RIA CHATTERJEE
Kolkata,India
Summary
Experienced Insurance Account Manager with retail and commercial insurance knowledge, banking knowledge and excellent communication skills. Dedicated and detail-oriented Senior Financial Manager with 6+ years of experience. Managed and serviced a portfolio of multinational clients resulting in improved client satisfaction and retention. Investment Specialist.
Overview
10
10
years of professional experience
Work History
Regional Manager(Assistant Manager)
ICICI PRUDENTIAL LIC LTD
01.2019 - Current
- Led a team to achieve performance goals and enhance collaboration.
- Managed NRI and HNI clients.
- Analysed recent financial performance to identify trends and inform strategic decisions.
- Advised clients on investment opportunities to optimise their financial portfolios.
- Executed comprehensive sales strategies by engaging clients at multiple touchpoints.
- Coordinated with senior management to implement strategic plans aimed at driving revenue growth.
- Prepared detailed reports on weekly sales, expenses, and staff productivity to support management review.
- Prepare reports on the above and broadcast these to customers for further investment in banking and insurance both
- Monitored staff performance and developed improvement plans.
- Trained new employees on company policies, customer service excellence, and sales techniques.
- Led weekly staff meetings to discuss targets, performance improvements, and customer feedback.
- Resolved escalated customer complaints by offering practical solutions and maintaining professionalism.
- Provided exceptional customer service by addressing inquiries and resolving issues.
- Oversaw daily operations, including opening and closing procedures, to maintain store standards.
- Handled zone along with Wealth and PBG segment.
- Conducted performance reviews, providing constructive feedback and setting individual goals.
- Managed budget for regional sales activities, ensuring optimal allocation of resources for maximum return.
INSURANCE CONSULTANT
ADITYA BIRLA SUN LIFE
01.2018 - 01.2019
- Analysed financial performance to inform strategic decision-making.
- Investigated diverse investment opportunities to evaluate potential benefits, supporting organisational growth.
- Generate new prospects and business
- Conducted recruitment processes to identify and attract suitable candidates, enhancing talent acquisition for various positions.
JR. ENGG.
KOLKATA METROPOLITAN DEVELOPMENT AUTHORITY
01.2017 - 01.2018
- Utilised AutoCad, 3Ds Max, Revit, and BBS for design tasks, enhancing visualisation and accuracy of project deliverables
- Developed project plans and designs, ensuring alignment with client specifications
- Oversaw on-site construction activities, ensuring adherence to project timelines and quality standards
Education
Bachelor of Technology - Civil Engineering
Budge Budge Institute of Technology
01-2019
Diploma of Technology - Civil Engineering
Swami Vivekanada university
01-2016
Higher Secondary - Science
Manohar Academy
01-2014
Board Examination -
ST. Ninians High School for girl's
Skills
- Insurance Account Management
- Wealth Management
- Commercial Insurance
- Financial Management
- Portfolio Management
- Financial modelling
- Reporting
- Sales
- Customer satisfaction
- Customer retention
- Team Handling
- Decision Making
- Communication Skills
- Multitasking
Accomplishments
- 2021, Promoted to FSM in the second year of working went to Dubai by Qualifying international contest.
- 2022, Went to Thailand by qualifying international contest.
- 2023, Promoted to SR. FSM, managing team, responsible for regions Went to AZERBAIJAN by qualifying International contest (Top 3).
- 2024, Went to Thailand by qualifying international contest.
- 2025, Promoted as Sr.KRM, responsible for managing team and three regions with 23 bank branches. Qualified for Abudhabi international Contest.
- 2026, Promoted as Asistant Manager (Non-Sourcing),responsible for zone.
Hobbies and Interests
- Painting
- Dancing
- Cooking
- Traveling
- Singing
Custom Section
- Painting
- Dancing
- Cooking
- Traveling
- Singing
Timeline
Regional Manager(Assistant Manager)
ICICI PRUDENTIAL LIC LTD
01.2019 - Current
INSURANCE CONSULTANT
ADITYA BIRLA SUN LIFE
01.2018 - 01.2019
JR. ENGG.
KOLKATA METROPOLITAN DEVELOPMENT AUTHORITY
01.2017 - 01.2018
Bachelor of Technology - Civil Engineering
Budge Budge Institute of Technology
Diploma of Technology - Civil Engineering
Swami Vivekanada university
Higher Secondary - Science
Manohar Academy
Board Examination -
ST. Ninians High School for girl's