SOUVIK CHATTERJEE
Kolkata
Summary
Accomplished Project Manager with extensive 8 years of experience in insurance technology and operations, currently leading end-to-end project delivery at Bandhan Bank Ltd. Expertise in digital banking solutions, API integration, and cross-functional stakeholder coordination. Proven track record in regulatory compliance, customer experience optimisation, and data analytics. Skilled in team leadership, vendor management, and IT integration. Adept at managing complex projects using Agile and Waterfall methodologies. Career goal: to drive innovation and enhance product offerings within the financial services sector.
Overview
3
3
Languages
1
1
Certification
10
10
years of professional experience
Work History
Project Manager – Insurance Technology & Operations
Bandhan Bank Ltd.
Kolkata, West Bengal
01.2023 - Current
- End-to-End Project Delivery with API integration
- Digital Insurance Platform Development
- Cross-Functional Stakeholder Coordination
- Regulatory Compliance & Governance
- Insurance Operations Management
- Customer Experience & Claims Optimization
- Data Analytics & Reporting
- Team & Vendor Management
- Innovation & Product Enhancement
- Training & Change Management
- Developed comprehensive project plans, outlining scopes, timelines, and resources, facilitating smooth execution.
- Oversaw Development of project documentation, maintaining clear and accurate records throughout project lifecycles.
- Insure-tech platform creation for bank which will boost up business by 90% YOY
Group Term Life Insurance Product Manager- Head Office
Bandhan Bank Ltd.
Kolkata, West Bengal
01.2020 - 01.2023
- Product Lifecycle Management
- Regulatory Compliance & Governance
- Partner & Vendor Management
- Project Management & IT Integration
- Sales Enablement & Channel Support
- Customer Experience & Claims Monitoring
- MIS & Business Reporting
- Assessed customer insurance needs through in-depth analysis and consultative sales approach.
ASBA (IPO) Operations Manager – Head Office
Bandhan Bank Ltd.
Kolkata, West Bengal
01.2017 - 01.2020
- End-to-End ASBA Process Management
- Regulatory Compliance & Audit Readiness.
- System Design & Digital Platform Integration
- Act as the primary point of contact with Registrar & Transfer Agents (RTAs), Stock Exchanges (NSE/BSE), NPCI, and other intermediaries.
- Reconciliation & Fund Settlement
- Revenue & Commission Tracking
- MIS & Reporting
Assistant Manager – Branch Banking
Bandhan Bank Ltd.
Kolkata, West Bengal
04.2017 - 12.2017
- Managing relationships with existing customers
- Cross-selling bank products like loans, credit cards, insurance, etc.
- Solving customer issues and ensuring good service
- Achieving sales targets and improving customer satisfaction
- Oversaw daily operations, including opening and closing procedures, to maintain store standards.
Education
PGDF - Banking & Finance
Kolkata, WB
Kolkata, WB01.2017
B.Tech - Electrical Engineering
Camellia Institute of Technology
Kolkata, WB01.2016
Skills
Tools
- Postman
- Figma
- Jira
- Middleware ESB
- SQL
- MFTP, SFTP
Business skills
- Project and Programme Management (Agile and Waterfall)
- Business Relationship Management (BRM)
- CBS
- Regulatory Compliance and Risk Mitigation
- BRD, FSD, and Change Initiation Note writing
- Project cost estimation
- API integration
- Vendor management
Certification
- Scrum Master Certification, 2023-01-01
- Fundamentals of Digital Marketing, Google
- SP Composite License in Insurance
- Certified in C & C++ Programming
Languages
Bengali
Proficient
C2
English
Proficient
C2
Hindi
Advanced
C1
Project Highlights/Acchivements
- Implemented the SAAS Insurance platform,enabling businesses to manage and cross-sell insurance products.Onboarded 5+ partners,facilitating the sale of millions of policies.
- Delivered Hospicash paperless insurance product and onboarding platform.
- Deployed the ASBA operations module with Web & SFTP.
- End-to-end digital claims platform implementation.
- PMJJBY & PMSBY platform design for gov projects integration with 'Jan Suraksha portal'.
- Reduce claim settlement TAT by 90% after implementing the digital claims journey.
- Renewal percentage also increased by 56% after implementing the digital enrollment module.
- CBS Digital Transformation/Migration of Bandhan Bank Ltd 2024
Hobbies and Interests
- Cricket
- Music
Timeline
Project Manager – Insurance Technology & Operations
Bandhan Bank Ltd.
01.2023 - Current
Group Term Life Insurance Product Manager- Head Office
Bandhan Bank Ltd.
01.2020 - 01.2023
Assistant Manager – Branch Banking
Bandhan Bank Ltd.
04.2017 - 12.2017
ASBA (IPO) Operations Manager – Head Office
Bandhan Bank Ltd.
01.2017 - 01.2020
PGDF - Banking & Finance
Kolkata, WB
B.Tech - Electrical Engineering
Camellia Institute of Technology