Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Sutanu Banerjee

Sutanu Banerjee

Kolkata

Summary

I am Sutanu Banerjee, a seasoned professional with over 8 years of experience in the financial services industry. Currently, I serve as a Senior Cluster Head at Bandhan Life, overseeing the Bandhan Bank Relationship Channel in Kolkata. In my role, I manage operations across 18 Bandhan Bank branches, lead a team of 15 dynamic leaders, and support a network of 180 Specified Persons (SPs), driving Business Growth, Stakeholder Management,Strategic Partnership Alliance, Cross Functional Collaboration and Client Satisfaction. I hold a Post Graduate Diploma in Banking & Finance and am certified by NISM in Mutual Fund V–A as well as IRDA, showcasing my dedication to professional development and industry compliance. My expertise lies in delivering exceptional customer service to the Super High Net Worth Individual –SHNI– segment, developing strategic initiatives, and ensuring seamless financial operations. I am highly detail-oriented, adept at building strong client relationships, and committed to achieving organizational goals through a results-driven approach. I am actively seeking challenging opportunities within reputable organizations where I can leverage my skills, leadership experience, and industry insights to contribute to impactful results. Feel free to explore my profile and connect with me via email or phone. I look forward to engaging in meaningful conversations and exploring potential collaborations.

Overview

7
7
years of professional experience

Work History

Sr. Cluster Head

Bandhan Life Insurance Co Ltd
05.2024 - Current
  • Company Overview: Company dealing in life insurance and financial services
  • Taking care of 10 branches of Bandhan bank
  • Handling a team size of 9 team members and 110 SPs
  • Responsible for Expansion of Insurance business in the region
  • Taking care of administration and efficient daily operation of full service product sales, customer service, and security
  • Achieved individual and cluster sales goals through new business sales, referrals, and retention of account relationships
  • Conducting workshops and training programs for employees to enhance skills and competencies
  • Company dealing in life insurance and financial services

Cluster Manager - HDFC Bancassurance

Aditya Birla Sunlife Insurance Co Ltd
09.2022 - 04.2024
  • Company Overview: Company dealing in life insurance and financial services
  • Taking care of 14 branches of HDFC bank
  • Handling a team size of 18 team members and 126 SPs
  • Responsible for administration and efficient daily operation of full service product sales, customer service, and security
  • Achieved individual and cluster sales goals through new business sales, referrals, and retention of account relationships
  • Conducting workshops and training programs for employees to enhance skills and competencies
  • Company dealing in life insurance and financial services

Manager - Select RM

Indusind Bank
11.2021 - 08.2022
  • Company Overview: A leading banking institution offering a wide range of financial products
  • Implemented strategies to penetrate new accounts and investments
  • Administered branch operations with a focus on sales, management, and client retention
  • A leading banking institution offering a wide range of financial products

Deputy Manager - Privy RM

Kotak Mahindra Bank
01.2020 - 10.2021
  • Company Overview: A major banking and financial services company in India
  • Monitored high net worth clients' portfolios and conducted profitability analysis
  • Provided 360-degree financial assessment and wealth management services
  • A major banking and financial services company in India

Assistant Manager - Corp. Sales

ICICI Prudential Life Insurance Co
10.2017 - 12.2019
  • Company Overview: A leading life insurance and investment firm in India
  • Enhanced corporate tie-ups for branding and promotion of ICICI
  • Conducted Employee Engagement Programs for various corporates
  • A leading life insurance and investment firm in India

Education

Post Graduate Diploma - Banking & Finance

Bennet & Coleman

Bachelor of Science -

Calcutta University

Skills

  • International Business Regulation Expertise
  • Communication and Presentation Skills
  • Human resources management
  • Product launches
  • Workforce planning
  • Cross-functional coordination
  • Problem-solving
  • Adaptability and flexibility
  • Decision-making

Accomplishments

  • Highest Business Penetration, Increased Business penetration within the 3 months and increased 50% of business.
  • Highest Business on MDRT, Achieving the highest business on MDRT for June-July 2023 from ABSLI.
  • Highest Mindshare, Achieving highest market share for Q1 2023 from ABSLI.
  • Topper in Revenue Earning, Top performer in Pan India for revenue earning in H/Y 21-22 from Kotak Mahindra Bank.

Timeline

Sr. Cluster Head

Bandhan Life Insurance Co Ltd
05.2024 - Current

Cluster Manager - HDFC Bancassurance

Aditya Birla Sunlife Insurance Co Ltd
09.2022 - 04.2024

Manager - Select RM

Indusind Bank
11.2021 - 08.2022

Deputy Manager - Privy RM

Kotak Mahindra Bank
01.2020 - 10.2021

Assistant Manager - Corp. Sales

ICICI Prudential Life Insurance Co
10.2017 - 12.2019

Bachelor of Science -

Calcutta University

Post Graduate Diploma - Banking & Finance

Bennet & Coleman
Sutanu Banerjee