Joydeep Banerjee

  • Kolkata , India West Bengal
Joydeep Banerjee

Management Expert in Applied Finance

CAREER  SUMMARY

24 years of experience in Indian Corporates as a Management Expert heading of Sales and distribution wing for Financial Products like Unit Linked Life Insurance Products , Mutual Fund Products, Fixed Income Securities as well as Garments/ Apparels  with special expertise in opening of new set up, creation and development of distribution wing. I have a rare distinction of heading the team of management of India’s biggest Life Insurance Company LIC of India, set up insurance business of Birla Sun Life Insurance company Ltd from it’s date of inception in India and also established a small SME Citi Sportz International Ltd in the capacity of director.

CORE COMPETENCIES :

1) Establishment of Business of Insurance and Distribution of Financial Products, Creation and Development of Sales Distribution Channel for financial products like Life Insurance / Mutual Funds and structured products as well as FMCG products like Apparels and Garments, Communication to the Distribution Channels, Providing them Training and doing Sales Management.

 2) Risk Management, assessment of Risk and underwriting of Insurance policies , Client Relationship and Positioning of Insurance and Financial Products to HNI Customenrs.        

   3) Structuring of a Small and Medium Enterprises, formation of their financial structure with their Bank and the investors, Branding and positioning of the products.

 4) Strategy formation, Critical Thinking Entrepreneurship, Negotiation and Persuation skills are my other skillsets. 

Work History

Work History
Nov 2011 - Present

DIRECTOR

CITI SPORTZ INTERNATIONAL LTD

Job Title : Director - Distribution and statutory compliance Achievements:

1) Successful formation of the Ltd company ,Setting up new business unit, doing legal compliances, doing the financial structuring , formation of equity structure, arrangement of Bank Finance and negotiate with the private equity financers.

2) Creation and development of distribution network for the in house production of garments- comprising of 3 CNFs , 12 Distributors and around 2000 retail outlets.. Selling online sales of the products have been another success story. Last years top line was around 3.5 Cr INR

3) Positioning of inhouse brand "Sportz" and third party financial products through broking channel.

Sep 2004 - Oct 2011

REGIONAL MANAGER ( CHIEF MANAGER )

Birla Sun Life Insurance

Job Title :  Heading the Sales verticle of a Region comprising of 25 Branches in WB and Jharkhand.

Span of Control : Direct : Three Territory Managers, Two relationship Managers heading Super value Branches, One Talent Acquisition Manager Indirect : 25 Branch Head/ Branch Managers reporting to the Territory Managers and 350 Agency Managers ( Front Line Sales ) reporting to the BHs/BMs, with a total distribution channel of 6000

Achievement : 1) Achievement of Sales Budget of 125 Cr AP through development and expansion of agency distribution network

2) Recruit, develop and retention the best talents of the industry. The region had a total agency base of around 6000 advisors having month on month activisation of around 30%.

3) Award of the Best Regional Manager in the Country for two consecutive years in 2009 - 10 and 2010- 11.

Oct 1996 - Sep 2004

AREA MANAGER , LIC MUTUAL FUND ( PRESENTLY LIC NOMURA MUTUAL FUND)

LIC OF INDIA

Job Profile: Area Manager , LIC Mutual Fund (Eastern Zone)

Achievement : 1) Headed of the marketing channel of LICMF in eastern region and created a team of 18 Marketing Associates and a huge retail network of more than 1500 Active agents all over eastern Zone, and acquired a total AUM of around 1800 Cr.

B) Successfully headed the in house servicing unit to provide service to the customers in the region.

C) Successfully providing training to the agency network and got them statutory AMFI License

Jan 1991 - Sep 1996

UNDERWRITER , LIFE INSURANCE CORPORATION OF INDIA

LIC OF INDIA

1) UNDERWRITING OF LIFE INSURANCE POLICIES

2) LEGAL COMPLIANCE WITH THE REGULATOR

Education

Education
2007 - 2009

POST GRADUATE BUSINESS MANAGEMENT WITH SPECIALIZATION IN APPLIED FINANCE ( 2 YEARS)

IIM Calcutta

GENERAL MANAGEMENT WITH APPLIED FINANCE

1991 - 1993

Associate's Diploma

INDIAN INSURANCE INSTITUTE

UNDERWRITING, LEGAL COMPLIANCE 

1987 - 1990

Bachelor of Science (Hons 3 years)

St. Xavier's College

Physic ( Hons ) with Statistics and Mathematics

Certifications

Certifications
Oct 2013 - Oct 2014

FCT - FASHION CLOTHING TECHNOLOGY PRODUCTION AND DISTRIBUTION

NATIONAL INSTITUTE OF FASHION TECHNOLOGY (NIFT) KOLKATA

Member 

1) ALUMNI OF INDIAN INSTITUTE OF MANAGEMENT , CALCUTTA

2) LIFE MEMBER OF INDIAN INSURANCE INSTITUTE

3) MEMBER OF ST XAVIERS COLLEGE ALUMNI

4) MEMBER OF INDIAN CHAMBER OF COMMERCE SINCE 2006

Skills

Skills

CREATION OF DISTRIBUTION , AGENCY DEVELOPMENT,  SETTING UP NEW BUSINESS,SETTING UP SME, LIFE INSURANCE, CORPORATE COMMUNICATION, TRAINING , BRANDING, STRATEGY, CRITICAL THINKING, TEAM BUILDING, NEGOTIATION, SALES MANAGEMENT, UNDERWRITING, PERSUATION, HNI CUSTOMER ACQUISITION