Deep Satapathi

 Managing the entire sales & service of life insurance business of DBS Bank in open architecture environment.  Continuous monitoring of the competitors’ business & engagement activity towards channel partner.  Business Strategy Planning, and analysis to increase the organisational monthly business.  Looking after continuous training & providing inputs to Treasure Relationship Managers.  Managing the sales & service of life insurance policies routed through DBS Bank.  HNI Customer handling with the Treasure Relationship Managers.  Relationship management and channel distribution handling.  Currently handling 12 DBS Treasures Relationship Manager.

 Managing the entire sales & service of life insurance business of 33 Canara Bank Branches.  Managing the sales & service of life insurance policies routed through Canara Bank.  Business Strategy Planning, and analysis to increase the business for every month.  Looking after continuous training & providing inputs to marketing team members, Branch Managers and employees of Canara Bank for continuous business development.  Developed monthly / quarterly sales plan for Bank along with budget and quarter wise deliverables.  HNI Customer handling.  Relationship management and channel distribution handling

 Started and Developed Bancassurance Business with Canara Bank in entire Orissa (Bhubaneswar Circle). Successfully achieve 94% target in FY 2013 – 2014. Transferred to Kolkata Circle, Developed Bancassurance Business with Canara Bank in entire West Bengal. Successfully handled two Circle Kolkata & Durgapur in FY 2014 - 2015.  Managed the entire sales & service of health insurance of Canara Bank Channel of entire Orissa &after transfer entire West Bengal.  Dealt with the CGM DGM & AGMs of Canara Bank. Handled 125 Branchesof Canara Bank across Orissa & Handled 145 Branches in West Bengal with 2 Channel Sales Manager.  There are two Channel Sales Manager in West Bengal (Kolkata Circle) who used to reports to me.  Managed the sales & service of health insurance policies routed through Canara Bank.  Visiting District Head Quarter Branches and Important Other Branches time to time.  Business Strategy Planning for entire Circle, and analysis presenting the business strategy to Canara Bank in third party steering committee meeting to increase the business for every month.  Looking after continuous training & providing inputs to marketing team members, Branch Managers and employees of Canara Bank for continuous business development.  Developed monthly / quarterly sales plan for Bank along with budget and quarter wise deliverables.

 Managed the entire sales & service of life insurance of HDFC Bank NRI Channel, entire West Bengal.  Dealt with the HNI customers.  Managed the sales & service of life insurance policies routed through HDFC Bank NRI channel.  Customer profiling with NRI RMs of HDFC Bank.  NRI Customer meeting & joint calls with NRI RMs.  Portfolio management and need based solution providing to NRI customers of HDFC Bank with concerned Relationship Manager.  Imparted training on:  50 hours IRDA training and have IRDA License Holder for Life Insurance. Re Designated as Senior Corporate Agency Manager.  Previous Role :  Managed the entire sales & service of life insurance of HDFC Bank Tele Sales Channel, East.  Channel Management & Man Management.  Handled 16 FOS of concerned channel.  Looking after continuous training & providing inputs to sales team member and partners employees for continuous development.  Implemented a structured system of weekly one-to-one feedback to improve frontline service.  Designing & launching local level contest for channel partners to mobiles the business.  Developed monthly / quarterly sales plan for team along with budget and quarter wise deliverables.  Got promotion from Corporate Agency Manager to Senior Corporate Agency Manager.  Most of the months achieved more than 100% of MTD target.  Won award for Best Corporate Agency Manager for Tele Sales channel pan India.

 Managed the entire sales & service of life insurance.  Handled the HNI customer.  Handled the sales & service of life insurance policies routed through DBS Bank channel  Maintained a Lead Monitoring System (LMS) Previous Role :  Handled the Bank of Rajasthan Channel.  In charge of handling the entire sales & service of life insurance policies that are routed through Channel  Successfully achieved more than 100% Target of Waited API. Previous Role :  Handled the Dalhousi & India Exchange Place Branch of Centurion Bank of Punjab.  Managed the entire sales & service of life insurance.  Handled the HNI customer of Branch.  Handled calls with RM and PFC of the bank.  Successfully achieved more than 200% of weighted API target.  In charge of handling the entire sales & service of life insurance policies that are routed through Channel  Looking after continuous training & inputs to sales team member and partners employees for continuous development.  Design & launching local label contest for partners to mobiles the business. Previous Role :  Handled the sales & service of life insurance policies routed through ABN Amro Bank alternate channel (PL).  Organised contest in the DST.  Maintained a Lead Monitoring System (LMS)  Successfully achieved more than 100% Target of Waited API from Date of Joining  Imparted training on: • 100 hours IRDA training. • 40 hours in house product training licensed to sell life insurance (on behalf of AVIVA Life Insurance Company India Pvt. Ltd.) anywhere in India.

 Functioned as In charge of handling the entire sales & service of life insurance policies routed through. 4 Branches of Bank of India (Kolkata).  Maintained visibility by putting up POP materials such as banners, danglers, take-one stands, etc. within bank premises & at strategic footfall points like ATM’s, Teller Counters  Maintained a Lead Monitoring System (LMS)  Implemented a structured collage program on branch HNW clients & institutionalized a system of weekly one-to-one feedback to improve frontline service.  Successfully achieved weighted API target from the date of joining.  Recognised as the highest achiever in Real Value Club contest in the entire BOI channel, Kolkata on 2005.  Imparted training on: • Licensed to sell life insurance (on behalf of ICICI Prudential Life Insurance Co. Ltd.) anywhere in India for 40 hours.