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Shantanu Dutta
Lucknow, Uttar Pradesh
duttashan@rediffmail.com - +91-8979323738
◦ Around 34 years of rich experience in the areas of Business Development, Marketing, Client Servicing
largely in Financial Services & Insurance Business The Peerless General Finance & Investment Co. Ltd
◦ Proficient in managing sales operations of entire division/ branch sales team, organising promotional
campaigns, building relationship with clients & achieving desired goals.
◦ Holds the distinction of achieving and exceeding the growth and revenue targets across the illustrative
career graph.
◦ Adept in managing, reviewing and undertaking appropriate investment activities for clients, consistent with
investment philosophy, investment guidelines and client needs.
◦ Possess excellent communication, relationship management & team building skills with dexterity in
mentoring and managing sales teams.
KEY RESULT AREAS
Business Development
◦ Identifying prospective business, establishing strategic partnership and alliances, generating business
from the existing branches sales team, advisors and achieving profitability and increased sales growth.
◦ Exploring potential business avenues to penetrate new area and expand existing sales manpower,
clientele; responsible for mobilization of funds.
Sales & Marketing
◦ Formulating & implementing competent business strategies to market a wide range of banking products
like insurance, mutual funds etc. and achieve pre-set sales and profit targets.
◦ Analysing latest marketing trends and tracking competitors' activities and providing valuable inputs for fine
tuning sales & marketing strategies.
Customer Relationship Management
◦ Mapping client's requirements and providing them expert advisory services pertaining to selection of various
financial products.
◦ Ensuring that highest service standards are maintained for servicing of clients and maintaining minimum
Turn around Time.
◦ Building and maintaining healthy business relations with major clients, ensuring customer satisfaction by
achieving delivery & service quality norms.
Team Management
◦ Recruiting, mentoring, training and development of the field functionaries to ensure sales and operational
efficiency.
◦ Creating and sustaining a dynamic environment that fosters development opportunities and motivates high
performance amongst Team members.
WORK EXPERIENCE
Area Manager Channel Development & Administration
Peerless General Finance Investment Company Ltd - Central & East UP
In the year 2003 organization gave a special assignment for the tie up with Directorate of Employment&
Training,
U.P Government. Achieved the tie up with U.P & M.P Govt. for many activities /counselling
Program organized by both the (Peerless & Directorate of Employment and Training where
LABOR MINISTER, Principal Secretary, other IAS & PC's attended.)
Under this assignment achieved the vast network of recruiting 1100 candidates for the Peerless General
Finance & Investment Co Ltd with Employment Exchange's alliance.
ACADEMIA
* Bachelor of Commerce from Banaras Hindu University, Varanasi with 51.5%
* IRDA General Insurance exam. Qualified
* IRDA Life Insurance exam. Qualified.
* AMFI Examination Qualified
EDUCATION
 5 Days Value Based Leadership Training by IIM, Kolkata at Delhi in the year 1989.
 4 Days NIS Sparta Training on Situational Leadership & Managerial Excellence Program in the year
2002.
 3 Days Training by NIS Sparta on Home Leadership of Middle & Sr. Management in 2003
 3Days Dale Carnegie Training on the People Side of Leadership in November’2006
 3 Days Dale Carnegie Training on The Process Side of Leadership in December’2006
 3 Days Dale Carnegie Training on Building High Performance Teams in August’2007
 3 Days Dale Carnegie Training on Building The Competitive Edge Effecting Coaching & Mentoring in
2007.
 Working Knowledge ‘C’ language, E –Learning, MS Office.
ADDITIONAL INFORMATION
Core Competencies
◦ Scheduling & Forecasting
◦ Sales & Marketing Leadership
◦ Process & Procedures Development
◦ Problem Analysis & Resolution
◦ Management Techniques
AREA MANAGER (Channel Development), Central & Eastern U.P. Division Nov 02 - Oct '09
Role:
•Scheduling the Sales Action Plan of all the associates as per the organization's needs. Making sure that
required manpower is available for undertaking each individual branch business budget.
• Making plans for the training of the Division Sales Forces such as Branch Managers, Assistant Branch
Managers and advisors from time to time.
•Used to supervise training for new recruiters.
•Forecasting of future Customers & Advisor
• Organizing and assigning the work among subordinates.
*Resolving routine work related problems within established practices.
* Motivating and Guiding the Branches Sales Team.
•Providing clear line of communication to/from agents and management.
•Monitoring branches and the sales team productivity and to communicate the same to higher officials.
•Maintaining accountability for responsible work functions and assigned sales officers agents.
•Checking work and providing feedback on job performance to agents.
•Maintaining various reports and records
•Heading the sales force of approx. 4000 advisors through branch managers.
* Conducting the Training and Personality Development programs for
the
Advisors and Business Partners.
* Managing and growing the branches business in the territory through
branch team
of Advisors and Business Partners.
* Scrutinizing the various risk associated with the applicant.
Sept’’1994–Oct’2002
BRANCH MANAGER – BALLIA, LUCKNOW & DEHRADUN BRANCH
Role:
◦ Identifying potential costumer.
◦ Exploring market opportunity for launch of new products.
◦ Delivering maximum customer satisfaction while working on high quality standards of Six Sigma.
◦ Scheduling the Sales Action Plan of all the associates as per the organization’s needs. Making sure that required manpower is
available for undertaking each individual branch business budget.
◦ Making plans for the training of the Branch Sales Forces such as Assistant Branch Managers and advisors from time to time.
◦ Used to supervise training for new recruitees.
◦ Forecasting of future Customers & Advisor
◦ Organizing and assigning the work among subordinates.
◦ Resolving routine work related problems within established practices.
◦ Providing clear line of communication to/from agents and management.
◦ Monitoring branches and the sales team productivity and to communicate the same to higher officials.
◦ Maintaining accountability for responsible work functions and assigned sales officers agents.
◦ Checking work and providing feedback on job performance to agents.
◦ Maintaining various reports and records
Jan’1989 – Dec’ 1994
BRANCH ACCOUNTANT – VARANASI, GORAKHPUR BRANCH
Promoted as Grade Assistant Administrative Officer and given charge of the entire branch accounts
functions such as Bank Reconciliation, Trial Balance, Payment of maturity (Recurring & Fixed
Deposit) Certificates, Income Tax, P.F/F.P.F Insurance and legal matter.
Promoted as Grade Assistant Administrative Officer and given charge of the entire branch accounts
functions such as Bank Reconciliation, Trial Balance, Payment of maturity (Recurring & Fixed
Deposit) Certificates, Income Tax, P.F/F.P.F Insurance and legal matter.

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resume (1)2

  • 1. Shantanu Dutta Lucknow, Uttar Pradesh duttashan@rediffmail.com - +91-8979323738 ◦ Around 34 years of rich experience in the areas of Business Development, Marketing, Client Servicing largely in Financial Services & Insurance Business The Peerless General Finance & Investment Co. Ltd ◦ Proficient in managing sales operations of entire division/ branch sales team, organising promotional campaigns, building relationship with clients & achieving desired goals. ◦ Holds the distinction of achieving and exceeding the growth and revenue targets across the illustrative career graph. ◦ Adept in managing, reviewing and undertaking appropriate investment activities for clients, consistent with investment philosophy, investment guidelines and client needs. ◦ Possess excellent communication, relationship management & team building skills with dexterity in mentoring and managing sales teams. KEY RESULT AREAS Business Development ◦ Identifying prospective business, establishing strategic partnership and alliances, generating business from the existing branches sales team, advisors and achieving profitability and increased sales growth. ◦ Exploring potential business avenues to penetrate new area and expand existing sales manpower, clientele; responsible for mobilization of funds. Sales & Marketing ◦ Formulating & implementing competent business strategies to market a wide range of banking products like insurance, mutual funds etc. and achieve pre-set sales and profit targets. ◦ Analysing latest marketing trends and tracking competitors' activities and providing valuable inputs for fine tuning sales & marketing strategies. Customer Relationship Management ◦ Mapping client's requirements and providing them expert advisory services pertaining to selection of various financial products. ◦ Ensuring that highest service standards are maintained for servicing of clients and maintaining minimum Turn around Time. ◦ Building and maintaining healthy business relations with major clients, ensuring customer satisfaction by achieving delivery & service quality norms. Team Management ◦ Recruiting, mentoring, training and development of the field functionaries to ensure sales and operational efficiency. ◦ Creating and sustaining a dynamic environment that fosters development opportunities and motivates high performance amongst Team members. WORK EXPERIENCE Area Manager Channel Development & Administration Peerless General Finance Investment Company Ltd - Central & East UP
  • 2. In the year 2003 organization gave a special assignment for the tie up with Directorate of Employment& Training, U.P Government. Achieved the tie up with U.P & M.P Govt. for many activities /counselling Program organized by both the (Peerless & Directorate of Employment and Training where LABOR MINISTER, Principal Secretary, other IAS & PC's attended.) Under this assignment achieved the vast network of recruiting 1100 candidates for the Peerless General Finance & Investment Co Ltd with Employment Exchange's alliance. ACADEMIA * Bachelor of Commerce from Banaras Hindu University, Varanasi with 51.5% * IRDA General Insurance exam. Qualified * IRDA Life Insurance exam. Qualified. * AMFI Examination Qualified EDUCATION  5 Days Value Based Leadership Training by IIM, Kolkata at Delhi in the year 1989.  4 Days NIS Sparta Training on Situational Leadership & Managerial Excellence Program in the year 2002.  3 Days Training by NIS Sparta on Home Leadership of Middle & Sr. Management in 2003  3Days Dale Carnegie Training on the People Side of Leadership in November’2006  3 Days Dale Carnegie Training on The Process Side of Leadership in December’2006  3 Days Dale Carnegie Training on Building High Performance Teams in August’2007  3 Days Dale Carnegie Training on Building The Competitive Edge Effecting Coaching & Mentoring in 2007.  Working Knowledge ‘C’ language, E –Learning, MS Office. ADDITIONAL INFORMATION Core Competencies ◦ Scheduling & Forecasting ◦ Sales & Marketing Leadership ◦ Process & Procedures Development ◦ Problem Analysis & Resolution ◦ Management Techniques AREA MANAGER (Channel Development), Central & Eastern U.P. Division Nov 02 - Oct '09 Role: •Scheduling the Sales Action Plan of all the associates as per the organization's needs. Making sure that required manpower is available for undertaking each individual branch business budget. • Making plans for the training of the Division Sales Forces such as Branch Managers, Assistant Branch
  • 3. Managers and advisors from time to time. •Used to supervise training for new recruiters. •Forecasting of future Customers & Advisor • Organizing and assigning the work among subordinates. *Resolving routine work related problems within established practices. * Motivating and Guiding the Branches Sales Team. •Providing clear line of communication to/from agents and management. •Monitoring branches and the sales team productivity and to communicate the same to higher officials. •Maintaining accountability for responsible work functions and assigned sales officers agents. •Checking work and providing feedback on job performance to agents. •Maintaining various reports and records •Heading the sales force of approx. 4000 advisors through branch managers. * Conducting the Training and Personality Development programs for the Advisors and Business Partners. * Managing and growing the branches business in the territory through branch team of Advisors and Business Partners. * Scrutinizing the various risk associated with the applicant. Sept’’1994–Oct’2002 BRANCH MANAGER – BALLIA, LUCKNOW & DEHRADUN BRANCH Role: ◦ Identifying potential costumer. ◦ Exploring market opportunity for launch of new products. ◦ Delivering maximum customer satisfaction while working on high quality standards of Six Sigma. ◦ Scheduling the Sales Action Plan of all the associates as per the organization’s needs. Making sure that required manpower is available for undertaking each individual branch business budget. ◦ Making plans for the training of the Branch Sales Forces such as Assistant Branch Managers and advisors from time to time. ◦ Used to supervise training for new recruitees. ◦ Forecasting of future Customers & Advisor ◦ Organizing and assigning the work among subordinates. ◦ Resolving routine work related problems within established practices. ◦ Providing clear line of communication to/from agents and management. ◦ Monitoring branches and the sales team productivity and to communicate the same to higher officials.
  • 4. ◦ Maintaining accountability for responsible work functions and assigned sales officers agents. ◦ Checking work and providing feedback on job performance to agents. ◦ Maintaining various reports and records Jan’1989 – Dec’ 1994 BRANCH ACCOUNTANT – VARANASI, GORAKHPUR BRANCH
  • 5. Promoted as Grade Assistant Administrative Officer and given charge of the entire branch accounts functions such as Bank Reconciliation, Trial Balance, Payment of maturity (Recurring & Fixed Deposit) Certificates, Income Tax, P.F/F.P.F Insurance and legal matter.
  • 6. Promoted as Grade Assistant Administrative Officer and given charge of the entire branch accounts functions such as Bank Reconciliation, Trial Balance, Payment of maturity (Recurring & Fixed Deposit) Certificates, Income Tax, P.F/F.P.F Insurance and legal matter.