SUVOJIT CHATTERJEE
Navi Mumbai
Summary
Dynamic business development leader with a proven track record at ICICI Prudential LIC, excelling in revenue generation and strategic account management. Adept at financial analysis and talent management, I have consistently enhanced profitability and operational efficiency, receiving multiple accolades for outstanding performance in driving business growth and optimizing processes.
Overview
22
22
years of professional experience
Work History
Head- Business Development- Key Accounts, Affinity
MediBuddy vHealth
Mumbai
08.2024 - Current
- Ensuring new business acquisition for India’s largest digital preventive healthcare platform, NBFCs, banks, and fintech.
- Market mapping in the NBFC space for key partner identification.
- Targeted business development for key NBFCs, banks, and fintech accounts.
- Led entire process lifecycle until account activation and executed seamless transition to account management team.
Business Head & Vice President, Credit Life
ICICI Prudential LIC
Mumbai
12.2019 - 08.2024
- Directed team of seasoned professionals in key account management.
- Ensure resource planning and deployment, both centrally and across geographies.
- Ensuring a profitability matrix by conducting periodic P&L reviews across partners.
- Curated efficient business practices to ensure seamless operations for sales and services.
- Managed entire onboarding process for new partners covering pricing, process, and integration.
- Received CDO Felicitation and National Business Convention Felicitation for outstanding performance for 2021-2022 and 2022-2023.
Area Sales Manager, Mumbai
Aditya Birla Health Insurance
Mumbai
12.2016 - 12.2019
- Oversaw regional operations for TPD broker partners, RBL Bank, and DCB Bank in Mumbai.
- Led a team of 27 insurance professionals as Area Head for Mumbai.
- Oversaw recruitment cycle, performing job analysis and coordinating staff training requirements on systems.
- Audit Compliance
- Managed recruitment, digital experience, banking partner relationships, talent management, and health camps.
- Formulated strategic initiatives to optimize field sales operations, resulting in improved key performance indicators.
- Enhanced documentation of client interactions on CRM to meet KPIs for calls, meetings, and opportunities.
- Received CEO Felicitation outstanding performance for 2017-18 and 2018-19
Regional Sales Manager- West & Central
Royal Sundaram General Insurance
Mumbai
11.2015 - 12.2016
- Managed Bancassurance operations across Maharashtra, Gujarat, and Madhya Pradesh for Citibank branch banking.
- Enhanced wallet share of existing clients through disciplined portfolio management.
- Managed sales strategies to enhance performance across key regions of Maharashtra, Gujarat and Madhya Pradesh.
- Analyzed financial situations of clients during consultations to help achieve well-being.
Financial Advisor
Self Employed
Kolkata
11.2013 - 10.2015
- Resolved start-up challenges effectively.
- Oversee HNWI portfolios, focusing on investment and insurance management.
- Recommended suitable investments based on client needs and objectives.
- Closely monitored and adjusted portfolios to maximize outcomes.
- Established partnerships with manufacturers for increased sales within the region.
- Monitored and maintained holistic operations by employing a multidimensional approach.
- Executed periodic debt management strategies for sustained organizational functionality.
- Formulated core HR guidelines and applications.
Ass. Business Develop Manager
Kotak Life Insurance
Kolkata
12.2007 - 10.2013
- Responsible for handling the portfolio of Kotak Bank Ltd.as a bancassurance partner, Corporate Agents, Brokers, Individual Life Advisors (ranging from space sellers, Star Agents, DMA’s, Venue Sellers, Tax Consultants, etc.) as well as internal Kotak relationships (Financial Planning Group) in the East
- Managed portfolio including corporate agents and brokers with national presence such as BMA Wealth Creators, SREI, Dalmia Insurance Brokers.
- Engaged with clients to assess financial needs and develop tailored solutions.
- Ensure resource planning and deployment
- Conducted trainings, branch visits, and product updates for existing manpower at Kotak Bank.
- Enhanced business processes to ensure seamless sales and service delivery.
- Received CEO & MD Felicitation outstanding performance for 2011-12 and 2012- 13
Senior Relationship Manager
Bajaj Allianz Life Insurance
Kolkata
08.2005 - 12.2007
- Oversaw customer portfolio in the classic segment.
- Boosted business income through sales of ULIP policies.
- Generated sales growth from 1.01cr to 1.70cr within a year.
- Enhanced sales process through leveraging referral business via strong customer relationships.
- Oversaw operations of Priority Circle for three locations at Standard Chartered Bank.
Junior Manager
Kotak Life Insurance
Kolkata
07.2003 - 08.2005
- Recognized with dual promotions achieved in less than two years.
- Secured top position in insurance premium sourcing competitions at branch and regional levels in 2004.
- Managed cross-functional sales units to enhance client acquisition.
- Coached new Customer Service Executives at the bank branch.
Officer-Liabilities
IDBI Bank Ltd.
Kolkata
03.2003 - 07.2003
- Responsible for corporate presentations with management and finance managers for deposits.
- Secured funds through various channels including term deposits, fixed deposits, recurring deposits and bonds.
Education
BACHELOR’S DEGREE - B.A. ( ENGLISH HONOURS)
CALCUTTA UNIVERSITY
KOLKATA03-2002
HIGH SCHOOL(CLASS XII) - HIGHER SECONDARY, ISC
SOUTH END SCHOOL
KOLKATA01.1999
SECONDARY - ICSE
M.P. BIRLA F.H.S.SCHOOL
KOLKATA01.1997
Skills
- Wealth Management
- Revenue Generation
- Streamline Process
- Financial Analysis
- KYC
- Customer Service
- Financial Planning
- Talent Management
- Negotiation Skills
- AML
- Resource planning
- P&L management
- Business development
- Account management
- Team leadership
Remuneration
Negotiable
Personal Information
- Date of Birth: 04/19/79
- Gender: Male
Languages
- English
- Hindi
- Bengali
Years Of Work Experience
20 years
Current Career Level
Mid-Management
Accomplishments
- ICICI Prudential - CDO Felicitation in 2021-2022
- ICICI Prudential - National Business Convention - 2022- 2023
- Aditya Birla Health- CDO Felicitation in 2017-2018 & 2018-2019
- Kotak Life- CDO Felicitation in 2011-2012
- Kotak Life- MD Felicitation in 2012-2013
Timeline
Head- Business Development- Key Accounts, Affinity
MediBuddy vHealth
08.2024 - Current
Business Head & Vice President, Credit Life
ICICI Prudential LIC
12.2019 - 08.2024
Area Sales Manager, Mumbai
Aditya Birla Health Insurance
12.2016 - 12.2019
Regional Sales Manager- West & Central
Royal Sundaram General Insurance
11.2015 - 12.2016
Financial Advisor
Self Employed
11.2013 - 10.2015
Ass. Business Develop Manager
Kotak Life Insurance
12.2007 - 10.2013
Senior Relationship Manager
Bajaj Allianz Life Insurance
08.2005 - 12.2007
Junior Manager
Kotak Life Insurance
07.2003 - 08.2005
Officer-Liabilities
IDBI Bank Ltd.
03.2003 - 07.2003
BACHELOR’S DEGREE - B.A. ( ENGLISH HONOURS)
CALCUTTA UNIVERSITY
HIGH SCHOOL(CLASS XII) - HIGHER SECONDARY, ISC
SOUTH END SCHOOL
SECONDARY - ICSE
M.P. BIRLA F.H.S.SCHOOL
Similar Profiles
Upasana BhatiaUpasana Bhatia
Senior Consultant at MediBuddy vHealth (former vhealth by Aetna-CVS health company)Senior Consultant at MediBuddy vHealth (former vhealth by Aetna-CVS health company)
ITI ATTRIITI ATTRI
Associate Manager-HR and Employee Relation at Medibuddy vHealthAssociate Manager-HR and Employee Relation at Medibuddy vHealth
Deepak AroraDeepak Arora
Customer Service Executive at Medibuddy vhealthCustomer Service Executive at Medibuddy vhealth