Barnali Nath
Bongaigaon
Summary
An ambitious learner and a hard-working person possessing an ardent zeal to excel in a pragmatic working environment and be savoir-faire.
Overview
4
4
years of professional experience
Work History
Premium Acquisition Manager
Kotak Mahindra Bank
05.2026 - Current
- Managed client acquisition strategies to increase customer base and optimize service offerings
- Sourced affluent accounts to expand client base and drive revenue growth
- Facilitated meetings to identify revenue opportunities and align strategies with client needs
- Collaborated with cross-functional teams to design effective marketing campaigns for new clients.
- Conducted sales for TPP products
- Cold call and map customer meeting
- Managed diverse investment portfolio
Customer Relationship Officer
Bandhan Bank Ltd.
Barpeta Road
08.2022 - 04.2026
- Achieved monthly CASA sales targets through effective customer engagement.
- Executed TPP product sales by identifying customer needs and providing tailored solutions, enhancing customer satisfaction.
- Assisted customers with account inquiries and transaction requests promptly.
- Handled cash transactions at the counter with accuracy and adherence to banking procedures, minimizing discrepancies.
- Educated clients on banking products and services, leading to improved customer understanding and increased service utilization.
- Processed various financial and non-financial transactions accurately at the counter.
- Handled cash transactions at the counter to ensure accuracy.
- Oversaw key management for secure access to facilities.
Education
MBA - Finance and Marketing
GIMT
Guwahati, AssamBSc. - Physics
Pragjyotish College
Gauhati, AssamHSSLC -
Anundoram Borooah Academy
Pathsala, AssamHSLC -
BRPL Vidyalaya
Bongaigaon, AssamSkills
- Customer acquisition
- Lead Generation
- Sales Strategy
- Client relationship management
- CRM Software
- Strategic marketing
- Portfolio management
- Continuous improvement
- Effective Time Management
- Flexibility & Adaptability
- Adaptability to change
- Teamwork & Collaboration
- Customer service
- Patience & Emotional Control
Accomplishments
- Regional TPP Champion of Champion Contest, 2025, Winner
- TPP Highest Q2 YTD Contest, 2025, Achiever
- G.I & Regional TPP Q4 Contest, 2024, Winner
- Cluster TPP Contest, 2023, Winner
- March Bonanza TPP+ RTD Contest, 2023, Winner
- Regional TPP Q4 Contest, 2022, Winner
Personal Information
- Date of Birth: 06/07/1994
- Meritial status : Single
- Father's name: Uday ch Nath
- Nationality: Indian
Languages
Assamese
First Language
English
Advanced
C1
Hindi
Proficient
C2
Bengali
Proficient
C2
Hobies and Interest
- Dancing,
- Singing,
- Exploring new places,
- Gardening
Timeline
Premium Acquisition Manager
Kotak Mahindra Bank
05.2026 - Current
Customer Relationship Officer
Bandhan Bank Ltd.
08.2022 - 04.2026
MBA - Finance and Marketing
GIMT
BSc. - Physics
Pragjyotish College
HSSLC -
Anundoram Borooah Academy
HSLC -
BRPL Vidyalaya