Contact Information

Vivekananda Pally, Sonarpur . Kolkata-700150

+91-896*******

ac5ws7@r.postjobfree.com

Achievements

Certified by IRDAI .

Certified by LEAD (Learn Educate Accelerate Deliver) TATA AIA Premier Academy .

SAIKAT MONDAL

FINANCIAL ADVISOR, TEAM MANAGER

OBJECTIVE

To work as a business development associate and utilize experience in building good relationships with customers, analyzing internal and external factors, growing a customer base and recommending solutions.

WORK EXPERIENCE

Advisor 2017 – Present

TATA AIA LIFE INSURANCE COMPANY LIMITED

Provide Knowledgeable Financial Guidance to clients to ensure that their Retirement is customized to their Financial Needs.

Maintain contact with existing clients on an ongoing basis to determine whether their financial needs have changed.

Interview clients to determine their current income, expenses, financial objectives, tax status & how much coverage they need to ensure their loved ones will be cared upon their death.

Cold call potential clients based on acquired leads & client referrals.

Team Manager 2018 – Present

TATA AIA LIFE INSURANCE COMPANY LIMITED

Managed a team of 6 advisors effectively increasing sales performance by coaching and developing advisor skills .

Met daily deadlines to provide time sensitive customer and operational feedback to clients .

Met with clients to maintain communication to enhance team execution on new products and delivered training reports .

Trained new advisors on how to set effective appointments and generate new leads .

EDUCATION

Bachelor of Technology (B.Tech) – Computer Science & Engineering

RCC INSTITUTE OF INFORMATION TECHNOLOGY (2013 – 2017) .

Certifications

Certification of Training in Creation of a Website “Online Shopping” using J2EE and MYSQL Server from Computer Society of India.

Certification of Training in Creation of a Website “Tours and Travels” using ASP.NET and C# from Globsyn, Kolkata.

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