Sougata Patra

Sougata Patra

Branch Head @ Aditya Birla Capital

About

As a Branch Manager , I also developed and implemented effective sales strategies, handled objections, and built strong relationships with high-net-worth clients and partners. With a B.com degree in Accounting and Finance from the University of Calcutta and eight years plus experience in the BFSI, I have acquired in-depth knowledge and skills in business, agency development, market analysis, and customer retention. I am passionate about helping people secure their financial future and providing them with the best returns. I am looking for a challenging and rewarding opportunity to leverage my expertise and grow as a sales leader.

Country

India

City

Kolkata

Industry

Insurance

Skill

Operational Execution, Business Case Preparation, Executive Visibility, Business Relationship Management, Problem Solving, Presentation Skills, Partner Relationship Management, Data Science, Data Analysis, Python (Programming Language), Relationship Building, Revenue Generation, Customer Satisfaction, Sales Operations, Customer Experience, Cross-Selling, Direct Sales, Negotiation, Interpersonal Skills, Lead Generation

Experience

Aditya Birla Capital

Branch Head

Aditya Birla Capital

LinkedIn
2025-3 - Present · 1 yr 7 mos

Kolkata, West Bengal, India

Branch Head | Aditya Birla Capital Dynamic and results-driven leader with a proven track record in managing and growing financial services operations. As a Branch Head at Aditya Birla Capital, I oversee branch performance, drive business growth, and ensure exceptional customer service. With a focus on sales, team leadership, and operational excellence, I work towards delivering tailored financial solutions that empower our clients. Passionate about building high-performing teams, fostering strong client relationships, and implementing strategic initiatives to drive profitability and market expansion. Committed to upholding the values of integrity, innovation, and customer-centricity that define Aditya Birla Capital. Let’s connect to explore opportunities in the financial services sector!

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2018-12 - 2022-8 · 3 yrs 9 mos

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Education

University of Calcutta

University of Calcutta

LinkedIn

Accounting and Finance

Sougata Patra's Contact Information

Email

******@***.com

Phone

(**) *** ****

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