Summary
Overview
Work History
Education
Skills
Hobbies
Languages
Contact Address
PERSONAL DETAILS
Timeline
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Rajat Kumar Das

Rajat Kumar Das

Balasore

Summary

Results-driven Key Relationship Manager known for high productivity and efficient task completion. Specialize in strategic planning, client retention strategies, and communication excellence. Excel at interpersonal negotiation, problem-solving, and adaptability, ensuring seamless collaboration with clients to achieve mutual goals. Bring deep understanding of market trends and customer needs to foster strong, lasting business relationships. Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.

Overview

8
8
years of professional experience

Work History

Key Relationship Manager

TATA AIA Life Insurance Company Ltd
Balasore
10.2024 - Current

Branch Sales | Direct Channel | S2S | DSF

  • Developed and maintained strong relationships with key clients to ensure customer satisfaction.
  • Created and implemented strategies for expanding the client base and increasing sales opportunities.
  • Provided expert financial advice to clients, enhancing their decision-making process.
  • With my hard work and perseverance, as well as correct guidance, I successfully achieved MDRT 1.5 for the year 2024 and qualified for an international trip to Bangkok and many more local conventions.

Business Development Manager

SBI Life Insurance Company Ltd
Balasore
05.2024 - 09.2024

Bancassurance | Banking Channel | Indian Bank

  • Improved profit margins by effectively managing expenses, budget, and overhead, increasing closings and optimizing product turns.
  • Developed and significantly grew assigned territory using strong engagement and marketing skills.

Senior Financial Service Manager

Bajaj Allianz Life Insurance Company Ltd
Balasore
06.2019 - 04.2023

Direct Channel | Branch Sales | S2S | PSF

  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • With proper guidance, I was able to take three promotions, with one international trip to New Zealand, and I also qualified for many more local conventions.

Medicine Representative

Indiabulls Pharmaceutical Ltd
Anugul
05.2017 - 01.2019
  • Answered customer inquiries promptly and professionally.
  • Achieved sales targets through effective negotiation and closing techniques.

Education

Matriculation - 10th

DAV Public School
Balasore
04-2011

Higher Secondary Education - +2 Science

Remuna College
Remuna , Balasore
06-2013

Bachelor of Science - +3 Science

Remuna Degree College
Remuna , Balasore
08-2016

Skills

  • Financial planning processes
  • Solution management
  • Client acquisition
  • Wealth management portfolios
  • New business development
  • Relationship management
  • Consultative selling
  • Excellent communication
  • Product knowledge
  • Client relationships

Hobbies

  • Hosting Stage Shows
  • Singing
  • Standup Comedy

Languages

Bengali
First Language
Odiya
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
English
Proficient (C2)
C2

Contact Address

At/po:- Balia Dist:- Balasore

Ps:- Sahadevkhunta Via:- kuruda

PIN:- 756056

PERSONAL DETAILS

Father's Name - Chaitanya Ch Das

Mother's Name - Jyotshna Rani Das

DOB - 18th June 1995

Marital Status - Single

Timeline

Key Relationship Manager

TATA AIA Life Insurance Company Ltd
10.2024 - Current

Business Development Manager

SBI Life Insurance Company Ltd
05.2024 - 09.2024

Senior Financial Service Manager

Bajaj Allianz Life Insurance Company Ltd
06.2019 - 04.2023

Medicine Representative

Indiabulls Pharmaceutical Ltd
05.2017 - 01.2019

Matriculation - 10th

DAV Public School

Higher Secondary Education - +2 Science

Remuna College

Bachelor of Science - +3 Science

Remuna Degree College
Rajat Kumar Das