Wildlife Photography and Travel
Somnath Banerjee
Enrollment Executive
Pune
Summary
Driven individual with sales and customer service experience. Retains relationships through genuine and consistent engagement. Harnesses active listening and consultation to meet stakeholder needs.
Overview
22
22
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Enrollment Manager
Maharashtra Institute of Technology School of Distance Education
07.2021 - Current
- Investigated issues and created solutions for new customers.
- Monitored enrollment metrics to assess program effectiveness, making adjustments as needed to meet institutional goals.
- Conducted financial screening and documentation gathering for clients to determine qualification for payment programs.
- Led the development of innovative virtual events, increasing engagement among prospective students during remote learning periods.
Client Relationship Manager
MIT School of Distance Education
07.2021 - Current
- Student Engagement
- On-boarding Process Verification
- Documentation and Profile Competency Matching
- Liaison with Senior Management on MIS and Process Implementation
- Ensuring seamless delivery of Services
- Generation Reports and Analyzing admission trends.
Senior Client Relationship Manager
Bharti Axa Life Insurance Co Ltd
07.2019 - 06.2020
- Assistant Relationship Manager
- Employed as Relationship Manager in Insurance.
- Portfolio management new business acquisition cross sales and renewal premium acquisition.
Process Trainer
ATC India Electronics Pvt Ltd
06.2018 - 05.2019
- Training Mentoring and Guiding front end FOS for insurance process.
- Hands on training to implement online telecalling process for Insurance Loans and Financial solutions.
- Adherence to process guidelines and governance principles on Insurance process calling and conversions of prospects to leads and generation of revenue for corporate channel partners.
- Maintenance analysis and data interpretation to enhance revenue sourcing.
Business Development Manager
Edelweiss Tokio Life Insurance Co Ltd
12.2015 - 06.2017
- Successfully driven a team of advisors to laid down specific targets month on month hitting QTD and YTD targets.
- Achieved highest persistency and new business awards for consistency in business generation.
Wealth Advisor
Standard Chartered Bank
01.2011 - 08.2015
- Qualitative and Quantitative expertise in providing wealth solutions and achieving targets consistently through cross sales of Insurance and investment
- Successfully coordinated with channel partners like Bajaj Allianz and Icici Prudential in LI segment and Max Bupa and Royal Sudaram in GI segment to achieve MTD QTD and YTD tsrgets across wealth products.
Financial Services Consultant
Bajaj Allianz Life Insurance Co Ltd
06.2004 - 12.2010
- Started as Trainee financial services consultant , got three consecutive promotions from Trainee to senior FSC within a span of four years.
- Worked closely in Bancassurance space with priority HNI relationship managers of Standard Chartered Bank to successfully cross sell wealth products to niche segment NR and HNI clients.
- Awarded best branch for fastest 1 CR Insurance logins in the year 2004 and 2006
Education
MBA - Business Administration and Logistics Management
Academy of Business Management Sciences
Kolkata01-2012
BBA - Business Administration
Annamalai University
Annamalai01-2003
Advanced Diploma - Global Sales and Marketing Management
NIS Sparta
Kolkata01-1999
Diploma - Advanced Computing
NIIT
Kolkata01-1999
HSC - Pure Science
St. Thomas Boys School
Kolkata01-1991
10th - Science
St Thomas Boys School
Kolkata01-1989
Skills
Client meeting management
Commercial relationship management
Accomplishments
- Managing business and channel partners
- Led a team of forty Relationship managers of Standard Chartered completed their certification and implementation of insurance process in Mortgage and priority acquisition channel.
- Implementation outcome was 100% activation of personnel in cross sales revenue resulting in 130% achievement of Insurance target rolled out for the quarter and financial year.
- Recognized for highest business and awarded persistency certificates.
- Consistently overachieved targets when associated with Standard Chartered Bank, Bharti Axa and Edelweiss Tokio Life.
- Successfully trained certified and mentored team in ATC Electronics as process trainer.
Affiliations
- Active Member of MIT School of Distance Education as Enrollment and Student Support
- Actively Participated in NIS Extempore and Quiz competition
- Certificate awarded for Best Proactive Calling and Student Engagement at MIT School of Distance Education Reward and Recognition held at PUNE.
Certification
Global Certification Awarded for Proficiency in English Language Skills
Interests
Reading books and playing Chess
Listening to Contemporary Music
ADDITIONAL INFORMATION
Awarded best Solo Vocal Singer at MIT School of Distance Education.
Timeline
Enrollment Manager
Maharashtra Institute of Technology School of Distance Education
07.2021 - Current
Client Relationship Manager
MIT School of Distance Education
07.2021 - Current
Senior Client Relationship Manager
Bharti Axa Life Insurance Co Ltd
07.2019 - 06.2020
Process Trainer
ATC India Electronics Pvt Ltd
06.2018 - 05.2019
Business Development Manager
Edelweiss Tokio Life Insurance Co Ltd
12.2015 - 06.2017
Wealth Advisor
Standard Chartered Bank
01.2011 - 08.2015
Financial Services Consultant
Bajaj Allianz Life Insurance Co Ltd
06.2004 - 12.2010
BBA - Business Administration
Annamalai University
Advanced Diploma - Global Sales and Marketing Management
NIS Sparta
Diploma - Advanced Computing
NIIT
HSC - Pure Science
St. Thomas Boys School
10th - Science
St Thomas Boys School
MBA - Business Administration and Logistics Management
Academy of Business Management Sciences