Rajkumar Sarkar
Barddhaman
Summary
"Dynamic professional with over 3 years of experience in the banking and insurance sector, specializing in sales, marketing, and client relationship management. Proven ability to analyze data, generate reports, and drive business growth through strategic decision-making. Proficient in Power BI, with hands-on experience in data visualization, dashboard creation, and performance analysis. Seeking a domain change into Power BI and business analysis to leverage my analytical skills and deliver data-driven insights for organizational success."
Overview
3
3
years of professional experience
1
1
Certification
Work History
Assistant Manager
ICICI Bank
Kolkata
12.2023 - Current
- · Managed and serviced High Net Worth (HNI) client portfolios, providing personalized and timely banking solutions.
- · Consistently drove business growth by cross-selling a variety of banking products and services, including loans, credit cards, insurance, and investment plans.
- · Generated new business through client relationships and quality referrals, enhancing client satisfaction and retention.
- · Efficiently handled daily banking operations, including teller cash handling and transaction processing, ensuring compliance with bank policies.
- Regularly updated CRM for tracking customer visits, lead creation, and follow-ups, ensuring comprehensive client management.
- Spearheaded MIS reporting for a designated region of Kolkata, using Power BI and Excel to prepare and publish daily sales reports to internal teams and management.
- · Monitored CRM usage across all Relationship Managers (RMs) in the region to ensure effective client tracking and reporting.
- · Created dynamic dashboards for monthly performance reviews, sales analysis, gap analysis, and data management.
- · Supported product and campaign launches, collaborating with internal teams to drive regional engagement and sales efforts.
Deputy Sales Manager
Reliance General Insurance
Kolkata
04.2022 - 11.2023
- Handled Bancassurance tie up with Bank of India.
- Resolved Bank of India clients' queries about the purposes and details of financial plans and strategies
- · Brand & Marketing, B2B Sales, Retail and SME business, Branch Event planning and activation, Campaign Marketing, Competitors analysis, Key Accounts Management, Strategy Market Analysis, Business Analysis, Renewal Retention, New Business Development, Branch Escalation handling, Coordination with the U/W & Operations team for product delivery within the TAT, Coordination with the legal & claim team for smooth and hassle free settlement experience
Relationship Manager
SBI General Insurance
Kolkata
07.2021 - 02.2022
- Directed insurance negotiations selected insurance brokers or carriers, and placed insurance
- Prepared financial and regulatory reports required by laws, regulations and boards of directors
- Established and maintained relationships with individual and business customers and provided assistance with problems these customers may encounter.
- Exceeded sales goals by promoting products and services to maximize client financial needs.
- Analyzed financial requirements of clients to match with bank's product offerings.
- · Sourced and generated leads by active networking and making outbound calls
Education
MBA - Marketing And Business Analytics
Institute of Engineering And Management (MAKAUT)
KOLKATA08-2021
B.Tech - Computer Science And Engineering
SMIT II MAKAUT
HOOGHLY12-2019
Skills
Problem Solving
Agile Management
Sales & Marketing Management
Digital Marketing
Power BI
Team Work
Data Analysis
CRM
Excel
Languages
Bengali
First Language
English
Advanced (C1)
C1
Certification
- Marketing Analytics(Darden School Of Business)
- Python(UNIVERSITY OF MICHIGAN)
- Microsoft PL-300 certification using the free Power BI Desktop. Power Query, DAX, M. Helps with DP-60
Timeline
Assistant Manager
ICICI Bank
12.2023 - Current
Deputy Sales Manager
Reliance General Insurance
04.2022 - 11.2023
Relationship Manager
SBI General Insurance
07.2021 - 02.2022
MBA - Marketing And Business Analytics
Institute of Engineering And Management (MAKAUT)
B.Tech - Computer Science And Engineering
SMIT II MAKAUT
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