Dipak Das
Agartala
Summary
Dynamic Branch Relationship Manager at Axis Bank with a proven track record in client acquisition and retention.
And also "1st Rank" in Cluster and "2nd Rank" in Circle for all Business 'KRA'.
Expert in driving revenue through strategic cross-selling and fostering trust with clients. Adept at goal setting and enhancing customer satisfaction, consistently achieving targets while delivering tailored financial solutions.
Two times MDRT including Domestic and International.
Qualified for many Circle and Cluster level contest.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Branch Relationship Manager
Axis Bank
Agartala
07.2022 - Current
- Focused on deepening customer relationships through quality service and sales, managing a portfolio of 100–200 clients and driving revenue by promoting banking products (savings/current accounts, loans, insurance) and assisting with transactions, while also acquiring new customers via referrals.
- Actively engaging with mapped, existing customers to offer customized financial solutions and ensure high service satisfaction.
- Achieving monthly targets by cross-selling products such as credit cards, insurance, and mutual funds.
- Generating new business leads and acquiring New-To-Bank (NTB) customers through referrals and on-field activities.
- Assisting with, or performing, teller-level tasks, including processing transactions (cash, cheque) and ensuring proper service delivery.
- Educating customers on digital platforms like internet banking, mobile banking, and WhatsApp banking. . They drive revenue by promoting banking products.
Branch Credit Manager
IIFL FINANCE
Agartala
03.2021 - 03.2022
- Managed credit assessments for loan applications and customer inquiries.
- Evaluated credit risk and developed strategies to mitigate potential losses.
- Collaborated with sales teams to enhance customer service and satisfaction levels.
Education
MBA - Finance, Marketing
Omkarananda Institute of Management And Technology
Rishikesh, India 07.2015 - 08.2017
BBA - Finance, Marketing
Omkarananda Institute of Management And Technology
Rishikesh, India 08.2012 - 07.2015
Skills
- Customer relationship Management
- Client acquisition and retention
- Goal setting and forecasting
- Closing sales
- Written and verbal communication
- Time management
- Attention to detail
- Creating trust and rapport with clients
- Understanding prospects needs and concern
Languages
Bengali
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Certification
- MDRT Certified
- NISM Certified
- IRDA Certified
- Many Sports Certified
- Certified in Western Dance also
Affiliations
- Exercises
- Playing Football and Cricket
- Dancing
References
References available upon request.
Timeline
Branch Relationship Manager
Axis Bank
07.2022 - Current
Branch Credit Manager
IIFL FINANCE
03.2021 - 03.2022
MBA - Finance, Marketing
Omkarananda Institute of Management And Technology
07.2015 - 08.2017
BBA - Finance, Marketing
Omkarananda Institute of Management And Technology
08.2012 - 07.2015