Tania Chakraborty
Service Manager - BFSI
Kolkata
Summary
Highly motivated Service Manager with 6+ years of Banking & Financial Service Industry experience. Consistently drives results by building and leading high-performance teams. Excellent communication skills with proven history of effectively collaborating across all organizational levels. Multi-tasking Manager well-known for creating positive workplace culture and high-performing teams & demonstrated service expertise.
Overview
6
6
years of professional experience
7
7
years of post-secondary education
1
1
Language
Work History
Service Manager
International Wealth Solution Limited
Kolkata
02.2022 - Current
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Advanced productivity KPIs to achieve key business goals and objectives.
- Followed up with customers & advisers during and after investment to verify satisfaction.
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
- Developed written plans and obtained customer consent to proceed.
- Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
- Met with customers to discuss service needs and offer available solutions.
- Updated existing customers on new products, updated services and changes in accounts to maintain good rapport.
- Maintained effective customer service by responding to service requests quickly to increase overall sales .
- Conducted KYC formality reports on questionable accounts and transactions.
- Created refined tools and practices to optimize manual reviews.
Deputy Manager
Tata Mutual Fund
Kolkata
01.2021 - 08.2021
- Discussed financial options with clients and provided informed suggestions.
- Presented financial plans to clients based on analysis of financial status and goals.
- Identified customer financial service needs to prepare proposals and sell services.
- Documented customer interactions and relationships using CRM systems.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Oversaw more than 700 Mutual Fund distributors in total of 200 cr AUM with consistently high returns and adviser satisfaction.
- Trained assigned distributors on product development & market insights .
- Activated new distributors & also worked on activating dormant distributors on our platform .
Assistant Manager
ICICI Prudential Asset Management Company
Kolkata
12.2016 - 01.2021
- Responsible for managing 150 MFDs & National Distributor Wealth counters in Kolkata, Retail banks in Mumbai location
- Delivering training on new products to channel partners.
- Developed loyal and highly satisfied client base through proactive management of team client service strategies.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Introduced new products or services, increased marketing activities and improved customer service to drive sales.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Assisted in organizing and overseeing assignments to drive operational excellence.
Business Development Manager
Standard Chartered Bank
Mumbai
02.2016 - 11.2016
- Acquistion of savings account in priority segment
- Cross selling of various investment product
- Organising various BTL activities to increase the Brand Awareness
- After sales support to the clients.
- Reached out to potential customers via telephone, email and in-person inquiries.
- Collected data and performed customer needs analysis.
- Developed and implemented favorable pricing structures balancing firm objectives against customer targets.
- Coordinated innovative strategies to accomplish marketing objectives and boost long-term profitability.
Digital Marketing Intern
Zurich International Life Ltd
Dubai
03.2015 - 05.2015
- Identifying the capabilities of competitor of Zurich Insurance group
- Identifying the opportunities for synergy in Life and General Insurance
- Findings of Mystery shopping for competitors in online capabilities and communication strategy for customer
- Assisted marketing coordinators and graphic designers with website copywriting and proofing.
- Prepared weekly updates and reports to track growth and success rates of marketing campaigns.
- Collaborated with team members to help expand marketing channels.
- Created proposals and organized pursuit documentation to support marketing staff.
- Tracked social media trends and adapted to attract target follower demographic.
- Performed market analysis and researched latest trends.
- Prepared reports detailing project updates, performance information and ongoing trends.
Education
MBA - Marketing
ICFAI Business School
Mumbai 05.2014 - 05.2016
Bachelor of Arts - Economics
Handique Girls College, Guwahati Gauhati University
Guwahati 04.2010 - 03.2013
High School Diploma -
Kendriya Vidyalaya, CBSE
Guwahati 04.2009 - 03.2010
Kendriya Vidyalaya - Board
Guwahati 04.2007 - 03.2008
Skills
After-sales support
Client Relationship & Service
Product Training & development
Documentation and reporting
Business Communication
Channel Management
Accomplishments
- Qualified for Sales Conference,2018-Goa from ICICI Prudential Mutual Fund
- Achieved “Sparkler” award from ICICI Prudential Mutual Fund
- Awarded certificate for contribution in NFO in ICICI Prudential Mutual Fund
- Awarded appreciation certificate by Gauhati University for scoring among top10 in Graduation.
Achievement & Recognition
- Qualified for Sales Conference,2018-Goa from ICICI Prudential Mutual Fund.
- Achieved “Sparkler” award from ICICI Prudential Mutual Fund.
- Awarded certificate for highest contribution in NFO in ICICI Prudential Mutual Fund.
- Awarded appreciation certificate by Gauhati University for scoring among top10 in Graduation.
Timeline
Service Manager
International Wealth Solution Limited
02.2022 - Current
Deputy Manager
Tata Mutual Fund
01.2021 - 08.2021
Assistant Manager
ICICI Prudential Asset Management Company
12.2016 - 01.2021
Business Development Manager
Standard Chartered Bank
02.2016 - 11.2016
Digital Marketing Intern
Zurich International Life Ltd
03.2015 - 05.2015
MBA - Marketing
ICFAI Business School
05.2014 - 05.2016
Bachelor of Arts - Economics
Handique Girls College, Guwahati Gauhati University
04.2010 - 03.2013
High School Diploma -
Kendriya Vidyalaya, CBSE
04.2009 - 03.2010
Kendriya Vidyalaya - Board
04.2007 - 03.2008