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    Ananya Bose

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    Ananya Bose
    Ananya Bose provides her contact information and career objective of obtaining a position in banking, insurance, or financial sectors where she can learn new skills and contribute to an organization's growth. She has over 15 years of experience in roles such as financial consultant, financial planning consultant, financial services consultant, and branch head at companies including ICICI Bank, Aviva Life Insurance, ICICI Prudential Life Insurance, IndusInd Bank, PNB MetLife, and Aegon Life Insurance. Her experience includes selling various financial products and maintaining client relationships and portfolios. She most recently pursued an MSc in Banking and Finance from Bangor University in the UK.

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    Ananya Bose

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    Ananya Bose
    48 views5 pages
    Ananya Bose provides her contact information and career objective of obtaining a position in banking, insurance, or financial sectors where she can learn new skills and contribute to an organization's growth. She has over 15 years of experience in roles such as financial consultant, financial planning consultant, financial services consultant, and branch head at companies including ICICI Bank, Aviva Life Insurance, ICICI Prudential Life Insurance, IndusInd Bank, PNB MetLife, and Aegon Life Insurance. Her experience includes selling various financial products and maintaining client relationships and portfolios. She most recently pursued an MSc in Banking and Finance from Bangor University in the UK.

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    Ananya Bose provides her contact information and career objective of obtaining a position in banking, insurance, or financial sectors where she can learn new skills and contribute to an organization's growth. She has over 15 years of experience in roles such as financial consultant, financial planning consultant, financial services consultant, and branch head at companies including ICICI Bank, Aviva Life Insurance, ICICI Prudential Life Insurance, IndusInd Bank, PNB MetLife, and Aegon Life Insurance. Her experience includes selling various financial products and maintaining client relationships and portfolios. She most recently pursued an MSc in Banking and Finance from Bangor University in the UK.

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    Download as docx, pdf, or txt
    48 views5 pages

    Ananya Bose

    Uploaded by

    Ananya Bose
    Ananya Bose provides her contact information and career objective of obtaining a position in banking, insurance, or financial sectors where she can learn new skills and contribute to an organization's growth. She has over 15 years of experience in roles such as financial consultant, financial planning consultant, financial services consultant, and branch head at companies including ICICI Bank, Aviva Life Insurance, ICICI Prudential Life Insurance, IndusInd Bank, PNB MetLife, and Aegon Life Insurance. Her experience includes selling various financial products and maintaining client relationships and portfolios. She most recently pursued an MSc in Banking and Finance from Bangor University in the UK.

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    ANANYA BOSE

    Address :129,Southern Avenue, Golpark, Kolkata-700029


    Mobile No : - +919836437775
    Email : - ananyabose.ab@gmail.com

    CAREER OBJECTIVE

     To be a good position in a dynamic and professional organisation involved in banking,


    Insurance & financial sector, etc.
     To learn new skill, improve myself constantly and explore new horizon.
     To contribute my very best in the growth and development of organization I am
    working for.

    KEY SKILL SET


     A dynamic, target oriented , highly tasks and Goal achievement person.
    Strong track record in achieving impressive growth in Life Insurance and Mutual
    Fund.
    Flair for taking up challenging assignments in adverse condition.

    ACADEMIC QUALIFICATION
     B.SC (BIO) from Kalyani University .
     PGDBM in Herbal Medicine from jadavpur University.

    CAREER PROFILE
    Previous Work Experience:
     Worked in ICICI BANK LTD.
    Designation: - Financial Consultant
    Duration 2005 April to 2006 July

    Job Responsibilities:

    1. I was involved in Selling Products like Life Insurance, Mutual Fund and
    general Insurance.
    2. Co-Ordination with bank for any sort of problem of customers.
     Worked in AVIVA LIFE INSURANCE CO. LTD.
    Designation: - Financial Planning Consultant (Bank Assurance)
    Duration 2006 July to 2006 November
    Job Responsibilities:

    1. Involved in selling Life Insurance


    2. Co-ordination with bank and AVIVA for selling Life Insurance.

     Worked in ICICI PRUDENTIAL LIFE INSURANCE CO.LTD.


    Designation: - Financial Services Consultant
    Duration 2006 November to May 2008
    Job Responsibilities:

    1. Selling Life Insurance Products through ICICI Direct Center.


    2. Co-Ordination with customers, ICICI Direct and ICICI Prudential.
    3. Preparation of Daily MIS, Monthly MIS and Sending them to senior
    management of ICICI Direct & ICICI Prudential.
    4. Motivating ICICI Direct Relationship Managers to increase Life
    Insurance Business.

     Promoted as financial services manager


    Designation: - Financial Services Manager
    Duration 2008 June to 2009 March

    Promoted as Key Relationship manager


    Duration 2009 April to 2010 July

    Job Responsibilities:

    1. Selling Life Insurance Products.


    2. Maintaining relationship with existing client, handling investments
    properly.
    3. Preparation of Daily MIS, Monthly MIS and sending them to Senior
    Management of ICICI Prudential.

    Worked in INDUSIND BANK LTD.


    Designation: - CSM (Client Service Manager)
    Duration 2012 June to 2013 June
    Job Responsibilities:
    1st Part(Service)
    1. Mainly customer service, resolve all type of client enquiry, complain.
    2. Handling other banking operation job as well.
    2nd Part(sales)
    1. Customer acquisition, maintain relationship with the customer.
    2. To sell all type of banking product (SA, CA, FD, BOND, GOLD, CR, CARD)
    3. Along with that all type of third party product (LI, GI, MF, EQUITY) as well.
    4. To maintain a proper client portfolio

    Worked in PNB METLIFE INDIA INSURANCE CO. LTD.


    Designation: - SRM (Senior Relationship Manager)
    Duration: November 2014 to December 2015
    Promoted as ERM (Executive Relationship Manager) from January 2016 to August 2016.
    Promoted as DEPUTY MANAGER from September 2016 to April 2017
    Key Responsibility Area (Current Role):
    1. Managing HNI client’s relationship along with the New Business acquisition.
    2. Handling the client’s portfolio single handedly .
    3. Handling a team of four.
    4. Part of Corporate Workplace Solution team, Arranging the activities in different
    corporates.
    5. Business Specifications across Industries:
    Banking, Pharma, agri-horticulture, oil & gas, coal, tea.
    6. Generate the leads from Financial and non-financial activities. and doing end to end.
    7. Tracking on those leads for the business closer along with the team.
    8. Follow up with the super HNI clients and ensure that renewal business comes within
    time.
    9. Setting a retail distribution majorly by corporate establishment, in addition with SME
    and corporate sales.

    Achievement: achieved various international contest along with awards recognition


    Managed a portfolio of 1 crore through retail distribution.
    Worked in AEGONE LIFE INSURANCE CO. LTD.
    Designation: - Branch Head
    Duration JULY 2017 TO NOVEMBER 2017

    Present Job Role:


    Handling a team of nine,
    Lead management, business analytics.
    Micro level input management.
    Mentoring through process orientation & data analytics.
    MIS Management
    Quality control & risk Management.
    Validation.
    : AVIVA LIFE INSURANCE CO. LTD
    DURATION: NOVEMBER 2017 to AUGUST 2019
    DESIGNATION: INSURANCE COUNSELLOR(Assistant Manager)
    DEPARTMENT: BANCASSURANCE
    RESPONSIBLE FOR
    ENTIRE DBS WEALTH RELATIONSHIP
    COVERING ALL SERVICE ISSUES
    GENERATING BUSINESS

    ON MARCH 2019 SHIFTED TO GROUP BUSINESS:


    DOMAIN PROFILE:
    Basically to maintain relationships and cater relevant services to existing companies,
    And also to generate revenue from them through renewal and fresh businesses.
    Acquisition of new group companies.
    SEGREGATION & INDUSTRY SPECIFICATIONS:
    FMCG: 70%
    HEALTH & PHARMA: 10%
    COAL & GAS: 20%
    CLOSED A DEAL OF 1.3CR

    FROM JANUARY 2020 TO SEPTEMBER 2021


    PURSUED MSC IN BANKING & FINANCE( (CHARTERED BANKING)
    BANGOR UNIVERSITY,UNITED KINGDOM

    OTHER PERSONAL INFORMATION

     Salary Expected : Negotiable

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