Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Somnath Das

Kolkata

Summary

Hardworking Senior Associate enthusiastic about taking on exciting new challenges by leveraging dynamic communication skills and a disciplined approach. Diplomatic Senior Associate motivated to drive sales and customer satisfaction in different situations and environments. Lead teams effectively to meet goals.

Overview

20
20
years of professional experience

Work History

Sr. Associate Relationship Manager

Turtlemint
Kolkata
11.2023 - Current
  • Developed and implemented strategies for increasing customer satisfaction.
  • Maintained up-to-date knowledge of industry trends and regulations.
  • Established relationships with key stakeholders across the organization.
  • Managed team resources, including assigning tasks, monitoring progress, and ensuring deadlines were met.
  • Created monthly forecasts based on historical data analysis.
  • Recruitment of POSP and leaders who will appoint POSP.
  • Training and development of POSP and leaders on continuous basis.

Cluster Manager

Care Health Insurance Ltd
Kolkata
11.2021 - 10.2023
  • Recruitment of sales officers and sales managers for the business of health insurance and accidental insurance plans through Punjab National Bank, Kolkata South Circle.
  • Training and monitoring the sales officers and sales managers, coordinating with the branches, arranging for training sessions of the branches.
  • Organizing health check-up camps in the branches on continuous basis for generation of leads.
  • Developed and maintained strong relationships with key stakeholders in the cluster.
  • Monitored and evaluated performance of team members to ensure quality standards were met.
  • Conducted regular meetings with staff to review progress, discuss challenges and identify areas for improvement.

Sr. Relationship Manager

PNB MetLife India Insurance Co. Ltd
Kolkata
01.2020 - 10.2021
  • Handled 9 branches of Karnataka Bank and 2 branches of ESAF Bank across Kolkata.
  • Maintaining good relationship with bank staffs for generation of prospective leads.
  • Daily maintenance of MIS and tracking historical data.

  • Conducted regular meetings with customers to discuss their needs and provide tailored solutions.
  • Ensured compliance with legal regulations, policies, and procedures related to banking operations.
  • Maintained an up-to-date understanding of industry trends and best practices in order to remain competitive in the marketplace.

Relationship Manager

Star Union Dai-ichi Life Insurance Co. Ltd
Kolkata
10.2018 - 12.2019
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
  • Evaluated customer feedback to identify areas of improvement in products or services offered.

Sales Manager

Max Life Insurance Company Ltd
Kolkata
11.2011 - 09.2018
  • Developed and implemented sales strategies to increase market share.
  • Identified and developed new markets for products or services in various branches of West Bengal.
  • Established relationships with key clients, while maintaining existing customer base.
  • Provided technical support for customers when needed, answering questions about product features and capabilities.
  • Tracked monthly sales to generate reports for business development planning.
  • Performed sales consultations and educated clients on products and services.

Sr. Field Sales Officer

TATA AIG Life Insurance Co. Ltd
Baharampur
06.2006 - 06.2008
  • Generated leads through cold calling, networking, referrals and other techniques.
  • Handled 20 branches of UBI in Murshidabad circle.
  • Maintained good relationship with branches for the generation of prospective leads.
  • Managed customer accounts and provided timely follow-up service on inquiries.
  • Cultivated relationships with existing customers by providing excellent customer service and support.

Sales Executive

K-Direct(DST of Kotak Mahindra Bank, Personal Loan Div.)
Kolkata
01.2004 - 05.2006
  • Cultivated relationships with existing customers to encourage repeat business.
  • Providing loans to the distributors of various FMCG brands like Colgate Palmolive, Cipla, HP Petrol Pumps, Indian Oil Petrol pumps etc.
  • Identified new potential markets and developed plans for targeting them.

Education

Bachelor of Commerce - Financial Accounting

Durgapur Government College
Durgapur, India
08-1998

Skills

  • Sales & Business Development
  • Knowledge about various Insurance
  • Communication
  • Exposure in Bank Assurance
  • Time Management
  • Delivery management
  • Training in Bank Assurance

Accomplishments

  • Megastar Award at Max Life Insurance Company Ltd. for 4 years, 2012, 2013, 2014 and 2017
  • Achievement of national and foreign tours to Dubai, Malaysia, Goa, Darjeeling & Gangtok, Jaipur

Languages

Bengali
First Language
English
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1

Timeline

Sr. Associate Relationship Manager

Turtlemint
11.2023 - Current

Cluster Manager

Care Health Insurance Ltd
11.2021 - 10.2023

Sr. Relationship Manager

PNB MetLife India Insurance Co. Ltd
01.2020 - 10.2021

Relationship Manager

Star Union Dai-ichi Life Insurance Co. Ltd
10.2018 - 12.2019

Sales Manager

Max Life Insurance Company Ltd
11.2011 - 09.2018

Sr. Field Sales Officer

TATA AIG Life Insurance Co. Ltd
06.2006 - 06.2008

Sales Executive

K-Direct(DST of Kotak Mahindra Bank, Personal Loan Div.)
01.2004 - 05.2006

Bachelor of Commerce - Financial Accounting

Durgapur Government College
Somnath Das