The document is a resume for Surajit Kar, who has over 8 years of experience in sales, marketing, business development, and channel management roles in the insurance industry. He is currently seeking senior level positions and offers skills in business development, sales, customer retention, relationship management, and training. Recent experiences include roles at MAXBUPA Health Insurance and Standard Chartered Bank managing business relationships and sales operations.
A result-oriented professional with nearly 9 years of rich experience in achieving results in highly competitive environment; track record of attaining consistent growth both in terms of Collections & revenues majorly in Mortgage
1. SURAJIT KAR
Surya Sen Pally, Po-Rabindra Nagar, Dum Dum Cantonment, Kolkata - 700065
Phone: +91 9886013003; Email: surajit82@gmail.com
SALES & MARKETING/ CHANNEL MANAGEMENT/ BUSINESS DEVELOPMENT PROFESSIONAL
Offering 8+ years of experience; seeking senior level assignments across Insurance Industry
Business Development & Strategy • Sales & Marketing • Follow-Up & Negotiation • Operations Management • Market
Penetration • Customer Retention • Channel Management • Relationship Management • Resource Optimization •
Industrial/Institutional/Channel Sales • New Market Identification/ Development • Competitive Market Analysis • Direct
Marketing • Training & Development • Recruitment • Key Account Management • Life & General Insurance • Security Market
• Dynamic and diligent professional with experience in steering Direct Sales & Marketing, Business Development, Customer
Acquisition/ Retention, Channel Management, Relationship Management, Team Management, Market Expansion, Credit
Appraisals, Brand Management and Training & Development functions with renowned business organizations.
• Demonstrated excellence in designing & implementing sales & marketing plans at regional level to realize ambitious sales
& profitability objectives while achieving continuous growth & successfully adding large accounts to company’s portfolio.
Established success in acquiring, converting, retaining and managing clients.
• Capable of establishing distribution infrastructure and developing strong network of channel partners – dealers,
distributors etc to widen product distribution and facilitate deeper market penetration. Currently working as Assistant
Manager - Business Development with MAXBUPA Health Insurance Co. Ltd., Bangalore.
• Self-starter with proven expertise to set up sales operations and establish company brand coupled with excellent track
record of driving business operations to profitability in start up, turn around, and high growth situations.
• An all rounder intellect blending leadership skills with sound business practices to achieve turn around growth and position
organization for long-term profitability; expert in creating sophisticated sales model for consistent business growth.
PROFESSIONAL EXPERIENCE
MAXBUPA HEALTH INSURANCE COMPANY LIMITED,
Relationship Manager (Nov 2014), Kolkata
• Looking for “Standerd Chartered bank” relationship for two branches and giving additional support for one branch.
• Generating business & influencing Bank RM & IS for Bank clients providing valuable information through Discussions,
Presentations for health insurance solution.
• Instrumental in the generation leads from these Bank RM & SM, follow up till closure of the lead.
• Maintaining MIS & database reflecting the trends & developments regarding sales, business development, etc for
budgetary & strategic review to enhance the business.
• Training and guidance for sales health insurance with revenue target
• Handle walking customers for regain relationship.
• Bring new clients for bank for through new Accounts.
Since February 2010
Business Development Manager (Dec 2012-May 2014) Bangalore
• Looked after 2 International & 4 National Brokers and managed business development operations across Bangalore.
Accountable for the activation of channel partners (IRDA Licensed Brokers)
• Instrumental in the generation of RFQ from these channel partners, follow up & negotiation with underwriting team,
presentation of the quote & carried our diligent follow up till closure of the lead.
• Handled & managed sales & marketing operations, developed marketing strategies, studied the elements in a sales
promotion plan while considering customers preference to drive business volumes
• Strategically conducting detailed market research and feasibility study to analyze the latest market trends and track the
competitor’s activities thereby provided valuable inputs to streamline the marketing and brand visibility strategies
2. • Deftly completed end-to-end sales cycle. Involved in pre-sales, post-sales management and Account Management
• Generated business & influenced customers/consultants on offered solutions by provided valuable information through
Technical Discussions, Presentations and Demos
• Responsible for lead generation for direct clients via references, cold calls, maintained & followed-up all the viable leads till
closure.
• Brought in constant touch with the clients, brokers, MAX Bupa service team throughout the policy period thereby ensured
that the process is run smoothly
• Planned & conceptualized various strategies for brand establishment / development to achieve business goals across the
region, aimed towards the growth in business volumes as well as profitability
Senior Executive (Feb 2010 - Nov 2012) Bangalore
• Supervised a team of 4 members and maintained KRA (Key Responsibilities Area) report for team members on daily &
monthly basis
• Conceptualized and implemented sales promotional activities like lead generation, cold calling, references, worksites visits
and various other penetration strategies to achieve targets. Screened and verified the assignments of the leads and
followed on the same till closure
• Determined training needs, identified process gaps & conducted programs to enhance operational efficiency of the entire
team including channel partners
• Ensured timely service delivery as well as collections from the clients within the stipulated credit period while managing the
distribution system of the company and maintained smooth operations
• Maintained timely MIS & database reflecting the trends & developments regarding sales, business development, etc for
budgetary & strategic review to enhance the business of the company.
• Ensured organizational growth, targeted maximum profitability & cost effectively within given SLAs - TAT.
• Achieved targeted revenues & business goals with keen eye on all parameters including active agents ratio, number of
policy, consistency, recruitment and licensing of agents
EMKAY INSURANCE BROKER LIMITED, KOLKATA Jul 2009 - Dec 2009
Sales Manager
ICICI PRUDENTIAL LIFE INSURANCE LIMITED, BANGALORE Sep 2007 - Jun 2009
Financial Service Consultant (Gold)
SPRISM INVESTMENT SERVICE LIMITED, BANGALORE Dec 2006 - Sep 2007
Associate Relationship Manager
ACADEMIC CREDENTIALS
MBA in Marketing 2007 • Institute of Business Management and Research, Bangalore
Bachelor of Commerce 2004 • Calcutta University
Class XII 2001 • West Bengal Higher Secondary Council
Class X 1999 • West Bengal Secondary Education
Technical Skills • MS Office, Windows, Internet Applications
Date of Birth: 27th March, 1982; Language Proficiency: English, Hindi and Bengali; References: Available on Request