Sushmita Paul
Siliguri
Summary
Resourceful Associate Relationship Manager known for being highly productive and efficiently completing tasks. Skilled in client relationship management, financial analysis, and strategic planning. Excel at communication, problem-solving, and adaptability, ensuring success in managing client portfolios and fostering growth.
Overview
8
8
years of professional experience
Work History
Associate Relationship Manager
Icici prudential life insurance company
Siliguri
11.2025 - Current
- Managed client relationships to ensure satisfaction and retention.
- Assisted clients in understanding insurance products and services.
- Coordinated with underwriting teams to facilitate policy issuance.
Relationship Manager
Tata AIA life insurance company
Siliguri
11.2020 - 11.2025
- MAPPED IN BANKASSURANCE CHANNEL OF HDFC SECURITIES DEALING ,MANAGED 2 BRANCHES OF HSL SINGLE HANDEDLY.
- Managed client relationships to enhance satisfaction and drive retention.
- Facilitated training sessions for new team members on product offerings.
- Facilitated training sessions for new team members on product offerings to improve team knowledge and client service.
Corporate Agency Manager
HDFC LIFE INSURANCE COMPANY
Siliguri
04.2018 - 11.2020
- Managed team of agents to elevate client service and support standards.
- Developed comprehensive training materials for onboarding new insurance agents and staff.
- Coordinated targeted sales strategies to increase market penetration and visibility.
Education
MBA - HR and Marketing
NorthBengal University
Siliguri, WestBengalB.A. - English Honours
North Bengal university
Siliguri, West BengalH.S. -
CBSE
Siliguri, West BengalMadhyamik -
CBSE
Siliguri, West BengalSkills
- MS- Office, TALLY
- Client relationship management
- Insurance product knowledge
- Policy issuance coordination
Accomplishments
- Promoted to Corporate Agency Manager from Sales Development Manager in one year at HDFC Life.
- Awarded as Best SDM in HDFC Life in FY 19-20.
- CDO Member
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge and belief. Date:16/01/2021 Place: Siliguri.
Personal Information
Hobbies and Interests
Interest: Travelling, Painting.
Languages
- Language Known: English, Bengali & Hindi.
- English
- Bengali
- Hindi
Areas of Interest
I hereby declare that the information furnished above is true to the best of my knowledge and belief. Date:16/01/2021 Place: Siliguri.
Timeline
Associate Relationship Manager
Icici prudential life insurance company
11.2025 - Current
Relationship Manager
Tata AIA life insurance company
11.2020 - 11.2025
Corporate Agency Manager
HDFC LIFE INSURANCE COMPANY
04.2018 - 11.2020
MBA - HR and Marketing
NorthBengal University
B.A. - English Honours
North Bengal university
H.S. -
CBSE
Madhyamik -
CBSE