SUDIP CHOWDHURY

Provided tailored financial and insurance solutions to meet clients' short- and long-term needs.

Focused on life insurance, investment strategies, and portfolio management.

Oversaw client relations and business development initiatives for HVAC Services Company.

• Engaged with Advance Comfort Engineers to expand service offerings and client outreach.

Directed insurance sales and client acquisition across multiple HDFC Bank branches, managing operations and client retention.

Mentored personal bankers to enhance cross-selling strategies and drive sustainable business growth.

• Oversaw key branches ensuring alignment with organizational goals.
• Achieved promotion within 18 months alongside two performance-based increments.
• Consistently surpassed sales targets, earning recognition with a reward trip to the Andaman.

• Dealing with life insurance products in the bank assurance vertical.
• Highest business in the month of February 2014 of 3 Lacs.

• Sourcing customer from market as well as giving services to the mapped customers and selling them 3rd party products like LI, GI, FD, MF, PMS etc.
• Picked up highest Life Insurance Premium in the months of May & June 2013 along with a FD of 50 Lacs.

• Handling mapped customers, rendering services and giving solutions to their queries.
• Bringing new customers (online & offline) to the company.
• Selling 3rd party products like MF, FD, PMS, LI, GI etc to the mapped customers.
• Mentoring new joiners, guiding them to work as a team and helping them to get acquainted with the selling and marketing technique, for a consecutive period of 2-3 months.
• Appreciation certificate in the month of February 2010 for qualifying SIKHAR.
• Achievement certificate in the month of August 2011 for qualifying SIKHAR.
• Certificate for achieving the Premium Programme contest.

• Handling mapped customers and rendering service to them.
• Selling 3rd party products to the existing and new customers like PMS, Mutual funds, Life Insurance, FDs etc.
• Handled a team of Contractual Executives, trained them in product knowledge, and guiding them in revenue generation of the company.
• Got best performer award from HDFC Life for the entire financial year in 2009 -2010 along with appreciation certificate.

• Building relationships with different customers.
• Guiding the customers in the field of investment.
• Received the award of Singapore trip in the month of October 2007 for qualifying contest.
• Best performer award in the month of December 2007 for collecting the highest premium in Life Insurance from Kotak Life Insurance Company.
• Best performer award in the whole financial year (2006 - 2007) for collecting the highest fixed deposit amount.
• Mentored the new joiners, guided them in their initial phase of joining.

• Establishing relations with new clients, maintaining their portfolios, and procuring business from existing and new acquired clients.