Product Manager/Project Manager/Manager/Supervisor/Team Leader
at
Kotak Mahindra Bank Ltd
, Kolkata, INDIA
October 2007 – Currently Working
Industry: Banking/Financial Services/Broking
Functional area: Sales / BD
● Reporting to the Location Head; and handling a team of 4
Corporate Account Managers and 2 Executives.
● Handling Team,
managing Business Development, exploring markets and launching
relevant business, cross-selling third party product, imparting
trainings to Team Members and supervising overall service related
issues.
● Prospecting NTB (New To Bank) business, generating
inquiries, submitting offers, negotiating and closing sales;
ensuring high-level corporate satisfaction at all levels through
coordination with other wings.
● Handling major accounts like
Tech Mahindra, ITC Ltd, IBM, Dabur Pharma etc.; interfacing with
them to understand their overall objectives and
requirements.
● Supervising service quality and solving
corporate grievances, if any; steering monthly review meetings;
documenting minutes of meetings to initiate immediate action on
them if required.
● Examining sales and achievement reports of
the Sales Team; organising routine training module for the team
on different products launched,
Professional (e.g. Engg., IT Developer, Marketing Executive etc.) at Abn Amro Bank Ltd , Kolkata, INDIA
March 2006 – September 2007
● Reported to the Segment Head; focused on business development
from the various corporate houses in the Kolkata
region.
● Acquired new corporate payroll accounts and serviced
them; helped generate additional cross-selling business in terms
of Insurance, MF and other financial products.
● Provided
information about the Company’s products and services, ensured
high revenue generation by attracting new customers, retained
present ones.
● Handled major accounts like: ESPN, Microsoft,
Amway (I) Enterprise, Honeywell Automation etc.
● Prepared
daily call reports; weekly / monthly sales projection reports
Professional (e.g. Engg., IT Developer, Marketing Executive etc.) at Indiabulls Securities Ltd , Kolkata, INDIA
May 2005 – February 2006
● Reported to the Branch Manager, managed hardcore sales,
acquired HNI clients, generated revenue through equity trading of
the acquired clients, and provided total service solution to
clients.
● Acquired new individual and non-individual clients,
generated business, handled HNIs, provided them enhanced services
to trade in Equities and Derivatives
● Organised daily market
reports for clients and helped them with valuable trading tips
Professional (e.g. Engg., IT Developer, Marketing Executive etc.) at ICICI-Web Trade Ltd , Kolkata, INDIA
December 2003 – April 2005
● Reported to the Sales Manager, handled Sales, acquired new
clients, provided total service solutions to them.
● Generated
revenue through trading in equities: provided clients with
various services and strengthened the existing business
relationship.
● Ensured 100% activation of all NTB a/cs