SHUVAM DUTTA

Experience

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  Balaji Marble Udyog

  Jun 2017 - Jun 2018

  Assistant Accountant

  - To check the stock report, Maintaining cash flow report, Financial report quarterly.- Maintaining daily production report, Maintaining the monthly income and expenditure report.- Taking active part in cost effective analysis decision.

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  HDFC Life

  May 2021 - Jul 2022

  Executive Trainee

  - Recruiting and Building a high performing distribution network to Financial Consultants.- Training motivating and driving these certified financial consultant (agents) to sell insurance.- Meeting prospective customers with financial consultant to sell insurance solution.- Providing pre and post-sales support.- Ensuring quality of business and persistency.- Enabling financial consultant to use latest digital platform.

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  ICICI Bank

  Nov 2022 - Jun 2023

  Assistant Manager

  Mortgage Department- Analysis of credit proposals of secured loan for business & real estate- Financial Modelling, Trend Analysis & Cash Flow Assumption- Assessment of Fundamentals of business & other quantitative aspects.- Peer comparison of credits performance precedence in assessment.- Monitoring & renewals of credit portfolio.- Tracking of sectoral performance of credit deliverables across the industry.- Financial Ratio Analysis

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  IDFC FIRST Bank

  Dec 2023 - now

  Manager

  Roles & Responsibilities:- Acquisition of new to bank Corporate Salary account customers in the identified segment and reference generation from the specified catchment area.- Ensure acquisition of high quality corporate salary accounts in terms of constitution, segments and product mix.- Register, activate and fund the accounts within 3 months of opening.- Engage customers with multiple products at the time of account opening (viz: Mobile banking / Net banking registration / RD- FD activation).- Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer.- Assist and support the Sales Manager in catchment mapping and scoping exercise.- Provide regular feedback to Sales Manager on opportunities and customer needs.- Ensure adherence to selling norms, account opening formalities and KYC norms.- Ensure strict compliance with internal guidelines and external regulations.- Ensure quality sourcing in line with the bank's policy.- Preparation of wish list of customers through promotional activities.- Generating leads for family accounts and other cross sell products.- Proactive resolution of customer queries. Show less