SUJIT DAS
Date of Birth-02/08/1995
PROFILE
I am an experienced professional having
experience of 4+ years in Sales where I
have handled numerous clients
managing their portfolio, engaging and
resolving problems for them. I am a
resource of high potential with technical
as well as practical knowledge of the
Share Market, banking products and B2C
Sales in general.
CONTACT
8918676797
sujitdas.kotulpur@gmail.com
Roopkatha S-4,Kamdahari, Garia
Kolkata 700084
ACHIEVEMENTS
➢ Awarded Best Employee of the month
in terms of business in November(2021)
➢ MARCH HAI TOH MUMKIN HAI contest
winner for excellent contribution in LI
Business in IDFC
➢ LI WARRIOR contest winner at regional
level in IDFC Bank
➢ CASA CHAMPIONSHIP contest winner in
country level
➢ VALUE KICKSTARTERS contest winner at
Regional level in IDFC Bank
➢ NTB KICKSTARTERS contest winner at
Regional Level
➢ Won the Prize for the exemplary
Performance in LI Business.
KEY SKILLS AND
CHARACTERISTICS
⚫ Portfolio Management Sales and Marketing
⚫ Banking Operations
⚫ Leadership
⚫ Friendly, courteous, and service oriented
⚫ Poised under pressure
⚫ Customer Service
WORK EXPERIENCE:
STANDARD CHARTERED BANK – BUSINESS DEVELOPMENT MANAGER
⚫ Prospecting for new Premium Customers through existing leads and cold calling
and maximizing lead generation
⚫ Identify target market and to create strong portfolio by acquire quality HNI
New to Bank Customer.
⚫ Handling the existing client base and Selling of Third Party products like Mutual
Funds, PMS,Insurance
⚫ Identify the prospects for Home- loan, LAP and Unsecured loans
⚫ Maintaining Long Term relationship with existing clients by giving the
banking services and handling their complaints properly.
ICICI BANK LTD. – WEALTH RELATIONSHIP MANAGER
02/2022–Till Present Kolkata
⚫ Handling the portfolio of 400 HNI clients and serving as a single point of
contact for their financial services
⚫ Identify the risk profile of the customer and suggesting them for best suitable
investment plan.
⚫ Providing the banking services and handing the query and complaints.
⚫ Prepare KYC Report and ensure proper documentation for smooth
banking
⚫ New client acquisition and smooth onboard
⚫ Maintaining the PPOP every month by selling banking asset products.
⚫ Keep knowledge about economy, Market updates, regulatory tax changes and
net banking products.
IDFC FIRST BANK LTD. – SENIOR BANK OFFICER(12/2020-02/2022)
⚫ Developing strategies and business for the firm by building relationship with
customers and selling of Banking products and Third party products
⚫ Prospecting for new Premium Customers through existing leads and cold calling
and maximizing lead generation
⚫ Identify target market and to create strong portfolio by acquire quality HNI
New to Bank Customer.
⚫ Maintaining Long Term relationship with existing clients by giving the
banking services and handling their complaints properly.
⚫ Keep knowledge about competitors market practices.
GLOBIVA SERVICES PVT LTD –BDE(FOR AMERICAN EXPRESS)
08/2019–06/2020 Kolkata
⚫ Customer acquisition & Business development by selling of Premium Credit card
by prospecting new clients from market and references.
⚫ Building and maintaining long term business relation with existing
clients andseek opportunities for cross sell or up sell.
⚫ Understanding the customer profile and providing the best suitable product
FUTURE RETAIL LTD – FASHION CONSULTANT (05/2018-01/19)
⚫ Maintain the assigned counter and merchandise to increase sales
⚫ Provide personalized services to the customer and understand their needs
EDUCATION
Completed MBA from Bengal Institute of Business Studies in 2019
Completed B.A (English Hons.) under Burdwan University in 2017