Nilanjan Sinha Roy
Kolkata
Summary
Results-oriented sales professional with proven marketing skills and desire to learn more.Currently looking a challenging role that offers stability and growth opportunities where i utilize my existing skill & knowledge.
Overview
8
8
years of professional experience
Work History
Relationship Manager-TASC & GBG
ICICI Bank
08.2023 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
Sales Manager
HDFC Life
10.2022 - 08.2023
- Retained existing customers and substantially grew customer base, product line and sales volume.
- Managed relationship building between company and high-paying clients, completing regular visits and providing service.
- Address client's needs and built financial plan accordingly
Assistant Sales Manager
HDFC Life
11.2020 - 09.2022
- Maintained friendly and professional customer interactions.
- Forecasted product sales and achieved quarterly and annual sales targets.
Portfolio Manager
Aegon Life
06.2019 - 11.2020
- Identifying prospective clients in lead managment system and generate new lead through existing clients,cold calling and referrals.
- Maintained excellent client relationships by informing them of market conditions and scenario.
Financial Service Consultant
ICICI Prudential Life Insurance
08.2016 - 05.2019
- Used to visit PFAs to generate new business to achieve month on month target.
- Maintained relationship with existing clients to upsell & crosssell new products to clients.
Education
B-Tech - Electronics & Communication
Calcutta Institute Of Technology
Skills
Business planning
Can adapt in any situation & work accordingly to the situation
Portfolio Growth
Relationship building and management
Affiliations
- Employee Of Quarter For JAS 2022 & OND 2022 at HDFC Life.
- Qualified For Elite Distribution Club(2021-2022) at HDFC Life.
- Qualified For Sitara Contest(OND 2021) at HDFC Life.
- Qualified For Galaxy Of Stars(JFM 2023) at HDFC Life.
- Received Awards for I-CONTRIBUTE at ICICI PRUDENTIAL.
- Received Awards for Business Achievements at AEGON LIFE.
Languages
Bengali
English
Hindi
Timeline
Relationship Manager-TASC & GBG
ICICI Bank
08.2023 - Current
Sales Manager
HDFC Life
10.2022 - 08.2023
Assistant Sales Manager
HDFC Life
11.2020 - 09.2022
Portfolio Manager
Aegon Life
06.2019 - 11.2020
Financial Service Consultant
ICICI Prudential Life Insurance
08.2016 - 05.2019
B-Tech - Electronics & Communication
Calcutta Institute Of Technology
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