Surajit Patra
Kolkata
Summary
A result-oriented professional with almost 19 year's functional experience in Non Banking & Financial Institute. Well versed in managing & motivating teams for running successful operations with extensive experience of developing procedures, service standards. To perform well in a challenging environment that offers scope for personal and professional growth and in the process, contribute my best to the organization. Supervising various operations for rendering & achieving quality services. Depth in implementing systems and procedures with proven ability to maximize efficiency in operations. Possessed with excellent interpersonal communication and organizational skills with proven abilities in team management and planning.
Overview
20
20
years of professional experience
Work History
Relationship Manager (Retail Assets - Home loan & Mortgages)
INDIABULLS HOUSING FINANCE LTD
01.2022 - 06.2024
- From January 2022 looking after the DSA business of INDIABULLS HOUSING FINANCE LTD for Retail assets.
- Maintaining good relations with clients, builders and DSA to generate business.
- Checking all the documents, proposal forms before login for hygienic business.
- Responsible for daily login and as well as compliances.
- Giving product and documentation training to RO’s on every week.
- Identifying Sales Opportunities for Team and interacting directly with the Corporate Customers to make them aware about their financial requirement and to offer them a suitable deal.
- Increase productivity of Team.
Sr. Sales Officer (Retail Assets - Home loan & Mortgages)
YES BANK LTD
05.2021 - 11.2021
- From October 2021 looking after the branch business of YES BANK LTD for Retail assets.
- Maintaining good relations with clients, builders and referrals to generate additional business.
- Checking all the documents, proposal forms before login for hygienic business.
- Responsible for daily login and as well as compliances.
- Identifying Sales Opportunities for Team and interacting directly with the Corporate Customers to make them aware about their financial requirement and to offer them a suitable deal.
Relationship Officer (Retail Assets - Home loan & Mortgages)
PNB Housing Finance Ltd
01.2019 - 04.2021
- Acquired New Referrals/Connectors and drive them for fresh business.
- Maintaining good relations with Referrals/Connectors to generate additional business.
- Responsible for daily login and as well as compliances.
- Checking all the documents, proposal forms before login for hygienic business.
- Identifying Sales Opportunities for Team and interacting directly with the Corporate Customers to make them aware about their financial requirement and to offer them a suitable deal.
- Achievement: Achieved Star performer of month relevant times and received certificates and Rewards.
- Achieved all contest month on month basis.
SALES MANAGER (Mortgages)
HDB FINANCIAL SERVICES LTD
09.2017 - 12.2018
- Looking after the Individual Business.
- Acquired New Referrals/Connectors and drive them for fresh business.
- Identifying Sales Opportunities and interacting directly with the Corporate Customers to make them aware about their financial requirement and to offer them a suitable deal.
SALES Officer (Personal Loan)
HDB FINANCIAL SERVICES LTD
09.2017 - 12.2018
- Looking after the Individual Business.
- Acquired New Referrals/Connectors and drive them for fresh business.
- Identifying Sales Opportunities and interacting directly with the Corporate Customers to make them aware about their financial requirement and to offer them a suitable deal.
Sales Officer (Retail Assets - Home loan & Mortgages)
INDIA BULLS HOUSING FINANCE LTD
03.2016 - 05.2017
- Identifying Sales Opportunities and interacting directly with the Corporate Customers to make them aware about their financial requirement and to offer them a suitable deal.
- Maintaining good relations with Referrals/Connectors to generate additional business.
- Solving of the discrepancies.
- Providing service to customers as and when required.
Business Development Officer
BARCLAYS FINANCE
09.2008 - 02.2011
- Identifying Sales Opportunities and interacting directly with the Corporate Customers to make them aware about their financial requirement and to offer them a suitable deal.
- Maintaining good relations with Referrals/Connectors to generate additional business.
- Solving of the discrepancies.
- Providing service to customers as and when required.
Senior Sales Executive
HSBC
03.2007 - 08.2008
- Identifying Sales Opportunities and interacting directly with the Corporate Customers to make them aware about their financial requirement and to offer them a suitable deal.
- Maintaining good relations with clients to generate additional businesses and to get more references.
- Solving of the discrepancies.
- Providing service to customers as and when required.
Business Development Officer
KOTAK MAHINDRA BANK
01.2004 - 02.2006
- Identifying Sales Opportunities and interacting directly with the Corporate Customers to make them aware about their financial requirement and to offer them a suitable deal.
- Maintaining good relations with clients to generate additional businesses and to get more references.
- Solving of the discrepancies.
- Providing service to customers as and when required.
Education
Bachelor of Commerce - undefined
UNIVERSITY OF CALCUTTA
01-2007
Higher Secondary - undefined
W.B.C.H.S.E.
01-2004
Madhyamik - undefined
W.B.B.S.E.
01-2002
Skills
Creative
Imaginative
Analytical
Patient
Hardworking
Love challenges
Interests
Playing Cricket
Traveling
Movie
Music
Timeline
Relationship Manager (Retail Assets - Home loan & Mortgages)
INDIABULLS HOUSING FINANCE LTD
01.2022 - 06.2024
Sr. Sales Officer (Retail Assets - Home loan & Mortgages)
YES BANK LTD
05.2021 - 11.2021
Relationship Officer (Retail Assets - Home loan & Mortgages)
PNB Housing Finance Ltd
01.2019 - 04.2021
SALES MANAGER (Mortgages)
HDB FINANCIAL SERVICES LTD
09.2017 - 12.2018
SALES Officer (Personal Loan)
HDB FINANCIAL SERVICES LTD
09.2017 - 12.2018
Sales Officer (Retail Assets - Home loan & Mortgages)
INDIA BULLS HOUSING FINANCE LTD
03.2016 - 05.2017
Business Development Officer
BARCLAYS FINANCE
09.2008 - 02.2011
Senior Sales Executive
HSBC
03.2007 - 08.2008
Business Development Officer
KOTAK MAHINDRA BANK
01.2004 - 02.2006
Bachelor of Commerce - undefined
UNIVERSITY OF CALCUTTA
Higher Secondary - undefined
W.B.C.H.S.E.
Madhyamik - undefined
W.B.B.S.E.
Personal Information
- Father's Name: Samar Patra
- Mother's Name: Gouri Patra
- Date of Birth: 05/04/1983
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Personal Information
- Father's Name: Samar Patra
- Mother's Name: Gouri Patra
- Date of Birth: 05/04/1983
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Personal data processing
I hereby declare that all the particulars written above are true to the best of my knowledge and belief.