BIKASH PODDAR
Kolkata
Summary
Dynamic Branch Head at AGEAS FEDERAL LIFE INSURANCE CO LTD with a proven track record in client relationship management and team leadership. Successfully enhanced team performance through targeted training and feedback, qualifying for multiple international conventions. Adept at sales strategy and fostering strong client connections, driving significant growth in portfolio management.
Overview
14
14
years of professional experience
Work History
Branch Head
AGEAS FEDERAL LIFE INSURANCE CO LTD
Jamshedpur
04.2021 - Current
- Joined as Senior Chief Relationship Manager in the Camac Street, Kolkata Branch
- Led Branch Head Job Role at Ageas Federal Life Insurance Co Ltd from June 2025 after receiving internal promotion.
- Improved team performance through regular feedback and targeted training sessions.
- Achieved qualification for international conventions in Pattaya (2022), Baku (2023), Turkey (2024), Sri Lanka (2025), and Almaty (2026), reflecting dedication to professional growth.
Portfolio Manager
AEGON LIFE INSURANCE CO LTD
Kolkata
02.2018 - 12.2020
- Managed investment portfolios ensuring alignment with client financial goals, enhancing client satisfaction and retention.
- Collaborated with clients to assess risk tolerance and objectives, tailoring investment strategies to meet individual needs.
- Analyzed market trends to identify new investment opportunities.
- Managed operations from Kolkata branch, focusing on client engagement and portfolio management.
- Held position of Senior Relationship Manager at AEGON Life Insurance, earning promotion to Portfolio Manager in five months.
Team Leader
CENTRUM DIRECT LTD
Dalhousie
05.2016 - 04.2018
- Directed daily operations at Dalhousie branch while supervising 7 tele callers in direct sales division at Centrum Direct Ltd.
Team Leader
IIFL
Kolkata
04.2012 - 04.2016
- Led a team of 5 tele callers in IIFL's direct sales division, ensuring efficient operations at the Kolkata branch.
Education
Graduation -
Monad University
04.2018
12th -
WBCHSE
04.2016
10th -
ICSE
04.2012
Skills
- Client relationship management
- Sales strategy
- Team leadership
- Training facilitation
- Customer focus
- Networking skills
- Self-motivation
- Confidence
- Approachability
Personal Information
- Date of Birth: 03/01/87
- Nationality: Indian
- Marital Status: Married
Hobbies and Interests
- Surfing the internet
- Watching Movies
- Listening Music
- Interact with people
Languages
- Hindi
- Bengali
- English
Job Profile
- Making corporate visits to open new sectors for business.
- Collecting database from various listed companies.
- Improvising new concepts as well as strategies to get better results.
- Giving weekly report to the senior authority.
- Shouldering responsibility for correspondence with the existing clients over telephone and maintaining back office administration to some extent.
- Offering product training to the fresh recruits.
- Setting examples to the team by achieving self target.
- Motivate team members to achieve sales target.
Timeline
Branch Head
AGEAS FEDERAL LIFE INSURANCE CO LTD
04.2021 - Current
Portfolio Manager
AEGON LIFE INSURANCE CO LTD
02.2018 - 12.2020
Team Leader
CENTRUM DIRECT LTD
05.2016 - 04.2018
Team Leader
IIFL
04.2012 - 04.2016
Graduation -
Monad University
12th -
WBCHSE
10th -
ICSE