doctors and CAs, and secured business loans, collaborating with top companies like RKPL, Urban Money, Star Power, and Royal Finserv.
• Led and mentored a team of 20+ members, driving loan disbursements for professionals while working closely with stakeholders to enhance loan products and improve service delivery.
• Developed and implemented targeted strategies to acquire new business clients, nurturing long-term relationships that drove sales growth in the business loan sector.

Key Achievements:

• Achieved Rs. 50 Cr+ in annual business loan disbursements, enhancing DSA partnerships, driving lead generation, and streamlining client onboarding processes.
• Facilitated Rs. 30 Cr+ in professional loan disbursements annually for doctors and CAs, enabling them to expand their practices and meet their financial goals.
• Drove a 20%+ increase in secured business loan disbursements, significantly growing the loan portfolio and expanding regional market share.

Key Responsibilities:

• Developed and executed sales strategies for unsecured loans and overdraft facilities, targeting healthcare professionals and healthcare institutions across Kolkata and West Bengal.
• Led the growth of the Professional Loan Segment, providing customized lending solutions to doctors and healthcare institutions, enabling them to expand their medical practices.
• Collaborated closely with healthcare professionals, including doctors, nursing home owners, and healthcare institutions, to identify their specific financial needs and deliver tailored solutions.
• Strengthened market presence by building and nurturing relationships with HNI healthcare professionals, positioning Bajaj Finance as a trusted lending partner in the region.
• Streamlined loan processes to ensure efficient loan origination, seamless processing, and timely disbursements, which enhanced client satisfaction and ensured smooth operations.

Key Achievements:

• Funded Rs. 20 Cr+ in unsecured loans and overdraft facilities, addressing working capital needs and supporting the expansion of healthcare professionals' medical practices.
• Increased market share in the unsecured lending sector within the healthcare industry by fostering strong relationships with HNI professionals and delivering value-added financial solutions.
• Drove a 30% increase in loan uptake by designing and implementing customized financial products tailored to the unique needs of healthcare professionals.
• Expanded the unsecured loan portfolio, directly supporting healthcare professionals’ working capital needs and contributing to their business growth across the region.

Key Responsibilities:

• Managed a portfolio of high-net-worth (HNI) clients, driving sales for retail loans, credit cards, and insurance products.
• Collaborated with Retail and Business Banking teams to optimize acquisition and service processes, ensuring seamless product delivery and a premium experience for HNI clients.
• Ensured compliance with KYC and AML regulations, minimizing risks and maintaining the integrity of the client portfolio.

Key Achievements:

• Boosted sales by 25% through strategic cross-selling of insurance and financial products to HNI clients.
• Achieved 15% portfolio growth by delivering personalized financial solutions and strengthening long-term client relationships.
• Reduced fraudulent activities by 30%, enhancing overall compliance and improving operational efficiency within the portfolio.

Key Responsibilities:

• Promoted for exceptional leadership and sales performance, overseeing the integration of insurance products within Axis Bank’s offerings to enhance customer engagement and satisfaction.
• Led cross-selling initiatives, driving product penetration and expanding the customer base within the Greater Kolkata Axis Bancassurance Cluster.
• Collaborated with bank partners to streamline processes, optimize sales strategies, and increase insurance uptake.

Key Achievements:

• Awarded an international trip to Hong Kong for exceptional sales performance and significant contributions to company success.
• Recognized as "Star of the Quarter" and honored with the "Big Leap" title by the CEO for driving growth in the Greater Kolkata region.
• Increased sales significantly by strengthening collaboration with Axis Bank partners and delivering tailored insurance solutions to customers.