Utpal Datta
Kolkata
Summary
Goal-oriented team member with distinguished experience in insurance industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Territory Manager - Sales & Service - Credit Life
PNB MetLife India Insurance Company Ltd
Kolkata
02.2021 - Current
- Currently representing the Kolkata North circle (PNB)
- Involved in securing retail loans (education loans, personal loans, home loans, vehicle loans, etc.) and MSME (cash credit, term loans, OD, etc.) through insurance
- Establishing a relationship with channel partners to drive sales targets for the individual branches along with the overall circle
- Handling channel partner meetings, compliance, sales target vs
- Achievement, reporting, penetration of loan data, etc
Corporate Agency Manager
HDFC Life Insurance Company Pvt Ltd
Kolkata
08.2016 - 02.2021
- Proven experience in achieving branch overall life insurance target; Communicate to all levels and take accountability for the overall achievement of performance objectives on a day-to-day basis
- Engaging in end-to-end insurance services including customer need identification, solution recommendations, application fulfillment and follow up
- Providing the right product for potential return on investment which will be tax-efficient in long term
- Achieving key parameter like a self-sourced business in the branch, open market, and maintaining persistency for overall business
- Preparing sales presentations and new product training programs to all business partners, regional entities, branch personnel, and end-users
- Promoting customer acquisition, retention and response while improving brand awareness and return on investment for a client on life insurance products
Education
PGP - Investment Banking and capital Market
London Governance and Compliance Academy (LGCA)
Noida, UP, India01.2022
PGDPMS - Portfolio Management Services
Calcutta University
Kolkata, WB, India01.2020
Post Graduate Diploma in Insurance (PGDI) - Insurance
Manipal Academy of Higher Education
Bengaluru, India01.2017
Bachelors of Science (B. Sc) - Microbiology
Calcutta University (Asutosh college)
Kolkata, WB, India01.2012
12th - Science
Kumar Ashutosh Institution Main Boys) High School
Kolkata, WB, India01.2008
10th - General
Ramakrishna mission Vidyapith
Purulia, WB, India01.2006
Skills
- Customer Relationship Management
- Revenue Management
- Interpersonal Skills
- Time Management
- Analytical Skills
- Problem Solving
- Leadership Skills
- Cross-Selling
- Upselling
- Complaint Handling
- Sales Team Building
- New Product Launch
- Negotiation Skills
- Presentation Skills
- Microsoft Office
Certification
NISM-Series-V-A: Mutual Fund Distributors Certification
Accomplishments
- Improve the Kolkata West Circle business by 150%, 03/31/22
- Achieved the Kolkata South Circle budget, 03/31/23
Hobbies and Interests
- Cricket
- Capital Market
- Reading
- Investing
Awards
- Qualified for the QATAR contest, 09/01/23
- CDO Challenger trophy, 2022
- Consistent Performer Award, 2021
- Appreciation Award for qualifying in the Silver Club in Trad ka Shor initiative, 01/01/18
- Recognition Award for qualifying in Upsell Champions-Territory Club from HDFC Life, 11/01/18
- Appreciation Award from HDFC Life for contribution in 13th Month Persistency
- Self-Lead Generation Award
Timeline
Territory Manager - Sales & Service - Credit Life
PNB MetLife India Insurance Company Ltd
02.2021 - Current
Corporate Agency Manager
HDFC Life Insurance Company Pvt Ltd
08.2016 - 02.2021
NISM-Series-V-A: Mutual Fund Distributors Certification
PGP - Investment Banking and capital Market
London Governance and Compliance Academy (LGCA)
PGDPMS - Portfolio Management Services
Calcutta University
Post Graduate Diploma in Insurance (PGDI) - Insurance
Manipal Academy of Higher Education
Bachelors of Science (B. Sc) - Microbiology
Calcutta University (Asutosh college)
12th - Science
Kumar Ashutosh Institution Main Boys) High School
10th - General
Ramakrishna mission Vidyapith
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