Avijit Basak
Kolkata
Summary
Dynamic Branch Manager with extensive experience at Jana Small Finance Bank Ltd, excelling in compliance management and staff training. Proven track record in developing marketing strategies that significantly enhance client relationships and drive business growth. Adept at leading teams to achieve targets while fostering a culture of excellence and accountability.
Overview
23
23
years of professional experience
3997
3997
years of post-secondary education
1
1
Certification
Work History
Branch Manager
Jana Small Finance Bank Ltd
Tamluk
06.2023 - Current
- Managed daily branch operations and ensured compliance with banking regulations.
- Supervised staff performance and provided training on customer service standards.
- Developed marketing strategies to promote financial products and services.
Sales Manager
Axis Bank Ltd
Tripura
11.2019 - 06.2023
- Led sales team to achieve monthly targets and enhance customer satisfaction.
- Developed training programs for new sales staff to improve product knowledge.
- Analyzed market trends to identify opportunities for product expansion and growth.
- Collaborated with marketing teams to create promotional strategies and campaigns.
- Managed client relationships, ensuring effective communication and service delivery.
Branch Head
Jana Small Finance Bank Ltd
Howrah
09.2016 - 04.2019
- Managing operations and overall functions of Branch
- Responsible for meeting the Branch targets and adhare to all guidelines and regulatory requirements
- Monitor the daily remittance by individual loan customers
- Ensuring that all staff are adequately trained on JFS offerings and sales process
- Responsible for dealing with external and internal auditors and inspection and compliance
- Developed staff training programs to improve team performance and skills.
Sr Relationship Manager
India infoline ltd
Kolkata
04.2014 - 11.2015
- Handling Terminal, purchase and sale of shares on behalf of the customers
- Opening demat and trading accounts
- Cress selling of insurance, NCD, Bonds and Mutual funds
- Also handling team of Relationship Managers
Deputy Manager
HDFC Bank Ltd
South 24 PGS, Murshidabad, Purba Medinipur
11.2010 - 03.2014
- Responsible to process customer instructions within TAT, received and delivery of deliverables as per bank's process
- Process RTGS/ NEFT transactions, salary upload and outward clearing on day to day
- Work as a backup teller and carried out cash transactions as and when required
- Handling all documentation and execution related to Forex Transaction
- Holding locker master key as locker custodian help customer to access locker, new locker issuance
- Liaison with Audit, Retail operations,Clearing, Currency Chest and ATM Vendors
Business Development Executive
UTI / Axis Bank
Puruliya, Bankura, Hooghly , Paschim Medinipur
03.2006 - 11.2010
- Developed relationships with clients to identify their business needs.
- Conducted market research to identify new business opportunities and trends.
- Presented product solutions tailored to client requirements and preferences.
- Maintained a database of contacts from prospective clients for future follow-ups.
- Developed and implemented strategies to increase customer base and revenue growth.
Marketing Trainee
Centurion Bank
Kolkata
01.2003 - 02.2006
- Assisted in developing marketing strategies for new banking products.
- Conducted market research to identify customer needs and preferences.
- Collaborated with team members on promotional campaigns and materials.
Education
Bachelor of Commerce - Commerce
Citi College
Kolkata 04.1999 - 04.2001
Citi Collegeat School
KolkataST Paul's School
KolkataSkills
- Branch operations
- Compliance management
- Staff training
- Marketing strategy
- Client relationship management
- Business development
- Team leadership
Languages
Hindi
Advanced (C1)
C1
Bengali
Beginner
A1
English
Beginner
A1
Certification
- e-diploma in Advance Software Technology from CMC LTD
- AMFI & IRDA Certification
Accomplishments
- Came nonth in PAN INDIA contest in selling Met Life Insurance policies 2008 Holiday trip in Kochi ( Karala)
- Won certificates of appreciation for Contributing MetLife Insurance Policy 2009 and A Holiday Trip in Dubai
- Have came fifth in PAN INDIA contest for Itna-Lao-Apno-Ko-Sath Le-Jao and win a trip to Gangtok in 2010.
- Qualifying Bangkok trip of selling Icici Pru life policy in 2014
- Qualifying BBH challange domestic trip in Darjeeling 2025
Timeline
Branch Manager
Jana Small Finance Bank Ltd
06.2023 - Current
Sales Manager
Axis Bank Ltd
11.2019 - 06.2023
Branch Head
Jana Small Finance Bank Ltd
09.2016 - 04.2019
Sr Relationship Manager
India infoline ltd
04.2014 - 11.2015
Deputy Manager
HDFC Bank Ltd
11.2010 - 03.2014
Business Development Executive
UTI / Axis Bank
03.2006 - 11.2010
Marketing Trainee
Centurion Bank
01.2003 - 02.2006
Bachelor of Commerce - Commerce
Citi College
04.1999 - 04.2001
Citi Collegeat School
ST Paul's School