CV Prasenjit
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Prasenjit Saha +919735608190 [email protected] Objective To establish globally prosperous career which offers learning and Challenges to enrich my knowledge while contributing to the corporate world. Professional Experience:- HDFC BANK LTD Deputy Manager-Personal Banker Duration: 10 th August 2011 till date Portfolio management and high customer service to walk-in customer. New Acquisition of CASA and other High value account (Govt). Cross Sale of TPP – Product like Life, General Insurance, M.F, Demat. Creating and Managing HNI’s in the Location and enhancing the value of existing account. Ensuring high quality Customer Service to ensure walk in customer’s issues. Customer Relationship Management, Lobby Management, ATM Management, Cash Management. Review and Monitor Daily Accounts Opened, Dummy Account, FTNR Controlling and Branch Administration. Own all branch- banking objectives, Ensure achievement of overall Branch Targets by generating business and cross sales. Penetration of CASA, value acquisition & cross sales of Third Party Product. Key Customer Relationship Management & supervision of all High Net Worth customer programs. Ensure all components of the branch sales model function as per design. Complaints Handling, Resolution of customer queries/complaints. Ensure compliance with Banking rules, Regulations & Procedures Generate business, cross sell and monitor cross sales Enhancing the value of existing accounts, Retention of existing portfolio. Penetration of Saving Accounts on non liability customers. Generating New Business of Assets Products, C.C, Business Loan etc. Branch Operations and Audit Compliance. Job Profile- - Relationship Management for a Portfolio of customers Achieve sales targets and provide Customer service - Responsible for Cross Sell & enhancing relationship with customers - Customer service to walk in customers
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Prasenjit [email protected]
ObjectiveTo establish globally prosperous career which offers learning and Challenges to enrich my knowledge while contributing to the corporate world.
Professional Experience:-HDFC BANK LTDDeputy Manager-Personal Banker Duration: 10th August 2011 till datePortfolio management and high customer service to walk-in customer.New Acquisition of CASA and other High value account (Govt).Cross Sale of TPP – Product like Life, General Insurance, M.F, Demat.Creating and Managing HNI’s in the Location and enhancing the value of existing account.Ensuring high quality Customer Service to ensure walk in customer’s issues.Customer Relationship Management, Lobby Management, ATM Management, Cash Management.Review and Monitor Daily Accounts Opened, Dummy Account, FTNR Controlling and Branch Administration.Own all branch- banking objectives, Ensure achievement of overall Branch Targets by generating business and cross sales.Penetration of CASA, value acquisition & cross sales of Third Party Product.Key Customer Relationship Management & supervision of all High Net Worth customer programs.Ensure all components of the branch sales model function as per design.Complaints Handling, Resolution of customer queries/complaints.Ensure compliance with Banking rules, Regulations & Procedures Generate business, cross sell and monitor cross sales Enhancing the value of existing accounts, Retention of existing portfolio.Penetration of Saving Accounts on non liability customers.Generating New Business of Assets Products, C.C, Business Loan etc.Branch Operations and Audit Compliance.
Job Profile- - Relationship Management for a Portfolio of customers
Achieve sales targets and provide Customer service - Responsible for Cross Sell & enhancing relationship with customers- Customer service to walk in customers- Review all critical reports, monitor cash levels, fraud control, filing etc- Handling HNW customer - Managing Operations like A/c opening, Fixed Deposit etc.
TATA-AIG life insurance Co. ltd. Assistant Sales manager - Malda (W.B.) Duration: 24th June 2010 to 15th July 2011Working as Assistant Sales Manager looking after the IIFL branches considering both the BSO channel and the Venue Channel developing relationship with the various IIFL branches allocated with me and driving the sales team of IIFL for generating business of Tata-Aig life insurance handling all types of clients from retail to HNI according to their investment needs. Customer acquisition, maintaining client relationship and selling of Insurance Job Profile - taking care of the various IIFl branches allocated with me
- driving the sales team of IIFL for selling Tata-aig life insurance products- Closely monitor sales targets and achievements of the same.- Handling all types of clients of investments.- Providing knowledge to the sales team at IIFL about the features of Tata-Aig life insurance products - Design new plans for Campaigning. -IIFL Branches Allocated Kishanganj (Bihar), Raiganj, Berhampore, Krishnanagar,Malda(W.B.)Korba(C.G.)
Birla Sunlife Insurance Co. Ltd.Agency Manager – Berhampore (W.B.)Duration: 27th February 2008 to 23rd June 2010
Working as an Agency Manager responsible for recruiting of advisors provide them proper training to pass the IRDA exam and licensing of the advisor , also provide training about the different insurance products of Birla Sunlife Insurance Co. Ltd and driving them to generate business
Job Profile - Closely monitor sales targets and achievements of the same.- Handling all types of clients for different investments needs.- Keeping the advisor update about the company - Design new plans and place for Campaigning
ICICI Prudential Life Insurance Co. Ltd.Unit Manager – Dhanbad, JharkhandDuration: 6th August 2007 to 18th February 2008
Working as an Agency Manager responsible for recruiting of advisors provide them proper training to pass the IRDA exam and getting the advisor IRDA certified , also providing training about the different insurance products of Birla Sunlife Insurance Co. Ltd andDriving them to generate business
Job Profile - Closely monitor sales targets and achievements of the same.- Handling all types of clients for different investments needs.- Keeping the advisor update about the company - Design new plans and place for Campaigning
EDUCATION Board/University Examination Year of passing Percentage C.B.S.E 10th 1995 43.6%C.B.S.E 12th 1997 57.4% V.B.U B.Com (Hones.) 1997-2001 60%IGNOU CIC 2001 78.3%
OTHER QUALIFICATIONAMFI Mutual Fund (Advisor) Module - Certified IRDA (Advisor) Module Certified
PERSONAL DETAILSDate of Birth: 3rd October 1979 Marital Status Married Languages Known: English, Hindi and Bengali Present Address: C/O Adhir Kumar Biswas
150 Chuanpur Colony Para Near Vidaya Niketan High SchoolP.O. Berhampore Dist- MurshidabadWest Bengal Pin-742101
