Lopamudra Bagchi Das
Summit
Summary
Accomplished and award-winning Relationship Banker with a strong background in financial sales, client relationship development, and team leadership across retail banking, health, and beauty industries. Recognized for consistently excelling score card metrices, providing outstanding client experiences, and delivering operational excellence. Holds Securities Industry Essentials (SIE) and Notary Public certifications. Highly adaptable and passionate about growth, technology, and financial empowerment.
Knowledgeable [Desired Position] with solid background in managing client relationships and providing tailored financial solutions. Demonstrated ability to enhance customer satisfaction and foster long-term partnerships. Proven expertise in cross-selling banking products and resolving customer issues professionally.
Experienced with managing client relationships and offering comprehensive financial guidance. Utilizes customer-centric approach to enhance satisfaction and loyalty. Track record of cross-selling banking products and effectively addressing customer concerns.
Banking professional prepared to excel in client-focused environment. Background in delivering personalized financial advice and contributing to significant customer retention. Known for reliable collaboration and adaptability to changing needs. Skilled in financial analysis and customer engagement.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank of America
02.2023 - Current
- - Cultivate meaningful client relationships by providing tailored financial solutions across banking, lending, and investment needs.
- - Conduct comprehensive financial needs assessments and utilize tools like Life Plan and Preferred Rewards calculators to deliver customized recommendations and deepen client relationships.
- - Regularly refer clients per month to Financial Solutions Advisors (FSAs) and Client Solutions Advisors (CSAs), leveraging insights from Life Plans, credit competitor tools, and product knowledge.
- - Recognized with the Bronze Award (Award ID: AWARD-3-38076), Silver Award, and Global Recognition Card for consistently delivering exceptional client experiences, empathizing, and connecting authentically with clients.
- - Recognized as one of the top performers across the market by Region Executive.
- - Selected as 1 of only 2 Relationship Bankers across the market for the Client Relationship Skill-Upskilling Program (March 2024), which I successfully completed with distinction.
- - Exceeding scorecard expectations by 100%–600% across categories, including client meetings with Life Plans, DAS (Digital Assisted Sales), and partner referrals.
- - Proactively secure 1–3 client appointments weekly via campaign calls, focusing on Preferred Rewards clients and consistently referring to partners based on needs.
- - Provide expert recommendations for products such as travel cards and customized cash rewards cards, ensuring alignment with client priorities.
- - Deliver a world-class client experience by using open-ended questions, addressing clients by name, and ensuring every interaction adds value.
- - Educated clients on digital tools and self-service options, driving better engagement and financial confidence.
- - Act as the first point of contact for clients seeking financial advice or account services, ensuring a seamless and customer-focused experience.
- - Serve as a Notary Public, assisting clients with official document notarizations as part of their comprehensive banking needs.
Shift Supervisor
CVS Health
09.2022 - 02.2023
- - Promoted within 3 months for performance; managed store operations, staff supervision, and customer service.
- - Handled scheduling, cash management, vendor interactions, and product inventory.
- - Delivered high customer satisfaction and streamlined daily operations.
Area Manager & Doctor
RichFeel Health & Beauty Pvt. Ltd.
02.2012 - 05.2017
- - Managed 5 centers and 50+ staff across multiple cities; ensured operational excellence and sales growth.
- - Conducted patient consultations and drove successful marketing campaigns.
- - Received multiple Excellence Awards and a Gold Medal for top performance and innovation.
Doctor & Store Manager
Dr. PB’s Health and Glow Clinic Pvt. Ltd.
11.2010 - 06.2011
- - Provided skin, hair, and weight-loss consultations.
- - Managed clinic operations and achieved sales targets.
Education
PGDM (MBA) - Marketing & Sales, Operations
Institute of Management Technology (IMT-CDL)
Ghaziabad, Delhi, India01.2020
BHMS - Bachelor of Homoeopathic Medicine and Surgery
Pratap Chandra Memorial Homoeopathic Hospital & College, Calcutta University
Kolkata, India01.2010
Skills
- - Sales-focused, with a consistent drive to exceed performance metrics and deliver results
- - Excellent communicator with strong interpersonal and relationship-building skills
- - Technologically adept and passionate about learning—especially investment platforms and emerging financial tools
- - Team player, multitasker, and a calm, patient problem solver who thrives in dynamic environments
- - Highly motivated, detail-oriented, and deeply committed to client-first service
- Banking & Finance: Relationship Management, Investment Referrals, Financial Needs Analysis, DAS, Life Plan, Client Discovery
- Sales & Leadership: Sales Planning, Team Supervision, Campaign Execution, Target Achievement, Referral Growth
- Operations & Technology: Scheduling, Store Operations, MS Office, CRM Tools, Digital Banking, Inventory Control
- Soft Skills: Communication, Empathy, Multitasking, Time Management, Problem Solving, Conflict Resolution
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Financial services
- Financial planning
- Cross-selling products
- Financial advising
- Community relations
Accomplishments
- Achieved [Result] through effectively helping with [Task].
Certification
- - Securities Industry Essentials (SIE) – FINRA Certified
- - Notary Public – [Issuing State, Year if applicable]
- - Practitioner Registration Certificate – Council of Homoeopathic Medicine (COHM), India
- - Certificate of Excellence – Best Area Manager, RichFeel, Mumbai (Apr 2017)
Languages
English
Full Professional
Timeline
Relationship Banker
Bank of America
02.2023 - Current
Shift Supervisor
CVS Health
09.2022 - 02.2023
Area Manager & Doctor
RichFeel Health & Beauty Pvt. Ltd.
02.2012 - 05.2017
Doctor & Store Manager
Dr. PB’s Health and Glow Clinic Pvt. Ltd.
11.2010 - 06.2011
BHMS - Bachelor of Homoeopathic Medicine and Surgery
Pratap Chandra Memorial Homoeopathic Hospital & College, Calcutta University
PGDM (MBA) - Marketing & Sales, Operations
Institute of Management Technology (IMT-CDL)