PRABIR BAG
BEGAMPUR
Summary
A seasoned professional in financial sector, with a go-getter attitude, who is always looking to learn and implement new ideas. Enterprising Branch Manager successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Overview
11
11
years of professional experience
Work History
Branch Manager
HDB Financial Services
07.2024 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Branch Sales Manager ( Branch Banking )
ICICI Bank LTD
03.2022 - 06.2024
- Responsible for handle a team of 8 Sales Executive 10 connector for Mortgage Business (LAP,HL,LRD etc.)
- Train them, motivate them and make them to ACHIVE their monetary goal to some larger extent by driving the inbound and outbound business through them
- Generating leads for other products of ICICI Bank i.e
- SA, CA, AL, BIL, Credit cards, Mutual Fund etc
- Looking after 8 Branches (Uttarpara, Dankuni 1 & 2, Bankra, Ramrajatala, Domjur, Uluberia and Bagnan) of Howrah-2 Region
- Achieved 2nd Highest Business in the month of March 2023 in Kolkata Region
- Increasing overall team sales and also YOY growth by 58%
- Developed and implemented innovative sales strategies that boosted Team sales
- Achieved Highest attachment of Loan Protector Business in the month of March 2023 in Kolkata Region.
- Coached and mentored sales team members to enhance individual performance, ultimately contributing to the overall success of the branch.
- Led by example, exhibiting strong work ethic and consistently meeting or exceeding individual sales targets while inspiring team members to do the same.
Priority Relationship Manager ( Branch Banking )
Axis Bank Tarakeswar Branch
09.2020 - 03.2022
- Advised and offered customers all investment related products starting from equity mutual funds, insurance, debt instruments to specialized and customized products like structured products, private equity and gold based investments, etc
- Developed goal based Financial Planning, Risk Management of clients and offering them the best solution to help them attain their financial goals of life
- Business Lending Relations and channel management with the clients
- Ensured that all the banking industry norms and specific norms set by Axis Bank were adhered and all the processes are compliant with the set standards
- Ensured that the highest levels of portfolio management standards are maintained
- Offered Wealth Management solutions to HNIs, NRIs and corporations by assessing their unique requirements and suggesting them the best solutions
- Managing, Monitoring, Reviewing, and strategizing & implementing changes in the client portfolio if required
- Use of wealth management software tools Finnacle, CRM and Priority Light House to manage client data, monitor, review and analyze client portfolios
- Handling a Portfolio of 350 Account holder and portfolio Size is Rs 25 cr
- Achieved CASA GROWTH OF RS 14.5 cr YTD
- Achieved MDRT contest for LI in the month of December 2020
- Achieved Family Fiesta contest for CASA & MF NFO in the month of December 2020
- Achieved President & CFO challenge contest for LI in the month of January 2021
- Achieve Achievers Club contest for LI in the month of February 2021
- Achieve March Mania contest for LI & GI in the month of March 2021
- Achieve Rise to Glory contest for LI in the month of August & Jewels of July in the month of July.
- Enhanced digital channel usage among customers by promoting digital features during interactions.
- Built strong referral networks through community involvement and professional partnerships, driving new business growth.
Preferred Relationship Manager ( Branch Banking )
HDFC Bank Ltd at Siliguri Main Branch
01.2019 - 09.2020
- Advised and offered customers all investment related products starting from equity mutual funds, insurance, debt instruments to specialized and customized products like structured products, private equity and gold based investments, etc
- Developed goal based Financial Planning, Risk Management of clients and offering them the best solution to help them attain their financial goals of life
- Business Lending Relations and channel management with the clients
- Ensured that all the banking industry norms and specific norms set by HDFC Bank were adhered and all the processes are compliant with the set standards
- Ensured that the highest levels of portfolio management standards are maintained
- Offered Wealth Management solutions to HNIs, NRIs and corporations by assessing their unique requirements and suggesting them the best solutions
- Managing, Monitoring, Reviewing, and strategizing & implementing changes in the client portfolio if required
- Handling a Portfolio of 200 Groups and portfolio Size is Rs 49 cr
- Achieved EOP CASA GROWTH OF RS 18cr in 2019-20 and also growth till September 9 Cr
- Qualified for PL/BL Ka Badsah contest in the month of August 2019 (1.15 CR)
- Achieved 120% revenue Target in 2019-20.
Branch Relationship Manager-2
Reliance Nippon LIFE INSURANCE CO LTD
10.2017 - 12.2018
- Sourcing of New client From own Reference and also Company Database
- Responsible for retention of customer, collecting renewal premium and giving all type of service to the orphan and also new customer and also generate new policy from them
- Complete Fast-track Goalsheet and got promotion
- Achieve Silver club under Rookie Reward in November 2017
- Achieve Thailand Contest in December 2017
- Achieve Champion league in December 2017 & March 2018.
- Implemented efficient operational processes, improving overall branch productivity.
Branch Relationship Manager
Reliance Nippon LIFE INSURANCE CO LTD
10.2013 - 12.2016
- Sourcing of New client From own Reference and also Company Database
- Responsible for retention of customer, collecting renewal premium and giving all type of service to the orphan and also new customer and also generate new policy from them
- Got Four promotions: Key Relationship Manager to SR
- Relationship Manager, SR
- Relationship Manager to Executive Relationship Manager, Executive Relationship Manager to Business Relationship Manager 1, Business Relationship Manager 1 to Business Relationship Manager 2
- Completed BRM 1 goalsheet in March 2016 with ranking 4th position in East zone
- Got certificate for highest NOP in the month of December 2013
- Got certificate for 2nd highest business in the month of March 2014 in East Zone
- Got certificate for highest business also in the month of March 2015 in East Zone
- 13th Months persistency is 89%.
Education
B.COM -
Calcutta University
01.2004
Higher Secondary -
01.2001
Madhyamik -
01.1999
Skills
- Asset Servicing and Banking Operation
- Direct marketing of Insurance and Mutual Fund
- Experienced in customer interactions
- Hardworking with positive attitude
- Aggressive sincere and can sustain in pressure
- Branch Operations Management
- Customer Service
- Customer Relationships
- Excellent time management skills
- Strong team-builder
- Staff Management
- Cash Handling
Hobby
Listening song.
Additional Qualification
- Learned Computer Course like Ms. Office, DOS, and Windows etc. From e-bharat.
- Passed NISM examination (NISM-Series-V-B: Mutual Fund Foundation Certification Examination)
Personal Information
- Date of Birth: 05/04/83
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Hinduism
Disclaimer
I do hereby declare that the facts stated above information are true and correct to the best of my knowledge.
Languages
English
Upper intermediate (B2)
Bengali
Bilingual or Proficient (C2)
Hindi
Upper intermediate (B2)
Timeline
Branch Manager
HDB Financial Services
07.2024 - Current
Branch Sales Manager ( Branch Banking )
ICICI Bank LTD
03.2022 - 06.2024
Priority Relationship Manager ( Branch Banking )
Axis Bank Tarakeswar Branch
09.2020 - 03.2022
Preferred Relationship Manager ( Branch Banking )
HDFC Bank Ltd at Siliguri Main Branch
01.2019 - 09.2020
Branch Relationship Manager-2
Reliance Nippon LIFE INSURANCE CO LTD
10.2017 - 12.2018
Branch Relationship Manager
Reliance Nippon LIFE INSURANCE CO LTD
10.2013 - 12.2016
B.COM -
Calcutta University
Higher Secondary -
Madhyamik -
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