Jeet Kishore Das
Summary
- Accomplished Senior Manager with a proven track record at HDFC Bank, adept in CRM and stakeholder engagement. Successfully managed assets close to 400 crores and led teams to achieve over 92% persistency, showcasing exceptional client management and communication skills. Specializes in portfolio restructuring and market expansion.
Overview
12
12
years of professional experience
Work History
Treasures Relationship Manager
DBS Bank
05.2024 - Current
- Build and maintained relationships with new and existing clients while providing high level of expertise in Banking Related Products
- Communicating regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Senior Manager- Preferred RM
HDFC Bank
10.2022 - 05.2024
- Generated leads, acquired and retained clients by managing a diverse customer base of 270 clients
- Managed AUM close to 400 crores by expanding clientele
- Identified customer needs, assessing their risk appetite and provided appropriate investment options
Achieved budgeted target in terms of number of clients and assets - Provided efficient services and communicated with the customers on a regular basis to ensure high customer satisfaction
Senior Cluster Head
Bajaj Allianz Life Insurance Co
02.2022 - 08.2022
- Led the Kolkata North West cluster and managed a team of 6 resources along with Deputy Area Manager
- Engaged with the designated 12 Axis Bank Branches in North West Cluster to generate life insurance business opportunities for the company
- Successfully created a space in transactions banking & offered digital solutions to all corporate customers
Corporate Sales Manager, Yes Bank Channel
HDFC Life
04.2021 - 02.2022
- Managed Business Banking portfolio across the region of Guwahati, Patna, Ranchi, Raipur, Orissa, and Kolkata
- Liaised with other Sales Departmental Heads to discuss business plans necessary for enhancing sales performance
- Focused on deepening of existing relationships to help generate more trade business; provided customized solutions through review, restructure and rebalance of portfolios
Private Banking Manager (HDFC Bank Relationship)
Aditya Birla Sun Life Insurance
09.2018 - 04.2021
- Managed business volume of 1.2Cr - 1.5Cr on an average in Bengaluru PBG
- Managed business volume of 75L-1Cr on an average in Kolkata Cluster
- Supervised a Team of 9 members; achieved 30% Mindshare along with 92% of persistency month on month
- Got promoted as a Cluster Manager for Kolkata Circle, HDFC Bank Relationship (Open Architecture)
Associate Network Designer
British Telecom
03.2017 - 05.2018
Network Engineer
IDisk Solutions
07.2013 - 02.2017
Agency Development Manager
Max Life Insurance
08.2012 - 06.2013
Education
Bachelor of Science - Information Technology And Management
Informatics, Utkal University
Bhubaneswar09.2003
Skills
- CRM
- Stakeholder Engagement
- Reporting and Documentation
- New market identification
- Cross-functional coordination
- Portfolio restructuring and management
- Banking operations
- Asset Under Management
- Client Management
- Numerical Competency
- Excellent verbal and written communication
Additional Information
IT Skills
- MS Office Applications - Word, Excel and Powerpoint
- MS Excel Functions - Vlookup, data consolidation, pivot table
Languages
English
Bilingual or Proficient (C2)
Hindi
Advanced (C1)
Oriya
Bilingual or Proficient (C2)
Bengali
Advanced (C1)
Timeline
Treasures Relationship Manager
DBS Bank
05.2024 - Current
Senior Manager- Preferred RM
HDFC Bank
10.2022 - 05.2024
Senior Cluster Head
Bajaj Allianz Life Insurance Co
02.2022 - 08.2022
Corporate Sales Manager, Yes Bank Channel
HDFC Life
04.2021 - 02.2022
Private Banking Manager (HDFC Bank Relationship)
Aditya Birla Sun Life Insurance
09.2018 - 04.2021
Associate Network Designer
British Telecom
03.2017 - 05.2018
Network Engineer
IDisk Solutions
07.2013 - 02.2017
Agency Development Manager
Max Life Insurance
08.2012 - 06.2013
Bachelor of Science - Information Technology And Management
Informatics, Utkal University
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