Sagnik Mitra
Kolkata,India
Summary
Accomplished professional with expertise in MS Excel & Spreadsheets, Process Flows, and Google Workplace tools. Proficient in Microsoft Dynamics 365, Power BI, and MS Office tools including Word and PowerPoint. Demonstrates strong skills in innovation cultivation, customer relationship management software, and change facilitation. Adept at executive presentation, strategic visioning, competitor analysis, and strategic planning. Committed to corporate social responsibility with a solid background in financial analysis and market research.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
Work History
Executive - Clients & Markets, Sales Operations
KPMG
Bengaluru, India
04.2023 - 03.2025
- Handling front-end business tools with focus on Client Revenue Analysis, Sales Pipeline Data Analysis, Forecasting and Reporting; and focus on key insights, client behaviour and possible opportunities
- Scheduling approx 12-15 ad-hoc Data Analysis into a structured reporting framework
- Interacting with multiple Practice and Service Line Leaders and serve regular MIS requirements
- Coordinating with multiple stakeholders on data gathering, CRM modifications and technical advancements
- Working on the CRM to handle the daily CRM User Interface requests and managing them accordingly
- Worked closely with leadership to deliver firm-wide business analysis across varied service lines and firm-wide announcements on various aspects
Associate - Central Sales Operations
BYJUS
Bengaluru, Karnataka
03.2022 - 03.2023
- Carried out day-to-day duties accurately and efficiently.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Successfully delivered on tasks within tight deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Prepared pan India incentive and PIP evaluation files along with revenue assessment for evaluation of pan India sales-force.
- Acted as POC for VPs and central operations team regarding communication of monthly, quarterly and annual assessments of incentives for pan-India BDAs.
- Prepared 4 incentive files monthly which included PSA Incentives, BDA incentives,MLP incentives & PSM incentives while handling all types of communication related to them.
- Automated working of Performance Manager Evaluation which increased efficiency of team in delivering reports to 30%.
Business Development Manager - Bancassurance
SBI General Insurance
07.2021 - 12.2021
- Driving business through Bancassurance partners and developing relationships with regional business office and assigned branches
- Achieved RBO sales targets up to 115% through business in different branches
- Initiated branch activation through product mix and new SP creation and achieved branch activation of 6 new branches
- Increased health insurance sales up to 30% per branch
Education
BBA (H) - Business Administration
Techno India University
Kolkata, West Bengal 08.2016 - 05.2019
PGDM - Marketing
Institute of Engineering and Management (IEM)
Kolkata, West Bengal 06.2019 - 06.2021
Skills
- MS Excel & Spreadsheets
- Process Flows
- Google Workplace tools
- Microsoft Dynamics 365
- Power BI
- MS - Office tools : Word
- MS - Office tools : PowerPoint
- Innovation cultivation
- Customer relationship management software
- Strategic visioning
- Competitor analysis
- Strategic planning
- Market research
Languages
English
Proficient (C2)
Hindi
Fluent
Bengali
Native
Accomplishments
- Received the Super Team Award on multiple occasions at KPMG
- Received the SPOT Award on multiple occasions at KPMG
References
References available upon request.
Timeline
Executive - Clients & Markets, Sales Operations
KPMG
04.2023 - 03.2025
Associate - Central Sales Operations
BYJUS
03.2022 - 03.2023
Business Development Manager - Bancassurance
SBI General Insurance
07.2021 - 12.2021
PGDM - Marketing
Institute of Engineering and Management (IEM)
06.2019 - 06.2021
BBA (H) - Business Administration
Techno India University
08.2016 - 05.2019
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