This document is a resume for Rohan Banerjee summarizing his professional experience and qualifications. It outlines his over 11 years of experience in business development, sales, key account management, and customer relationship management. It also lists his current role as Group Head (Agency) at IndiaFirst Life Insurance Company Ltd since July 2016, where he is responsible for the sales and business parameters in Eastern India. Previous roles included Regional Manager at Max Life Insurance Company Ltd from 2014 to 2016, and various sales and management roles at ICICI Prudential Life Insurance Company Limited and Pep InfoTech Ltd.

1. ROHAN BANERJEE
Mobile: +91-9830764644 ~ Phone: +91-33-25653362 ~ E-Mail: rohanmax82@gmail.com
Senior Level Assignments:
Strategic Planning / Business Development / Sales / Key Account Management
Location Preference: None
Career Abridgment
 Dynamic professional possessing over 11 years of experience in leading teams for driving overall
Business Development, Key Account Management, Sales and Customer Relationship
Management.
 An out-of-the-box thinker with a flair for identifying & adopting emerging trends & addressing
industry requirements to achieve organizational objectives and profitability norms.
 A dynamic go-getter, highly skilled in market forecasting, quick to identify & formulate strategies to
exploit business opportunities.
 Adroit in handling business development, identifying & developing new markets, lead generation,
client retention and achieving targets.
 Proficiency in capacity building and training of Subordinates for bringing change and improving
work culture.
 Possess credibility & personal integrity that leaves lasting impressions with decision makers,
motivates employees and generates loyalty.
 Effective mass communicator with good relationship building & interpersonal skills. Strong
analytical, problem solving & organizational abilities.
Employment Scan
 Business Development & Sales: Looking after all the sales & business development related activities of life insurance products.
Conducting competitor analysis & competency mapping for keeping abreast of market trends and competitor moves to achieve market
share. Identifying & developing new streams for revenue growth and maintaining relationships with field to achieve repeat business.
 Key Account Management: Identifying and networking with prospective clients, generating business from the existing accounts and
achieving profitability and increased sales growth.
 Customer Relationship Management: Managing customer centric operations & ensuring customer satisfaction by achieving delivery
& service quality norms. Attending to clients’ complaints and undertaking steps for effectively resolving them. Interacting with the
customers as well as field to gather their feedback regarding the product satisfaction.
 Team Management: Mentoring and training the team to ensure sales efficiency. Creating and sustaining a dynamic environment that
fosters the development opportunities and motivates the high performance amongst the team members.
Career Snapshot
Since July’16 ~ Till date ~ IndiaFirst Life Insurance Company Ltd., Kolkata
Group Head ( Agency ) - East
Deliverables:
 Handling alternate agency distribution (ZMA model) for entire Eastern India and responsible for all business parameters for the patch.
 Spearheading the Sales by continuous Recruitment and Activation for increasing overall Productivity of the advisors and ZMA’s.
 Responsible to drive Top-line and Bottom-line & deliver volumes through 10 Business Managers.
 Responsible for Induction of new BM’s in system , accustum them with the business model, regular monitoring and help to maintain
their KPI on a month on month basis.
 Maintaining the business quality for entire region with the help of BM’s and ZMA’s.
 Maintianing relationship management, provide training solutions, strategic initiatives for the ZMA and his team through innovative
engagement initiatives.
Sales
Business
Development
Client Servicing
Training &
Development
Team Management
Strategic Planning

2.  Persistency maintenance and renewal collection initiatives on a monthly basis.
Feb’08 ~ July’16 ~ Max Life Insurance Company Ltd., Kolkata
Growth Path:
Feb’08-Mar’10 Asst. Client Relationship Manager-Partnership Distribution
Apr’10-Mar’12 Client Relationship Manager-Partnership Distribution
Apr’12-Mar’14 Senior Client Relationship Manager-Partnership Distribution
Apr’14-Jul’16 Regional Manager- East
Deliverables:
 Responsible for the overall strategic vision & business volume of Peerless across zone.(Partnership Distribution).
 Spearheading the sales, relationship management, training solutions, strategic initiatives for the channel.
 Responsible to drive Top-line and Bottom-line & deliver volumes & maintain quality.
Significant Highlights:
 Independently managed Peerless East region- one of the most respectable corporate relationship in the country and established sales
and support process across the spectrum.
 Instrumental in crafting robust career structure in channel partner for sellers.
 Efficiently led a team of 2 Area Managers & 26 Sales executives.
 Achieved a rating of G2/M2 for 2 years consecutively for 2012/2013 and 2013/2014.
 Qualified for CEO Council award in 2013- most esteemed recognition in life insurance domain.
 Maintained a OPEX Ratio @ 2 % much below the company’s average YOY.
 Increased East contribution towards Pan India business from 32% to 47% in comparison to FY-2013-2014.
Dec’05 - Jan’08 ~ ICICI Prudential Life Insurance Company Limited, Kolkata
Growth Path:
Dec’05-June’07 Financial Services Consultant -Direct Marketing
July’07-Jan’08 Financial Services Manager – Direct Marketing
Deliverables:
 Recruiting & training team members for enhancing their selling skills & improving operational efficiency.
 Maintaining right product mix to ensure that rejection rates are reduced.
 Managing entire gamut of activities pertaining to sales of insurance products through DM Channel.
 Interacting and coordinating with Customers for closing leads & acquiring business.
 Managing and maintaining business relationship with HNI/ NRI clients.
Significant Highlights
 Spearheaded Direct Marketing Team of 9 Financial Services Consultants in Kolkata.
 Achieved Striker Of the Month (for Jan, Feb and March 2006) award.
 Qualified as a Gold F.S.C in June 2006.
Jan’05 - Dec’05 ~ Pep InfoTech Ltd, Meerut, UP - Sales Officer
...........................................................................................................................................................................................................................
Deliverables:
 Working on the activities related to sale of Pep InfoTech ltd telecom products.
 Coordinating with the authorized dealers for new order and service related issues.
 Generating new dealers through proper presentation and quotation process.
Significant Highlights
 Successfully overachieved assigned targets both in the OND and JFM quarters.
 Successfully registered 4 new dealers in this span of work.
Academic Credentials
2005 PGDBM in Marketing and HR from MSM, Meerut (Under AICTE) through regular courses with 75%.
2003 B.Com ( Hons ) from BRS college ( Under CU ) with 50 %.
2000 XII from West Bengal Board with 66 %.
1998 X from West Bengal Board with 71.5 %.
IT Skills: Proficient in MS Office and Internet Applications.
Personal Dossier
Address: 73, Bodikanan, Sodepur, Kolkata-700110, West Bengal
Date of Birth: 13th
January, 1982
Languages Known: English, Hindi & Bengali
I believe the above furnished information is true to the best of my knowledge and belief.

3. DATE: SIGNATURE