SOCIAL SERVICE
SUMEET BAKSHI
FINANCE
Kolkata,WEST BENGAL
Summary
Proven leader in financial services with a track record of enhancing operational efficiency at INDIA BULLS and driving sales growth at Aviva Life Insurance. Skilled in strategic thinking and sales acumen, excel in market awareness and fostering client relationships. Achieved consistent sales targets through effective team mentorship and innovative strategy implementation.
Overview
17
17
years of professional experience
3
3
years of post-secondary education
Work History
Premium Relationship Manager
Religare Securities
08.2017 - 11.2018
- Conducted regular portfolio reviews, identifying opportunities for improvement and growth.
- Streamlined administrative processes by utilizing technology tools and resources, resulting in time savings for both clients and team members.
- Enhanced overall team performance by mentoring junior colleagues on effective relationship building techniques.
- Identified new business opportunities through prospecting activities and referrals from existing clients.
AVP
INDIA BULLS
04.2010 - 10.2011
- Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
- Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
- Established policies and procedures that improved operational efficiency within the organization.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
SR SALES MANAGER
Aviva Life Insurance
02.2008 - 03.2009
- Increased overall sales revenue by implementing effective sales strategies and building strong client relationships.
- Mentored junior sales professionals in advanced selling techniques, resulting in accelerated career progression and enhanced contributions to overall team success.
- Exceeded annual sales targets consistently by maintaining a proactive approach to lead generation and pipeline management.
- Developed a high-performing sales team through targeted recruitment, comprehensive training, and ongoing mentorship.
SUB BROKER
SUVRIDHI CAPITALS
01.2005 - 02.2008
- Enhanced clients'' investment portfolios by providing expert financial advice based on market trends and thorough research.
- Developed customized investment plans tailored to individual clients'' needs, risk tolerance, and financial goals.
Advisor
Kotak Life Insurance
11.2001 - 01.2005
- Developed strong relationships with clients through regular communication and excellent customer service.
- Advised clients on risk management strategies to protect assets against market volatility.
- Conducted in-depth market research to identify emerging trends, enabling clients to capitalize on new investment opportunities.
- Strengthened client relationships through regular, insightful communication regarding market trends and portfolio adjustments.
- Cultivated network of industry professionals to support client needs beyond traditional financial advisory services.
Education
Bachelor of Commerce - COMMERCE
SEVENTH DAY ADVENTIST DAY SCHOOL
KOLKATA 01.1994 - 04.1997
Skills
Strategic Thinking
Market awareness
Sales acumen
Strategic Thinking
Interests
LISTNING SONGS
TRAVELING
Timeline
Premium Relationship Manager
Religare Securities
08.2017 - 11.2018
AVP
INDIA BULLS
04.2010 - 10.2011
SR SALES MANAGER
Aviva Life Insurance
02.2008 - 03.2009
SUB BROKER
SUVRIDHI CAPITALS
01.2005 - 02.2008
Advisor
Kotak Life Insurance
11.2001 - 01.2005
Bachelor of Commerce - COMMERCE
SEVENTH DAY ADVENTIST DAY SCHOOL
01.1994 - 04.1997
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