Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
BINITA RAI

BINITA RAI

Mumbai

Summary

Results-driven professional in sales management, known for high productivity and efficient task completion. Skilled in strategic planning, customer relationship management, and team leadership. Excel in communication, negotiation, and problem-solving to achieve sales targets and business growth.

Overview

10
10
years of professional experience

Work History

Sales Manager Institutional Business

LIC Mutual Fund
Mumbai
09.2024 - Current

Sales Manager Institutional Business

LIC Mutual Fund
Kolkata
08.2022 - Current
  • Monitor sales performance and provide regular reports to senior management
  • Prepare and deliver presentations to clients and internal stakeholders
  • Identify new business opportunities and develop plans to expand market share
  • Build and maintain relationships with key decision makers in institutional clients
  • Stay up-to-date with industry trends and best practices in service management
  • Develop and manage service budgets and financial reports
  • Ensure customer satisfaction by maintaining high service standards
  • Develop and implement service policies and procedures
  • Meet sales targets and performance metrics set by the organization
  • Cross-sell banking products and services to existing clients to increase revenue and deepen customer relationships
  • Client servicing

Service Manager

Indusind Bank
Kolkata
08.2019 - 08.2022
  • Implemented customer feedback mechanisms to gather insights and improve service offerings.
  • Oversaw daily operations of the service department, including scheduling and workflow management.
  • Managed service staff to ensure customer satisfaction and compliance with company policies.
  • Coordinated with sales and marketing teams to develop service offers and promotions.
  • Resolved customer complaints in a timely manner.

Value Banker

ICICI Banker
Kolkata
04.2015 - 08.2022
  • Completed documentation for new accounts in alignment with bank policies and procedures.
  • Prepared official checks for customer and internal bank needs.
  • Reported daily averages and shortages to operations department.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Tracked sales goals set by the branch manager and implemented plans accordingly.

Education

Post Graduation -

Indian Institute of Finance, Banking and Insurance
Kolkata, India
04.2015

Graduation -

SKM University
Deoghar, Jharkhand, India
06.2013

Higher Secondary - CBSE

DAV Public School
Urjanagar, Jharkhand, India
06.2009

Skills

  • Banking regulations
  • Compliance requirements
  • Crossselling
  • Upselling
  • Financial products
  • Sales
  • Business development

Languages

  • English
  • Hindi
  • Bengali

Timeline

Sales Manager Institutional Business

LIC Mutual Fund
09.2024 - Current

Sales Manager Institutional Business

LIC Mutual Fund
08.2022 - Current

Service Manager

Indusind Bank
08.2019 - 08.2022

Value Banker

ICICI Banker
04.2015 - 08.2022

Post Graduation -

Indian Institute of Finance, Banking and Insurance

Graduation -

SKM University

Higher Secondary - CBSE

DAV Public School
BINITA RAI