Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Timeline
SalesManager

DWAIPAYAN PAUL

KOLKATA

Summary

Strong experience in the BFSI domain with having more than 4+ years of experience working in areas of Banking & Insurance, Investments, equity market & global market.

Taking decision of funds to invest money for both retail & HNI clients according to their need analysis.

Analyzing latest marketing trends & tracing competitors' activities & providing valuable inputs for tuning corporate and retail sales & marketing strategies.

Seamlessly integrating SAP systems into business practices.

Been part of implementation team of SAP SD.

Worked on business process as a SAP SD end user.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Sales Manager

Max Life Insurance Company LTD
05.2023 - Current
  • Provided financial planning and banking solutions to prospect and existing customers of Axis Bank's client.
  • People and time management.
  • Assisting clients in processing claims.
  • Responsible for issuance within a timeframe.
  • Responsible for end to end business process.

Assistant Manager

Aditya Birla Capital
11.2021 - 05.2023
  • Profiled and analyzed investment products to develop customized financial strategies for HDFC Bank clients' financial need.
  • Worked on business process as a end user of SAP and thereafter joined implementation team of SAP SD, implementing different functionalities.
  • Answered clients' questions about the purpose and details of financial plans and strategies.

Senior Business Sales Manager

Bajaj Allianz Life Insurance Company LTD
08.2020 - 11.2021
  • Developed sales strategy based on research of consumer buying capacity and market conditions.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Improved sales processes to streamline customer acquisition and onboarding strategies.

Education

Bachelor of Commerce - Accounting & Finance Group

University of Calcutta
Kolkata
06.2017

Skills

  • Money management & portfolio handling
  • Operation in banking & insurance
  • Customer Relationship Management (CRM)
  • SAP SD determination rules and functions
  • Sales enterprise structure & Sales document
  • Integration of SAP SD-MM & SD-FI modules
  • ASAP Methodology
  • Credit Management
  • Consignment Process
  • Item category, Delivery document, Billing document
  • Copy control between various sales documents and Number Ranges
  • Master date in Sales & Distribution
  • Third party and rebates, shipping and billing
  • Material Determination and Listing/Exclusion, Customizing Free Goods Determination
  • Purchasing and inventory Management
  • Condition exclusion, Account assignment, Availability check
  • Pricing determination, free goods determination, Partner determination
  • Output determination, Incompletion procedure

Websites

Certification

  • SAP Certified Application Associate - SAP S/4 HAHA Sales 2021 - October'2022.
    Verify : https://www.credly.com/go/xvwl6e9g

Languages

Bengali
Advanced (C1)
English
Advanced (C1)
Hindi
Advanced (C1)

Timeline

Sales Manager

Max Life Insurance Company LTD
05.2023 - Current

Assistant Manager

Aditya Birla Capital
11.2021 - 05.2023

Senior Business Sales Manager

Bajaj Allianz Life Insurance Company LTD
08.2020 - 11.2021

Bachelor of Commerce - Accounting & Finance Group

University of Calcutta

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