Puja Sarkar

As an Area Head at HDFC Bank, I am responsible for achieving annual budgeted business numbers with a team of Sales Officers in the assigned geographical area. I handle transaction and investment banking products for retail institutional clients, including Municipal Corporations, State Governments, Govt. PF Trusts, Embassies, Gram Panchayats, Govt. Boards & Development Authorities, Defence, and Autonomous Bodies.

I create rapport with the top management of all the clientele, generate leads for other banking products, work closely with the Retail Branch for ensuring efficient service, and manage high value government relationships. I also drive digital enablement, working with the digital banking team to extract more business from the Government Departments. I have successfully achieved monthly sales targets and facilitated virtual webinars, physical training sessions, and events for the Govt.

In addition to my current role, I am pursuing a Master of Business Administration (MBA) degree at Bangalore Institute of Technology(Indira Gandhi National Open University )with a focus on Business Administration and Management. I have also attained multiple certifications, such as HR Bootcamp - Digital Marketing Program, AFAI, and NISM V A Mutual Fund Distributor exam, to enhance my skills and knowledge in the banking sector. I am motivated by delivering value to my clients, contributing to my team and organization, and learning new things every day.

• Acquisition & servicing of Govt
• Clients in the field of Municipal Corporations, State Governments, Govt
• PF Trusts, Embassies, Gram Panchayats, Govt
• Boards & Development Authorities, Defence, Autonomous Bodies etc
• Would be responsible for handling transaction & investment banking business like Payments, Collections, Fixed Deposits, Electronic Transfers, & other banking & financial products to the retail institutional clients - Create a rapport with the top management of all the clientele - Generate leads for other banking products offered by the bank like Assets, insurance, TPP etc
• Work closely with the Retail Branch for ensuring efficient service to clients - Achievement of monthly sales target
• Manage high value government relationships
• Manage the existing Government Relationships and enhance and deepen their overall relationship with our Bank
• Get more Liability Values from Competition Bank
• Independently influence the Key Officials in the NTB Government Departments in getting their Banking shifted to our Bank
• Facilitate to get the approvals for doing virtual webinars, physical training sessions, and events for the Govt
• Carry % growth plan target at Govt.Update data support and present jointly with branch manager/cluster head for zonal/regional/national review digital enablement, working closely with the digital banking team - e-net, CMS team, and other similar channels to extract more business from these Government Department
• Drive RBB's anywhere banking module driving microsite, mobile banking, Instaapp, and other bank digital salary initiatives.

• Credavenue is a financial services-based platform which acts as an aggregator between corporate borrowers and lenders and it operates across five different lines of business-Colending, Credloans, Supply Chain Finance, Plutus and Real Estate Infrastructure and has almost 3000+borrowers and 500+ lenders
• As a Partnership Manager, I had to make sure that I reach out to CAs, Investment bankers, DSAs and financial consultants to get them enrolled in our Credavenue channel partnership program and ensure that each of them submits at least five deals related to Colending, Credaloans, Supply Chain Finance, Plutus and Real Estate Infrastructure
• Based on the interest expressed by various lenders in the platform, my responsibility was to conduct the meetings between connectors, borrowers, lenders and the relationship manager for the particular product for which the deal has been submitted and ensure that the engagement letter is signed by the borrowers and the process of disbursal takes place without any hindrance
• On a monthly basis, I had to make sure that at least 50 connectors are onboarded onto our ecosystem through leads provided by the marketing team in the HubSpot, LinkedIn Sales Navigator and also, by approaching various CA firms and Investment banking firms and on a quarterly basis had to generate revenue worth 200 crores from midcorp and largecorp enterprises and also 50 crores from LAP deals.

• Reporting sales head- my job responsibilty was to make sure that I reach out to the maximum number of leads passed on to me through cold calling and achieve the quarterly/monthly/weekly sales targets assigned to me
• On a daily basis, my job responsibility was to reach out to atleast 135 customers who used to express interest in our banking products through various channels like Website, social media, existing customer base , understand their requirements and use the product fit in approach to close the sales
• Out of those 135 customers, we had to make sure that atleast 60 calls are connected and talktime is 4.5 hrs and had to deliver 2-3 closures on a daily basis
• Had to document each and every conversation on CRM and engage with the prospects through the entire sales cycle
• Demonstrate and promote a 100% commitment to providing the best possible experience for our clients by maintaining high standards set by the company
• Ensure that client related issues are resolved in a manner consistent with the company's operating guidelines
• Work closely with Business Development team to manage all sales activities of the branch and meet revenue objectives
• Achieving customer delights through friendly and proficient service
• Develop and maintain a professional working environment within the department.