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Sayan Mondal
Relationship Manager
Kolkata,West Bengal
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 3.8 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
4
4
years of professional experience
6
6
years of post-secondary education
6
6
Certificates
3
3
Languages
Work History
Relationship Manager
Home First Finance Company India Limited
Nagpur , Maharashtra
2018.05 - Current
- Had worked in challenging portfolio of Nagpur in Home loan and Mortgage loan NBFC and BFSI sector .
- Generated Salesforce reports to distil key customer data and adapt engagement strategy accordingly.
- Responsible for achieving monthly target through timely and channelized sales and disbursement .
- Increased AUM growth and revenue growth of branch by 15% .
- Handled portfolio of over 500+ clients with 0% NPA ratio in loan sector by doing prompt credit and risk analysis of clients.
- Increased portfolio revenue by 25% by upgrading 200+ clients with consultative sales approach.
- Led client meetings to workshop needs, goals and strategies, developing tailored solutions to retain client base.
- Utilized Salesforce to generate key client metrics, informing customer engagement and sales strategy.
- Trained and developed sales team to manage 360 degree sales cycle.
- Exceeded targets by 15% with strong closing and consultative sales strategies.
- Produced reports and analysis that directly informed business strategy, assessing progress through Salesforce CRM.
- Managed marketing channels, increasing engagement with target audiences.
Education
10th Standard -
National High School
Kolkata 2011.03 - 2012.03
12th Standard -
National High School
Kolkata 2013.03 - 2014.03
Bachelor in Technology -
KALINGA INSTITUTE oF INDUSTRIAL TECHNOLOGY
BHUBANESHWAR 2014.03 - 2018.03
Skills
Salesforce
Certification
Digital Marketing by Google Digital
Interests
Additional Information
Date of birth- 16/7/1996
Family Background
===============================
Father-Retired-Manager at IOCL,kolkata
Mother-Housewife
Elder Sister-Senior Manager at Capgemini,Hyderabad,Married
-
Accomplishments
T1 and T2 training certifications from Home first Finance Company,2018
Top performer, Sales team, RM PRO quad 2020,2021,Nagpur
2nd place, Buddy Contest Award, 2020,Nagpur
Employee Meet Team Winner 2018
Young Turk Contest 2019
Knighthood Contest 2020
Timeline
Digital Marketing by Google Digital
2020-07
Relationship Manager
Home First Finance Company India Limited
2018.05 - Current
Python Programming for beginners
2018-02
Social Media Marketing and Online Media Marketing by eMarketing Institute
2017-11
International Conference on Distributed Computing and Internet Technology
2017-01
Core Java from LIT Institute
2017-01
C programming from NIIT
2014-07
Bachelor in Technology -
KALINGA INSTITUTE oF INDUSTRIAL TECHNOLOGY
2014.03 - 2018.03
12th Standard -
National High School
2013.03 - 2014.03
10th Standard -
National High School
2011.03 - 2012.03
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