JOYDEEP BANERJEE

JOYDEEP BANERJEE

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  • Timeline

  • About me

    Sales Head - BFSI Analytics - Citi Ltd ( APAC Region) , Chief Manager - Birla Sun Life Insurance , LIC of India / LCMF

  • Education

    • INDIAN INSURANCE INSTITUTE

      1991 - 1993
      Associate's degree LIFE INSURANCE NA

      Activities and Societies: Project on Financial Models and portfolio management THIS DIPLOMA COVERED THE UNDERWRITING AND RISK ASSESSMENT, ACTUARIAL ASPECT AND PRODUCT DEVELOPMENT, LEGAL ASPECT AND COMLIANCES , CLAIM SETTLEMENT OF LIFE INSURANCE

    • IIM Calcutta

      2007 - 2009
      PGEPBM WITH SPECIALIZATION IN APPLIED FIN / ANALYTICS ( 2 YEARS) APPLIED FINANCE / ANALYTICS

      Activities and Societies: I AM MEMBER OF IIM ALUMNI ASSOCIATION - CALCUTTA CHAPTER ( M NO 221) I studied General Management with one year specialization on Applied Finance / Analytics.. We focused on Financial Analytics . Statistical Models , Portfolio Management , Derivatives , Management Accounting and Corporate Finances.

    • St. Xavier's College

      1987 - 1990
      Bachelor of Science Physics, staistics, mathermatics 60%

      Activities and Societies: College Cricket I DID THREE YEARS GRADUATION WITH PHYSICS AS HONS AND MATHEMATICS AND STATISTICS AND COMPULSORY SUBJECTS , WHICH HELPED ME TO PURSUE MY STUDY IN ACTUARIAL SCIENCE AS A COMPULSORY SUBJECT IS INSURANCE INSTITUTE OF INDIA ASSOCIATESHIP/ FELLOWSHIP..

  • Experience

    • LIC

      Jan 1991 - Sept 2004

      Achievement : A) Successful completion of the Project of setting Mutual Fund business in Eastern India , Creation of a team of 18 Marketing Associates and a huge retail network of more than 1500 Active agents all over eastern Zone, leading to a successful acquisition of a total AUM of around 1800 Cr.B) Successful positioning of the Mutual Fund Products , Acquisition of Institutional Investors - Banks and Corporates. C) Training and Licensing of the Distribution Force.Skill set Used / Acquired : Mutual Fund , Capital Market , Equity , Debt , Institutional Sales, Business Development , Project Management , Distribution Management , Business Planning , Unit Linked Products, Business Strategy , Execution , Agency Management, Clients Service , Broking Channel Show less LIFE INSURANCE CORPORATION OF INDIA, Jan 1991 - Jul 1996Key Responsibilities :1) Administrative Officer / Branch Manager / Compliance Officer / System Developer /Senior Underwriter2) Underwriting of Life Insurance Policies3) System Developer in COBOL environment , Programmer in IBM Ingenium, Database Management . Had a very clear knowledge about the System Framework of the company Skill Set Used Acquired : System , Cobol , Ingenium, Claims , Insurance Administration , Underwriting, Branch Manager Show less

      • AREA MANAGER , LIC NOMURA MUTUAL FUND

        Aug 1996 - Sept 2004
      • Programmer / System Developer/ Admin Officer

        Jan 1991 - Jul 1996
    • Birla Sun Life Insurance

      Sept 2004 - Oct 2011
      REGIONAL MANAGER ( CHIEF MANAGER )

      Span of Control : Direct : Three Territory Managers, Two relationship Managers heading Super value Branches, One Talent Acquisition Manager Indirect : 25 Branch Head/ Branch Managers reporting to the Territory Managers and 350 Agency Managers ( Front Line Sales ) reporting to the BHs/BMs, with a total distribution channel of 6000 Achievement : 1) Successfully completion of two Projects - a) Setting up Business Unit – Kolkata Dalhousie Branch during commencement of business of Birla Sun Life Ins in 2004 , b) Expansion project from 32 Branches to 250 Branches in 2008 – 09. 2) Achievement of Sales Budget of 12.5 Million INR Anualised Premium through expansion and development of agency distribution network , Recruit, develop and retain the talents. The region had a total agency base of around 6000 advisors having month on month activisation ratio of around 30%. 3) Winning the award of the Best Regional Manager in the Country for two consecutive years in 2009 - 10 and 2010- 11.Skill set Used / Acquired : Business Development , Project Management , Distribution Management , Creation of distribution , Talent Acquisition – Sales , Business Planning , Business Strategy , Execution , Reward and Recognition, Agency Management , Underwriting best practices, Financial Underwriting Show less

    • CITI LTD

      Nov 2011 - now
      Sales Head - BFSI Analytics (APAC region)

      Job Title :Regional Director –Business Development in Business Analytics– BFSI Domain ( India / South Asia / APAC / Hispano American region ) Job description : Client Acquisition ,Sales / Development of Business/ Analytics Solution in BFSI Domain – Data Analytics .,Creation of Business Model, Customer Life value model , Distribution Model, Customer Acquisition / Retention Model through Digital Marketing . Skill set Used / Acquired :Sales , Business Development, International Sales, IT Sales , Consultancy, Business Analytics Show less

  • Licenses & Certifications

    • CERTIFIED R PROGRAMMER

      Microsoft
    • Certified Mutual Fund Professional

      National Stock Exchange of India Limited
    • PREDICTIVE ANALYTICS

      Indian Institute of Management, Bangalore