Surajit Dhar
Golaghat
Summary
To get associated with a professionally driven and progressive organization, where I can secure a challenging position by working on latest and emerging technologies fostering excellence and organizational and personal growth, while being resourceful, innovative and flexible. Flexible hard worker ready to learn and contribute to team success. Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations. Friendly professional committed to maintaining high customer service ratings and presenting professional image. Experienced in expertly handling high volume of banking transactions per day and interacting with customers. Hands-on experience in reviewing reports for variances and performing follow-up and backup work duties. Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Personal Banker
HDFC BANK LTD
LUMDING
12.2022 - Current
- Promoted financial products by maintaining excellent service offering knowledge.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Cross-sold bank products and services to meet customer needs and provide options.
- Expanded client base by promoting new financial products.
- Responded to customer inquiries regarding new accounts and account services.
- Tracked and processed customer account requests and applications.
Sales Manager
BAJAJ ALLIANZ LIFE INSURANCE LTD
Jorhat
06.2021 - 11.2022
- Identified, hired and trained qualified staff by teaching best practices, procedures, and sales strategies.
- Maintained ethical and positive working environment.
- Attended industry shows, conventions, and other meetings with primary mission of expanding market opportunities.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
Senior Prahri Manager
Pramerica Life Insurance Ltd
Jorhat
07.2021 - 05.2022
- Acquire business through product presentation or one to one meetings in army and paramilitary campus
- Team management
- Used coordination and planning skills to achieve results according to schedule
- Developed team communications and information for meetings
- Conducted research, gathered information from multiple sources and presented results.
- Onboarded new employees with training and new hire documentation.
- Accomplished multiple tasks within established timeframes.
- Developed and implemented business strategies to achieve business goals and stay competitive.
- Maximized performance by monitoring daily activities and mentoring team members.
Assistant Manager
Axis Bank, Dibrugarh
11.2020 - 07.2021
- Performed banking, business administration and financial tasks to guarantee excellent service for clients
- Increased new bank relationships within local prospective customer through existing customers
- Complied with established internal controls and policies
- Resolved customer issues and maintained good relationship with them
- Maintained cash counter, front desk customer service, day to day banking operations, inventory, customer deliverables.
Single Window Operator
North East Small Finance Bank
01.2019 - 10.2020
- Resolved customer problems, improved operations and provided exceptional client support
- Managed Account opening process, front desk services, micro loan processing, cross- selling
- Achievements:
- From the very beginning I have managed to brought some good relationships for the bank and have done cross sale of rupees fifteen lacs in the second from rural area.
Value Banker
ICICI Bank Ltd
05.2013 - 01.2019
- Counted cash drawers and deposits, checked supplies, and completed any other required opening or closing tasks to facilitate smooth team operations.
- Handled front desk transactions, forex, gold loans, and clearing.
- Improved operational efficiencies while managing customer requests, store inventory, and customer deliverables.
- Provided excellent customer care by responding to requests, assisting with product selection, and handling ordering functions.
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account, and service information.
- Improved sales abilities and product knowledge on a continuous basis to provide optimal service.
- Achieved revenue quota through product and service promotion during routine calls.
Education
HSLC -
Golaghat Bengali High School
GolaghatHigher Secondary -
Golaghat Commerce College
B.Com - Accounts & Finance
Hons -
Golaghat Commerce College
Skills
- Skilled at receiving and processing banking transaction
- Hard and focused work, confident, patient, positive attitude, good communication, resolution, honesty, and teamwork
- Banking and sales, financial product knowledge
- Portfolio assessment
- Cash handling
- Financial services, business development, revenue generation
- Client relationship management, sales, and marketing
- Business development
- Loan processing
- Time management
- Effective communication
- Conflict resolution
Languages
- English
- Bengali
- Hindi
- Assamese
Certification
- IRDAI CERTIFIED
- AMFI CERTIFIED
- UIDAI SUPERVISOR
Affiliations
- I always participate in organizations' CSR activities, like blood donation camps, tree plantation, donating books, and accessories in orphanages, etc.
Languages
Assames
First Language
Accomplishments
- I qualified for most of the third-party contests and participated in R&R programs
- Sourced high-net-worth clients and brought in funds in crores in a single month in a dry location like Lumding
- I got promoted for the very first two financial years at ICICI Bank by performing in locations like Numaligarh, Nazira, etc
- I have sourced and managed government accounts, like the Forest Department and the Social Welfare Department, with the support of my senior officials
Timeline
Personal Banker
HDFC BANK LTD
12.2022 - Current
Senior Prahri Manager
Pramerica Life Insurance Ltd
07.2021 - 05.2022
Sales Manager
BAJAJ ALLIANZ LIFE INSURANCE LTD
06.2021 - 11.2022
Assistant Manager
Axis Bank, Dibrugarh
11.2020 - 07.2021
Single Window Operator
North East Small Finance Bank
01.2019 - 10.2020
Value Banker
ICICI Bank Ltd
05.2013 - 01.2019
HSLC -
Golaghat Bengali High School
Higher Secondary -
Golaghat Commerce College
B.Com - Accounts & Finance
Hons -
Golaghat Commerce College
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