Suman Sarkar
Area Sales Manager
Kolkata
Summary
Results-oriented Area Sales Manager experienced in driving revenue growth and client acquisition within financial services. Achieved success in motivating sales teams and enhancing customer relationships through effective problem-solving and listening skills. Focused on delivering superior customer value and driving business expansion.
Overview
15
15
years of professional experience
3
3
Languages
Work History
AREA SALES MANAGER at HDFC SECURITIES
HDFC SECURITIES
Kolkara
04.2024 - Current
- Managed a successful sales team, consistently achieving and exceeding monthly sales targets.
- Established strong relationships with major accounts and key decision-makers to increase sales in designated territory.
- Expanded market share through effective prospecting, lead generation, and negotiation skills.
- Built strong relationships with major accounts and key decision-makers, driving increased sales within designated territory.
- Improved team effectiveness through ongoing coaching, training, and mentoring of sales representatives.
- Cross-sold mutual funds, SIPs, and insurance products, contributing to increase in branch revenue.
- Enhanced team performance by providing ongoing coaching, training, and mentoring to sales representatives.
- Oversaw portfolio of 600+ clients, fostering high retention rates and generating repeat business.
- Conducted product training sessions for junior sales staff.
Area Sales Manager
HDFC Securities
07.2022 - 03.2024
- Demat and Trading Account opening, All type insurance dealing, customer portfolio handling
- Identified sales opportunities and enhanced customer retention rates through targeted strategies.
- Managed sales team to consistently meet and exceed sales goals through effective leadership.
- Trained new sales professionals and provided coaching to maintain company sales success.
- Trained new sales professionals and provided coaching as needed to maintain company sales success.
- Established sales goals by forecasting annual sales quotas and projecting expected sales volume for existing and new products.
- Analyzed market trends and competitor activity to identify new business opportunities and areas for growth.
- Launched new products successfully within the assigned territory by executing well-designed launch plans tailored specifically for each product line.
- Developed and implemented strategic sales plans for assigned territory, driving revenue growth.
Relationship Officer
Teamspace Financial Pvt Ltd (HDFC Bank)
10.2018 - 06.2022
- Approved consumer durable loans, issued credit/debit cards, provided financial support to customers, and facilitated INSTA LOAN, JAMBO LOAN, PERSONAL LOAN.
- Tracked sales activities using customer relationship management system to enhance customer engagement.
- Reported essential information to Chief Operating Officer and collaborated to achieve and sustain organizational goals.
Plant Operator
ASG Biochem
07.2012 - 02.2018
- Operated machines safely and effectively on various large-scale projects.
- Installed plant materials, perches, and exhibit props.
- Gained hands-on experience operating all equipment in the plant.
- Checking of all the instrumentation on the equipment required for the batch.
- Charging of the raw materials, solvents from respective places.
- Installed plant materials, perches, and exhibit props as needed.
- Writing of documents such as equipment log books, vessel cleaning record, solvent recovery record & batch record etc. with proper handwriting & signatures.
Data Entry Operator
Baseline
06.2011 - 06.2012
- Organized and analyzed data to identify trends and inform marketing strategies.
- Executed office tasks including supply ordering and data entry, ensuring timely processing of applications.
- Completed data entry tasks with accuracy and efficiency.
- Maintained files, records, and chronologies of entry activities.
- Scanned documents and saved in database to keep records of essential organizational information.
Education
B Com -
West Bengal Barasat University
Kolkata06-2012
Skills
- Investment account management
- Financial product sales
- Revenue generation
- Lead generation
- Sales funnel
- Client engagement
- Market knowledge
- Customer support
- Team leadership
- Time management
- Pressure management
- Rapid learner
- Communication
Accomplishments
- Relationship Officer, Kolkata
- October 2018 — June 2022
- Top performer in open market (Consumer Durable) for the month of August 2021, and get a trophy from Zonal Head.
- Top performer in open market (Consumer Durable) for the month of August 2022, and get a certificate from Zonal Head.
Additional Information
- CRM Tools: Salesforce, LeadSquared
- MS Excel: Reports, Trackers, MIS
- Trading Platforms: HDFC Securities and other platforms
- Digital Sales Tools & Lead Management
Interests
Travelling, Photography, Listening Music
Timeline
AREA SALES MANAGER at HDFC SECURITIES
HDFC SECURITIES
04.2024 - Current
Area Sales Manager
HDFC Securities
07.2022 - 03.2024
Relationship Officer
Teamspace Financial Pvt Ltd (HDFC Bank)
10.2018 - 06.2022
Plant Operator
ASG Biochem
07.2012 - 02.2018
Data Entry Operator
Baseline
06.2011 - 06.2012
B Com -
West Bengal Barasat University