Partha Sarathi Das
Gangnapur
Summary
To work in a firm with a professional work driven environment where I can utilize and apply my knowledge, skills which would enable me as a fresh graduate to grow while fulfilling organizational goals.
Overview
10
10
years of professional experience
Work History
Priority Wealth Manager
Aditya Birla Capital LTD
Kolkata
08.2025 - Current
- Developed integrated insurance solutions for bank clients.
- Collaborated with financial advisors to assess client needs.
- Provided training on bancassurance products to staff members.
- Conducted market research to identify new insurance opportunities.
- Facilitated client meetings to explain policy options and benefits.
- Managed client documentation and compliance with regulations.
- Analyzed customer feedback to enhance service delivery strategies.
- Led team in daily operations and task allocations to enhance productivity.
- Facilitated training sessions for new team members to ensure smooth onboarding.
- Monitored workflow processes to identify areas for improvement and efficiency.
Assistant Area Manager
SBI Life Insurance Co. Ltd.
Kolkata
11.2021 - 07.2025
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Maintained updated knowledge through continuing education and advanced training.
Relationship Manager
Bajaj Allianz Life Insurance Co. Ltd.
Kolkata
03.2020 - 11.2021
- Promoted as Executive Relationship Manager on March, 2021.
- Worked at Bajaj Allianz Life Insurance Co.Ltd from 02.03.2020 to 31.10.2021 as Executive Relationship Manager.
Senior Officer
ICICI Bank Ltd.
07.2019 - 01.2020
- Managed customer accounts and ensured compliance with banking regulations.
- Led team meetings to discuss process improvements and operational efficiency.
- Developed training materials for new staff on banking procedures and policies.
- Analyzed financial reports to identify trends and recommend solutions.
- Processed customer transactions accurately and efficiently.
- Assisted clients with account inquiries and resolved issues promptly.
- Assisted in the development of new banking products and services for clients.
Officer Sales
Axis Bank Ltd.
03.2018 - 06.2019
- Cultivated strong relationships with high-net-worth clients to understand financial needs.
- Developed tailored banking solutions to enhance client satisfaction and loyalty.
- Advised clients on investment opportunities to maximize portfolio performance.
- Resolved client inquiries efficiently, providing timely support and guidance on services.
- Responded to customer inquiries and requests regarding banking products, services and procedures.
Sales Executive
Mohon Motor HYUNDAI
03.2016 - 02.2018
Education
B.Com -
Ramlal Academy Chakdaha College
12.2014
High (H.S) -
Chakdaha
12.2011
Secondary -
Gangnapur
12.2008
Skills
- Windows XP
- Client relationship management
- Insurance solutions development
- Market analysis
- Regulatory compliance
- Financial advisory
- Customer service excellence
- Team collaboration
- Windows 7
- Windows Vista
- MS Office 2003
- MS Office 2007
- MS Word
- MS PowerPoint
- MS Excel
- FAS
- Interpersonal Skills
- Teamwork
- Confident
- Determined
- Sales strategy development
- Problem solving
Accomplishments
- Qualified 2nos. campaign of Cluster Office (1.Movie with Cluster Head, 2.Lunch with Cluster Head), 12/01/18, Insurance in Axis Bank
- Achieved 80% of CASA Budget in Axis Bank, 01/31/19, Received certificate from Head of Branch Banking of Axis bank for achieving 3.4 Lakhs Revenue of Life Insurance and General Insurance.
- Qualified and achieved 200% in ZCDP XOTICA Life Insurance contest, 12/01/19, In ICICI Bank
- Pro certificate received from Retail Banking Head of ICICI Bank.
Languages
- Hindi
- English
- Bengali
Disclaimer
I hereby declare that all information furnished above is true according to my knowledge and belief.
Software Computer Proficiency
Windows (XP, Windows 7, Vista), MS Office (2003, 2007)(MS Word, MS PowerPoint, MS EXCEL)
Personal Information
- Caste: Schedule Caste
- Father's Name: Sri Pradip Das
- Date of Birth: 03/12/93
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Timeline
Priority Wealth Manager
Aditya Birla Capital LTD
08.2025 - Current
Assistant Area Manager
SBI Life Insurance Co. Ltd.
11.2021 - 07.2025
Relationship Manager
Bajaj Allianz Life Insurance Co. Ltd.
03.2020 - 11.2021
Senior Officer
ICICI Bank Ltd.
07.2019 - 01.2020
Officer Sales
Axis Bank Ltd.
03.2018 - 06.2019
Sales Executive
Mohon Motor HYUNDAI
03.2016 - 02.2018
B.Com -
Ramlal Academy Chakdaha College
High (H.S) -
Chakdaha
Secondary -
Gangnapur