Summary
Overview
Work History
Education
Skills
Core Achievements
Computer Literacy
Languages
Extracurricular Activities
Hobbies and Interests
Disclaimer
Job Search Preferences
Personal Information
Languages
Timeline
Generic
SAMIK BHATTACHARYA

SAMIK BHATTACHARYA

Kolkata

Summary

To serve myself sincerely and whole-heartedly in the eld of Insurance Marketing in an esteemed organization and therefore to emerge as a future leader with all the market experience and knowledge base and therefore adding value to the industry.

More than 17 years of work experience in the eld of Insurance marketing with various PSU and Private bank bancassurance partners as well as with different channel partners and NBFC'S. Experienced in mainly managing and driving bancassurance sales through various branch banking relationships by conducting daily branch visits and maintaining relationships with the channel partners(through both individual as well as team handling roles) and therefore planning, strategizing and executing new ideas to take relationships to the next level.

Overview

19
19
years of professional experience
8000
8000
years of post-secondary education

Work History

Commercial Manager(Admin)

BEEKAY STEEL INDUSTRIES
Kolkata
02.2023 - 06.2023
  • Maintenance of daily MIS
  • PO & WO preparation
  • New Vendor Licensing
  • Passing Supplier Bills for payment in coordination with accounts department
  • Maintenance of supplier's ledger and books of accounts.

Key Account Manager- Bancassurance

TATA-AIA LIFE INSURANCE CO. LTD.
Kolkata
04.2019 - 10.2021
  • Bancassurance Sales and relationship management of CENTRAL BANK OF INDIA relationship.

Manager-Bancassurance

Chola MS General Insurance Co. LTD.
06.2015 - 12.2017
  • Handled a team of on roll Executives in Chola from 2015-17 as an Area Head(Bancassurance) for Kolkata and West Bengal
  • Looked after the two NBFC relationship DHFL and AHFL while reporting directly to Zonal Head of three states West Bengal, North East and Orissa.

Sales Manager in Third Party Distribution(TPD)

Reliance Life Insurance Co. Ltd.
08.2013 - 02.2015
  • The primary job responsibility is to manage designated broking relationships (both Local and National Tie-Ups) of the company such as BMA MONEY, INTEGRATED BROKING etc and driving sales through those channels as well as acquisition of new channel partners.

Assistant Manager(BANCASSURANCE)

STAR UNION DAI-ICHI LIFE INSURANCE COMPANY LTD
08.2011 - 04.2013
  • The primary job responsibility was to drive sales through different BANK OF INDIA branches by motivating the Branch Managers and other Branch staffs.

Sales Development Manager

HDFC Standard Life Insurance Co. Ltd.
07.2006 - 09.2010
  • Joined the Company as SALES DEVELOPMENT MANAGER in the leadership role and handled the PSU BANASSURANCE RELATIONSHIP BANK OF BARODA for first two and half years.
  • Handled team of three Insurance Associates, who was the paid employees of the organisation where the job profile was to maintain relationship with the branch managers and get business done through the team of those Insurance Associates.
  • Later on handled the prime relationships of the company HDFC BANK and HDFC SECURITIES LTD. where the job profile was to drive the business through the Insurance Co-ex and motivate the Branch Managers and other LG's for driving business.
  • Handled the PSU BANCASSURANCE RELATIONSHIP INDIAN BANK where the job profile was to maintain the relationship with the PSU Branch Managers in order to drive business through them.

Financial Planning Consultant

AVIVA LIFE INSURANCE COMPANY INDIA PVT. LTD.
07.2005 - 07.2006
  • Joined the Company as a FINANCIAL PLANNING CONSULTANT and looking after the BRANCH BANKING relationship of ABN AMRO BANK where initially the job profile was to motivate the Branch Manager as well as other LG's for driving business.
  • Later on promoted and started looking after the VGPB (PREFERRED BANKING) relationship of ABN AMRO BANK where the job profile was mainly to handle the preferred base clients of ABN AMRO BANK.

Bancassurance Officer

ICICI PRUDENTIAL LIFE INSURANCE CO. LTD.
03.2004 - 06.2005
  • Joined the Company as BANCASSURANCE OFFICER and therefore handled the PSU BANCASSURANCE RELATIONSHIP BANK OF INDIA where the job profile was to maintain relationship with the branch managers and motivate them for driving business.

Education

PGDBA - Marketing and Finance

GRADUATE SCHOOL OF BUSINESS & ADMINISTRATION
Greater Noida

B.Com (Hons) -

Calcutta University

12th -

Hare School
Kolkata

10th -

Hare School
Kolkata

Skills

  • Motivating bancassurance and channel partners
  • Planning marketing techniques
  • Executing growth strategies
  • Addressing grievances
  • Team handling

Core Achievements

  • Achieved 'Individual Excellence Award-Q3(2016-2017)' in 'Chola MS General Insurance Co. LTD.' from MD desk for AHFL performance in terms of highest % product penetration across East.
  • Achieved Certificate of Merit from REGIONAL MANAGER EAST Mr. Vivekanand Jha and VICE PRESIDENT(DISTRIBUTION) Mr. G.V. Ramana in 'STAR UNION DAI-ICHI LIFE INSURANCE COMPANY LTD.' for excellent performance during 2011-12 for EASTERN CHAMPIONS LEAGUE CHAMPION TEAM MEMBER.
  • Achieved Certificate of Appreciation from AVP ALTERNATE CHANNEL EAST Mr Nirmalya Majumdar and VP SALES EAST Mr. Sanjeev Kumar Biswas in 'HDFC STANDARD LIFE INSURANCE COMPANY LTD.' for performance excellence in ANNUAL FOUNDATION DAY CONTEST.
  • Became No. 3 Corporate Agency Manager across PAN INDIA and Qualified for Singapore Trip in 'HDFC STANDARD LIFE INSURANCE COMPANY LTD' in the year 2010.

Computer Literacy

SWIFTNET 2001, Manipal Institute of Computer Education (MICE), Windows '98, Microsoft Office 2000, HTML, Internet Browsing

Languages

  • Hindi
  • Bengali
  • English, Professional working proficiency
  • Hindi, Professional working proficiency
  • Bengali, Professional working proficiency

Extracurricular Activities

Participated in the under 16 & 18 Cricket Tournament of C.A.B. (Cricket Association of Bengal).

Hobbies and Interests

  • Listening to Music
  • Travelling
  • Playing Cricket

Disclaimer

I hereby declare that all the above information given by me is true and best of my knowledge.

Job Search Preferences

06/10/23, Open to Work, Ready to Interview, True, Manager/Leader, Full Time, 4 Lac +, Join Any Day

Personal Information

  • Blood Group: O+
  • Date of Birth: 11/12/79
  • Gender: Male
  • Marital Status: Married

Languages

Bengali
First Language
English
Upper Intermediate
B2
Hindi
Upper Intermediate
B2

Timeline

Commercial Manager(Admin)

BEEKAY STEEL INDUSTRIES
02.2023 - 06.2023

Key Account Manager- Bancassurance

TATA-AIA LIFE INSURANCE CO. LTD.
04.2019 - 10.2021

Manager-Bancassurance

Chola MS General Insurance Co. LTD.
06.2015 - 12.2017

Sales Manager in Third Party Distribution(TPD)

Reliance Life Insurance Co. Ltd.
08.2013 - 02.2015

Assistant Manager(BANCASSURANCE)

STAR UNION DAI-ICHI LIFE INSURANCE COMPANY LTD
08.2011 - 04.2013

Sales Development Manager

HDFC Standard Life Insurance Co. Ltd.
07.2006 - 09.2010

Financial Planning Consultant

AVIVA LIFE INSURANCE COMPANY INDIA PVT. LTD.
07.2005 - 07.2006

Bancassurance Officer

ICICI PRUDENTIAL LIFE INSURANCE CO. LTD.
03.2004 - 06.2005

PGDBA - Marketing and Finance

GRADUATE SCHOOL OF BUSINESS & ADMINISTRATION

B.Com (Hons) -

Calcutta University

12th -

Hare School

10th -

Hare School
SAMIK BHATTACHARYA