Message

Avijit Bhattacharya

A proactive and result driven individual seeking an opportunity to blend management skills and financial knowledge to the best of the organization’s interests.

Key Skills

Digital Marketing
Planning
MFG/Pro (ERP)
SAP CO
TALLY ERP
SAP CRM
Investments
Financial Planning
Microsoft Outlook
Data Analysis
Accounting
Project Management

Professional Experience

Oct 2019
Jan 2021
Deputy Manager
HDFC Bank Kolkata, IN
Bank

  • Sourcing savings and current accounts

  • Analysing existing customers and cross selling banking products as per the needs of the customer.

  • Generated various sales product, life insurance, general insurance.

  • Also have sold mutual funds, credit card and other investment and savings schemes.

  • Prepare and maintain several branch data which has to be reported to cluster head directly.

  • Worked in 6 branches till now in various positions like deputy branch manager, authorizer, teller & personal banker

  • Customer service has been the key objective which helped in enhancing cross sell opportunities.


Nov 2018
Oct 2019
Executive Relationship Manager
Bajaj Allainz Life Insuarance (Banka) Bandhan Bank Kolkata, IN
Bank , financial sector,
  • Team handling and also working with 5 big branches at Bandhan Bank.
  • Awarded with Mr. Confident award for doing LI value of 28 lakhs in Pan India
  • Research about the digital and web marketing industry, study relevant players
  • Future forecasting of revenues, profits and assets
  • Valuation of the organisation using various methodologies
  • Preparation of an investors deck presentable to VCs, PE Funds & HNI Investors


May 2017
Nov 2018
Senior Relationship Manager
Aditya Birla Capital (Banka)Hdfc Bank Kolkata, IN
Bank, Financial sector
  • Worked with consulting team for analysing business and suggesting them accordingly

  • Team handiling and also co ordinate with 3 big branches of HDFC BANK

  • Saleing insurance to HNI clints , and acheive targets
Jan 2016
May 2017
Ites executive
Imerit Technologies Pvt. Ltd. Kolkata, IN
It sector
  • Worked in several it projects 

  • Worked in porject management throgh oracle , microsoft outlook ,microsoft exel ,powerpoin.

  • Worked in rotation sifts for international projects
Aug 2015
Dec 2016
Customer Service Executive
Met technologies Pvt Ltd Kolkata, IN
BPO Sector
  • Worked in night sift ,tech process.
  • Saling tech products to intenational customers

Education

Dec 2012
Jan 2017
Graduation in Surendranath college
University of Calcutta
Dec 2009
Jan 2013
High school 10+2 WBCHSE in Jadavpur DNM Memorial High School
H.S from WBCHSE
Dec 2008
Feb 2010
School WBBSE in NABATARA HIGH

Certifications

2018
Certified examinations IRDIA Certified
Irda
2018
Nism series V A mutual funds and distributors
Nism

Achievements

2018
Extra-curricular Activities

  • Participated in Pragatishala – Axis Bank’s Digital Financial Literacy Awareness Program
  • Participated in inter college fest (M34)- Captain of a team at IMT NAGPUR
  • Participated in Ranbhoomi (sports event) at IMT NAGPUR

Languages

Hindi
(Fluent)
Bengali
(Fluent)
English
(Fluent)

Get in touch with Avijit