Summary
Overview
Work History
Education
Skills
Languages
Certification
Personal Information
Careercontour
Timeline
Generic

Sourish Bandyopadhyay

Kolkata

Summary

Highly competitive, proactive , disciplined and goal oriented professional. Expertise in managing operations with key focus on marketing of insurance products and services. Track record of consistently achieving sales targets at branches, building dynamic sales teams, identifying high-yielding services and products during the career span. Adept at handling sales and marketing operations to stimulate sales growth and realize organizational objectives. Demonstrated excellence in identifying and developing key and institutional clients for business excellence and accomplishment of targets. Possess motivational management style with a record of building an efficient sales team and distribution network.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Cluster Training Manager

FUTURE GENERALI LIFE INSURANCE CO. Ltd.
Kolkata
06.2019 - Current

Reponsiblity and Achievements 2023 to Till Now :-

  • Responsible for FLS Induction of entair Kolkata Direct Team . Implement All New initiative from Training Team . New FLS Activation and RSG Qualification .
  • looking after of Traing requirement in Direct and special Training requirement in PD and Agency chanel also .
  • Officially responsable to 11 unit including Guwahati, unofficially for entair kolkata and New Trainer Performance .
  • Prepear Regional level content including promotional Videos
  • In JFM done 37L of collected premium through JFC and stand 2nd Higest Business Producer Trainer .
  • Over achieved in all the KPI parameters.
  • At present No. 1 Trainer in India in Hello December 2024 competition.

Reponsiblity and Achievements Till 2023 Dec :-

  • Responsible for SM Induction
  • Looking after entire training requirement of 3 region which includes 9 Branches in Kolkata and 4 branches in out location such as Contai,Haldia,Khargapur and Barasat
  • As an additional responsibility involved in creating Training and video content as per zonal requirement
  • Reporting to zonal Training Manager
  • Promoted as Cluster Training Manager in 2022
  • Received (Most Honorable recognition in India) in 3rd quarter 2020 and 2nd quarter 2021 for Introducing Digital content development by H.O in 2020
  • Awarded for exceptional contribution and support in Region 2020 from Vice President Agency
  • Awarded as exceptional contributor by Head of training for Improvising Digital Sales Kit on Product and Recruitment process in 2020
  • Awarded as exceptional contributor by Head of training for Improvising Video Tutorial 2020-21
  • Awarded as Best Performing Trainer( OND) in Zone in 2019-20
  • IN East award received in 2020
  • Managed training calendar for entire fiscal year, including setting course plans, training spaces and department rotations.

Associate Manager- Training

BHARTI AXA LIFE INSURANCE CO. Ltd.
Kolkata
09.2016 - 05.2019
  • Responsible for SM Induction and TTT
  • Looking after entire training requirement of West Bengal region which includes 6 Branches in Kolkata and 3 branches in out location such as Asansol,Siliguri and Burdwan
  • Effective managing a team of Branch Consultant Trainer
  • Reporting to Head of Training
  • Best Productive Training Manager in Eastern Zone JFM 2018
  • Received Certificate of Excellence for the excellent for contribution made towards increasing productivity and crossing the set milestone in JFM 2019
  • Qualify for Highest Active Advisor Producing Trainer in March 2017 Competition

Training Manager

AVIVA LIFE INSURANCE CO. Ltd.
12.2013 - 08.2016
  • Looking after entire training requirement of Kolkata Location
  • Reporting to Zonal Head of Training
  • Completed 1st track confirmation within 3 months
  • Excellence from CEO
  • Awarded with Certificate of Appreciation for highest ODQ in JFM 2015 in zone

Divisional Training Manager

Bajaj Allianz Life Insurance Co. Ltd.
10.2007 - 11.2013
  • Promoted from Branch Training Executive to Branch Training Manager within seven months
  • 3rd highest Early Bird Producer in Bengal and 2nd Highest Early Bird Producer in North Bengal in the year 2008-2009
  • 4th highest Early Bird Producer in Bengal-1 Region in the year 2009-2010
  • 6th highest Early Bird Producer in zone in the year 2010-11
  • More than 70% pass percentage

Sales Development Manager

HDFC Standard Life Co.Ltd.
Kolkata
05.2005 - 09.2007
  • Highest Recruitment in HDFC in Speeding up Competition
  • Customer Relation
  • Collect the Data from Developers, road shows and other real estate company and Deal with Home loan

Sales Executive

MMG
Kolkata
10.2003 - 04.2005
  • Commenced Career with MMG, Kolkata as Canvasser and promoted as Sales Executive
  • Deal with all high rise and premium product of Kolkata, like: Highland Park (EM bypass), Green wood nook (Rajarhat /New town), Green field heights (Rajarhat /New town), Emareldileextension (Rajarhat /New town), Golf residency (Golf Club Road, Tollygunj), Banyan Tree (Park.st.), Devlok Residency (Bansdroni), Merujeen (Garia) etc

Education

B.Com. (Hons.) -

Rashtraguru Surendranath College
Barrackpore, C.U
01.2003

XII -

Kanti Chandra High School
Shyamnagar, WBHSE Board
01.2000

X -

Sitanath Path Sala
Shyamnagar, WBSE Board
01.1998

Skills

  • Conversant with Windows XP
  • Microsoft Office tools
  • Movabi (Video Editing Software)
  • Canva for PPT and Poster making
  • AI tools Like Chat GPT , Soundraw,
  • Course development
  • Staff presentations
  • Training solutions development
  • Soft skills training
  • New employee training
  • Stakeholder management
  • Training facilitation
  • Needs assessment
  • Public speaking
  • E-learning platforms
  • Multimedia content creation
  • Motivational speaking
  • Coaching and mentoring
  • Leadership training

Languages

  • English
  • Bengali
  • Hindi

Certification

Certificate in Software Engineering, Belur Math

Personal Information

Date of Birth: 04/14/81

Careercontour

Handling the marketing and sales operations for achieving increased growth & profitability. Identifying new streams for revenue growth & developing plans to build consumer preference. Using sales forecasting to ensure the sale & profitability of products; analysing business developments & monitoring market trends., Identifying prospective clients, generating business from new accounts & developing them to achieve consistent profitability. Initiating contact with potential customers for developing leads, sales & cross selling insurance products. Building and maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by achieving performance parameters delivery & quality norms. Organizing various promotional activities for business expansion., Identifying market opportunities, developing business cases and offering successful product/services. Creating and executing a measurable marketing communications plan across all communications disciplines for strategic positioning of products and services of the organization. Identifying and networking with financially strong and reliable clients resulting in deeper market penetration and improved market share., Maintaining cordial relations with customers to sustain the profitability of the business. Maximizing customer satisfaction level by on time delivery, monitoring customer complaints, providing efficient services. Handling grievances and resolving issues for customer retention., Imparting /organizing training programs for achieving pre planned business targets. Leading, training & monitoring the performance of team members to ensure efficiency in sales operations and meeting of individual & group targets., 04/19/22, Future Generali Life Insurance Co. Ltd., Cluster Training Manager, Responsible for SM Induction. Looking after entire training requirement of 3 region which includes 9 Branches in Kolkata and 4 branches in out location such as Contai, Haldia, Khargapur and Barasat. Involved in creating Training and video content as per zonal requirement. Reporting to zonal Training Manager., 04/22, Future Generali Life Insurance Co. Ltd., Promoted as Cluster Training Manager in 2022., Received Most Honorable recognition in India in 3rd quarter 2020 and 2nd quarter 2021 for Introducing Digital content development by H.O in 2020., Awarded for exceptional contribution and support in Region 2020 from Vice President Agency., Awarded as exceptional contributor by Head of training for Improvising Digital Sales Kit on Product and Recruitment process in 2020., Awarded as exceptional contributor by Head of training for Improvising Video Tutorial 2020-21., Awarded as Best Performing Trainer (OND) in Zone in 2019-20., IN East award received in 2020., 04/19, Bharti AXA Life Insurance Co. Ltd., Associate Manager- Training, Responsible for SM Induction and TTT. Looking after entire training requirement of West Bengal region which includes 6 Branches in Kolkata and 3 branches in out location such as Asansol, Siliguri and Burdwan. Effective managing a team of Branch Consultant Trainer. Reporting to Head of Training., Best Productive Training Manager., Received Certificate of Excellence for the excellent contribution made towards increasing productivity and crossing the set milestone in JFM 2019 from Head of Training., Qualify for Producing Trainer in March 2017 Competition., 06/13, AVIVA Life Insurance Co. Ltd., Training Manager, Completed 1st track confirmation within 3 months. Excellence from CEO., Awarded with Certificate of Appreciation for highest ODQ in JFM 2015 in zone., 06/13, Bajaj Allianz Life Insurance Co. Ltd., Tollygunj, Divisional Training Manager, Promoted from Branch Training Executive to Branch Training Manager within seven months of joining., 3rd highest Early Bird Producer in Bengal and 2nd Highest Early Bird Producer in North Bengal in the year 2008-2009., 4th highest Early Bird Producer in Bengal-1 Region in the year 2009-2010., 6th highest Early Bird Producer in zone in the year 2010-11., More than 70% pass percentage., 10/04, HDFC Standard Life Co. Ltd., Kolkata, Sales Development Manager, Highest Recruitment in HDFC in Speeding up Competition., 10/04, MMG, Kolkata, Sales Executive, Commenced Career with MMG, Kolkata as Canvasser and promoted as Sales Executive., Deal with all high rise and premium product of Kolkata.

Timeline

Cluster Training Manager

FUTURE GENERALI LIFE INSURANCE CO. Ltd.
06.2019 - Current

Associate Manager- Training

BHARTI AXA LIFE INSURANCE CO. Ltd.
09.2016 - 05.2019

Training Manager

AVIVA LIFE INSURANCE CO. Ltd.
12.2013 - 08.2016

Divisional Training Manager

Bajaj Allianz Life Insurance Co. Ltd.
10.2007 - 11.2013

Sales Development Manager

HDFC Standard Life Co.Ltd.
05.2005 - 09.2007

Sales Executive

MMG
10.2003 - 04.2005

Certificate in Software Engineering, Belur Math

B.Com. (Hons.) -

Rashtraguru Surendranath College

XII -

Kanti Chandra High School

X -

Sitanath Path Sala
Sourish Bandyopadhyay