JAYANTA KUMAR SENGUPTA
Contact No.: +91-943*******, +91-900*******
Email Id: **********@*****.**.** / ******************@*****.***
Looking forward to challenging assignments in the field of Finance, Business Process, Administration, Client Management, And Insurance
SUMMARY
A dynamic and diligent Professional with total 14 yrs.(Relevant experience 3 yrs. 3moths) of experience in the field of Accounts, Finance and Insurance Procedure, Highly skilled at improving Operations and Sales.
KEY SKILLS
Finance & Accounts Management
Leadership Ability & Team Management
Team Coordination & Support
Analytical & Managerial Skills
Good Interpersonal Skills
Operations Management
Customer Relationship Management
Recruitment and Business Development
Life and General Insurance, Sales and operation
Under writing, Claim settlement
PROFESSIONAL EXPERIENCE
1. Bajaj Allianz life Insurance-Kolkata--- From Sep’2024 till now
Designation: Sr. Business Development Manager (Grade2)
Liaison with Client.
Insurance Product Sales.
Renewal Collection
Insurance product training,
Customer Relationship Management.
Portfolio management, investment portfolio
Agent recruitment.
2. Bharti Axa life Insurance-Kolkata (Serampore Branch), --- From June’2024 to August’24
Designation: Sr. Business Development Manager (Grade1)
Liaison with Client.
Recruitment for team for marketing and business development
Insurance Product Sales.
Renewal Collection
Insurance product training,
Customer Relationship Management.
Portfolio management, investment portfolio
2. Kotak Mahindra life Insurance-Kolkata (Ultodanga Branch), --- From Oct’2022 to May’24
Designation: Sr. Agency Partner (Off-Role)
Customer Relationship Management.
Portfolio management, investment portfolio
3. Soft Pro Computers Kolkata, From March’2017 March’22
Designation: Manager
Recruitment for team for marketing and business development
Accounts, audit, Sales CA collaborations.
Banking and Insurance Audit for Post sales.
Product training
Renewal Collection.
Business development
Also experience working as Health Insurance Advisor From, 2020 to Jan, 2024, deposit business in Health Insurance with Star Health Co Ltd.
4. SUD LIFE INSURANCE CO.LTD (Kolkata)
August ‘2016 to Feb ‘2017
Designation: Customer Protection Officer (Assistant Manager-Audit & Fraud control)
Insurance Audit against Sales,
Client Service
Renewal service
Customer protection.
Product training
5. E & M Kolkata -- Jul’2006 to June’ 2016
Designation: Assistant Manager
Implementing systems & procedures for sales personnel for business development
Preparing Training and MIS for Agents, arranging proper guidance, and support.
Complete accounts Finalization and closing. P&L, balance sheet, Audit.
Vendor Management, MIS,
Also experience working as LIC advisor from Life Insurance corporations of India, And GIC Advisor for The Oriental Insurance Co Ltd. From Nov, 2006 to Nov, 2011, as Adviser, as direct field sales, most of working experience in Life and Motor and Health Insurance.
6. ICICI BANK LTD (Off-Role THIRD PARTY PAYROLL-)--KOLKATA--- Sept’2004 to June’ 2006
Designation: Operations Executive
Banking Operations against Personal Loan, & Vehicles Loan, Car OD loan, Documentations,
Sales Management, Sales MIS
Client Service Management
EDUCATIONAL QUALIFICATION
B.Com from Kalyani University
Diploma In Office Management
Diploma in Orientation Program in Accounts Management
PERSONAL DETAILS
Date of Birth: February 10, 1976
Permanent Address: B-9/158, Kalyani, District- Nadia, Pin -741235, West Bengal
Languages Known: English, Hindi and Bengali
Current Locations: Kolkata
Marital Status: Married
Current CTC: Negotiable