SOUVIK BARH
HOOGHLY
Summary
Results-driven Area Business Manager known for high productivity and efficient task completion. Possess specialized skills in strategic planning, team leadership, and market analysis. Excel at communication, problem-solving, and adaptability, ensuring success in fast-paced environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Area Business Manager
HDFC Life Insurance
Serampore
06.2025 - Current
- Managed long-term relationship development with key customers, strengthening partnerships and driving customer loyalty.
- Implemented customer feedback systems to enhance service delivery and elevate client satisfaction, directly addressing client needs.
- Trained and mentored new business development associates to enhance sales techniques and product knowledge, fostering a knowledgeable sales team.
- Conducted training sessions for new staff members on product knowledge and customer service skills.
- Maintained detailed records of sales activities, including daily call reports, weekly forecasts, and monthly performance metrics.
Sr Manager
Kotak Life Insurance
02.2023 - 05.2025
- Drove business growth by ensuring agency team consistently met or exceeded premium targets and policy counts
- Mentored and trained agents, enhancing productivity and performance levels
- Facilitated team development through strategic recruitment initiatives
Senior Associate
Reliance Retail
06.2021 - 12.2022
- Coordinated order collection and payment processing to streamline merchant onboarding.
- Led team in optimizing inventory management processes for efficient stock control.
- Developed training materials to enhance staff knowledge on retail operations.
- Collaborated with cross-functional teams to improve customer service strategies.
Certified Financial Consultant
JUST DIAL LIMITED
11.2020 - 06.2021
- Cold calling , selling online products
- Maintained records of financial transactions related to leasing apartments or other services provided by the company.
- Processed payments from patients and maintained accurate financial records.
- Performed detailed audit procedures such as substantive testing, analytical review, and walkthroughs of client's financial statements.
Relationship Manager
Axis Bank Limited
06.2018 - 12.2019
- HNI & Wealth Client Handling, New Client Acquisition & Existing Relationship Value
- Cultivated strong relationships with clients to enhance customer satisfaction.
- Managed account portfolios to ensure effective service delivery.
- Provided financial advice based on client needs and market trends.
Relationship Officer
ICICI Bank
05.2015 - 04.2018
- Handled corporate salary accounts and processed loan applications, confirming adherence to financial institution policies.
- Completed day-to-day duties accurately and efficiently.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
MCA - Computers
Anna University
01-2015
BCA - Computers
University of Burdwan
Hooghly01-2013
12th - Bengali / Bangla
West Bengal01-2010
10th - Bengali / Bangla
West Bengal01-2008
Skills
- Sales
- Sales strategy
- Lead Generation
- Corporate Sales
- Business Development
- Channel Management
- Client management
- Client Onboarding
- Revenue Generation
- Customer relationship management
- Market Analysis
- Financial Analysis
- Risk Management
- Payment Solutions
- Order Management
- Team Management
- Marketing
Certification
Certification in Information Technology
Languages
- Hindi
- Bengali
- English
- Hindi
- Bengali
Personal Information
Total Experience: 9 Years 0 Month
Accomplishments
2 Times CX Awards in HDFC Life
Timeline
Area Business Manager
HDFC Life Insurance
06.2025 - Current
Sr Manager
Kotak Life Insurance
02.2023 - 05.2025
Senior Associate
Reliance Retail
06.2021 - 12.2022
Certified Financial Consultant
JUST DIAL LIMITED
11.2020 - 06.2021
Relationship Manager
Axis Bank Limited
06.2018 - 12.2019
Relationship Officer
ICICI Bank
05.2015 - 04.2018
MCA - Computers
Anna University
BCA - Computers
University of Burdwan