Moumita Ganguli
Ankleshwar
Summary
As a financial services professional with extensive experience in relationship management at Kotak Mahindra Bank and life insurance sales at HDFC Life. Proven expertise in financial planning, client advisory, and business development, with a strong focus on helping clients meet their financial goals. Skilled in building long-term client relationships, managing portfolios, and providing tailored solutions. Adept at collaborating with cross-functional teams to drive sales and enhance customer satisfaction. Committed to continuous learning and adapting to evolving market trends, I am passionate about delivering exceptional service and fostering trust with clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Manager
Kotak Mahindra Bank
06.2024 - 12.2024
- Assisted clients with financial planning and investment strategies to achieve their goals.
- Provided personalized advice on investments, loans, and savings.
- Built and maintained strong client relationships, ensuring consistent support.
- Conducted regular financial reviews to align portfolios with client needs.
- Worked towards sales targets while enhancing customer satisfaction.
Sr. Corporate agency manager
HDFC LIFE
07.2022 - 05.2024
- Sold life insurance through HDFC Bank's Banca Channel.
- Qualified for Thailand incentive trip (April 2024) for outstanding term plan sales.
- Consistently exceeded sales targets, driving business growth.
- Managed and mentored HDFC Bank employees to achieve sales goals.
- Built strong relationships with bank customers, improving retention and referrals.
- Contributed to expanding HDFC Life's market presence in Ankleshwar.
Assistant Store Manager
Riddhi Pharma
Ankleshwar
01.2020 - 10.2020
- Maintained accurate records of all transactions, stock levels and employee performance metrics.
- Supervised cash handling processes to ensure accuracy of transactions.
- Managed the day-to-day operations of the store, including customer service, inventory management and staff scheduling.
Education
MBA - Finance
Parul University
Vadodara04-2022
Bachelor of Commerce - Accounts
Veer Narmad South Gujarat University
Bharuch04-2019
Skills
- Bancassurance Expertise
- Customer Relationship Management (CRM)
- Financial Product Knowledge
- Lead Generation & Conversion
- Sales Target Achievement
- Market Analysis
- Team Leadership & Mentoring
- Strong communication
- Client relationship building
- Problem solving
- Time management
- Negotiation skills
- Adaptability
- Team collaboration
Accomplishments
- Participated in district-level badminton during bachelors.
- Organized community service initiatives & participated in charity events.
- Awarded for Best Performance in Term Plan 2023 at HDFC Life.
- Recognized for Persistency and high customer retention at HDFC Life.
- Awarded for High Productivity in 2nd month at Kotak Mahindra Bank.
Certification
- Certified in digital marketing
- Certified in Tally ERP 9
Timeline
Relationship Manager
Kotak Mahindra Bank
06.2024 - 12.2024
Sr. Corporate agency manager
HDFC LIFE
07.2022 - 05.2024
Assistant Store Manager
Riddhi Pharma
01.2020 - 10.2020
MBA - Finance
Parul University
Bachelor of Commerce - Accounts
Veer Narmad South Gujarat University
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