Microsoft office
Dipankar Khan
Executive - Digital and online sales
Kolkata
Summary
Dynamic executive with a proven track record, excelling in client relationship management and strategic planning. Skilled in partnership development and operations management, I consistently achieved sales targets while enhancing process efficiency. My analytical skills and ability to guide cross-functional teams drive substantial business growth.
Overview
3
3
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Executive - Digital and Online Sales
Bharti AXA Life Insurance Company
10.2024 - Current
- 1. Ensuring good relationship with the channel partners to ensure maximum business for the companies overall growth.
- 2. Manually tracking with the WIP, co-ordination with the operations team and also with channel partners to clear the arises pendency for smooth issuance.
- 3. Conducting calls to discuss over WIP, giving proper solution according to needed, educate the partners about the product terms and benefit and ensure all the necessary steps to be done for quicker issuance.
- 4. Creating links, completion of journey, documents collection , in cases of any conflicts need to organize meetings and guide them to improve all the necessary steps to be followed for smoothening of the whole process.
Relationship Manager - Alternate Channel
Star Health And Allied Insurance Co
05.2024 - 10.2024
- 1. Worked with most of the biggest broking firm and with corporate agencies ( GENNEXT, NJ BROKING, NUVAMA WEALTH, RENEW BUY, GIRNAAR, GINTEJA ) - Maintained good relationship with the partners and ensuring business for the companies growth.
- 2. Travelling with the partners to educate the customer about the products and benefits and convince them .
- 3. Conducting training session on a daily basis , coordinating with the local level ops and underwriting team to understand the queries and guiding the partners for a smooth issuance.
- 4. Handling conflicts and giving solutions according to needed, achieving sales target month on month and sharing the insights within the industry to the National Sales Head to improve overall process and implant new benefits .
Relationship Manager
HDFC Bank
04.2023 - 05.2024
- 1. Building and maintaining strong relationships with high-net-worth (HNI) and preferred customers (Managed a portfolio of 300 customers - worth of 250 crores) .
- Being the primary point of contact for clients: and addressing their queries and concerns.
- Achieving sales targets: and contributing to the bank's overall revenue growth ( Products - CASA, PL, BL, HL, Credit cards, TPA products, Secured loans etc )
- Conducting risk assessments: on client portfolios and investment options, Ensuring accurate and timely processing of client transactions , Handling documentation for account opening and other customer instructions .
- Meeting AUM (Assets Under Management) growth objectives.
Customer Relationship Officer
Bharti Airtel
01.2022 - 04.2023
- 1. Understanding customer concerns, monitoring competitors and aim to sell each product (Postpaid connection, Broadband , Digital Tv ) to generate the most revenue possible to the most relevant audience.
- 2. Handling customer objections sincerely and educate them about the new products and offers.
- 3. Retained excellent client satisfaction ratings, organizing multiple campaigns , calling the existing customers to discuss business needs and recommend optimal solutions.
- 4. Managed cash register operations, handling walk-in customers in store, maintaining close relationship with them to make funnel to meet the given targets.
Education
MBA - Banking And Finance
Shoolini University
HIMACHAL PRADESH 12.2024 - Current
Bachelor of Arts - Comparative Literature
Asutosh College
Kolkata 02.2018 - 08.2021
High School Diploma -
Sree Ramkrishna Ashram Vivekananda Vidyamandir
Kolkata 01.2015 - 03.2017
Skills
Client Relationship Management
Cross-Functional Team Player
Strategic Team Guidance
Administrative Coordination
Sales expertise
Strategic planning
Operations management
Analytical skills
Software
Advance excel, word, power point
Power Bi
Certification
[Sales and customer relationship ] Training - [6 months]
Timeline
MBA - Banking And Finance
Shoolini University
12.2024 - Current
Executive - Digital and Online Sales
Bharti AXA Life Insurance Company
10.2024 - Current
Relationship Manager - Alternate Channel
Star Health And Allied Insurance Co
05.2024 - 10.2024
[IRDA], [HDFC BANK]
05-2023
Relationship Manager
HDFC Bank
04.2023 - 05.2024
[Sales and customer relationship ] Training - [6 months]
12-2022
Customer Relationship Officer
Bharti Airtel
01.2022 - 04.2023
Bachelor of Arts - Comparative Literature
Asutosh College
02.2018 - 08.2021
High School Diploma -
Sree Ramkrishna Ashram Vivekananda Vidyamandir
01.2015 - 03.2017
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