PAWAN KUMAR ROY
Kolkata
Summary
I am a dedicated professional with over 7 years of experience in sales and banking. My expertise in customer service and relationship management has allowed me to excel in my roles and receive multiple performance awards. I am passionate about business development and am eager to contribute effectively to a growth-oriented organization.
Overview
10
10
years of professional experience
Work History
Cluster Head
UBISL Financial Services Ltd
12.2022 - Current
- Company Overview: A financial services company
- Managed sales, disbursement & customer service departments
- Headed regions: West Bengal, East India, UP & Patna, Chhattisgarh
- Prepared education loan agreement copies and other requisite documents
- Followed up with clients and internal teams for disbursement status
- Handled client queries and generated business through lead conversions
- A financial services company
Team Leader
IDFC FIRST BANK LTD ( Me-HIN)
02.2022 - 12.2022
- Company Overview: A Banking company
- Led a team to address customer queries and issues
- Generated references by turning dissatisfied members into delighted ones
- Updated MIS report daily and assisted members with bookings
- A Banking company
Sales Executive
M/s AXIS SECURITIES Ltd
08.2018 - 03.2019
- Company Overview: A financial services company
- Managed sales, disbursement & customer service departments
- Headed regions: West Bengal, East India, UP & Patna, Chhattisgarh
- Prepared education loan agreement copies and other requisite documents
- Followed up with clients and internal teams for disbursement status
- Handled client queries and generated business through lead conversions
- A financial services company
Education Loan
HDFC CREDILA FINANCIAL SERVICES LTD ( SREE PSHR )
06.2015 - 08.2018
- Company Overview: A financial service provider for educational loans
- Specialized in education loan processing and customer service
- Interacted with clients to resolve queries related to loans
- Generated leads and maintained strong partnerships for business
- A financial service provider for educational loans
Education
Bachelor's of Commerce -
Bundelkhand University
Kolkata06.2018
Higher Secondary -
W.B.C.H.S.E.
Kolkata05.2015
Matriculation -
W.B.B.S.E.
West Bengal06.2012
Skills
- Business Development
- Cluster Management
- Fast Learner
- Handel Customer objection
Languages
English
Hindi
Bengali
Training
Diploma in Professional Training in IRDA, Completed a three-year Diploma course in Professional Training in IRDA., 01/2015, 01/2015, West Bengal
Timeline
Cluster Head
UBISL Financial Services Ltd
12.2022 - Current
Team Leader
IDFC FIRST BANK LTD ( Me-HIN)
02.2022 - 12.2022
Sales Executive
M/s AXIS SECURITIES Ltd
08.2018 - 03.2019
Education Loan
HDFC CREDILA FINANCIAL SERVICES LTD ( SREE PSHR )
06.2015 - 08.2018
Bachelor's of Commerce -
Bundelkhand University
Higher Secondary -
W.B.C.H.S.E.
Matriculation -
W.B.B.S.E.
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