PRASENJIT CHAKRABORTY
Kolkata
Summary
Looking forward for a challenging career, where there is scope for demonstration, always on a lookout for a positive & bigger outlook, Rigorous thinking and boundless curiosity, setting up levels & standards that exceed expectations. Have fun attitude is everything. Bottom line rises with the Organization.
Overview
15
15
years of professional experience
Work History
Cluster Manager -Loan Against Securities -FD & Lending
BAJAJ FINANCE LIMITED
01.2017 - Current
- Job description: Sourcing FD through IFAs or directly from the market. Assisting B2B, direct, and captive channels in sourcing LAS for the region.
- Job responsibility: Developed IFAs for direct sourcing of FDs and LAS. Also heading LAS for all B2B, direct and captive verticals. Coordinated service for stakeholders in pre and post logins, bridged risk team to streamline processes, managed budgeting, tracked payment receivables, ensured compliance with KYC for audits, facilitated release of securities, and completed closure of loan IDs.
- Earned a promotion in recognition of exceptional performance in 2023.
Area manager & Sr Area manager – Fixed Deposits
BAJAJ FINANCE LIMITED
01.2018 - 01.2020
- Job description: Sourcing Fixed deposits, insurance, mutual funds through team.
- In 2020, assisted Cashier channel to source Fixed deposits across 225 branches in 11 East Indian states, expanding Bajaj Finance Fixed deposit reach to rural and semi-urban areas of Bihar, Jharkhand, Orissa, West Bengal, Assam, Sikkim, Mizoram, Manipur, and Arunachal Pradesh. Conducted training, webinars, and contests to enhance branch activation and recognize top performers quarterly.
- Job responsibility: Scheduled bi-weekly reviews to assess team progress, supporting their development and addressing strategies for growth in milestone reviews.
- Received promotions in 2018 and 2020 in recognition of contributions.
Senior Relationship Manager
ICICI DIRECT
01.2013 - 06.2017
- Job Description: Cross-sale of different financial products from the existing clients mapped in such as corporate fixed deposits, mutual funds, new fund offer(NFO), perpetual bonds, NCDs, IPOs, insurance, prepaid, PMS, structured products, tax-free bonds, new 3-in-1 accounts, home loan, health insurance.
- Job Responsibility: Met with existing clients to provide service, acquired new clients, created opportunities for wealth maximization through cross-selling financial products, and achieved individual revenue targets while supporting colleagues in reaching their targets.
- Developed financial strategies tailored to individual client needs and goals.
- Managed client portfolios to enhance relationship strength and satisfaction.
- Coordinated investment product offerings to align with market trends and client interests.
Assistant Manager
KOTAK SECURITIES LTD.
09.2011 - 12.2013
- Managed daily operations and team performance in a fast-paced securities environment.
- Job Responsibility : Met clients from existing portfolio to address issues, presented to new clients to encourage investments, generated new leads, and managed existing portfolios to enhance brokerage and revenue for branch.
- Coordinated client interactions and ensured excellent customer service standards.
- Implemented compliance measures to uphold regulatory requirements in financial transactions.
- Job Description: Sourced dmat accounts to increase client engagement. with high margin, activating & trading them.
Education
MBA - Marketing
Eastern Institute of Management
Kolkata05-2009
B.Com (Hons.) -
Prafulla Ch. College ,University of Calcutta
Kolkata04-2006
ISC -
Julien Day School
Kalyani03-2003
ICSE -
Julien Day School
Kalyani03-2001
Skills
- Regulatory compliance
- Risk management
- Financial analysis
- Portfolio management
- Financial product knowledge
- Team leadership
- Customer relationship management
Personal Information
- Date of Birth: 1984-11-26
- Gender: Male
- Marital Status: Married
PERSONAL DETAILS
Languages : Bengali, English, Hindi
INTERESTS AND HOBBIES
Reading story books, educational journals., Playing Cricket , carom, TT, Trekking
ACADEMIC PROJECTS
Knowing NIITs product line, their targeted audience and on the basis of media preferences of youth marketing the products.
Accomplishments
- Awarded KUDDOS in 2024 for Fixed deposit business growth for East zone.
- Awarded KUDDOS in 2023 by the BH for overall growth in Fixed deposit business for the channel.
- Awarded SPOTLIGHT award in 2021 for growth and development of FD and Insurance business and team.
- Qualified as the Millionaire branch in Life Insurance business 2016.
- Leading my team for achieving highest Equity Prepaid target for branch P&L valuation at PAN India level 2016.
- Qualified for Mutual fund contest held at regional level by Birla Sunlife Mutual Fund.
- Qualified for contest in Wealth business.
- Qualified for the national contest held by ICICI Prudential Life Insurance Ltd.
Languages
Languages : Bengali, English, Hindi
POSITION OF RESPONSIBILITY
- SPO (students personnel officer), 2001, Selected as a SPO (students personnel officer) on behalf of the students on 2001.
- Convenor, Was selected as one of the convenor for Manotra in designing and conducting a management fest.
- Co-ordinator, The Park, Was selected as a co-ordinator for the ICICI Lombard quiz 09 held in The Park.
Timeline
Area manager & Sr Area manager – Fixed Deposits
BAJAJ FINANCE LIMITED
01.2018 - 01.2020
Cluster Manager -Loan Against Securities -FD & Lending
BAJAJ FINANCE LIMITED
01.2017 - Current
Senior Relationship Manager
ICICI DIRECT
01.2013 - 06.2017
Assistant Manager
KOTAK SECURITIES LTD.
09.2011 - 12.2013
MBA - Marketing
Eastern Institute of Management
B.Com (Hons.) -
Prafulla Ch. College ,University of Calcutta
ISC -
Julien Day School
ICSE -
Julien Day School