BISHAL CHAKRABORTY

Promoted products to healthcare professionals and met sales targets consistently. Built strong relationships and delivered strong customer service. Skilled in pharma products, market, and regulations.

Consistently exceeded monthly sales targets by 15-20% through territory mapping and daily advisor huddles on product pitching. Recruited and trained 15+ financial advisors, conducting weekly product training on HDFC Life Click2Protect, Sanchay Plus, and pension plans. Improved advisor productivity by introducing a lead tracking sheet, lifting avg policies per advisor from 4 to 7 per month. Retained 85%+ of key clients by promoting top-ups and cross-sell of health riders during policy anniversary calls.

Resolved client escalations within 48 hours, maintaining 90% satisfaction. Coordinated tech, support, training teams reducing implementation delays by 40%. Achieved 95% renewal rate through proactive account health monitoring. Team handling of 5 members. Managed CRM data accuracy, enabling real-time reporting for leadership decisions.

Streamlined back-office workflows for mutual fund and equity transactions, improving team efficiency and reducing manual intervention. Maintained data integrity across client records, fund statements, and MIS reports used by sales and management teams. Supported monthly reconciliation of client accounts and broker ledgers, flagging discrepancies for timely correction.