Piyali Dutta
Sheoraphuli, Hooghly
Summary
Dynamic Relationship Manager with a proven track record at Canara HSBC Life Insurance Company, excelling in sales strategy development and customer needs assessment. Expert in analyzing market trends and leveraging CRM software to enhance client engagement, resulting in significant profit growth and improved customer satisfaction. Strong problem-solving and persuasion skills drive success.
Overview
12
12
years of professional experience
1
1
Certification
Work History
RELATIONSHIP MANAGER
CANARA HSBC LIFE INSURANCE COMPANY LIMITED
Kolkata
02.2022 - Current
- Conducted research on competitive products to maintain market positioning.
- Developed sales strategies that expanded customer base and increased profits.
- Responded promptly to customer inquiries about pricing, features, and availability.
- Utilized CRM software to track customer interactions and manage leads effectively.
Area Manager
SPASH ADVISORS PVT.LTD
Kolkata
07.2020 - 01.2022
- Monitored district performance to ensure achievement of established goals.
- Analyzed financial data, including sales reports and budgets, to pinpoint improvement areas.
- Identified business opportunities through analysis of consumer trends in local markets.
- Developed strategies to enhance sales, market share, and customer satisfaction.
Area Manager
RIVERINA DIRECT SERVICE PVT.LTD
Kolkata
10.2017 - 06.2020
- Motivated team members to achieve targets through effective engagement strategies.
- Advised clients on planning financial goals to enhance satisfaction and retention.
- Investigated customer complaints, identifying root causes and implementing corrective measures.
- Created and executed sales contests, boosting team morale and increasing revenue.
TEAM LEADER
BMA WEALTH CREATORS
Kolkata
07.2013 - 10.2017
- Motivated team to achieve individual and collective goals through targeted coaching sessions.
- Conducted coaching sessions, providing constructive feedback to enhance employee performance.
- Presented updates on team progress during regular meetings with senior leadership.
- Analyzed data from diverse sources to identify operational improvement opportunities.
Education
Bachelor in Arts -
CALCUTTA UNIVERSITY
Kolkata, India01.2013
10+2 -
W.B.C.H.S.E
Kolkata, India01.2009
10th -
W.B.B.S.E
Kolkata, India01.2006
Skills
✅ Client Relationship Management
✅ Sales Strategy & Persuasion
✅ Leadership & Team Motivation
✅ Problem-Solving & Decision-Making
✅ Customer Needs Analysis
✅ Multitasking & Time Management
✅ Communication & Negotiation
Languages
Bengali
First Language
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1
Affiliations
✈️ Traveling
🍳 Cooking
🎶 Singing
Personal Information
📅 Date of Birth: 1st Sep 1990
👩💼 Gender: Female
💍 Marital Status: Married
🛐 Religion: Hinduism
🌍 Nationality: Indian
Certification
🏆Certification of 150% YTD ACHIVEMENT of the FY 2021-2022
🏆Cert. of CEO Honors Club And Qualified For Hong kong - Macau.
🏆Certification of 100% Persistency Collection of the FY 2022-2023.
🏆Certification of APRIL TO DECEMBER TARGET 25L
🏆FOREINGN TOUR BAKU Of The FY 2022-2023
🏆Certification of More than 245 % YTD achievement of the FY 22-23.
🏆Cert. of QUALIFICATION in (JAS) At GOA of the FY 2023-2024.
🏆Qualified First Time Cordelia Cruise of the FY 2023-2024.
🏆Certified wealth day celebration certificate FY 2023-24
🏆Certification Of Highest NOP of The FY 2023-2024
🏆Certification of More than 230% YTD achievement of the FY 23-24
🏆Certification of 100% Persistency Collection of the FY 2023-2024.
🏆Contest Qualification - DUBAI & RANTHAMBORE FY 2024-2025
Accomplishments
🎁 Local Contest Achievements: Smart TV, Headphone, Watch
🌍 International Tours: Hong Kong - Macau, Baku, Cordelia Cruise, Dubai (2024-2025)
🏝️ National Tours: Goa, Ranthambore (2023-2025)
Timeline
RELATIONSHIP MANAGER
CANARA HSBC LIFE INSURANCE COMPANY LIMITED
02.2022 - Current
Area Manager
SPASH ADVISORS PVT.LTD
07.2020 - 01.2022
Area Manager
RIVERINA DIRECT SERVICE PVT.LTD
10.2017 - 06.2020
TEAM LEADER
BMA WEALTH CREATORS
07.2013 - 10.2017
Bachelor in Arts -
CALCUTTA UNIVERSITY
10+2 -
W.B.C.H.S.E
10th -
W.B.B.S.E
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