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    Lopita Chakraborty

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    Lopita Chakraborty

    Uploaded by

    sarasmith6670
    7 views4 pages

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    Lopita+Chakraborty

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    7 views4 pages

    Lopita Chakraborty

    Uploaded by

    sarasmith6670

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 4

    Lopita Chakraborty

    Madhusudan Apartment B Wing Flat 701 & 702 Deonar Baug. Mumbai 400088
    Phone # +91 9167463443/ Email - [email protected]
    ------------------------------------------------------------------------------------

    Organisation : HDFC Life

    Designation National Key Account Manager

    Tenor : September 18 – June 20

     Business Delivery : - Achieve assigned revenue target for the assigned Vertical.
     Drive all sales initiatives so as to meet the objective.
     Business Development - Implementation of overall business strategies, across the assigned
    geography, to suit the local channel dynamics.
     Conduct reviews and feedback sessions with the teams and channel partner for continuous
    business delivery.
     Channel Partner Management: Interact with the channels partner hierarchy on a regular
    basis to have a committed and a partnership-based relationship.
     Drive to ensure optimum utilization of real estate of the channel partner.
     Maintain continuous engagement across channel partner hierarchy in the assigned
    geography.

     Rewards & Recognition-

     • Plan, execute and fulfill R&R campaigns for internal sales team in the Banca Channel.

     • Liaise with key stakeholders to understand their needs and expectations of R&R

     • Analyze trends of previous year for designing annual initiatives & predicting future
    behaviour basis the channel targets

     • Driving communication plan to supplement contests & annual initiatives by creating


    maximum visibility & awareness

     • Ensuring periodical results of contests are sent out to the sales teams through multiple
    modes

     • Formulate and manage the R&R budget

     • R&R events- conceptualising & execution

     Channel Marketing-

     • Driving initiatives – right from conceptualizing to sustaining the campaign

     • New innovative avenues in executing different marketing activities

     • Designing marketing activities/calendar

     • Co-ordinate with creative agencies

     • Identify and co-ordinate with vendors for procurement of materials & events

     • Budget management- ensure spends are within given budget

     see less
    Organization: Max Life Insurance

    Designation: City Head – West , Bancassurance (Axis Bank)

    Tenor: Feb17- July 17

     Managing the team of Branch Banking Banca team of Cluster Head, Sales Managers &
    Relationship Manager.
     Driving the Banca Wealth Team.
     Responsible for Sales Strategy, RnR & Planning.
     Managing the Key Relationship with Key stake holders of Banca Partner.
     To be a key planner, strategist and, implementer with demonstrated abilities in devising
    sales and marketing activities and accelerating the business growth.
     Leading, mentoring and monitoring the performance of the team members to ensure
    efficiency and meeting of individual and team targets.
     To evaluate performance and monitor activities for deeper market penetration and
    improved market share

    Organization: Tata AIA Life


    Designation: Area Manager (Partnership Distribution Citibank N.A)
    Tenor: June’15 – Jan 17

     Drive business in the assigned span through self / channel partner engagement.
     Driving business through defined channels of acquisition
     Ensuring all Performance standards are met Viz .
     Sales Results
     Business Targets
     Controls and Compliance
     People Development
     Team Handling :
     Monitoring and evaluating team performance
     Acquiring and developing new talent
     Ensuring on –going team coaching and development
     Creating a culture that motivates, empowers and retains talent.
     Unit Management
     Formulate and implement distribution plan for the unit for achieving business targets
     Evaluate opportunities to maximize business growth for the unit
     Set and monitor clear objectives to achieve the agreed Sales Targets or the unit
     Establish, maintain and grow relationships with the Bank's Area Business Director and other
    key bank employees

    Organization: Birla Sun Life Insurance Co Ltd


    Designation: Sr. Manager (Corporate Sales) - West
    Tenor: July’14 - May’15

     Monitor and address HNI clients' banking and Investment requirements


     Use financial acumen and investment expertise to review a client's personal data and
    align clients' need through superior service
     Seamlessly align service delivery for enhanced experience; thereby helping the client to
    reach his short term and long term investment goals
     Main deliverables are building and maintaining long term relationships, deepening
    relationship (growing relationship value) and increasing revenues
     Reaching out to all mapped clients on a periodic basis (defined) and cross selling (as per
    the demographic, lifestyle and risk profiling)
     Ensuring compliance with key regulatory and IRDA level requirements
     Ensuring need based product approach towards clients and regular reporting of product
    Penetration
     Penetration of group/ family account of the existing mapped base.

    Organization: IndusInd Bank


    Designation: Deputy Branch Manager
    Tenor: June’12 – June’14

     Responsible for planning ,developing and managing the branch towards achieving sound
    profitability
     Spearheaded one of the most profitable branches in the region
     Actively involved in demography development and penetration
     Audit and compliance management
     Strategy setting for superior control over customers and introduced the concept of catchment
    mapping
     Involved in extensive use of penetration mechanism techniques
     Monthly MF and Insurance witnessed a 70% Annual growth
     Highest productivity achieved in cross sell of asset products (Mortgage and Personal Loans)
    through innovative techniques resulting in 110% growth.

    Organization: Yes Bank


    Designation: Branch Service Partner (BSP)
    Tenor: September ‘08- May 12

     Selling of all bank products across business verticals


     To meet & exceed all service & process related parameters as laid down by the Bank.
     Participate / Engage in project s in the areas such as automation, process improvements,
    cycle time reduction, service delivery, transaction processing, cost reduction
     Understanding client needs & requirements in order to be able to effectively cross-sell NBD &
    3rd party products of the bank
     Play an active role in new products, processes, systems roll out.
     Ensure that there are Nil write -offs / P & L hits on account of operating errors
     Ensure that processes laid down are followed in case of contingency.
     Support the BSDL in preparation of any audit related deliverables i.e. internal / external, ISO,
    Regulatory, Statutory, etc. Attend to any audit findings and resolve
     Be aware of ISO 9001:2000 standards & meet/ exceed set quality parameters conforming to
    the standards

    Organization: HDFC Bank.


    Designation - Personal Banker
    Tenor: September'04- August'08

     Acquire affluent customers


     Manage the 200-300 customers of the Branch who can be a combination of the following – a)
    AUM between 1 to 10 lacs ( b) SB > 1lacs of average Balance) CA> 3 lacs of average
    balance ,FD>10 lacs.
     One point of contact for all customers for Wealth as well as Service requirements of the
    customers
     Cross sell of various products depending on the need analysis of the customers, which are
    Assets, BB, NTFX, Credit Cards, 3 – in -1 Trading
     Financial planning of the customers and conduct need analysis.
     Cross sell insurance, investments, and SIP.

    Organization: ICICI Bank Limited


    Designation: 'Relationship Manager'- Retail Asset Product group
    Tenor: April'01-Novemer'04

     Achieve sales for Retail Assets Product Group


     Customer Retention Management for Retail Assets.
     Team Management for resolving Customer Issues within stipulated TAT
     Managing Cross Sells - Asset Products & Credit Cards
     Managing ' Siebel' work flow following Automatic Escalation Matrix, Vision + and,
     Fincone.
     Managing Escalation Matrix

    Extra Curricular:

     Served as Secretary - Rotaract Club Downtown South for 2 years.


     Have been an Integral Part of Leadership Training Program For 3 years.

    Qualifications:

     B.Com (H) from Sivanath Sastri College in 2001 - 2n d Div


     H.S. from Sivanath Sastri College in 1998.- 60%
     Madhyamik from Carmel Convent in 1996 - 72%

    Languages Known: English, Bengali, Hindi and French.


    Date of Birth: 23/ 7/ 1979

    __________________________
    Signature

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