Sumit Samajder
Delhi
Summary
Dynamic and results-oriented professional with extensive experience in wealth management and client acquisition, notably at Policy Bazaar. Excelled in building robust client relationships and achieving sales targets through in-depth knowledge of ULIPs and strong interpersonal skills. Proven track record in leveraging CRM software to drive new business generation and tailor solutions to client needs.
Overview
8
8
years of professional experience
Work History
Relationship Manager
Policy Bazaar
07.2024 - Current
- Managed and maintained strong relationships with clients to understand their investment and savings needs
- Provided expert advisory services on Unit Linked Insurance Plans (ULIPs) and Guaranteed Plans from various insurance companies
- Conducted meetings with clients to discuss investment strategies and tailored insurance solutions
- Analyzed market trends and competitor offerings to deliver informed recommendations
- Assisted clients throughout the policy selection and purchase process, ensuring clarity and satisfaction
- Collaborated with internal teams to streamline operations and enhance customer service experiences
- Achieved sales targets consistently through proactive client engagement and follow-up
- Skills: Strong interpersonal and communication skills
- In-depth knowledge of ULIP and Guaranteed Plans
- Proficient in CRM software and sales analytics
- Ability to analyze client needs and provide tailored solutions
Sales Manager
ICICI Securities Ltd
12.2018 - 10.2020
- Managing activities like health camp or eye camp at branches from our side
- Giving online test weekly via official mail
- Directly report to RSM and ZSM
- Meet targets and achieve incentives regularly
- Visiting clients for demo calls and c2t
- Meeting with all BMs and RH for business development and set targets of each employees after discussion
- Maintaining MIS report of all 7 branch employee’s activation numbers log in and pending on daily basis
- To activate all PBs, VBs, SOs and DBMs on my product with high-value cheque of minimum 1 lac from each customers
- Maintaining good relation with all my mapped branch employees and BM for getting maximum business
- To follow up the customers for funding and C2T with activation of accounts
- Tracking of Accounts for the status of NCA and to clear the rejections
- Maintaining customer details with Tracker entry and excel sheet
- Responsible for identifying client equity and mutual fund investment and giving basic suggestion with few names of equity share
RM-PA
RBL Bank Ltd.
07.2018 - 12.2018
- To build New To Bank - NTB customer book for current account and Savings Account
- To deepen the customer relations for mapped book of Current accounts and Savings Accounts
- Sales of Investment Products - IPG and Other Products
- To improve the levels of customer service
- To ensure resolution of registered customer complaints
- To adhere to the laid down compliance norms on an on-going basis
- To ensure reconciled office accounts on a continuous basis
- To process transactions through finacle and non- finacle systems efficiently and enhance individual productivity
Sales Officer
Axis Bank Ltd.
02.2017 - 05.2018
- To build New To Bank - NTB customer book for current account and Savings Account
- To deepen the customer relations for mapped book of Current accounts and Savings Accounts
- Sales of Investment Products - IPG and Other Products
- To improve the levels of customer service
- To ensure resolution of registered customer complaints
- To adhere to the laid down compliance norms on an on-going basis
- To ensure reconciled office accounts on a continuous basis
- To process transactions through finacle and non- finacle systems efficiently and enhance individual productivity
Education
Post Graduate Diploma In Banking Management -
Times Group
Kolkata01.2017
Bachelor Of Science - PCM
05.2015
12th - PCM
Kalyani Central Model School
1oth - CBSE
Kendriya Vidlayla No 1 Kancharapara Army
Skills
- Strong interpersonal and communication skills
- In-depth knowledge of ULIPs and Guaranteed Plans
- Proficient in CRM software and sales analytics
- Ability to analyze client needs and provide tailored solutions
- Wealth management portfolios
- New business generation
- Client acquisition
Personal Information
- Date of Birth: 04/04/92
- Gender: Male
- Marital Status: Married
Certificationsandachievements
- NISM VA, 2017
- IRDA, 2017
- Promoted from Executive to Office at Axis Bank
- Outstanding performance in CASA NTB Value in W.B Circle (2017-2018)
- Qualifier of T20 Contest at ICICI Securities Ltd.
Timeline
Relationship Manager
Policy Bazaar
07.2024 - Current
Sales Manager
ICICI Securities Ltd
12.2018 - 10.2020
RM-PA
RBL Bank Ltd.
07.2018 - 12.2018
Sales Officer
Axis Bank Ltd.
02.2017 - 05.2018
Post Graduate Diploma In Banking Management -
Times Group
Bachelor Of Science - PCM
12th - PCM
Kalyani Central Model School
1oth - CBSE
Kendriya Vidlayla No 1 Kancharapara Army