Soumita Podder
Mumbai
Summary
Seasoned Sales professional in financial services with proven track record in developing & maintaining client relationships and executing strategic sales plans to increase market share. Skilled in analyzing market trends to provide clients with tailored investment advice, leading to informed decision-making and portfolio optimization. Successfully collaborated with teams to innovate sales approaches that align with changing financial landscapes.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Area Sales Manager
BARODA BNP PARIBAS MUTUAL FUND
Mumbai
05.2025 - Current
- Conducted presentations and seminars to educate channel partners about mutual fund products, and investment strategies.
- Maintained relationships with existing channel partners to ensure client satisfaction with the products and services offered.
- Identified new business opportunities through market research and analysis.
- Developed and significantly grew market share in the assigned territory, using strong engagement and marketing skills.
- Implemented innovative approaches for increasing brand awareness among target audience.
- Maintained accurate records of investments and financial data, and adhered to regulatory requirements and industry standards.
Corporate Sales Manager
HDFC LIFE INSURANCE COMPANY
Mumbai
06.2017 - 05.2025
- Managed life insurance business across multiple HDFC Bank branches, driving significant growth.
- Oversaw a team of five or more sales officers, ensuring alignment with organizational goals.
- Conducted training and development programs for channel partners to sustain market share above 70%.
- Executed various projects and initiatives to enhance product penetration within the cluster.
- Spearheaded sales and service teams, fostering consistent performance and skill enhancement.
- Cultivated strong relationships with existing channel sales associates while identifying potential partners.
- Engaged with HNI clients, analyzing requests to facilitate sales and promote retention, boosting profitability.
Customer Service Associate
Teleperformance
Mumbai
12.2016 - 05.2017
- Conducted daily outbound calls to potential clients, promoting SBI Cards' offerings.
- Provided comprehensive information on products, services, and current promotions of SBI Cards.
- Actively listened to customers, identifying needs and tailoring responses accordingly.
- Resolved customer queries effectively to enhance satisfaction and trust.
Education
MBA - Financial Management
D Y Patil University
Pune10.2023
Bachelor of Science - Chemistry
University of Calcutta
Kolkata07.2011
Higher Secondary Education - West Bengal Council of Higher Secondary Education
Taki Girls School
Kolkata05.2008
Skills
Market research and analysis
- Presentation and proposal development
- Team leadership and coordination
- Distributor relationship management
- Communication skills
- Time management
- Adaptability and flexibility
- Customer relationship management
- Sales strategy and analysis
- Channel management
- Sales training and development
- Client retention strategies
- Brand awareness initiatives
Languages
Bengali ,English, Hindi
Accomplishments
Successfully managed to strengthen channel relationships and increase market share in the current organization
I have been appraised and recognized by seniors for excellent performance and presentation skills.
In the previous organization, I received multiple promotions back to back in an 8-year span, was awarded Employee of the Quarter in 2020, and have been awarded multiple times for qualifying contests with domestic and foreign trips and incentives
Certification
- Certification in NISM V-A
- Certification in presentation fundamentals
- Certification in business communication - developing effective business presentation skills
Timeline
Area Sales Manager
BARODA BNP PARIBAS MUTUAL FUND
05.2025 - Current
Corporate Sales Manager
HDFC LIFE INSURANCE COMPANY
06.2017 - 05.2025
Customer Service Associate
Teleperformance
12.2016 - 05.2017
MBA - Financial Management
D Y Patil University
Bachelor of Science - Chemistry
University of Calcutta
Higher Secondary Education - West Bengal Council of Higher Secondary Education
Taki Girls School
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