Sudipta Sen

• Led full lifecycle branch management and business development strategies for secured commercial lending portfolios, aligning localized execution with corporate financial objectives.
• Direct cross-functional team operations to consistently hit high-volume targets while enforcing rigorous due diligence, asset evaluation, and Financial Risk Management.
• Designed data-driven multi-channel client acquisition strategies and corporate referral channels to enhance sales pipeline velocity.
• Supervised customer onboarding operations to optimize client journeys and ensure adherence to KYC/AML regulatory compliance frameworks.

• Engineered B2B key account acquisition frameworks using corporate networks and automated CRM tools to enhance client engagement.
• Structured bespoke, complex credit agreements and high-ticket lending proposals for self-employed enterprise executives and high-value professionals.
• Structured complex credit agreements and high-ticket lending proposals for self-employed executives and high-value professionals, facilitating tailored financing solutions.
• Formulated selling programs and strategic partner alliances to capture market share and achieve monthly revenue targets.

• Led field sales and relationship distribution team of 30 professionals across multiple territorial districts to exceed sales targets.
• Negotiated strategic B2B Partnerships and distribution agreements with Original Equipment Manufacturers (OEMs) and national corporate dealer networks.
• Governed co-marketing commercial proposals, trade events, and digital promotions to efficiently acquire New-to-Book (NTB) enterprise accounts.
• Managed co-marketing commercial proposals, trade events, and digital promotions, resulting in acquisition of New-to-Book (NTB) enterprise accounts.

• Honored with the prestigious Bajaj Finance Kudos Award (2019) and Best Sales Manager Award (2021-2022) for excellence in corporate revenue execution.
• Pioneered retention and account-expansion strategies for Tier-1 enterprise retail and digital merchant networks, enhancing client relationships and driving growth.
• Championed digital transformation for traditional brick-and-mortar accounts, converting them into effective e-commerce ecosystems to increase market reach.
• Developed formal commercial pitches and customized contract pricing tiers, creating cross-sell roadmaps that strengthened corporate distribution pipelines.

• Cultivated high-value portfolio of High-Net-Worth Individuals (HNIs), delivering tailored portfolio management, investment advisory, asset allocation, and private banking products.
• Evaluated asset health metrics and resolved complex escalations to enhance customer retention and strengthen brand loyalty.
• Led team in enhancing customer service quality, resulting in improved client satisfaction scores.
• Developed training programs for new staff, fostering a culture of continuous learning and development.
• Managed branch operations, ensuring compliance with banking regulations and internal policies.

• Devised individualized wealth management structures that integrated mutual funds, equities, and complex structured insurance products to meet client needs.
• Executed targeted educational training campaigns that facilitated digital migration of legacy clients to proprietary digital trading software.
• Cultivated and maintained relationships with high-net-worth clients to enhance customer loyalty.
• Developed tailored investment strategies based on client objectives and market trends.
• Led cross-functional teams to implement innovative financial solutions for diverse client needs.

Post graduate diploma in Management (P.G.D.M) from Asian Business School - AICTE Apprved