EXPERIENCE

**/**/**** - ******** **** (prime care)

currently work Branch operations

MIS reporting, maintain CRM,input client data SAP dashboard .

*/**/**** - ******* ****** insurance

*/**/**** Cluster Relationship Manager

Banccasurance - client HDFC Bank

*Responsible for managing the Max Bupa regional Sales

through the

RANJIT KUMAR PATRO Bancassurance partner.

*Work closely with the partner channel, particularly branch

House no 3,1st lane, harsha vihar, near dadi maa managers

temple, berhampur ganjam odisha,760001 of the Banca partners, Customer Service and across the

989-***-**** business

adtwra@r.postjobfree.com to ensure the timely delivery of high value, high-quality services

28/08/1992 to

in https://www.linkedin.com/in/ranjit-patro- Banca bene ciaries.

8851b5140

2/08/2017 - Tata aia life insurance

30/08/2019 Relationship manager

OBJECTIVE Banccasurance, client - indusind bank

*Acted as an Investment advisor to the priority customers

To work and succeed in a stimulating and *Handling Walk- In customers of the bank and Identifying their

challenging environment, building the success of investment needs and providing solution with a suitable

the investment

company while I experience advancement plan.

*Tapping the right database of the branch and ensure authentic

opportunities

documentation

*Engaging in open and trusting relationship with the Branch

SKILLS Managers/sta /o cers

*Engage the employees of the bank branches in regular

customer support discussion

Result oriented to transfer knowledge about insurance.

Problem solving *Sharing MIS data of sta achievement and future prospects or

Professionalism business on daily basis with manager.

quick learning *Lead the cross selling of insurance (life & non-life) products to

the

communication

priority customers

Team work

Signi cant Highlights:

Team handling

*Achieved YTD Goalsheet of INR 1.3 crores and achieving 80%

persistency

LANGUAGE 10/01/2016 - Rubique nance

30/07/2017 Relationship executive and customer sales service

English

All type insurance sales and service

Hindi

odiya

*Responsible for cross selling various nancial products like

Mutual

funds, Insurance (Life, General), etc to new customers and

building

depth within the existing relationships.

*Meeting monthly targets by providing 360-degree Financial

Assessment Services, Wealth Management Services and by

doing

portfolio reviewing of the various client segment.

*Formulating strategies for expanding the client base by

providing

investment advice to the clients.

*Maintaining long-term relationships with existing/new clients

for

increasing the Asset Under Management (AUM) for the

company.

*Cross-sell products and services to both new & existing clients

according to their need.

08/2014 - Andromeda Bpo

17/12/2015 Tale sales executive

Outbound calling

JUNE 2011 - Bharti Airtel

January 2014 Field sales executive

Field sales all type of airtel product

EDUCATION

2013 Berhampur University

B.com

53%

2010 SB science College

12th

49

DECLARATION

Declaration

I hereby declare that all the above information is true to best of my knowledge

Signature:

Ranjit Kumar

patro

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