Prataya Chakraborty
Halifax,NS
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
10
10
years of professional experience
Work History
Insurance , Relationship Manager
TD
03.2019 - Current
- Built and maintained relationships with 250 employer and association groups while finding new ways to promote the program to all potential customer base
- Proactively reaching out to partners to solve any issues they have
- Actively using digital marketing strategies to market the benefits program to obtain maximum reach
- Introduced live and prerecorded webinars to engage our target market and educate them on basic insurance knowledge and reaching target audience in remote locations
- Leveraging other TD pillars to offer a holistic benefits package to ourclients
- Utilizedthe‘Challenger’sales techniqueto unearththeunrecognizedneedsmypartners haveandcatersolutions to those needs
- Revolutionized’ the way relationship management is done on the employer segmentation by focusing on individual partners and moving away from one size fits all model
- Successfully responding to RFP’s to secure long term partnerships with multiple union and association groups in my portfolio
- Proficiently managing time to serve all my accounts and pay equal amount of attention toall.
Senior Insurance Analyst
TD Insurance
01.2017 - 03.2019
- Met and exceeded all matrices by achieving quality exceptional score for 2 years in a row (2017,18)
- Continuously displaying the ability to work in a high-stress environment while dealing with a high volume of customer requests
- Inform and advise clients about insurance while listening to their inquiries and directly addressing their questions and concerns
- Proficiently underwrote business that is of high net worth and serviced ’VIP’ clients with their needs
- Enhance the customers’ experience by communicating clearly and effectively to build a strong rapport
- Present clients with alternatives and consistently display the ability to differentiate between our services and those of our competitors
- Led the Swim for new advisors to provide them with the right guidance and help them ease into their roles
- Display strong interpersonal skills while working in a team environment to provide the best service
- Co-lead Employee Experience and Monitory Committee to help find ways to improveemployeeexperience and provide Minorities with equal opportunities within the organization
Financial Advisor
TD Canada Trust
09.2015 - 01.2017
- Maintained a strong relationship and provided an all-inclusive banking service to all our clients
- Used my phone experience to reach out to new clients and was able to implement our great promotions to obtain business from these clients
- Leveragedourwealthpartners to provideaholisticservice toour High New Worthclientshelpingthem achieve their goals
- Successfully reached and exceeded annual sales target by proactively looking for newbusiness
- Successfully learned to underwrite Credit products by evaluating financial statements form a B2C standpoint
- Developed effective interpersonal and communication skills
- Learned to think on my feet and implement nontraditional skills to retain and obtainbusiness.
Insurance Analyst
TD Insurance
01.2014 - 09.2015
- Informed and Advised Clients about their Home and Auto needs in Atlantic Canada
- Developed effective interpersonal and communication skills by interacting with customers over the phone and creating written reports for weekly progress summaries
- Monitored and ensured that all insurance policies underwritten by the team has met all compliance requirements
- Created and led underwriting huddles for my team to ensure everyone was up-to date on TD Insurance’s latest policies and procedures
- Created sales tracker that was implemented center wise to effectively track daily sales targets
- Met and exceeded all rating metrics during my tenure.
Education
Bachelor of Commerce - Marketing
Sobey School of Business
Halifax, NSMBA -
Dalhousie University
Halifax, NS04.2027
Skills
- Outreach Initiatives
- Investment Planning
- Product Knowledge
- Firm-Level Financial Assessment
- Exemplary Communication Skills
- Customer Relationship Management
- Client Acquisition
- Internal Controls and Reporting Systems
- Risk Mitigation
- Growth Portfolios
- New Business Generation
- Client Meetings
- Sales and Marketing
Accomplishments
- Licensed Insurance Broker/Registered Insurance Broker Ontario
- Insurance Bureau of Canada
- Challenger Sales Training
- Challenger Training Institute
Timeline
Insurance , Relationship Manager
TD
03.2019 - Current
Senior Insurance Analyst
TD Insurance
01.2017 - 03.2019
Financial Advisor
TD Canada Trust
09.2015 - 01.2017
Insurance Analyst
TD Insurance
01.2014 - 09.2015
Bachelor of Commerce - Marketing
Sobey School of Business
MBA -
Dalhousie University
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