CHOUDHURY SACHIKANTA DAS
Bengaluru,KA
Summary
Highly experienced portfolio manager with a proven track record of success in the financial services industry. Skilled in developing and executing investment strategies to achieve desired returns while managing risk, Positive and upbeat team player and clear communicator with demonstrated success over 10 years of Banking & IT experience.
Overview
10
10
years of professional experience
Work History
Key Relationship Manager Employee Banking
Standard Chartered Bank
01.2024 - Current
- Strong knowledge about regular compliance requirements as per regulatory body RBI which includes KYC (Know your customer) for entities, AML (Anti Money laundering) for co-operative banks, FATCA (Foreign Account Tax Compliance Act), PAN (Permanent Account Number), BO (Beneficial Owner) Deferrals.
- Developed and maintained strong relationships with key clients to ensure customer satisfaction.
- Cross selling of synergy products like Business Loans, LAP, and OD (Over Draft) facility to customers.
- Created and implemented strategies for expanding the client base and increasing sales opportunities.
- .managing Size of 50 Key corporate banking clients, sourcing NTB Corporate empanels relationship and Managing book size of 300cr.
Relationship Manager Employee Banking
Standard Chartered Bank
11.2021 - 12.2023
- Achieved an Outstanding Performance in BANCA Insurance Pan India Contest January 2023.
- Achieved an Outstanding Performance in BANCA Insurance South Contest March 2022.
- Achieved an Outstanding Performance in Mortgage (Home Loan) South Contest October 2022.
- Meet Managing Directors, Finance and HR Heads of Corporate / PSUs/ Govt Bodies and MNCs and convince them to open the salary accounts of their employees with the Bank.
- Establish and achieve sales targets and promote various banking services to customers also
- Cross sell / refer all Wealth Management products to the employees, as specified in target sheets. along with HL,PL,BANCA,Credit Card, Corporate Card Etc.
- Work closely with the Product Manager to assist in joint marketing initiatives and promotions for new acquisition of customers in the corporate segments.
Senior Sales Associate
CITI BANK N.A
09.2019 - 11.2021
- Emphasizing on acquiring of high-volume segment corporate & customer to increase the profitability for bank & achieving target
- Manage the relationship of a pool of new and existing corporate aimed at deepening corporate relationship there by increasing employee penetration, performance and profitability
- To identify new corporate, visit, make presentation to the CFO, Finance head, Director Finance, HR, decision maker & represent the bank for B 2 B Payroll acquisition
- Acquire & On board new companies every month to increase the penetration of bank as well as portfolio to generate the maximum revenue &achieve the target Achievements: Since the time I started working with CITI, I am consistently achieving 110 percent of my targets
- Apart from core I have got several rewards for the cross-sell products like credit cards, insurance etc
- 95% of funded account, highest in my category.
Deputy Manager
Kotak Mahindra Bank
06.2017 - 08.2019
- Generate new corporate sign-ups & Driving activations and penetrations of signed up schemes
- Responsible for acquisition, growth and development of the Employee banking business through provision of high value relationship-based sales and service to Corporate supported by multi-product offering (payroll and cross- sales) aimed at meeting corporate and employee need
- Proactively achieving the maximum share of wallet from each customer by cross selling other banking products like Personal Loan, Home Loan, Cards, Life insurance etc
- Periodically conduct micro marketing events in shared companies for the maximum penetration & deepening the relationship.
Acquisition Manager
IndusInd Bank
03.2016 - 05.2017
- Sales for Affluent Channel
- Acquisition Manager offering a One Stop Solution to clients by offering the array of products available with IndusInd Bank
- Cross sell products to existing clients
- Achieving Sales targets through strict adherence to Sales processes and guidelines
- Responsible for maintaining customer satisfaction levels by regular follow up
- Cold calling customer, product pitching and explanation, set-up follow up demo and sales appointments
- Fulfilment of Personal loan requirements of High-net-worth clients of the bank.
Project Manager IT Sales
D3X Solutions Pvt Ltd
03.2014 - 01.2016
- Sale unsecured Product
- Generating business & driving growth through Leads, Reference, corporate endorsements
- Calling the leads & fixing appointment
- Giving presentation & closing the sale
- Documentation and KYC operation.
Education
B-TECH - Computer Science and Programming
BIJU PATNAIK UNIVERSITY oF TECHNOLOGY
High School Diploma -
KRUPAJAL ENGINEERING COOLEGE
Bhubaneswar, OdishaMatriculation -
BHARGABI HIGH SCHOOL
Skills
Market understanding
undefinedTimeline
Key Relationship Manager Employee Banking
Standard Chartered Bank
01.2024 - Current
Relationship Manager Employee Banking
Standard Chartered Bank
11.2021 - 12.2023
Senior Sales Associate
CITI BANK N.A
09.2019 - 11.2021
Deputy Manager
Kotak Mahindra Bank
06.2017 - 08.2019
Acquisition Manager
IndusInd Bank
03.2016 - 05.2017
Project Manager IT Sales
D3X Solutions Pvt Ltd
03.2014 - 01.2016
B-TECH - Computer Science and Programming
BIJU PATNAIK UNIVERSITY oF TECHNOLOGY
High School Diploma -
KRUPAJAL ENGINEERING COOLEGE
Matriculation -
BHARGABI HIGH SCHOOL
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