Souvik Mitra
Kolkata
Summary
Certified in Lean Six Sigma (Green Belt) with an exposure of 5+ years in Business Operations and Analysis, Distribution Sales and Marketing (BFSI domain) and underwriting, renewals, operations. Experience in Team handling and managing partners. Hardworking and reliable with strong ability in performing the assigned task. Highly organized, proactive and punctual with team-oriented mentality.
Overview
5
5
years of professional experience
Work History
Senior Associate Analyst (CI, Risk & Fraud)
TATA Consultancy Services Limited
Kolkata
10.2022 - Current
- Lead Subject Matter Expert and handling a team of 6 members BAU operations.
- Data Analysis using advanced Excel.
- Offshore Vulnerable Customer champion and provides
training and support to the BAU teams. - Review assigned incidents.
- Investigate and diagnose the incident.
- Document incident resolution or
workaround in the Service Management application. - Implement incident resolution by applying a fix to the issue.
- Verify that the incident is resolved and close the incident.
- Claims processing through assigned portal.
- Valuation checking.
- Reviewing proper KYC/AML documents.
- Risk identification.
- Risk assessment through specified risk matrix.
- Risk control using preventive measures and corrective actions.
Senior Executive (Bancassurance)
HDFC ERGO General Insurance Co. Ltd.
08.2021 - 10.2022
- Managed a team of 4 executives responsible for operations, finance, sales, and marketing functions in 4 districts.
- Coordinating between Bank and company from Lead generation to policy conversion.
- Follow-up with Operations and Training the Lead Generators of Banks.
- To build mutually beneficial relationships with Bank and help in acquisition of clients.
- Customer Requirement Gathering and Analysis for better
product pitching. - Penetration on General Insurance Business from Bank.
- Cross selling of GI products to the existing customers.
- Designing portfolio for HNI clients.
- Achieved client loyalty through quality, productivity, service and proactive management.
Customer Service Associate
Teleperformance Global Services Pvt. Ltd.
Durgapur
03.2021 - 05.2021
- Greeted customers and identified their needs.
- Responsible to handle the queries and complaints from Flipkart customers on inbound calls.
- Follow procedures methodically to accurately respond to customers on Call.
- Provide quotes and information to customers related to their products.
- Provide information including Delivery time and other queries related to the product.
- Fulfill invoice requests on purchased products.
Relationship Officer
Canara HSBC OBC Life Insurance
Durgapur
11.2020 - 01.2021
- Analyzing customer needs and identifying cross-sell opportunities.
- Explaining banking and insurance products and processes to customers.
- Assisting customers in choosing the most appropriate financial products.
- Knowing banking and insurance policies to offer the best solutions.
- Building customer relationships and providing after-sales services.
- Improving customer satisfaction and achieving Sales targets.
Assistant Relationship Manager
Max Bupa Health Insurance Co. Ltd.
Kolkata
06.2020 - 11.2020
- Looking after a Set of Third party distribution channels for Kolkata and North-East.
- Relationship Management with the AM's and BM's of several distribution channels and driving monthly revenue target.
- Apart from Sales having in-depths on non-sales part i.e. claims underwriting, pre-underwriting in health cases and customer support to increase the volume generation on the part of sales.
- Overall a 100% persistency in New Businesses(NB's) and Renewal Businesses(RB's).
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Achieved client loyalty through quality, productivity, service and proactive management.
Sales Manager
Aditya Birla Health Insurance Co. Ltd
Kolkata
01.2020 - 03.2020
- Developed and implemented sales strategies to increase market share.
- Identified and developed new markets for products or services.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Resolved problems with high profile customers to maintain relationships and increase return customer base.
- Enhanced profitability by developing pipelines utilizing
marketing and sales strategies. - Directed sales of Insurance products to inter-group employees.
- Established relationships with key clients, while maintaining existing customer base.
Assistant Relationship Manager
Max Bupa Health Insurance Co. Ltd.
Kolkata
12.2018 - 01.2020
- Maintained accurate customer records and updated customer profiles as needed.
- Responded to customer requests for information, forms, and materials in a timely manner.
- Identified opportunities to improve customer service processes and procedures.
- Monitored customer accounts for changes or irregularities in activity.
- Ensured compliance with all applicable laws, regulations, policies and procedures.
- Looking after a Set of Distribution Channels for Kolkata.
- Relationship Management with the AM's and BM's of assigned third party distribution channels and driving monthly revenue target of the organisation.
- Established strong client relationships to drive business development and 100% renewal persistency.
Education
Post Graduate Diploma - Insurance Sales & Marketing
Manipal Global Educational Services
Bengaluru12-2018
Bachelor of Technology - Electrical Engineering
Calcutta Institute Of Engineering And Management
Kolkata08-2017
High School Diploma -
The New Horizons Institute Of Technology
Durgapur08-2014
Matriculation - Xth
DAV Public School
Asansol05-2009
Skills
- Advanced Excel
- Product Development
- Corporate Incidents
- Business Development
- Operations
- Analytical Skills
- Branding and Promotion
- Sales and Marketing
- Punctuality
- Time Management
- Team Management
- Commitment
- On Time Deliverable
- Risk mitigation strategies
- Risk Identification
- Portfolio Management
- Decision-Making
- Problem-Solving
- Interpersonal Communication
- Written Communication
- Goal Setting
Personal Information
- Father's Name: Ramkrishna Mitra
- Date of Birth: 08/11/93
- Gender: Male
- Nationality: Indian
- Marital Status: Single
Languages
- English
- Hindi
- Bengali
Hobbies and Interests
- Photography
- Traveling
Disclaimer
I hereby declare that all the information given above is true and correct to the best of my knowledge.
Accomplishments
- Awarded as best performer under Corporate Incident Team for the Q2 2023 in TCS BFSI.
Timeline
Senior Associate Analyst (CI, Risk & Fraud)
TATA Consultancy Services Limited
10.2022 - Current
Senior Executive (Bancassurance)
HDFC ERGO General Insurance Co. Ltd.
08.2021 - 10.2022
Customer Service Associate
Teleperformance Global Services Pvt. Ltd.
03.2021 - 05.2021
Relationship Officer
Canara HSBC OBC Life Insurance
11.2020 - 01.2021
Assistant Relationship Manager
Max Bupa Health Insurance Co. Ltd.
06.2020 - 11.2020
Sales Manager
Aditya Birla Health Insurance Co. Ltd
01.2020 - 03.2020
Assistant Relationship Manager
Max Bupa Health Insurance Co. Ltd.
12.2018 - 01.2020
Post Graduate Diploma - Insurance Sales & Marketing
Manipal Global Educational Services
Bachelor of Technology - Electrical Engineering
Calcutta Institute Of Engineering And Management
High School Diploma -
The New Horizons Institute Of Technology
Matriculation - Xth
DAV Public School
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