Satarupa Chakraborty

Providing financial guidance by assessing clients' needs and recommending banking and borrowing solutions. Developing and maintaining relationships with new and existing clients. Using knowledge of banking and borrowing to suggest financial services that best meet a client's needs. Referring clients to the appropriate one-team partners based on their needs. Working with financial center leaders to provide guidance and coaching to associates.

• Established strong relationships with key clients to maintain customer loyalty and drive repeat business opportunities.
• Drove revenue growth by identifying new market opportunities and developing effective sales strategies to capitalize on them.
• Coached junior team members, fostering professional growth and improving overall team performance.

• Delivered oral presentation to prospective channel partners outlining various opportunities of life-insurance business
• Established strategic alliances/tie-ups with financially strong and reliable channel partners
• Monitored channel sales and marketing activities: implementing effective strategies to maximize sales and accomplish revenue. Licensed by Insurance Regulatory and Development Authority (IRDA)

• Responsible for daily operations and sales of Personal Loan within the branch
• Monitored the overall operations of channels pertaining to effective calls and end-sales to customers
• Ensured compliance with all federal and state regulations throughout the loan origination process.
• Developed delinquency tracker for the branch. Maintained target customers' database with backend activities e.g. calls and mailers by outsourced employees.