Samrat Chatterjee
Kolkata
Summary
Results-driven professional with over fifteen years of experience in finance and media sectors. Expertise in stakeholder management, product distribution, and driving business growth. Strong communication and relationship management skills, adept at navigating high-pressure environments. Committed to continuous learning and contributing to customer-centric teams.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Regional Head, Third Party Distribution, East Zone
YES BANK LTD
05.2024 - Current
- Responsible for building a Strong and Robust General Insurance franchise for the entire East zone.
- Boosting Third party business with optimum utilization of Bancassurance through distribution of General Insurance with 5 partners.
- :: Key Achievements ::
- Achieved a strong YOY Growth of 48% in FY 22-23
- Achieved a Staggering YOY Growth of 78% in FY 23-24.
- Turned around the General Insurance business franchise for the Zone with 130% YOY Growth for FY 24-25.
- Have delivered business through proper distribution and activation of maximum resources.
- Awarded with the most Prestigious award of the Bank - CEO Award of Excellence 3 times in a row as the No.1 TPD RH in the country.
- Have been part of a very special forum for selected few super achievers where I have been awarded stock options.
- Topped contests like London, Singapore, Europe, Thailand to name a few.
- Sustainable Growth in business along with Quality have been a key driver in this journey.
Regional Head, Third Party Distribution for Affluent, East Zone
YES BANK LTD
Kolkata
12.2021 - 05.2024
- Managed distribution of Bancassurance business portfolio for Affluent Banking in East Zone.
- Ensured quality business generation by collaborating with partners, RMs, and cluster heads.
- Drove top-line business growth through effective customer penetration and enhanced employee productivity.
- Monitored business performance and renewals to maintain healthy persistency in the zone.
- Performed regular reviews of operational performance metrics against established benchmarks.
- Cultivated relationships with key stakeholders including customers, vendors, partners and competitors in the region.
Relationship Manager - Priority Banking
AXIS BANK LTD
07.2018 - 12.2021
- Managing a portfolio of HNI clients providing utmost importance to a superior service quality.
- Building the portfolio in terms of deepening of CASA book value which includes deepening of RTD and product penetration across clients.
- Advising the client about different structured Investment solutions as per the financial goal and risk appetite which includes products related to Mutual Fund, Fixed Income instruments, Insurance and alternate products.
- Acquiring quality New to Bank clients and converting them from just an account to true customer of the bank.
- Providing clients with all forms of loan product as per the need thereby increasing the asset book of the portfolio.
- Qualified for an Exclusive Mortgage & Business Loan Contest.
- One of the highest achievers in Life Insurance business across region.
Relationship Manager - Select
INDUSIND BANK LTD
03.2016 - 07.2018
- Managing a portfolio of Wealth clients while maintaining highest level of service quality.
- Deepening the client relationship with the bank by providing them customized solutions in the form of loans, investments and insurance solutions and other banking needs.
- Preparing structured financial portfolios for clients based on their time horizon and goals in mind.
- Advising clients about investment instruments related to equities, fixed income, structured products and other alternate assets.
- Acquiring premium quality wealth accounts for the bank.
- Have been awarded multiple times for Outstanding contribution to Life Insurance Business in the zone.
- Have disbursed the Biggest Commercial Equipment loan for East in Bank channel in FY 2016-17.
Senior Executive, Ad Sales
ABP PVT LTD
07.2014 - 02.2016
- Responsible for One Stop Classifieds Print Business in South Bengal Zone.
- Responsible for Online Matrimony business of ABP Weddings for South Bengal Zone.
- Driving Business with a team of 3 Retainers, 20 Classified Agents and Agencies.
- Responsible for Revenue Generation through Advertisements via various categories primarily through Retail, Education, Tender, Astrology categories in Dailies, Special Features and Special Initiatives in Ananda Bazar Patrika, The Telegraph and Ebala.
- Migrating from a different industry in print media I have achieved Growth of 20% on YTD figures over last year.
- Have achieved Channel partner growth of 24% on YTD figures.
Financial Service Consultant
ICICI PRUDENTIAL LIFE INSURANCE CO.LTD
10.2009 - 07.2014
- Company Overview: BANCASSURANCE, ICICI BANK
- Responsible for the Life Insurance Business of 2 Wealth Branches and 2 Wealth Lounges.
- Develop and maintain new and existing premium client relationships.
- To open lines of communication with clients to uncover and resolve their challenges.
- Customizing portfolios for clients by understanding their suitability and risk appetite.
- Engage in consultative selling to build long term relationship with clients.
- Pairing with a team of Relationship Managers and Investment Advisor to enhance Life Insurance Business for the bank by bringing in new relationships and through deepening of existing client base and thereby enhancing Revenue for the bank.
- BANCASSURANCE, ICICI BANK
- Got Promoted to Associate Financial Service Manager effective from March 2011.
- Got promoted to Senior Financial Service Manager effective from July 2011.
- Got Promoted to Associate Key Relationship Manager effective from April 2012.
- Got Promoted to Dy Key Relationship Manager effective from January 2013.
- Got Promoted to Executive Key Relationship Manager effective from April 2014.
Education
B.Com -
UMESH CHANDRA COLLEGE
01.2009
Std- 12 -
NATIONAL HIGH SCHOOL for BOYS
01.2006
Std -10 -
NAVA NALANDA HIGH SCHOOL
01.2004
Skills
- MS Office
- Business development
- Sales strategy
- Stakeholder engagement
- Revenue growth
- Problem-solving
- Word
- Excel
- PowerPoint
Certification
- AMFI certified distributor of Mutual Funds
- IRDA certified for sourcing Life & General Insurance Business
Extracurricular Activities
Photography Cricket
Languages
- English
- Hindi
- Bengali
Personal Information
- Date of Birth: 11/25/88
- Marital Status: Married
Timeline
Regional Head, Third Party Distribution, East Zone
YES BANK LTD
05.2024 - Current
Regional Head, Third Party Distribution for Affluent, East Zone
YES BANK LTD
12.2021 - 05.2024
Relationship Manager - Priority Banking
AXIS BANK LTD
07.2018 - 12.2021
Relationship Manager - Select
INDUSIND BANK LTD
03.2016 - 07.2018
Senior Executive, Ad Sales
ABP PVT LTD
07.2014 - 02.2016
Financial Service Consultant
ICICI PRUDENTIAL LIFE INSURANCE CO.LTD
10.2009 - 07.2014
B.Com -
UMESH CHANDRA COLLEGE
Std- 12 -
NATIONAL HIGH SCHOOL for BOYS
Std -10 -
NAVA NALANDA HIGH SCHOOL
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