Debashish Das
Bengaluru
Summary
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
7
7
years of professional experience
Work History
Spec Client Service Administrator
Canada Life
Bengaluru
08.2024 - Current
- Managed wealth portfolios for clients in the Toronto stock market, developing policies for tax-registered accounts such as RRSP, LIRA, and LRSP, as well as non-registered plans like TFSA and Cash accounts.
- Coordinated client onboarding processes for new account setups.
- Maintained accurate client records in database systems.
- Collaborated with team members to resolve client issues promptly.
- Implemented process improvements initiatives that increase efficiency within the department.
- Processed applications for new customers and updated existing customer information as needed.
- Ensured compliance with company policies and procedures when dealing with clients.
- Maintained service excellence by following quality guidelines outlined in monthly audits.
- Managed client inquiries through Onbase application and email communication.
Sales Representative
Jass Corporation DBA Globus Trading Company
Koror
07.2023 - 09.2023
- Greeted customers and worked to determine their needs in a professional and enthusiastic manner.
- Collaborated with team members to ensure day-to-day tasks were met with precision in a timely manner.
- Utilized proper selling techniques and product knowledge to provide the best customer service possible.
- Developed and maintained relationships with clients to increase sales and client satisfaction
Business Development Manager
Jain Technologies
Bangalore
04.2022 - 05.2023
- Identified and pursued new business opportunities through market research and networking
- Established and maintained strong relationships with key stakeholders and partners
- Collaborated with crossfunctional teams to develop new products and services to meet client needs
- Created and delivered persuasive presentations to potential clients to showcase company offerings and value proposition
- Managed a team of sales representatives and provided training and guidance to ensure their success
- Monitored and tracked sales performance, providing regular reports to senior management
Senior Academic Counsellor
Lifeline Solutions
Bangalore
03.2020 - 03.2022
- Provided academic counseling services to students at a senior level. Developed and implemented individualized academic plans for students
- Collaborated with faculty and staff to ensure students' academic needs were met
- Coordinated with student support services to provide additional resources and support to students
- Maintained accurate records of student interactions and progress
- Fostered a positive and supportive environment for students to thrive academically.
Management Trainee - Summer Internship
TATA Steel Ltd.
Jamshedpur
04.2019 - 06.2019
- To Identify the Sales of GC Sheets Below .30mm Of Tata Shaktee, Current Market Share Its Competitors.
- To Analyze the Collected Data and Preparation Of SWOT Analysis Of The Product.
- Introduction To Market Research
- In Knowing the Market Share of Tata Shaktee and Its Competitors Related To The Project for The Sale of Their Products.
- Different Types of Promotional Activities Used by These Companies to Increase Sale Of Their Products.
- Distributor Management and Dealer Performance Management.
Sales & CSR (Live Project)
Samsung India Pvt. Ltd. (CROMA)
10.2018 - 11.2018
- Assisting Customers in Purchasing the Products As per their Requirements.
- Assisted in achieving departmental sales goals by crossselling and upselling products and services to existing customers
- Resolved customer complaints and issues in a timely and professional manner, resulting in a 90% customer satisfaction rate
- Consistently met and exceeded individual sales targets, resulting in recognition as a top performer within the sales team
Education
POST GRADUATE DIPLOMA IN MANAGEMENT - Marketing Management
All India Management Association
New Delhi10.2020
Bachelors in Commerce -
Singhania University
Rajasthan03.2018
Skills
- Microsoft Office
- Customer Service
- Strong negotiation and persuasion abilities
- Expertise in developing and maintaining client relationships
- In-depth knowledge of sales techniques and strategies
- Proven track record of meeting and exceeding sales targets
- Effective time management and organizational skills
- Familiarity with CRM software and other sales tools
- Team leadership
- Wealth management
- Client onboarding
- Regulatory compliance
- Database management
- Customer relationship management
- Process improvement
- Team collaboration
- Effective communication
- Problem solving
- Attention to detail
- Research and due diligence
- Product knowledge
- Member account management
- Quality control
- Multitasking capacity
- Task prioritization
- Verbal and written communication
- Transaction processing
Hobbies and Interests
- Powerlifting
- Strength Training
- Boxing
- Photography
- Traveling
Extracurricular Activities
Participated in state level competition in Powerlifting and Swimming
Participated in Marathon
Languages
- English
- Hindi
- Oriya
Languages
English
Proficient
C2
Timeline
Spec Client Service Administrator
Canada Life
08.2024 - Current
Sales Representative
Jass Corporation DBA Globus Trading Company
07.2023 - 09.2023
Business Development Manager
Jain Technologies
04.2022 - 05.2023
Senior Academic Counsellor
Lifeline Solutions
03.2020 - 03.2022
Management Trainee - Summer Internship
TATA Steel Ltd.
04.2019 - 06.2019
Sales & CSR (Live Project)
Samsung India Pvt. Ltd. (CROMA)
10.2018 - 11.2018
POST GRADUATE DIPLOMA IN MANAGEMENT - Marketing Management
All India Management Association
Bachelors in Commerce -
Singhania University