Soham Das
Kolkata
Summary
Dedicated professional with a proven track record of aligning practices with organizational goals. Expertise in managing high-pressure situations and adapting to evolving challenges to strengthen brand presence. Consistently delivers results through organized and efficient work habits.
Overview
8
8
years of professional experience
Work History
Senior Sales Executive
Bandhan Bank Ltd.
Kolkata
08.2024 - 03.2025
- Sourcing new business with CASA, TD, and other bank products
- Maintaining a proper customer base for deepening the relationship.
- Maintaining and studying MIS for mutual growth.
- Cross-selling of banking products.
- Problem-solving and taking care of customer needs.
- Prepared reports detailing customer activity, portfolio performance and risk management strategies.
- Analyzed clients' insurance needs to recommend suitable life, health, and long-term care insurance products.
- Assisted customers in opening new accounts or transferring existing accounts from other institutions.
- Analyzed customers' financial situations to determine the best options for meeting their needs.
Senior Sales Executive
ICICI Bank Ltd.
Kolkata
12.2023 - 08.2024
- Initiated contact with clients to provide information about loan programs, rates, terms, and conditions.
- Prepared detailed reports on the status of loan applications and related activities.
- Researched market trends and competitor offerings to identify growth opportunities.
- Provided guidance on the selection of appropriate mortgage products based on individual needs.
- Reviewed credit histories and income statements of potential borrowers.
- Analyzed the applicant's financial and credit status, evaluating assets and risks to determine loan feasibility.
Business Development Executive
Axis Bank Ltd.
Kolkata
06.2023 - 08.2023
- Analyzed sales space capacities based on system parameters.
- Opened new accounts and served existing customers based on individual financial needs.
- Researched customer inquiries and resolved issues efficiently.
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Analyzed and interpreted financial data to form well-reasoned conclusions and make recommendations to financial officers.
Finance Executive
A K Sarkar & associates
Kolkata
01.2020 - 06.2023
- Developed Excel spreadsheets to track expenses, revenue, cash flows, and other KPIs.
- Prepared balance sheets, income statements, and cash flow statements according to Generally Accepted Accounting Principles.
- Generated weekly, monthly, and quarterly reports summarizing key financial metrics.
- Managed accounts payable and receivable activities, including invoice processing, payments reconciliation.
- Updated and maintained databases with current information.
Junior Accountant
Panihati Endeavour NGO
Kolkata
04.2017 - 12.2019
- Researched changes in laws to maintain adherence to financial regulations.
- Provided support for accounts payable and receivable functions, including invoice processing and payment posting.
- Processed journal entries to record transactions accurately.
- Minimized internal accounting department backlogs by updating accounts and generating reports.
- Maintained and reconciled general ledger accounts.
- Prepared monthly and quarterly financial statements for review by senior management.
Education
Certificate in Python - Data Analytics
Rajdeep Dar Pathshala
KolkataCertificate in SQL - Data Analytics
Rajdeep Dar Pathshala
KolkataCertificate Of Microsoft Power BI - Data Analytics
Rajdeep Dar Pathshala
KolkataCertificate in Advanced Excel - Data Analytics
Brainware Computer Academy
KolkataExecutive MBA - Financial Management
DY Patil University (Online)
Mumbai11-2024
Bachelor of Commerce - Commerce
MMC College (University of Calcutta)
Kolkata01-2019
Certificate of Strategic Management -
IIM Bangalore ( Online )
Certificate of Markting Management -
IIM Bangalore ( Online )
Skills
- Financial analysis
- Project management
- Data analysis
- Relationship building
- Market research
- Dashboard creation
- SQL analytics
- Strategic planning
Languages
Bengali
First Language
English
Proficient (C2)
C2
Affiliations
- Nature & Wildlife Photographer
Timeline
Senior Sales Executive
Bandhan Bank Ltd.
08.2024 - 03.2025
Senior Sales Executive
ICICI Bank Ltd.
12.2023 - 08.2024
Business Development Executive
Axis Bank Ltd.
06.2023 - 08.2023
Finance Executive
A K Sarkar & associates
01.2020 - 06.2023
Junior Accountant
Panihati Endeavour NGO
04.2017 - 12.2019
Certificate in Python - Data Analytics
Rajdeep Dar Pathshala
Certificate in SQL - Data Analytics
Rajdeep Dar Pathshala
Certificate Of Microsoft Power BI - Data Analytics
Rajdeep Dar Pathshala
Certificate in Advanced Excel - Data Analytics
Brainware Computer Academy
Executive MBA - Financial Management
DY Patil University (Online)
Bachelor of Commerce - Commerce
MMC College (University of Calcutta)
Certificate of Strategic Management -
IIM Bangalore ( Online )
Certificate of Markting Management -
IIM Bangalore ( Online )
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