Shankhadeep Ghosh
Treasure Relationship Manager
Bangalore
Summary
Experienced professional with nearly two decades of experience in the life insurance industry. Known for effectively leading teams to surpass short- and long-term objectives while enhancing overall productivity. Skilled in man management, sales, and marketing. Consistently praised by employers for swift decision-making capabilities. Committed to Aditya Birla Sunlife Insurance Co Ltd for over 9 years, demonstrating unwavering dedication and a relentless pursuit of excellence.
Overview
23
23
years of professional experience
2014
2014
years of post-secondary education
3
3
Languages
Work History
Treasure Relationship Manager in DBS Bank Relation
ADITYA BIRLA SUNLIFE INSURANCE CO LTD
08.2022 - Current
- Managed treasures and retail channels in Bangalore region for DBS relationship.
- Collaborated with private bankers to align Treasure segment HNI and UHNI client strategies with company goals.
- Relationship management with DBS Regional heads, AVP, VP and Cluster heads to get an edge over the competition in an open architecture.
- Overseeing complete operations for city/ State and responsible for monthly and annual business targets execute solution driven approach for achieving and delivering higher numbers.
- Periodic and daily update in line with DBS Treasures team, drive growth, meet business plan ensuring activisation and persistency with daily traction.
- Conduct product and process training sessions on regular intervals for bankers
- Have delivered all time highest business in YTD March '24
Senior Sales Manager In Deutsche Bank Relationship
ADITYA BIRLA SUNLIFE INSURANCE
01.2016 - 08.2022
- Managed high-value private banking relationships exceeding 30 lakhs at Deutsche Bank Kolkata.
- Managed business and retail banking channels with dedication.
- Provided Business Insurance solutions to SHNI and Ultra HNI bank clients.
- Led team of two unit sales managers.
- Procured new business while maintaining 13th month persistency numbers.
- Activated bank POS systems.
- Coordinated with operations and backend teams to enhance after-sales service.
- Facilitated training sessions focused on product and process knowledge for RM and SM.
- Secured first place in Pattaya calling contest, March 2018.
- Achieved top rank in year-to-date performance for 2016-17.
Associate Distribution Training Manager
Bharti-Axa Life Insurance Company LTD
12.2012 - 01.2016
- Facilitated IRDA refresher training sessions.
- Conducted training sessions on product knowledge, selling skills, and induction for advisors and managers.
- Responsible for activisatisation and productivity of Advisors
- Coordinated joint field activities with Advisors and Agency.
Sales Manager
Aegon Religare Life Insurance Co Ltd
07.2011 - 11.2012
- Used to take care insurance business in Religare Finvest first
- Later started looking after Religare securities Ltd and Probus (Sub Brokers), for Rest of Bengal, Orissa and Jharkhand region with a team of 3 Financial Planning Consultant s (FPC)
BUSINESS DEVELOPMENT EXECUTIVE
SBI Life Insurance Company LTD
09.2010 - 01.2011
- Managed Super Circle Of Excellence within Bidhannagar Module.
- Managed SCE region encompassing 19 State Bank branches across Salt Lake.
- Led procurement of retail and credit life cases with a team of 24 Certified Insurance Facilitators.
- Led regular product training sessions.
- Monitored operational performance alongside the bank's AGM.
- Achieved 'BDM of the Month' title for highest new business premium in February 2011.
- Recognized as 'Best BDM' in April 2011 for securing largest ticket size of 40 lacs in Bengal region.
Sr.Financial Services Manager
ICICI Prudential Life Insurance Company. LTD.
09.2008 - 01.2010
- Look after Kolkata and South Bengal regions.
- Was Responsible for generating Group and Individual business, through various corporate presentation and activities at different corporate houses.
- Used to handle a team of 6 AFSM(Associate financial Services manager)
- Got the Super Contenders runner up award in December 2009 for highest productivity in East and second highest in Pan India.
- Got the August Sweepstakes, champion award in August 2009 for maximum productivity in Pan India.
- Won the Health Champion Trophy twice, on Sept and December 2009 for maximum Health business Pan India.
Sales Team Leader
TATA AIG Life Insurance Co. Ltd.
01.2006 - 01.2008
- Looked after PNB relationship.
- Managing a team of 9 FSO's (Field Sales Officer).
- Mentoring & guiding the team, target setting and achievement.
- Awarded best STL in Punjab National Bank Relationship on July 2007.
Sales Manager
Panchwati Holiday Resorts Limited
01.2002 - 01.2006
- Managing a 10member team, monitoring performance of 'Indoor Lifestyle Consultants' and Tele callers.
- Guiding them to acquire more business & achieve venue target.
- Got the 'Badsha Of The Venue' award in June '05 for number of venue deals.
- Got the 'Champion Of The Champions' award in March '04 for maximum business.
Education
Bachelor of Commerce - undefined
Calcutta University
Diploma - undefined
Financial Accounting System
MBA - Marketing
Sikkim Manipal University
Kolkata Skills
🔹 Sales & Marketing Expertise
Insurance Product Sales
Strategic Marketing & Campaign Planning
Customer Acquisition & Retention
Cross-selling & Up-selling
Lead Generation & Conversion Optimization
Territory & Channel Management
🔹 Client Relationship Management
Client Needs Analysis
Customer Relationship Management (CRM)
Building & Maintaining Long-term Client Relationships
Claims Handling Support & Service
🔹 Leadership & Team Management
Sales Team Leadership
Training & Development
Performance Monitoring & Coaching
Goal Setting & Achievement
Addresses
No.7, Sree Nilayam, 2nd Floor, 6th Cross, Adithya Layout, Kalkere Main Road, Ramurthynagar, Bangalore, 560016
Disclaimer
I, hereby declare that all the above statements made by me are true to the best of my knowledge and belief.
Personal Information
- Father's Name: Late Jatindra Nath Ghosh
- Mother's Name: Late Biva Ghosh
- Date of Birth: 08/01/80
Accomplishments
🏆 Key Achievements
Delivered the highest-ever YTD business numbers in DBS Bangalore as of March 2024.
Logged a record-breaking high-value insurance case of â‚ą2 Crores in May 2025.
Qualified for the prestigious Udaipur Learning Summit (JAS 2024) through consistent sales excellence.
Earned qualification for the ABSLI Bancassurance Conclave aboard Cordelia Cruise, recognizing top performers.
Winner of the 2018 "Pattaya Calling" contest with the highest WFY Premium achievement.
Ranked #1 and #3 in YTD Business Performance nationally in 2016 and 2017, respectively.
Timeline
Treasure Relationship Manager in DBS Bank Relation
ADITYA BIRLA SUNLIFE INSURANCE CO LTD
08.2022 - Current
Senior Sales Manager In Deutsche Bank Relationship
ADITYA BIRLA SUNLIFE INSURANCE
01.2016 - 08.2022
Associate Distribution Training Manager
Bharti-Axa Life Insurance Company LTD
12.2012 - 01.2016
Sales Manager
Aegon Religare Life Insurance Co Ltd
07.2011 - 11.2012
BUSINESS DEVELOPMENT EXECUTIVE
SBI Life Insurance Company LTD
09.2010 - 01.2011
Sr.Financial Services Manager
ICICI Prudential Life Insurance Company. LTD.
09.2008 - 01.2010
Sales Team Leader
TATA AIG Life Insurance Co. Ltd.
01.2006 - 01.2008
Sales Manager
Panchwati Holiday Resorts Limited
01.2002 - 01.2006
Bachelor of Commerce - undefined
Calcutta University
Diploma - undefined
Financial Accounting System
MBA - Marketing
Sikkim Manipal University