Summary
Overview
Work History
Education
Skills
Accomplishments
Software
Certification
Interests
Timeline
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Debojit Sarkar

Kolkata

Summary

Smart professional with talents in planning, budgeting and forecasting. Reliable Finance Manager mentoring employees in data processes. Establishes clear standards and enforces protocol for consistent, high-quality results.

Overview

7
7
years of professional experience
11
11
years of post-secondary education
1
1
Certification
3
3
Languages

Work History

Senior Relationship Manager

Max Lifeinsurance Ltd
Kolkata
12.2021 - Current
  • Researched current trends to identify prospective customers and determine specific needs.
  • Worked with clients to address and respond to client and partnership management issues.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Gave exciting presentations to prospects and leads in effort to build business opportunities.
  • Worked on Company profiling, products, Business structure, SWOT analysis & supply chain, competitive landscape and market opportunity, industry strategic assessment.
  • Created and delivered weekly PowerPoint presentations with real time data visualizations. Educated sales and marketing teams on market data.

Senior Relationship Manager

ICICI Securities Ltd
Kolkata
10.2020 - 11.2021
  • Raised marketing and sales productivity 20% through better analysis of online advertising programs.
  • Developed and presented monthly data visualizations to assist sales teams with revenue creation project.
  • Interview clients to analyze their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Manage client portfolios, keeping client plans up-to-date.

Intern

Calcutta Stock Exchange
Kolkata
02.2019 - 05.2019

· To study Investment needs and pattern of Indian consumer.

· Segmented market based on risk related investment options and other demographic variables and studied their relation through primary and

secondary research.

· Identified factors considered by the investors for a suitable investment.

· Understood most preferred Investment Avenue.

Studied relation between the demographic profile of investors and investment avenues that they opted through SPSS analysis

Executive Engineer

Laser Power & Infra Pvt Ltd
Kolkata
06.2013 - 03.2018
  • Upgrade the Purchase and Procurement team since last five years.
  • Purchase Aluminum and Copper for Power Cable production as per weekly as well as monthly production schedule basis.
  • Purchase Packing items as per monthly production schedule basis.
  • Procure copper binding size wise and packing items for time to time.
  • Maintain day to day data base of Raw Material stocking, purchasing, and consumption for daily basis as well as monthly summery sheet.
  • Develop a strong smart maintenance team of Mechanical division for power cable production department from 2013 to 2014.

Education

MBA - Major in Finance And Minor in Analytics

ICFAI BUSINESS SCHOOL
Kolkata, India
04.2018 - 04.2020

Bachelor of Engineering - Mechanical Engineering

MCKV INSTITUTE OF ENGINEERING
Kolkata, India
06.2010 - 05.2013

Diploma Engineering - Mechanical Engineering

RAMAKRISHNA MISSION SHILPAMANDIRA
Kolkata, India
06.2006 - 06.2009

12th - Science

UAV
Kolkata, India
06.2004 - 05.2006

10th - General Studies

UAV
Kolkata, India
04.2003 - 04.2004

Skills

Customer interaction

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Accomplishments

· Got “Best Take Off Star Award” from ICICI Prudential at ICICI Securities LTD in September 2021.

· Winner for three times Employee Of The Month at Laser Power & Infra Pvt Ltd, in April, May, June 2016.

· Winner of Business Analytics Club event at Desi Day at IBS Kolkata, in August 2018.

· 2nd Runner up of Finance Club event at Deluge at IBS Kolkata, in June 2018.

· Appointed as a Sponsorship Secretary, as a part of student council IBS-K.

Software

SAS Programming

Basics of R Language

Windows

Microsoft office

Certification

Online Certification Course in US Taxation.

Interests

Traveling to explore a new place and capture the natural beauty

Cooking Indian dishes

Playing with numbers

Timeline

Senior Relationship Manager

Max Lifeinsurance Ltd
12.2021 - Current

Senior Relationship Manager

ICICI Securities Ltd
10.2020 - 11.2021

Online Certification Course in US Taxation.

08-2019

Intern

Calcutta Stock Exchange
02.2019 - 05.2019

MBA - Major in Finance And Minor in Analytics

ICFAI BUSINESS SCHOOL
04.2018 - 04.2020

Executive Engineer

Laser Power & Infra Pvt Ltd
06.2013 - 03.2018

Bachelor of Engineering - Mechanical Engineering

MCKV INSTITUTE OF ENGINEERING
06.2010 - 05.2013

Diploma Engineering - Mechanical Engineering

RAMAKRISHNA MISSION SHILPAMANDIRA
06.2006 - 06.2009

12th - Science

UAV
06.2004 - 05.2006

10th - General Studies

UAV
04.2003 - 04.2004
Debojit Sarkar