Sayak Das

Operations Associate

Kolkata, West Bengal, India7 yrs 1 mo experience
Most Likely To Switch

Key Highlights

  • Expert in personalized wealth management solutions
  • Proven track record in client relationship management
  • Strong leadership in sales and team development
Stackforce AI infers this person is a Wealth Management and Financial Services expert with strong client engagement and sales capabilities.

Contact

LinkedIn

Skills

Core Skills

Financial PlanningWealth ManagementInsurance SalesTeam LeadershipClient Relationship ManagementSalesB2b SalesDigital MarketingHealth Insurance Sales

Other Skills

Mutual FundsInsuranceLife InsuranceHealth InsuranceConsultative SellingCustomer RetentionLead ConversionCommunicationSearch Engine Optimization (SEO)Marketing ManagementAdvertisingTeam ManagementSales TrainingClient OnboardingTarget Achievement

About

As a dedicated Assistant Manager at SubhShanti Wealth Pvt Ltd , I specialize in helping salaried professionals and business owners achieve their financial goals through strategic investment planning and personalized wealth management. With hands-on experience at leading institutions like Kotak Life, Matrimony.com, and Justdial, I have built a strong reputation for delivering results-driven advice and exceptional client service. I am NISM certified, and my expertise covers: - Financial Planning & Wealth Management - Mutual Fund Distribution & Portfolio Management - Investment Strategy & Goal Planning - Client Relationship Management What sets me apart is my commitment to understanding each client’s unique needs, and crafting tailored solutions that drive real financial outcomes. Whether you’re looking to build your portfolio, secure your family’s future, or grow your business, I am here to guide you every step of the way. Let’s connect to discuss how I can help you achieve your financial ambitions!

Experience

Subhshanti wealth

Assistant Manager

Jan 2025 – Present · 1 yr 3 mos · Kolkata, West Bengal, India · On-site

  • Assistant Manager, SubhShanti Wealth
  • Jan 2025 – Present | Kolkata, West Bengal, India
  • Leading the expansion into Tier 2 cities, increasing client base within the first quarter.
  • Providing bespoke wealth management solutions to salaried professionals and business owners.
  • Building and sustaining long-term client relationships through proactive service and financial guidance.
  • Conducting financial literacy workshops and seminars to educate clients on investment best practices.
Financial PlanningMutual FundsWealth Management

Kotak life

Recruitment And Development Manager

Aug 2024 – Jan 2025 · 5 mos · North Dum Dum, West Bengal, India · On-site

  • Recruitment and Development Manager, Kotak Life
  • Aug 2024 – Jan 2025 | North Dum Dum, West Bengal, India
  • Recruited and developed a high-performing team of sales professionals.
  • Drove business growth through effective team leadership and client engagement strategies.
  • Achieved increase in policy sales during tenure.
InsuranceLife InsuranceHealth InsuranceInsurance SalesTeam Leadership

Matrimony.com limited

Relationship Manager

Aug 2023 – Aug 2024 · 1 yr · Kolkata, West Bengal, India

  • Aug 2023 – Aug 2024 | Kolkata, West Bengal, India
  • Managed and nurtured a high-volume portfolio of premium clients, achieving a satisfaction score of over 75%.
  • Successfully closed personalized matchmaking services by understanding client needs, preferences, and cultural values.
  • Collaborated with cross-functional teams (tech, support, content) to deliver a seamless customer experience.
  • Consistently exceeded monthly revenue and retention targets through upselling and service excellence.
  • Conducted regular follow-ups, onboarding calls, and rapport-building conversations to foster long-term engagement.
  • Skills: Client Relationship Management · Consultative Selling · Customer Retention · Lead Conversion · Communication
Client Relationship ManagementConsultative SellingCustomer RetentionLead ConversionCommunicationSales

Justdial

Communications Officer

May 2022 – Jun 2023 · 1 yr 1 mo · Kolkata · On-site

  • May 2022 – Jun 2023 | Kolkata, West Bengal, India
  • Spearheaded B2B sales for digital marketing and listing solutions, consistently ranking in the top-performing sales team.
  • Consulted with SMEs and local businesses to enhance their digital presence through tailored listing strategies.
  • Achieved over 80% of monthly targets through cold calling, client meetings, and customized pitches.
  • Promoted to the SuperCat team, handling high-value premium clients with complex service requirements.
  • Provided post-sales support and relationship management, ensuring client retention and repeat business.
  • Skills: B2B Sales · Digital Marketing Solutions · Lead Generation · Client Relationship Management · Field Sales
Search Engine Optimization (SEO)Marketing ManagementAdvertisingB2B SalesDigital Marketing

Mainstar solutions

Team Leader

Dec 2019 – Apr 2022 · 2 yrs 4 mos · Kolkata, West Bengal, India · On-site

  • Team Leader – Health Insurance, Mainstar Solution
  • Dec 2019 – Apr 2022 | Kolkata, West Bengal, India
  • Led a team of sales executives in promoting and closing health insurance policies for leading insurance providers.
  • Managed daily operations, including performance monitoring, training, and target setting for the sales team.
  • Ensured compliance with IRDAI guidelines and maintained accurate documentation for all policy sales.
  • Coordinated with backend teams to resolve client queries and ensure timely policy issuance.
  • Improved team productivity through strategic coaching and data-driven sales tracking.
  • Skills: Health Insurance · Team Management · Sales Training · Client Onboarding · Target Achievement
Health InsuranceTeam ManagementSales TrainingClient OnboardingTarget AchievementHealth Insurance Sales+1

Tiens

Back Office Employee

Nov 2018 – Nov 2019 · 1 yr · Kolkata, West Bengal, India

  • Nov 2018 – Nov 2019 | Kolkata, West Bengal, India
  • Provided administrative and operational support to the regional sales and distribution teams.
  • Maintained accurate data entry of sales, inventory, and distributor information across internal systems.
  • Coordinated with the supply chain team to ensure timely delivery of products and smooth order processing.
  • Handled customer service queries, distributor communication, and reporting for performance reviews.
  • Supported daily office operations including documentation, follow-ups, and meeting coordination.
  • Skills: Office Administration · Data Management · Distributor Coordination · Inventory Support · MS Excel

Education

National Institute of Securities Markets (NISM)

Feb 2025 – Apr 2025

North East Frontier Technical University (NEFTU)

Bachelor of Commerce - BCom

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