Sudipto Roy
Kolkata
Summary
A dynamic professional with 18 Years of Experience in Sales & Distribution Management, Worked with different MNC's in a team Handling Position, heading Zone with all responsibilities
Overview
20
20
years of professional experience
Work History
Senior Manager – Rural Sales
Salasar Services (Insurance Brokers) Private Limited
Kolkata
01.2022 - Current
- Heading the business for General Insurance & Life Insurance
- Responsible for business development and business implementation
- Mostly bulk business(Deals), like Credit Life, Term Life, Hospi-Cash, Personal Accident, KCC Loan Protection (Credit Life), SGH Group Insurance, Maternity Cover
- Also Doing Cattle Insurance, Fishery Insurance(First In India after 23 years), Poultry Insurance, GMC & GPA ,Crop Insurance
- Coordinated with internal departments to ensure successful execution of projects according to timeline and budget constraints.
- First In all India, Started Fishery Insurance after 23 years with Oriental Insurance, and Implementing this on field
- Doing B2B business with Co-operative banks and all other District central co-operative banks and all other Govt organization of Assam, Tripura, West Bengal, Bihar and Jharkhand
- Very recently starting business with MFIs
- Responsible for P&L, Revenue Generation, Marketing, Brand Promotion, All Marketing activity, Training, Sales & Distribution, After Sales
- New Partner and existing Partner evaluation, launching them, marketing and distribution of their product through our sales channel
- Developed and implemented strategies to improve operational efficiency, reduce costs, and increase productivity.
Area Business Head (North-East, West Bengal, Bihar & Odisha) – Micro Insurance
Indiafirst Life Insurance Company Limited
02.2020 - 12.2021
- Heading business for Eastern Part of India, responsible for P&L, Revenue Generation, Marketing, Brand Promotion, All Marketing activity, Training, Sales & Distribution, After Sales, and Persistency
- Handling 35000 sales Point, with 10 Direct repartees(onroll)
- Touching approx
- 600000 people through different digital, Virtual and physical presence
- Present, every Gram Panchayat, Every Block, Every District (230 Districts) and Every State of Eastern India and as well as Whole India through CSC – E –Governance Services India Limited
- Achievement
- Got highest prestigious award of Indiafirst Life Insurance Company Limited…
- “THE ACHIEVER 2020 – 2021”
- 2 times Nation Heads certificates and two times Channel Head award and some other awards and contest winner
- In one year 7000 Policy sold, and secure 21000 people through Life insurance policy
- Fastest 180% target achiever in entire Channel
- 130% annual Target achiever
Regional Manager- Sales (WB)
RNFI Services Pvt.Ltd
11.2019 - 02.2020
- Handling Corporate and Retail business for RNFI in West Bengal Region
- Acquisition of Dealer , Distributor, Partner and Super Distributor
- Promoting company white level
- DMT, AEPS, BBPS, Recharge, MATM, CMS, IRCTC and Pan Card Services promotion
- Team handling Profile, Team size 6
- Handling Quality, risk, compliance and support system of the company
- Responsible for P&L and revenue for each team member and for the state
Regional Manager- Sales (East)
BANKIT (Aadharrshila Enroll System Pvt.Ltd.)
05.2019 - 10.2019
- Handling Sales & distribution for West Bengal & North East
- Create and maintain Distributor, Retailer Network
- Acquisition of new Muster Distributor, Distributor and Retailer
- Design offer and sales plan for Channel management
- Team handling profile, team size 2
- Setup business in east first time, Brand establishment, and brand promotion and design and implement sales strategy for establish the company in East
- Recruiting Sales force, maintaining operation, and give service to the customer, retailers, distributor and Master distributor
- Handling all the service and IT related Issues
- Handling P&L & Give Revenue
- As Company is new in the market, tap the competitor, understand their strategy and make better strategy to establish the brand
- Acquisition is the main focus
Zonal Manager – Retail Sales Operation
Oxigen Services India Pvt.Ltd.
04.2018 - 08.2018
- Handling Retail Sales, Channel Sales, Distribution Management, Operation for Eastern India
- Team Size -25
- Responsible for Acquisition new distribution channel for the company, do the Retail Business
- Making DSA, and RMU, handling the existing one
- Tie up with Large and medium Size corporate Handle all the existing channels and existing tie ups and expanding sales, Distribution and marketing Activity
- Responsible for The after sales Service, and maintain the error less environment
- Responsible for Marketing, Planning, Sales, Process, Operation, deployment, Installation and after sales service
- Responsible for the revenue for the Zone
Senior Business Development Manager (State Head) - Partnership Distribution Channel
Future Generali India Life Insurance Company Limited
08.2017 - 03.2018
- Handling the entire business for Partnership Distribution Channel for Chhattisgarh
- Over all responsible for Sales, Business development, Renewal, Operation, Compliance, new tie up and Training
- Responsible fo Acquisition r DM and IMF acquisition
- Handling team of 9 Employee
- Responsible for Revenue for the state and Cost Center
Senior Manager – Corporate Sales & Business Development
Cyber Media Research & Services Ltd.
02.2017 - 08.2017
- Heading the Corporate Sales & Business Development for the company
- Responsible for New Client Acquisition, Giving the corporate Presentation and Bringing New business for the company
- Responsible for Solution sales & Development
- Responsible for Go- To Market Business (Event Management, Media Sales) & Corporate Promoting
- Servicing the existing National Account and clients
- Procuring the new business out of that
- Responsible for P&L account
- Meeting all the C- LEVEL or The Decision Heads and maintain a regular interaction for the business
Senior State Relationship Manager –Group & Partnership Distribution
DHFL Pramerica Life Insurance Company Limited
04.2014 - 07.2016
- Got Promotion to the next Level, B1 to B2
- Heading business for West Bengal & Responsible for P&L for the state
- Handling Business for SreiSahaj Insurance Broking Pvt Ltd and Manappuram Finance Ltd (National Channel)
- And other Business Associates tie ups and Rural Bank and Co-operative socities
- Co-Operative Bank sourcing for both Group and retail business
- Making sales strategies, handling the distribution, training, brad promotion, BTL & ATL activities, Renewal, enhancing business volumes & growth, achieving revenue and profitability norms
State Relationship Manager –TPD (CSC/ICT)
DHFLPramerica Life Insurance Company Limited
09.2012 - 03.2014
- Heading the national Channel SreiSahaj Insurance Broking Pvt Ltd the Premier Channel of DHFL Pramerica Life Insurance Company Limited, for Bihar from 10th September 2012 to 21st August 2013
- Heading the national Channel SreiSahaj Insurance Broking Pvt Ltd the Premier Channel of DHFL Pramerica Life Insurance Company Limited, for West Bengal from 22nd August to till date
- Handling Rural and Urban both division
- Total Sahaj CSC/ICT are 6500, and it’s located in 24 District of Bihar and for West Bengal 17 districts
- These all CSC’s are run by VLE
- Develop business through them and get the revenue, and activate them with the help of Sahaj
- Total team strength is 10 including, 2 Sate Relationship Managers, 2 Senior Territory Managers, 5 RMs and One Sales Co-ordinator
- Also there is Renewal Team who is in-directly reporting
- Making sales strategies, handling the distribution, training, brad promotion, BTL & ATL activities, Renewal, enhancing business volumes & growth, achieving revenue and profitability norms
- Achievements;
- Within 2 years got 1 Promotion, 2 increment and 3 awards
- Given a growth to the channel and activate maximum number of new VLE’s in 6 months of time
- Premium size increase , average premium size 15000rs
- Give a proper corporate shape
- 100% YTD achievement
- 104% First Quarter achievement in 2013
- ND 2013, 125% achievement
- JFM2014 , 125% Achievement
- Carrying the target of 3cr
Senior Relationship Manager– Wealth Management
First Gulf Bank (First Gulf Wealth)
05.2011 - 07.2012
- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth Management
- Source Corporate Account, and handle their relationship
- Source NTB, Maintain The Book Size, and Cross sales
- Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell
- Providing financial planning & Investment Advise
- Sales targets spread across Liabilities, Retail Assets, Business Banking, Credit Cards, Online trading etc
- Increase liabilities size of relationship via balances in accounts of existing customers
- Achievements;
- 3rd Top Performer in FGB pan U.A.E 2011
- Top performer Award July 2011 FGB pans U.A.E as per revenue generation
- Top performer Award FGB July 2011 pan U.A.E Number of proposals
- Top performer Award September 2011 FGB pan U.A.E as per revenue generation
- Best New Comer Award FGB for Highest Revenue
- Outstanding Performance Award FGB in Quarter 3’ 2011
- First Gold Club Member Fist Gulf Bank Pan U.A.E
- Introduce Highest NTB Relationship to the bank for the year 2011
- Introduce NTB with Account Balance of USD 3 Million
Wealth Head (Associate Vice President)
Money Mint Wealth Advisory Pvt.Ltd.
11.2008 - 04.2011
- Wealth Management advisory
- Selling Financial Product through various channels
- Acquires customer from Tell calling units leads (Direct Sales)
- Sales Targets Spread across Life Insurance products, Mutual Funds, Loan (Personal Loan, Mortgage Loan and business Loan), Equity-Broking, Corporate FD, and General Insurance
- Suggested new sales process of generating business by conducting HNI meets and generating referral business through excellent customer relationships
- Responsible for branch P&L and revenue, Business Development, recruitment, operation , sales & Training
- Handling Team of 5 Sales Managers and 25 Relationship Managers
- Achievements;
- Got 2 Promotions in 2and half years
- Top performer in life insurance sales and Mutual fund and General Insurance
- Carrying the annual target of 1.5cr
- 150% achievement
SENIOR RELATIONSHIP MANAGER in Bancassurance Channel with Standard Chartered Bank
BAJAJ ALLIANZ LIFE INSURANCE COMPANY LIMITED
09.2006 - 10.2008
- Successfully drive a team of 10 Personal Financial Consultants and 5 Relationship Managers into cross selling the Bancassurance products
- Conducted trainings on products & successful sales techniques for the Personal Financial Consultants & relationship Managers
- Looks after Issuance and Smooth movement of Business month on month and also responsible to achieve the Target
- Maintain the persistency 85% month on month
- Achievements;
- Monthly Issued business increased from RS 700000/- to 1800000/- on an average per month
- Highest Regular premium had sold Rs 1000000/
- Number of policy increased by 75%
- Always over achieved and hit the highest slave of the incentive in every quarter
E-marketing & Business Development Executive
World Wide Immigration Consultancy Services Ltd.
01.2005 - 09.2006
- Concept Selling
- Promotional Sales& Marketing
- Branch Handling
- Business Development
- Achievement;
- Handling new wings of the company – E- Marketing
- 250 families successfully immigrated to Australia
- Contributing 35 .8% in regional Business
Education
Masters in Business Administration - Core Marketing (Major & Minor)
Eastern Institute for Integrated Learning in Management
01.2005
Diploma - Hotel & Catering Management
Institute of Advanced Management
01.2003
B.A. - International Hospitality Management
Queen Margaret University College
Edinburgh, U.K.Skills
- Operating System
- Excel
- Ms-Office
- Word
- Windows
Precis
A dynamic professional with 15 Years of Experience in Sales & Distribution Management, Worked with different MNC's in a team Handling Position, heading Zone with all responsibilities. Associated with Salasar Service (Insurance Brokers) Private Limited as Senior Manager – Rural sales.
Personal Information
- Date of Birth: 01/11/78
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Extracurricular Activities
Represented School in inter School competitions. Represented School in inter State Foot Ball competitions. Represented College in All India business Plan competitions.
Training
Indian Airlines Ltd., 3 Months, 22 weeks, The Leela Kempinski Hotel, Mumbai
Disclaimer
I, Sudipto Roy, hereby declare that all the aforesaid information are true and with the best of my knowledge.
Languages
Bengali
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Senior Manager – Rural Sales
Salasar Services (Insurance Brokers) Private Limited
01.2022 - Current
Area Business Head (North-East, West Bengal, Bihar & Odisha) – Micro Insurance
Indiafirst Life Insurance Company Limited
02.2020 - 12.2021
Regional Manager- Sales (WB)
RNFI Services Pvt.Ltd
11.2019 - 02.2020
Regional Manager- Sales (East)
BANKIT (Aadharrshila Enroll System Pvt.Ltd.)
05.2019 - 10.2019
Zonal Manager – Retail Sales Operation
Oxigen Services India Pvt.Ltd.
04.2018 - 08.2018
Senior Business Development Manager (State Head) - Partnership Distribution Channel
Future Generali India Life Insurance Company Limited
08.2017 - 03.2018
Senior Manager – Corporate Sales & Business Development
Cyber Media Research & Services Ltd.
02.2017 - 08.2017
Senior State Relationship Manager –Group & Partnership Distribution
DHFL Pramerica Life Insurance Company Limited
04.2014 - 07.2016
State Relationship Manager –TPD (CSC/ICT)
DHFLPramerica Life Insurance Company Limited
09.2012 - 03.2014
Senior Relationship Manager– Wealth Management
First Gulf Bank (First Gulf Wealth)
05.2011 - 07.2012
Wealth Head (Associate Vice President)
Money Mint Wealth Advisory Pvt.Ltd.
11.2008 - 04.2011
SENIOR RELATIONSHIP MANAGER in Bancassurance Channel with Standard Chartered Bank
BAJAJ ALLIANZ LIFE INSURANCE COMPANY LIMITED
09.2006 - 10.2008
E-marketing & Business Development Executive
World Wide Immigration Consultancy Services Ltd.
01.2005 - 09.2006
Masters in Business Administration - Core Marketing (Major & Minor)
Eastern Institute for Integrated Learning in Management
Diploma - Hotel & Catering Management
Institute of Advanced Management
B.A. - International Hospitality Management
Queen Margaret University College
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