Monoranjan Maitra
Kalyani
Summary
Senior Relationship & Acquisition Manager with 9+ years of experience across wealth management, insurance, and B2B partner channels. Strong exposure to equity-oriented products (mutual funds, ULIPs, PMS, AIFs) and fixed-income solutions, with hands-on involvement in portfolio suitability and client reviews. Proven ability to build and activate IFA/MFD/RIA and fintech partnerships, conduct joint client meetings, and maintain disciplined pipeline and QC performance. Bring a relationship-first, data-driven approach aligned with fintech-led wealth platforms.
Overview
16
16
years of professional experience
Work History
Senior Relationship & Acquisition Manager
Kotak Life Insurance-Wealth Circle-Kolkata & Rest of Kolkata
Kolkata
07.2024 - Current
- Manage and grow relationships with IFAs, MFDs, RIAs, insurance distributors, corporate agents, and fintech partners across Kolkata and nearby markets.
- Focus on partner onboarding and activation, working closely with distributors to help them understand products and generate regular business.
- Conduct product pitches and training sessions for partners, with primary focus on ULIPs and Term plans, addressing positioning challenges and client objections.
- Participate in joint client meetings, supporting partners during sales discussions and helping close suitable cases.
- Guide partners on portfolio suitability, especially during ULIP vs Mutual Fund discussions, using practical, need-based explanations.
- Work on custom compensation structures to improve partner engagement and business momentum.
- Organize partner meets, workshops, and webinars to strengthen relationships and revive inactive partners.
- Track pipelines, follow up on closures, and maintain consistent QC performance through disciplined execution.
- Ensure all activities are aligned with internal processes, compliance requirements, and regulatory guidelines.
Priority Relationship Manager(Wealth manager)
Nuvama Wealth Management (formerly Edelweiss Wealth)- Bangalore/Kolkata
kolkata
08.2022 - 04.2024
- Manage and grow relationships with IFAs, MFDs, RIAs, insurance distributors, corporate agents, and fintech partners across Kolkata and nearby markets.
- Focus on partner onboarding and activation, working closely with distributors to help them understand products and generate regular business.
- Conduct product pitches and training sessions for partners, with primary focus on ULIPs and Term plans, addressing positioning challenges and client objections.
- Participate in joint client meetings, supporting partners during sales discussions and helping close suitable cases.
- Guide partners on portfolio suitability, especially during ULIP vs Mutual Fund discussions, using practical, need-based explanations.
- Work on custom compensation structures to improve partner engagement and business momentum.
- Organize partner meets, workshops, and webinars to strengthen relationships and revive inactive partners.
- Track pipelines, follow up on closures, and maintain consistent QC performance through disciplined execution.
- Ensure all activities are aligned with internal processes, compliance requirements, and regulatory guidelines.
Associate Sales Manager
Axis-MaxLife Bancassurance - Bangalore, India
Bengaluru
03.2019 - 07.2022
- Customer Segmentation and Sales Trends Analysis.
- Training at the Branch. Branch Activation and R&R Activities.
- Relationship Management.
- New Acquisition of Banking Partners.
- Service Orientation.
- Overall, these responsibilities aim to enhance sales performance, foster strong relationships with banking partners, and provide excellent customer service. The focus is on understanding customer needs, optimizing sales strategies, and ensuring smooth operational processes to achieve business objectives
Senior Consultant
Capgemini Business Services - Bangalore, Karnataka
Bengaluru
09.2014 - 09.2015
- Verify expenses, authorizations, and documents.
- Finalize expense reports.
- Update the electronic reporting system.
- Communicate policy.
- Process cash advances. S
- can receipts.
- Provide support.
- Conduct audits.
- Implement enhancements.
- Generate reports and Upload invoices.
- Maintain responsiveness.
- Overall the role entails overseeing expense reporting and travel policies at Honeywell, ensuring accuracy and compliance. Responsibilities include verifying expenses, finalizing reports, maintaining systems, and providing support to travellers. Additionally, the role involves conducting audits, implementing enhancements, generating reports, and managing vendor invoices while maintaining responsiveness to requests.
Senior Sales Analyst
Standard Chartered Bank-Scope International. - Ben
Bengaluru
08.2009 - 08.2014
- Ensure timely handling of customer cases in line with communication TAT.
- Escalate cases according to the Escalation Matrix when necessary.
- Maintain updated cardholder contact records.
- Meet the expected turnaround time for case resolution.
- Prepare weekly and monthly reports on complaints/queries and servicing activities. Analyze and accurately report cases.
- Report any process gaps or trends to the immediate supervisor.
- Adhere strictly to customer data confidentiality protocols.
- Expertise in Assets and liabilities products offered by banks.
- Designing and evaluating training modules for Sales and marketing departments.
- Managing and leading teams for Sales & Distribution channels, with expertise in developing procedures and Sales Strategies.
- Proactive and innovative, generating new solutions and ideas for sales enhancement. Possess excellent interpersonal, communication, and organizational skills with proven abilities in team management, customer relationship management, and planning.
Education
MCA - Computers
National Institute of Engineering
Pune, MH2008
Skills
- B2B Sales & Partner Acquisition
- IFA / MFD / RIA Channel Development
- ULIP & Term Plan Expertise
- Mutual Funds & Portfolio Suitability
- Relationship & Stakeholder Management
- Salesforce CRM – lead tracking, pipeline monitoring, partner follow-ups
- AI-enabled Sales & Analytics Tools – using data insights for targeting, follow-ups, and performance tracking
- Data-Driven Sales & Decision Making
- Negotiation & Closing
- Product Training, Partner Enablement & Workshops
- Pipeline Management & QC Consistency
- Strong Communication, Collaboration & Presentation Skills
Education
other
Languages
- Bengali
- English
- Hindi
- Kannada
Languages
English
Proficient (C2)
C2
Bengali
Native
Native
Hindi
Proficient (C2)
C2
Timeline
Senior Relationship & Acquisition Manager
Kotak Life Insurance-Wealth Circle-Kolkata & Rest of Kolkata
07.2024 - Current
Priority Relationship Manager(Wealth manager)
Nuvama Wealth Management (formerly Edelweiss Wealth)- Bangalore/Kolkata
08.2022 - 04.2024
Associate Sales Manager
Axis-MaxLife Bancassurance - Bangalore, India
03.2019 - 07.2022
Senior Consultant
Capgemini Business Services - Bangalore, Karnataka
09.2014 - 09.2015
Senior Sales Analyst
Standard Chartered Bank-Scope International. - Ben
08.2009 - 08.2014
MCA - Computers
National Institute of Engineering