Summary
Overview
Work History
Education
Skills
Additional Information
Accomplishments
Timeline
Intern

MONALISA DAS

AVP, Corporate Coverage
Kolkata,WB

Summary

Skilled leader offering 6 years of experience in leading operations and enhancing revenue. Bringing expertise in client acquisition and contract negotiation, along with excellent interpersonal communication, relationship-building and team leadership abilities. Results-driven and proactive with demonstrated record of accomplishment in meeting and exceeding sales and revenue objectives.

Proactive AVP with expertise in developing, deploying and strengthening marketing plans. Analytical approach to revamping marketing plans to meet dynamic needs. Superior ability to direct creative efforts and brand engagement to achieve client targets.

Overview

3
3
Languages
6
6
years of post-secondary education
6
6
years of professional experience

Work History

AVP, Corporate Coverage

Vayana Network Services Pvt Ltd
Kolkata, West Bengal
02.2021 - Current
  • Establishing, qualifying and enhancing prospective relationships through targeted campaigns, partner relationship building and lead generation.
  • Developing tailored proposals and commercial negotiation.
  • Planning and executing sales campaigns.
  • Evaluated diverse organizational systems to identify workflow, communication and resource utilization issues.
  • Created and optimized records management strategies to coordinate and protect information.
  • Evaluated current processes to develop improvement plans.

Assistant Manager

SBI Global Factors Limited
Kolkata, West Bengal
06.2016 - 02.2021
  • Perform credit investigations and evaluations of credit risk in order to approve new customer accounts and assign credit limits
  • Providing concise and relevant financial analysis by clearly identifying risks Read and interpret Credit Agreements and Amendments Monitoring market, regulatory, macro-economic and political developments and assessing their impact on the credit quality of counterparties Assessing proposed transactions within the context of the transaction structure to ensure structural risks are properly identified and adequately mitigated
  • Maintain relationships with the sell-side, rating agencies and company managements to keep up-to-date on investment opportunities Liaise with the Client On-Boarding team, providing the necessary KYC documentation for new funds, including admin details and tax forms Creating complete, clear and succinct written analysis of CRM decisions Coordinate with the Trading Desk, Clients, Legal Counsel and Operations to settle primary and secondary loan trades on a timely manner Being responsible for ad hoc duties Assist senior analysts with monitoring current holdings Analyze new infrastructure issues and make credit risk recommendations.

Senior Executive

Onicra Credit Rating Agency of India Limited
Kolkata, West Bengal
05.2015 - 05.2016
  • Possess knowledge of accounting, credit, financial statement analysis, banking and finance, marketing, statistics, and economics Historical performance analysis Support relationship managers, portfolio managers, and credit risk managers by spreading personal, business financial statements Anticipating and solving a wide variety of operational concerns involving the credit rating of the clients.
  • Assist in Risk assessment and risk management in the area of credit rating methodology.
  • Develop and execute long and short range sales plans to meet and exceed sales objectives.
  • Responsible for making strategic tie ups with the associations for profitability of the organization which leads to the generation of revenue at certain point.

Relationship Manager

Aviva Life Insurance Company India Limited
Kolkata, West Bengal
10.2014 - 05.2015
  • Be a team player and contribute to team work.
  • Develop marketing plan, call on target customers, negotiate and structure new deals.
  • Effective communication and problem-solving technique.
  • Identifies and provides input into new initiatives process/workflow improvements and program/policy changes.
  • Key areas of competence are: Relationship Management, Client Services, Business Process Management, Workflow.
  • Maximize return from the relationship profile by cross selling and promoting the products and services of the company.
  • Work as a team with the Market and Branch Managers to achieve Work relationship development, growth goals and objectives.
  • Work with manager to develop and manage strategic sourcing plans to achieve efficiencies, while maintaining the highest possible levels of service.

Education

MBA - Finance

Institute of Engineering And Management
01.2012 - 01.2014

Bachelor of Science - Economics

Basanti Devi College
Kolkata
01.2008 - 01.2012

Skills

    Business Development

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Additional Information

  • ACHIEVEMENTS , Awarded as the Best Team Player in Aviva India.
  • Awarded as the Shining Star in Onicra Credit Rating Agency of India limited for performing at the best way and achieving expectations of the Management.
  • Awarded as the Employee of the Quarter for quarter ending Dec-March 2018 for hard work and dedication towards service in SBI Global Factors Limited.
  • Awarded as the Best Performer in FY ending 2019 SBI Global Factors Limited.

Accomplishments

    Awarded as the Best Team Player in Aviva India.

    Awarded as the Shining Star in Onicra Credit Rating Agency of India limited for performing at the best way and achieving expectations of the Management.

    Awarded as the Employee of the Quarter for quarter ending Dec-March 2018 for hard work and dedication towards service in SBI Global Factors Limited.

    Awarded as the Best Performer in FY ending 2019 SBI Global Factors Limited.

Timeline

AVP, Corporate Coverage

Vayana Network Services Pvt Ltd
02.2021 - Current

Assistant Manager

SBI Global Factors Limited
06.2016 - 02.2021

Senior Executive

Onicra Credit Rating Agency of India Limited
05.2015 - 05.2016

Relationship Manager

Aviva Life Insurance Company India Limited
10.2014 - 05.2015

MBA - Finance

Institute of Engineering And Management
01.2012 - 01.2014

Bachelor of Science - Economics

Basanti Devi College
01.2008 - 01.2012
MONALISA DASAVP, Corporate Coverage