Surshree Dasgupta Email & Phone Number

Toronto, Ontario, Canada

• Accountable for providing seamless sales support to 2 -3 Premier Relationship Mangers approx. portfolio of over 1500 clients➢ Preparing and completing credit applications, account related documents and liaising with support functions to minimize the time spent by PRM’s on administrative tasks ➢ Managing client contact & client servicing needs in absence of Premier Relationship ManagersResolving client enquiries on transactional needs and facilitating a smooth hand-off to appropriate channels in a timely manner

• Supporting customer requests for banking services, handling transactional needs with seamless execution• Advising & assisting customers on available digital and self -service options for faster & easy banking with HSBC• Engaging customers with their personal banking and credit card needs and integrating marketing promotions into the conversation to provide strategic advice• Contributing to business results and overall branch customer experience• Proactively providing administrative & sales support to the team to minimize their time spent on routine transactions. This is a plus 1 beyond my job responsibilities

• Planned, designed and reviewed RFP's, statement of work for clients and business MIS for company• Facilitated annual and semi-annual actuarial valuation requests of defined benefit plans, participant enquiries on pension plan provisions.• Built loyal customer relations by addressing problems and making recommendations based on product and service information• Accurate recordkeeping of all client files and financial transactions for audit purposes

Toronto, Canada Area

• Collaborated with sales leadership to create and execute new business development strategies• Consistently developed network of CPA's for RESP sales & distribution partnership• Analyzed market trends, competitor performance and product strengths to assess potential high impact sales strategies

-- Created and executed business plan to expand sales to new markets. Developed relationships with existing client base at all levels of the hierarchy-- Provided consulting services and solutions in the area of Actuarial valuations, Group life & pension benefits, Group Health Insurance, Mutual Funds, Government sponsored pension plan, Payroll, Statutory compliances, HR Information System, Retirement fund trust management,-- Accountable for revenue generation across all product lines-- Identified & Negotiated contract with preferred channel partners for product specific service delivery -- Collaborated with cross-functional teams for service delivery, proposed & facilitated quality improvement efforts in existing process & customer service-- Recruited, trained & managed sales and support team. -- Played a key role in collaboration with key stakeholders in the development and implementation of cross-functional initiatives and with the preparation of sales and revenue forecasts.

• Prospected new B2B leads in the Key & SMB account segments with diverse strategies, including database, cold calling, customer referrals & channel partners. Developed and maintained an active client base of over 75+ y-o-y• Devised SWOT analysis to create and execute business plan to achieve sales quotas. • Negotiated, prepared and signed contracts with clients• Established relationships with key decision-makers to leverage & build strong business opportunities • Proven experience in identifying and hiring experienced sales executives for territory mapping & lead generation activity• Facilitated a broad range customer service support functions such as annual & semi-annual actuarial valuation , calculation of pension contribution and gratuity amount, updates on financial markets, account statements of gratuity and pension plan• Established cross-functional relationships with legal, taxation & investment team to assess client's requests• Completed and submitted monthly and yearly MIS reports to support executive decision making• Successfully managed all public and private sector RFPs/RFIs

 Mobilized debt instruments through the treasuries of top nationalized & commercial banks and stock broking companies Expanded business operations in new sales territory  Planned, supervised & coordinated daily activity of 2 sales representatives Managed product pricing on the company’s website, maintained client database & MIS  Worked on the content, layout of the Website & Marketing material for an education start-up venture of Uniglobal

Executed several marketing initiatives to create brand credibilityDrove B2B sales & B2C sales for Kinley mineral water

Mba, Marketing

MBA (Marketing)

Bsc., Chemistry (H)

Miranda House

Science