Pritam Sinha
Kolkata
Summary
Results-oriented Relationship Manager – Banking Operations & Sales with a proven track record in financial product sales, customer relationship management, and revenue growth. Expertise in retail & corporate banking, credit & loan advisory, and wealth management. Adept at cross-selling, upselling, and customer engagement strategies to drive business expansion. Skilled in risk assessment, compliance, and financial advisory to optimize banking processes and ensure regulatory adherence. Proficient in data-driven decision-making, CRM tools, and predictive analytics for enhancing customer experience and portfolio performance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Virtual Relationship Manager
HDFC BANK LTD
Kolkata
07.2023 - Current
- Portfolio Management: Managed and grew a high-value client portfolio, driving a 25% increase in financial product adoption through strategic advisory.
- Revenue Growth: Achieved 150% of sales targets in FY 2024-25, securing a top revenue position in the region.
- Client Engagement & Cross-Selling: Utilized customer segmentation & predictive analytics, leading to a 90% conversion rate for high-value clients.
- Risk & Compliance: Ensured adherence to KYC, AML, and RBI guidelines, streamlining compliance and reducing risk exposure.
- Customer Retention & Satisfaction: Improved client retention by 15% through personalized financial solutions and superior service delivery (4.7/5 CSAT score).
Business Development Executive
Extramarks Education India Pvt Ltd
Kolkata
02.2022 - 05.2023
- Sales & Revenue Growth: Achieved 35% increase in sales leads and 25% revenue growth through strategic B2B & B2C sales initiatives.
- Market Expansion: Led successful entry into two new regional markets, driving customer engagement.
- Client Relations: Established long-term relationships, enhancing brand trust and business partnerships.
Management Trainee
Flipkart
09.2021 - 10.2021
- Acquired hands-on experience in supply chain operations, encompassing inventory control, order fulfilment, and data interpretation
Education
Bachelor of Technology (B.Tech) - Mechanical Engineering
Asansol Engineering College
Skills
- Banking Operations & Financial Advisory:
Retail & Corporate Banking Solutions Credit & Loan Advisory (Home Loans, Personal Loans, Business Loans) Risk assessment and regulatory compliance Wealth & Investment Management Digital banking and process optimization
- Sales & Revenue Growth:
Customer Acquisition & Retention Strategies Cross-Selling & Upselling Financial Products (Mutual Funds, Life Insurance, Credit Cards) Loan & Investment Product Sales Lead Generation & Conversion Target Achievement & Revenue Maximization
- Client Relationship Management:
Portfolio Management & Financial Planning Personalized Banking & Wealth Solutions Customer Insights & Financial Profiling Complaint Resolution & Service Excellence Customer Lifecycle & Engagement Analytics
- Technical and analytical skills: CRM tools
CRM Tools MS Excel, SQL, Tableau for Financial Data Analysis Predictive Analytics & Data Visualization Financial Data Interpretation & KPI Optimization
Certification
- IRDAI CERTIFIED
- Microsoft Transact-SQL Certification – Microsoft
- MS SQL Developer Certification – Intellipaat
- Data Visualization with Tableau Desktop – Intellipaat
- Advanced Microsoft Excel Certification – Intellipaat
- Agile Methodology Training – Intellipaat
- Business Analyst Master's Certification – Intellipaat
- CBAP Certification Training – Intellipaat
Accomplishments
- Qualified for the prestigious MDRT (Million Dollar Round Table) Contest in Macau, China, achieving top-tier life insurance sales at HDFC Bank.
- Ranked as the No.1 Revenue Generator in Eastern Region at HDFC Bank, exceeding targets by 150% in FY 2024-25.
- Achieved 45% revenue growth at Extramarks through targeted branding initiatives and strategic partnerships.
Timeline
Virtual Relationship Manager
HDFC BANK LTD
07.2023 - Current
Business Development Executive
Extramarks Education India Pvt Ltd
02.2022 - 05.2023
Management Trainee
Flipkart
09.2021 - 10.2021
Bachelor of Technology (B.Tech) - Mechanical Engineering
Asansol Engineering College
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Jignesh PatelJignesh Patel
Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
MUKESH KUMAR PADHIMUKESH KUMAR PADHI
Personal Banker - Deputy Manager at HDFC BANK LTDPersonal Banker - Deputy Manager at HDFC BANK LTD
Banasree DasBanasree Das
Sales Manager at Swarn Wellness Pvt. Ltd.Sales Manager at Swarn Wellness Pvt. Ltd.