Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Personal Information
Accomplishments
Timeline
Generic

Debasish Majumder

Kolkata

Summary

Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.

Overview

16
16
years of professional experience

Work History

Banking Partner - PIONEER

Indusind Bank Ltd
01.2023 - Current
  • Product Handling: Savings Account, Current Account, De-mat Trading Account, NR Account, Term Deposit, AIF, Life Insurance, Mutual Fund, General Insurance and All kind of Assets.
  • Acquisition High Value CASA, NR Account & Online De-mat Trading Account, Term Deposit & Life Insurance Product, Portfolio Management of New and Existing Clients, Asset product, GTA, Guiding and explaining clients about the latest convenience banking channels like the digital platforms.

Preferred Relationship Manager

HDFC Bank Ltd
07.2022 - 12.2022
  • Product Handling: Savings Account, Current Account, De-mat Trading Account, NR Account, Term Deposit, Life Insurance, Mutual Fund, General Insurance, Gold and All kind of Assets.
  • Acquisition High Value CASA, NR Account & Online De-mat Trading Account, Term Deposit & Life Insurance Product, Portfolio Management of New and Existing Clients, Asset product, GTA, Guiding and explaining clients about the latest convenience banking channels like the digital platforms.

Branch Sales Manager

Jana Small Finance Bank Ltd.
11.2020 - 07.2022
  • Product Handling: Savings Account, Current Account, Term Deposit, Life Insurance, General Insurance, Gold Loan.
  • Team Handling.

Relationship Manager

Kotak Mahindra Bank Ltd.
05.2012 - 10.2020
  • Product Handling: Savings Account, Current Account, De-mat Trading Account, NR Account, Term Deposit, Life Insurance, Mutual Fund, General Insurance, Gold and All kind of Assets.
  • Acquisition High Value CASA, NR Account & Online De-mat Trading Account, Term Deposit & Life Insurance Product, Portfolio Management of New and Existing Clients, Asset product, GTA, Guiding and explaining clients about the latest convenience banking channels like the digital platforms.

Liability COEX

HDFC Bank Ltd.
07.2010 - 05.2012
  • Product Handling: Savings Account, Current Account, De-mat Trading Account, NR Account, Term Deposit, Life Insurance, Mutual Fund, General Insurance, Gold and All kind of Assets.
  • Generation of lead and converting of business.

Sales Executive

IDBI BANK Ltd.
01.2009 - 02.2010
  • Product Handling: Savings Account, Current Account, Demat Trading Account, NR Account, Term Deposit, Life Insurance, Mutual Fund, General Insurance, Gold and All kind of Assets.
  • Acquisition of new NTB CASA, Fixed Deposit, Insurance, General Insurance and other Financial Products.

Education

Master of Business Administration -

W.B.U.T.
12.2009

B.COM -

Calcutta University
12.2003

Class 12 -

W.B.H.S.E
12.2000

Class 10 -

W.B.S.E
12.1998

Skills

  • Passed PE-I course from ICAI
  • Passed Independents Course from ICA with modules covering: MS-DOS, WINDOWS WORD, EXCEL, POWERPOINT, PAGEMAKER, and INTERNET

Languages

  • English
  • Hindi
  • Bengali

Hobbies and Interests

  • Watching games like cricket and Football
  • Fishing
  • Swimming
  • Travelling

Personal Information

  • Father's Name: Amalendu Mazumder
  • Date of Birth: 01/23/82
  • Nationality: Indian

Accomplishments

Indusind Bank -

  • Qualified for the life insurance contest name ""
  • Qualified for the life insurance contest named "THIRSTY SEPTEMBER" 2023
  • Qualified for the life insurance contest named 'LI WARRIOR' for the first quarter of FY 2024
  • Qualified for the Award of Excellence, 'Sword of Honour' contest on Insurance, January 2024
  • Qualified for Award of Excellence Swagatam contest on Insurance December 2024.
  • Qualified for the Mutual Fund contest on the “HSBC Multi Asset Allocation Fund NFO” contest
  • Qualified for Mutual Fund contest on “HDFC MANUFACTURING NFO” contest.
  • Appraisal Rating (F.Y.) 2023 – 2024 – P2 Rating

Jana Small Finance Bank -

  • Qualified for DECEMBER to REMEMBER contest on Insurance.
  • Qualified for XCELEBRATION contest on Insurance in JFM.
  • Ranked 3rd in Region as a BSM on the Month of February,2020
  • Qualified for ROLLING TROPHY in JFM on Insurance in JFM.
  • Qualified for NIGHT OUT CONTEST on Insurance in JFM
  • After taking the BSM role helped my Branch to Rank 5 in pan India from Rank 89.

Kotak Mahindra Bank -

  • Appraisal Rating (F.Y. 2013-14) - Rating (Outstanding) and achieved M2 GRADE and DEPUTY MANAGER.
  • Appraisal Rating (F.Y. 2014 – 2015) – P5 Rating (Outstanding) and acquired the role of Relationship Officer.
  • Appraisal Rating (F.Y. 2015 – 2016) – P5 Rating ( Outstanding).
  • Appraisal Rating ( F.Y. 2016 – 2017 ) – P5 Rating ( Outstanding).
  • Appraisal Rating (F.Y. 2017 – 2018) – P4 Rating ( Outstanding) and acquired the role of Relationship Manager and achieved M3 Grade and Manager.
  • Appraisal Rating (F.Y. 2018 – 2019 ) – P2 Rating.
  • Received award with certificate in GENERAL INSURANCE CONTEST as 2nd position.
  • Awarded with Certificate, medal and Rs. 15000 cash for Pan India Level contest AGNI 5 for CASA in JFM 2014.
  • Awarded with Certificate of Achievement for Excellence in CASA NTB Sourcing from Group Head-Consumer Bank and Co- Head Branch Banking.
  • Received Certificate of Appreciation from “ RBM KE DABANG” as “ THE KHILADI”.
  • Received Certificate of Appreciation from “ RSM KE YODDHA” as “ THE SULTAN”.
  • Qualify “DARE RETURN” contest on Insurance for JFM (2014) Period and was ranked 5th level in Pan India contest.
  • Received Certificate and Memento of Appreciation from “ KOTAK GOLD RUSH,
  • AKSHAYA TRITIYA 2013”
  • Received Certificate of Appreciation for “CASA ACQUISITION” FEB 2013 achieved the 1st rank.
  • Received Certificate of Appreciation for “CASA ACQUISITION IN IP VALUE” FEB 2013 achieved the 2nd rank.
  • Remained High-flyer till date in Pan India.
  • Qualified “DARE OMEGA” contest on insurance for JFM (2015).
  • Qualified “DARE ” contest on insurance for JFM (2016 ).
  • Qualified “DARE” contest on insurance for JFM (2017 ).
  • Qualified “DARE” contest on insurance for JFM (2018).

Timeline

Banking Partner - PIONEER

Indusind Bank Ltd
01.2023 - Current

Preferred Relationship Manager

HDFC Bank Ltd
07.2022 - 12.2022

Branch Sales Manager

Jana Small Finance Bank Ltd.
11.2020 - 07.2022

Relationship Manager

Kotak Mahindra Bank Ltd.
05.2012 - 10.2020

Liability COEX

HDFC Bank Ltd.
07.2010 - 05.2012

Sales Executive

IDBI BANK Ltd.
01.2009 - 02.2010

Master of Business Administration -

W.B.U.T.

B.COM -

Calcutta University

Class 12 -

W.B.H.S.E

Class 10 -

W.B.S.E
Debasish Majumder