Subhasish Das

Experience

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  Principal Mutual Fund

  Nov 2004 - May 2008

  Branch Manager-Bhubaneswar Branch-Orissa

  Managing relationships with Heads Sr.VP, Zonal Head and others higher official of the partners for the better relationship, activisation of the branches and development of the channel.Managing relationships with PSU banks which mainly consist of, Punjab National Bank, Vijaya bank and with all leading Private Banks spreading across Orissa.Push mutual fund sales through bank branches, post offices and other distributors in and around the assigned locations and be responsible for all aspects of sales and operations.Increasing the degree of engagement and alignment with the bank partner at all levels.Organize and coordinate various kinds of sales and marketing activities in the assigned location including training of bank staff and other intermediaries, customer meets.Recruiting / training and developing a team of Sales Executives for deployment in the bank’s branches.Suggest employee variable compensation programs internally, and also Reward & Recognition platforms internally / for bank partner’s employees.Monitoring and analyzing the efforts and performance of Channels in the region with respect to their sales effort, target achievement and managing customer relationships (in co-ordination with the relationship Manager) Show less

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  Bharti Axa Investment Managers

  May 2008 - Jan 2012

  Sales & Business Development (Agency / Retail / Channel Sales/ Institutional) Sales & Business Development (Agency / Retail / Channel Sales/ Institutional)

  • Manager

    Mar 2011 - Jan 2012

  • Branch Manager

    May 2008 - Mar 2011
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  Tata Mutual Fund

  Jan 2012 - Mar 2015

  Branch Manager

  Managing Retail Business Development Channel for distribution of Mutual Fund products through IFA Channel National Distributors, Private Banks, PSU Banks, Wealth Management Channel and managing direct accounts & portfolios of HNI & Corporate (Govt. & Pvt.) clients & Treasury for the state of ODISHA.

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  ICICI Prudential Life Insurance Company Limited

  Aug 2015 - Feb 2019

  Branch Manager- Bancassurance

  Spearheading entire ICICI Bank Life Insurance business for Bhubaneswar Region.Managed a team of 4 Sales Managers and 48 Financial Service Managers for business generation under insurance and investment plans.Maintaining Relationship with bank management to accomplish set deliverables in terms of channel development such as business targets, activation, revenue, Regulatory Compliance.Working closely with Bank Staff and driving the agenda for the month and quarter.Ensuring relationship management at Branch level with all the employees.Responsible for implementing Sales Promotion plans, Campaigns etc. for achievement of key deliverables for the team while ensuring profitabilityConducting periodical Product Training Programs for employees on insurance products, concepts and product positioning.Extending support to ICICI bank team for identifying employees to get IRDA Certification.Managing the sales team for closing inbound and outbound leads of Life Insurance products.Designing, developing & executing various Business-led Programs for enhancing organizational competencies & establishing high performance mindset.Appraised Senior Management with daily observations and initiatives.Ensuring the Team is planning and executing Lead generation activities / micro marketing events across partners.Drive high level of employee activation across all segments.Managing renewals & up-selling to the existing clients & providing excellent after sales services. Show less

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  Bajaj Allianz Life Insurance

  Feb 2019 - Nov 2021

  Circle Manager

  Developing and Managing life insurance business avenues in AXIS Bank , Bhopal Circle

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  Tata AIA Life Insurance

  Dec 2021 - Nov 2022

  State Head