Lopita Chakraborty
Madhusudan Apartment B Wing Flat 701 & 702 Deonar Baug. Mumbai 400088
Phone # +91 9167463443/ Email - Lopitac79@gmail.com
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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
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