PARTHA MUKHERJEE

[email protected] • (+91) 8637323476 • Bankura, India

PROFESSIONAL SUMMARY

Results-driven and client-focused professional with one year of progressive experience in sales, customer relationship management, and business development across the insurance and FMCG sectors. Currently serving as a Relationship Manager at InsuranceDekho, where I focus on client onboarding, policy advisory, lead conversion, and customer retention. Demonstrated success collaborating with channel partners and driving strategic business growth. Previously gained valuable experience with Rollick Ice Cream as a Sales Trainee, managing market expansion, retail development, and sales execution. Adept at understanding customer needs, conducting market research, and delivering solutions to drive organizational success.

WORK EXPERIENCE

Relationship Manager

01/2025 - Present

InsuranceDekho , Bankura, India

• Client Relationship Management: Build and maintain strong relationships with customers, ensuring smooth onboarding and addressing insurance needs effectively

• Sales & Business Development: Promote and sell insurance products (health, motor) while achieving sales targets and driving revenue growth

• Lead Generation & Conversion: Identify potential customers, conduct follow-ups, and convert leads into policyholders with high conversion rates

• Policy Advisory & Consultation: Assess clients' financial and insurance requirements, providing tailored policy recommendations

• Channel Partner Collaboration: Work strategically with agents, brokers, and partners to expand business reach and drive growth

• Customer Support & Retention: Handle customer inquiries, resolve issues promptly, and ensure timely policy renewals to maintain retention targets

• Market Intelligence: Monitor industry trends, competitor activities, and customer feedback to refine sales strategies and enhance competitive positioning

Sales Trainee - Internship

07/2024 - 12/2024

Prestige Ice-cream Private Limited

• Retail Outlet Management: Visited 20-25 retail outlets daily, monitoring product quality, delivery standards, and customer satisfaction

• Market Development: Identified and developed potential retailer and distributor networks through systematic market research and regular field visits

• Market Research: Conducted comprehensive market surveys to identify business growth opportunities and market penetration strategies

• Stakeholder Feedback: Gathered retailer feedback to inform product development initiatives and improve distribution effectiveness

• Sales Performance: Consistently achieved ₹10,000-15,000 in daily sales through effective customer engagement and product promotion

• Territory Expansion: Identified and developed new sales territories to increase market penetration and geographic reach

• Sales Training: Completed comprehensive product knowledge and sales techniques training to enhance selling capabilities

• Competitive Analysis: Monitored competitor activities and market trends, providing actionable insights to management

• Logistics Coordination: Collaborated with logistics teams to ensure timely product delivery and inventory optimization at distribution hubs

• Promotional Campaigns: Aligned sales and promotional efforts with marketing initiatives during festive seasons and promotional periods

Internship - Retail Marketing

Pantaloons

• Customer Engagement: Conducted customer consultations to understand needs and recommend premium brand products and services

• Subscription Marketing: Promoted INSIGNIA subscription marketing program to customers, increasing engagement and customer lifetime value

• Seasonal Campaigns: Participated in End of Season Sale (EOSS) campaigns, executing cold calling and promotional activities to drive sales

• Operations Exposure: Gained insights into daily retail operations, customer service processes, and logistics management

• Professional Development: Developed strong interpersonal skills, professional responsibility, and positive workplace attitude through real-world exposure

EDUCATION

Master of Business Administration (MBA)

01/2024

Heritage Business School, Kolkata GPA: 7.00/10

Bachelor of Arts (B.A.)

01/2024

NIMAS, Barasat GPA: 6.0/10

Higher Secondary Education (XII)

01/2017

WBHSE (Science Stream) GPA: 64%