JHARNA ADHIKARY
BFSI
Kolkata
Summary
A dynamic leader and strategist, I significantly increased market share and enhanced customer satisfaction at HDFC Life Insurance Company. Leveraging expertise in operations management and team leadership, I excel in mentoring teams and spearheading strategic business development. My approach ensures high-quality service delivery and market expansion.
Overview
1824
1824
years of professional experience
4
4
years of post-secondary education
3
3
Languages
Work History
BANCASSURANCE MANAGER
HDFC Life Insurance Company
KOLKATA
02.202 - Current
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Increased market share with strategic business development efforts, expanding into untapped markets.
- Improved marketing to attract new customers and promote business.
Relationship Manager
Aditya Birla Capital
KOLKATA
02.2021 - 02.2022
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Relationship Associate
Max Bupa Health Insurance Company
Kolkata
01.2019 - 08.2019
- Conducted comprehensive research to identify potential business opportunities and expand the client base.
- Provided ongoing support throughout the loan application process, ensuring timely approvals and proper documentation completion by clients.
- Collaborated with internal teams to develop customized financial solutions for clients'' unique situations.
- Monitored client satisfaction levels through regular check-ins, promptly addressing concerns as they arose.
- Leveraged extensive knowledge of banking products and services to provide tailored recommendations based on each client''s specific goals.
Personal Banker
HDB Financial Services
KOLKATA
05.2012 - 12.2018
- Increased customer satisfaction by addressing concerns promptly and implementing solutions that met their needs.
- Assisted in the preparation of comprehensive reports, providing valuable insights for management decisionmaking.
- Managed projects for successful completion, ensuring tasks were completed on time and within budget.
- Provided exceptional customer service, resolving issues efficiently and maintaining positive client relationships.
- Exceeded sales targets consistently through effective relationship-building techniques coupled with persuasive communication skills.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Tele Sales Executive
Citi Financial Services
KOLKATA
07.2007 - 10.2010
- Managed a database of leads, ensuring timely follow-up calls and accurate recordkeeping.
- Increased average call duration by refining scripts for better engagement with potential customers.
- Boosted sales revenue by implementing effective telesales strategies and techniques.
Education
Bachelor of Arts -
CALCUTTA UNIVERSITY
KOLKATA 02.2004 - 02.2006
Some College (No Degree) -
W.B.C..H.S.E
KOLKATA 02.2002 - 03.2003
Some College (No Degree) -
W.B.B.S.E
KOLKATA 09.2000 - 01.2002
Skills
Team leadership
Operations management
Strategic planning
Decision-making
Time management
Marketing
Additional Information
CONTEST QUALIFICATION :-
1) DUBAI CALLING CONTEST,HDFC LIFE
2)GOA CONTEST,HDFC LIFE
3)SIZZLING SUMMER CONTEST,ETC.....
Timeline
Relationship Manager
Aditya Birla Capital
02.2021 - 02.2022
Relationship Associate
Max Bupa Health Insurance Company
01.2019 - 08.2019
Personal Banker
HDB Financial Services
05.2012 - 12.2018
Tele Sales Executive
Citi Financial Services
07.2007 - 10.2010
Bachelor of Arts -
CALCUTTA UNIVERSITY
02.2004 - 02.2006
Some College (No Degree) -
W.B.C..H.S.E
02.2002 - 03.2003
Some College (No Degree) -
W.B.B.S.E
09.2000 - 01.2002
BANCASSURANCE MANAGER
HDFC Life Insurance Company
02.202 - Current
Similar Profiles
Ramesh GollaRamesh Golla
Sr. Corporate Agency Manager at HDFC Life Insurance Company Limited (HDFC BANK)Sr. Corporate Agency Manager at HDFC Life Insurance Company Limited (HDFC BANK)
Swapna PamidiSwapna Pamidi
SALES DOVELOPMENT MANAGER-BANCA ALLIANCE at HDFC Life Insurance CompanySALES DOVELOPMENT MANAGER-BANCA ALLIANCE at HDFC Life Insurance Company
VINUTHA CVINUTHA C
Bancassurance Manager at HDFC Life Insurance CompanyBancassurance Manager at HDFC Life Insurance Company