Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Moumita Ganguli

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
Vadodara
04-2022

Bachelor of Commerce - Accounts

Veer Narmad South Gujarat University
Bharuch
04-2019

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
Moumita Ganguli