Experience

• 

  Dbs bank

  Jan 2011 - May 2013

  Treasures relationship manager

  • Got promoted to Treasure Relationship Manager within six months of joining the bank as a management trainee• One of the first recruits post the bank starting the CBG vertical in Kolkata• Created brand awareness amongst the target customer segment through various marketing activities.• Acquired new to bank customers through cold calls and solicited sales of various third party products.• Explained the USP of the bank to the customers and advised on building investment portfolios depending on risk profiling.• Acquired knowledge on bank operations, investments, insurance, derivative, bank products through various trainings conducted by the bank and AMCs. • Astutely maintained service excellence culture within the bank Show less

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  Standard chartered

  May 2013 - Apr 2014

  Prefered relationship manager

  • Handled fund under management of 20 crores with individual ticket sizes of 5 lacs• Achieve the targets set in terms of product mix from the resident customer base.• Advice client on products based on liquidity needs, wealth life cycle and risk apetite.• Achieve best in class productivity in order to maximize the efficacy of the sales process.• Maintain compliance standards established by the bank.• Successfully developed & maintained good relationship with the existing privileged customers of the Bank Show less

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  Standard chartered

  Feb 2017 - Apr 2018

  Relatioship manager- priority

  • Build and deepen relationships with existing NR customers to achieve increase in share of wallet and revenues.• Handled as total fund under management of 60 crores with individual customer relationship size of 20 lacs.• Served as one touchpoint to high net worth bank customers.• Acquired complete knowledge of the customer base in terms of the profile, demographics, psychographics and assets in the bank and other places.• Generated revenue through the sale of mutual funds, life insurance and non life insurance, FX revenue, credit cards, assets products alternate assets products.• Maintain and update customer information on WMS and MIS.• Continuously updated knowledge level for change in cross border regulations, currency movements, stock markets.• Maintained all policies and procedures issued in relation to money laundering prevention and KYC. • Successful in achieving monthly cross-sell and up-sell targets.• Deepen the relationships parked by the acquisition team. Show less

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  Shriram general insurance co. ltd.

  Apr 2017 - now

  Distribution channel management for sale of non motor products through agents, brokers and affinity tie ups.Institutional sales by meeting corporate clients and explain business proposition through offering GI products such as Fire Insurance, Marine Insurance, Liability Insurance etc.Created strategic tie ups with Micro Finance companies and generated GWP through loan protect products developed exclusively for financial institutions.Worked in close coordination with the underwriting team and provided competitive quotes to direct corporate and channel partners.Analyzed current insurance portfolios for corporate and created up sale and cross sale opportunities through value creation within the existing book. Show less

  • National Head - Corporate & Broker Relations

    May 2022 - now

  • Head-Virtual Agency

    Jan 2021 - now

  • Sr. Manager -Corporate & Brokering Head for Eastern Region

    Apr 2019 - now

  • Manager- Corporate & Broker Relations

    Apr 2017 - Mar 2019