Explore new place, and new ideas
K Sunil Kumar Das
RELATIONSHIP MANAGER ASSET
Berhampur
Summary
Intend to build a career with leading corporate of hi-tech environment with committed and dedicated people, which will help me to explore myself fully and realize my potential. Willing to work as a key player in challenging and creative environment.
Possess academic background, job experience and excellent communication, interpersonal, analytical and leadership skills with solid team playing capabilities. Quick learner, Energetic and self-motivated team player. Possess experiences in Direct Insurance Product selling and Retail operation and selling. Storage & preservation & Collateral Management. Having good knowledge in banking sector.
Overview
9
9
years of professional experience
4
4
Languages
Work History
Team Leading Sales Manager
08.2024 - Current
Deputy Branch Manager
ICICI BANK LTD
04.2019 - 08.2024
- Responsible for achieving the targets
- Handle my teams with provide proper product knowledge and probing customer needs
- Creating new customer
- Motivating and getting Business from the Retail Distributors
- Selling of various Insurance Products to Customers
- Having good grip to sale all banking products including CASA, ASSET & LIABILITY
- Getting responsibility to manage the total team who are reported to me
- Successfully managing customer centric branch operation,sales and ensuring customer satisfaction by achieving delivery and service ,efficiently promoted products and service of the company suitable to the customer profile while satisfying customer query &complaints
- Total 11 years 8 months of work experience
- Current role is team leading Sales manager in Asset in GAJAPATI dist from august 2024 to till date
- Consistently achieved 100% and many times more than 100% of the Targets
- Making profit making outlet
- Getting Incentives trophy's and holiday trips to different location in Monthly Quarterly Annually basis in ICICI Bank Ltd
- Pan India Number 1 employee from last 2 year to till in ICICI Bank Ltd
- Appreciated by ICICI BANK MD & CEO 2 consecutive years
- Getting 2 promotions in 2 consecutive year in ICICI Bank Ltd now currently DEPUTY Branch Manager in ICICI Bank Ltd
- Qualified for Prestigious RBH club from oct 2020 to march 2021 by achieving given target by senior management
- BH club qualifier in 3 consecutive quarter for fy 2022-23
- 4 times qualified for national event in pan india level
- 8 Times qualified for the prestigious Zonal Head contest for andaman,goa,delhi ,novotel vizag,hyderabad by achieving the life insurance target
Wealth Manager
ICICIBANK
01.2016 - 01.2019
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Mentored junior team members to develop their skills in investment analysis, client relationship management, and sales techniques.
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
- Assisted clients with multi-generational wealth transfer by creating customized estate plans that minimized tax liability while maintaining family harmony.
- Streamlined internal processes within the wealth management team to improve efficiency and enhance client service delivery.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
- Collaborated with tax professionals and attorneys to optimize clients'' wealth preservation strategies.
- Educated clients on the benefits of philanthropy, helping them incorporate charitable giving into their overall financial plans.
- Implemented tax-efficient investment strategies to maximize after-tax returns for clients.
- Conducted thorough analyses of market trends and economic indicators to inform investment recommendations.
- Developed strong relationships with external product providers and investment managers to ensure access to best-in-class investment solutions for clients.
- Optimized asset allocation across various accounts for improved diversification and risk-adjusted performance.
- Proactively identified new business opportunities through networking events, referrals from existing clients, and strategic partnerships with other professionals in the industry.
- Organized educational seminars for current and prospective clients on topics related to personal finance, investing strategies, and economic outlooks.
- Negotiated favorable terms on behalf of clients in complex transactions involving real estate, private equity, and other alternative investments.
- Assisted clients with navigating complex financial situations such as divorce, career changes or business sales, and provided guidance on the appropriate strategies to protect their wealth.
- Participated in ongoing professional development programs to stay current on industry trends and best practices.
- Recommended specific investments to help clients meet financial goals.
- Educated clients on financial topics and best practices.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about financial future.
- Assisted clients with budgeting and cash flow management.
- Educated clients on potential risks and rewards associated with various investments.
- Studied financial documents to identify potential areas needing improvement.
Education
PGDM (MBA) - HR specialization
maharishi dayanand university
B.sc - geology
khemundi College
digapahandi12th or Intermediate - undefined
digapahandi khemundi College
10th - undefined
SRI BANKESWARI BIDYAPITHA High School
BadadumulaRetail Banking Sales Management -
ITM UNIVERSITY
WARANGAL06.2013
Skills
Efficient Team Leading Skills
Accomplishments
- Consistently achieved 100% and many times more than 100% of the Targets.
- Making profit making outlet.
- Getting Incentives trophy's and holiday trips to different location in Monthly Quarterly Annually basis in ICICI Bank Ltd.
- Pan India Number 1 employee from last 2 year to till in ICICI Bank Ltd.
- Appreciated by ICICI BANK MD & CEO 2 consecutive years.
- Getting 2 promotions in 2 consecutive year in ICICI Bank Ltd now currently DEPUTY Branch Manager in ICICI Bank Ltd.
- Qualified for Prestigious RBH club from 10/2020 to 03/2021 by achieving given target by senior management.
- BH club qualifier in 3 consecutive quarter for FY 2022-23.
- 4 times qualified for national event in pan India level.
- 1. WAZIR at Mumbai
- 2. MET THE BOLLYWOOD STAR at Hotel TAJ MAHAL Mumbai.
- 3. THE GLOBAL INDIAN AWARD at JW Marriott Mumbai Sahar.
- 4. BACK WATER CALLING at Kerala.
- 8 Times qualified for the prestigious Zonal Head contest for Andaman, Goa, Delhi, Novotel Vizag, Hyderabad by achieving the life insurance target.
Roles And Responsibilities
- Responsible for achieving the targets.
- Handle my teams with provide proper product knowledge and probing customer needs.
- Creating new customer.
- Motivating and getting Business from the Retail Distributors.
- Selling of various Insurance Products to Customers.
- Having good grip to sale all banking products including CASA, ASSET & LIABILITY.
- Getting responsibility to manage the total team who are reported to me.
- Successfully managing customer centric branch operation, sales and ensuring customer satisfaction by achieving delivery and service, efficiently promoted products and service of the company suitable to the customer profile while satisfying customer query & complaints.
Summerinternship
ICICI BANK Sales Academy, ITM University, Retail Banking Sales Management, ITM Warangal
Skillprofile
- Efficient Team Leading Skills
- Team Facilitation and motivating skills
- Analytical ability and convincing skills
Totalachievedexperience
Drive sales and repeat business., Direct selling, Retail selling, Concept selling and Business Development., Planning for an effective marketing strategy for more sale and implement it according to the higher management decision., Product promotion and its awareness., Collecting information about competitors’ products and services., Retail Marketing: Product Promotion by product show, road show etc., Doing effective marketing activities., Proper planning before the day how to execute tomorrow., Acquire and build business relationships with new customers and maintain good relationships with existing ones., Maintain cordial relations with internal customers to work as a closely-knit team., Promote a client-centric approach towards building successful and profitable business relationships.
Competencyareas
- Comprehensive problem solving abilities, learning and organizing skills.
- Time Management, Ambitious, hard-working, discipline.
- Good team co-ordination, Strong determination and will power.
- Proficient knowledge in RETAIL MARKETING & SALE.
Mobilenumbers
- 7894412530
- 7008268803
Disclaimer
I hereby declare that all the above-mentioned information is correct to the best of my knowledge.
Personal Information
- Total Experience: 11 years 03 months
- Date of Birth: 02/12/87
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Interests
Timeline
Team Leading Sales Manager
08.2024 - Current
Deputy Branch Manager
ICICI BANK LTD
04.2019 - 08.2024
Wealth Manager
ICICIBANK
01.2016 - 01.2019
PGDM (MBA) - HR specialization
maharishi dayanand university
B.sc - geology
khemundi College
12th or Intermediate - undefined
digapahandi khemundi College
10th - undefined
SRI BANKESWARI BIDYAPITHA High School
Retail Banking Sales Management -
ITM UNIVERSITY
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