Bidisha Chakraborty
Bally
Summary
To work in strong, forward thinking, progressive and equal opportunity organization where I can apply the knowledge I have obtained, involving maximum utilization of my skills and experience to deliver beyond expectations and meeting the challenges of real life projects.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Business Development Executive
Aditya birla Money Ltd
Kolkata
09.2024 - Current
- Client acquisition
- Dealing
- Generating brokerages
- Cross sell products (LI, HI,MUTUAL FUNDS)
Manager
ANANDRATHI SHARES ANDSTOCK BROKERS PVT. LTD
11.2023 - 09.2024
- Client Acquisition
- Review portfolios for HNI Clients and up sell
- Wealth Management
- Cross Sell from existing clients
Deputy Manager- Branch Banking
AXIS BANK LTD.
03.2020 - 11.2023
- Customer service request handling
- Customer dealings in 'MAY I HELP YOU DESK'
- Complain handling (customer/statutory)
- Handling customer portfolio of 5 crores
- Cross sell, upsell and business generation
- Business delivering for target achieving
Deputy Premier Relationship Manager
KOTAK LIFE INSURANCE COMPANY LTD.
04.2018 - 02.2020
- Direct Marketing
- Serving existing clients
- Service to sales
- Serving HNI clients
- Financial Advisory
Key Relationship Manager
AVIVA LIFE INSURANCE COMPANY LTD.
10.2017 - 04.2018
- Direct Marketing
- Serving existing clients
- Service to sales
- Serving HNI clients
- Financial Advisory
Relationship Manager
TATA AIA LIFE INSURANCE COMPANY LTD.
11.2016 - 10.2017
- Serving Loyalty customers
- Providing after sales services
- Product pitching
- Sales
Relationship Manager
ANANDRATHI SHARES ANDSTOCK BROKERS PVT. LTD
07.2015 - 01.2016
- Client Acquisition
- Sales
- Service to sales
Education
PGDFP -
ICOFP
01.2015
B.Com -
Nabagram Hiralal Paul College
01.2013
Class XII -
Xaviers English School
01.2009
Class X -
Agrasain Balika Siksha Sadan
01.2007
Skills
- Client acquisition
- Portfolio management
- Wealth management
- Cross selling
- Financial analysis
- Sales strategy
- Customer relationship management
- Market research
- Lead generation
- Business development
- Presentation skills
- Problem solving
- Strategic planning
- Market trend analysis
- Time management
- Customer satisfaction
- Excellent sales techniques
- Effective communication
Certification
- NISM: Series VA - Mutual Fund Distributors Certification
- NISM: Series VIII - Equity Derivatives Certification
- Crisp course from SALESZART.
Personal Information
Date of Birth: 01/09/91
Accomplishments
- Won Rising Star awards from TALIC.
- Won award exemplary performance on EP Achievements for the month of NOV'17.
- Won award exemplary performance on EP Achievements for the month of DEC'17.
- Won award exemplary performance on NOP Achievements for the month of DEC'17.
Location
Kolkata, West Bengal
Areas Of Interest
Reading detective stories.
Languages
English
First Language
Bengali
Proficient
C2
Hindi
Proficient
C2
Timeline
Business Development Executive
Aditya birla Money Ltd
09.2024 - Current
Manager
ANANDRATHI SHARES ANDSTOCK BROKERS PVT. LTD
11.2023 - 09.2024
Deputy Manager- Branch Banking
AXIS BANK LTD.
03.2020 - 11.2023
Deputy Premier Relationship Manager
KOTAK LIFE INSURANCE COMPANY LTD.
04.2018 - 02.2020
Key Relationship Manager
AVIVA LIFE INSURANCE COMPANY LTD.
10.2017 - 04.2018
Relationship Manager
TATA AIA LIFE INSURANCE COMPANY LTD.
11.2016 - 10.2017
Relationship Manager
ANANDRATHI SHARES ANDSTOCK BROKERS PVT. LTD
07.2015 - 01.2016
PGDFP -
ICOFP
B.Com -
Nabagram Hiralal Paul College
Class XII -
Xaviers English School
Class X -
Agrasain Balika Siksha Sadan