Sales Management
Resume:
shaunak saha
CAREER OBJECTIVE
Seeking a challenging sales management position where I can use my sales background, communication skills, and ability to work well with people to make a positive contribution to the organization.
SNAPSHOT
Post Graduate Diploma In Banking and Relationship Management with 2.6 years of experience in Customer Relationship Management and Sales Management(team handling )
Engineering in Electronics and Electrical stream with internship at Kolaghat thermal power station
Excellent communications and analytical skills with strong negotiation and influencing skills.
Ability to multitask while managing priorities and self motivated
Constant endeavour to innovate and provide solutions to maximize client satisfaction
Knowledge of tools like Siebel (CRM software) and MS Excel.
AMFI/NISM series VA(mutual fund distribution); IRDA and NISM series VI(Depository operations module) qualified
EXPERIENCE
BRANCH SALES MANAGER
KOTAK MAHINDRA BANK LTD March2015 till date
Key Responsibilities:
To ensure acquisition of new CASA customers in the branch through self sourcing and through team of Assistant Acquisition Managers(AAM) from a specified catchment through open market activities, referral of group companies/business associates & savings account of portfolio customers & their family members
To Plan and execute Marketing activities at regular intervals For Mass Lead Generation of targeted group customers
To ensure continuous portfolio activation, values build up and cross sell of third party products to acquired customers
To monitor the performance of the Assistant Acquisition Managers and motivate them to meet and exceed the defined Standard of Performance
To monitor & ensure sourcing of high value current and savings accounts and Priority Proposition to HNI customers
To implement the sales monitoring mechanism to measure the productivity of the team
To continuously provide training regarding products,sales skill and grooming to propel the productivity of AAMs
To manage, mentor and motivate the sales team and evaluate and recommend the appropriate.
RELATIONSHIP OFFICER, BRANCH BANKING
KOTAK MAHINDRA BANK LTD January 2013 to March 2015
Key Responsibilities:
Retention of existing customers and acquisition of new-to-bank customers
Managing sale of financial products
Analyzing needs of the customers and market trends to provide investment options
Creating banking relationship with clients through various marketing activities
Responsible for collating data of the branch on a daily basis to track the movement of sales as per the relationship value of the clients
Hands on experience in Customer Relationship Management applications such as Siebel and Reliability in analyzing data of existing base of customers to work out cross sell opportunities
Handling customer queries, providing them feasible solutions and faster resolutions thereby achieving higher customer satisfaction.
Managing multiple tasks and finishing them on a deadline while adhering to banking codes and standards
INTERN
KOTAK MAHINDRA BANK LTD Oct 2012 to Dec 2012
Project: Increasing acceptance of Kotak as a brand in new catchments
Worked closely with vendors of mass mediums like newspaper-walas and Cable TV providers for brand introduction for new to bank accusations.
Tie ups with clubs and societies for high value client acquisitions through social activities.
Conducted micro marketing activities for Third party products.
ACADEMIC QUALIFICATION
Degree/Certificate
Institute
Board/
University
Year
% / CGPA
Post Graduate Diploma in Banking and Relationship Management (PGDBRM-Full time)
Kotak-Manipal Academy, Bangalore Campus
Manipal University
Class of 2012
8-CGPA
Bachelor of Technology
Camellia institute
Of Technology
West Bengal University of Technology
2011
8-CGPA
12th
Bhartiya Vidya Bhava
CBSE
2007
73.3%
10th
Bhartiya VidyaBhavan
CBSE
2005
77.60%
TECHNICAL SKILLS
MS WORD, MS EXCEL, MS POWERPOINT, C Programming, Visual C#, ASP.NET
ACHIEVEMENTS
Best team for the prestigious Fast and Furious Award, CASA category
Promoted within 2 years of joining as a fresher
Winner, Operation Agni (CASA contest for JFM),
Winner in Class of 2013 5 consecutive times (NTB acquisition contest Dec’13 to feb ‘13)
Qualified in Dare – an insurance contest (Feb & march ’13,14&15)
Winner in Budget competition organized by Manipal University.
1st position in university exams in 8th semester.
Winner in various music and swimming contests
CO-CURRICULAR AND EXTRA CURRICULAR ACTIVITIES
Playing guitar and composing music
Swimming
Watching movies
PERSONAL DETAILS
Date of Birth : 21st February, 1989
Gender : Male
Languages Known : English, Hindi, Bengali
Permanent Address : 26 Sukanto Park, P.O. Prafulla Kanan, Kolkata-700101
Mobile : 094********
Email : *******.****@*******.***/*************@*****.***
REFERENCES
Name
Current role
Contact -
1
Awanish Singh
BM and Chief manager Kotak Mahinda Bank ; Saltlake
2
Utsab Chakraborty
BM and AVP Kotak Mahinda Bank ; Burrabazar
x
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