Soumik Dutta

Experience

• 

  Axis Bank Ltd

  May 2006 - May 2008

  Executive

  2006-2008, Business sourcing for CASA, cross sell of assets, cards. Wealth management. Sell of investment products like mutual funds, life Insurance, general insurance.

• 

  Axis Bank

  May 2008 - Apr 2021

  Spearheading the entire operations including Branch Administration, P&L Operations, Sales and Marketing, Business Development on-going product optimization, account management with a team Key Result Areas• Conceptualizing plans and executing events & marketing programs and improving the target business by 5 folds Significant Accomplishments • Demonstrated skills and abilities in implementing procedural guidelines ensuring smooth service resulting in customer delight• Played a key role in supervising and allocating tasks to Associates, Staffs, and tracking progress at micro level to increased productivity levels by 40 percent• Took structured approach in providing operational support for high-volume financial institution• Effectively managed annual external audit• Authored and executed events and marketing programs, producing five times target number of qualified leads• Formulated and executed referral campaigns and programs increasing book size by 150% quarterlyAccolades• Holds the distinction of developing and executing campaigns and business solutions resulted in increased company exposure, customer traffic, and sales• Distinction of increasing the overall annual sales by 60 percent by incorporating several quality process improvements within the branch• Instrumental in achieving 115% of monthly quota and grew sales to $400 K within three months, earning title as top representative in region.• Designed client relationship cultivating events to promote growth that resulted in the expansion of clientele base by 60 percent• Successfully identified and qualified customer needs, developed sales strategies and negotiated and closes profitable projects with a 85 percent success rate Show less As Senior Relationship Manager:• Spearheaded and directed a team of ten Relationship Managers handling 4200 customers• Effectively collaborated with the compliance department to eliminate procedural errors and margin breaks• Successfully managed, monitored and evaluated the activities of all the Relationship Managers that resulted in improvement in revenue by 50 percent• Displayed professionalism in leading and educating the investment team on customer relationship management techniques • Exhibited negation skills in prices, terms of sales and service agreements.• Instrumental in evaluating current service needs and product satisfaction levels with established customers.• Took structured approach in creating revenue streams by aggressively cultivating distribution of investment products• Leveraged skills and abilities in collaborating with Account Managers to penetrate new accounts, identifying the potential customers and coordinating on the product demonstrations Show less As Relationship Manager:• Played pivotal role in maintaining and organizing a customer database of over 600 clients nationwide.• Conducted research and customized service proposals for clients to increase the customer delight• Displayed aggressive and consultative selling techniques that contributed in selling auto, home, life and other various insurance products to individuals and affinity groups within assigned territory• Recognized for consistently hitting and exceeding sales goals by more than 20 percent• Built a strong client relationships and instrumental in providing high value-adding services, resulted in a 20% market share increase in the cluster• Developed and led three training sessions to promote sales team professional development and sales goal reinforcement• Orchestrated leadership skills ino Handling the highest volume account in the region, generating more than $ 1 million in a yearo Increasing new to bank relationships by 400 accounts in 4 yearso Acquiring $ 1.5 million in sales revenue contributing major revue to the Brancho Selling average of 5 hook products to deepen client relationship by 40 percento Providing wealth management solutions to UHNI client resulting in 20 percent growth in customer wealth Show less Opened new to Bank accounts , deepened existing relationships, sold numerous Financial & Bank services making customers dependent on the Bank , resolved and minimised customer issues.Earned trust of the customers by helping them in improving their Finances with new ideas.Generated Retail advances business , one of the highest PAN BANK for the Financial Year 2009-10.Efficient handling of Foreign & Inland LCs generating high profits through Forex Revenue & Interest Income.Instrumental in handling SME advances.Alongwith the Branch Manager successfully build & administered a strong team uniting them towards a common goal of growing the Bank & the Branch.Developed a good network of contacts at National Level.Contribution of more than 35% consistently towards Branchs total profitability.Equally efficient in banking operations and compliance.• Among the top 3 percent of Relationship Managers out of 600 nationwide. Show less

  • Asst. Vice President & Branch head

    Jan 2014 - Apr 2021

  • Asst. Vice President

    Jun 2013 - Dec 2013

  • Senior Manager - Relationship Manager

    May 2011 - Jun 2013

  • MANAGER

    May 2010 - May 2011

  • Deputy Manager

    May 2008 - May 2010
• 

  Axis Bank Ltd

  Apr 2013 - Apr 2015

  Assistant Vice President & Branch Head

  Profit management, Business development, Administration, recruitment, client meeting, relationship management, mentoring, compliance and KYC maintenance

• 

  Sarian SG Business Solutions

  Apr 2021 - now

  Founder and Partner
• 

  Sarian Quants Capital

  Sept 2021 - now

  Chief Executive Officer
• 

  Sarian Homkeyz

  Jun 2023 - now

  • Founder Partner

    Jun 2023 - now

  • Founder partner

    Jun 2023 - now
• 

  Wealth O Nomics

  Nov 2023 - now

  Founder partner