Susobhan Chatterjee

About Susobhan Chatterjee

As a Relationship Manager, Housing & Commercial Finance with five years of experience in the banking sector, I consistently evaluate and meet the financial needs of various individual and business customers, handling a variety of banking transactions. I conduct risk assessments on investments option and report them to the client, am good at proactively seeking new clients for the bank and maintaining a strong relationship with the client to build trust; moreover assisted to increase client satisfaction and generate more revenue for the company.In my job position, I prioritize relaxed digital onboarding for new bank customers utilizing Sales Force CRM, corporate & individual KYC, and due diligence for the loan application process in addition to evaluating financial data to determine whether a loan is eligible. I began the technical valuation of the premises to be mortgaged, secured legal consent, and used cross-selling of property and loan protection insurance to reduce risk; additionally, focused on using my knowledge of financial products and investment packages to provide both existing and new consumers. I got in touch with potential leads that my CRM had identified, then presented them with the best features and options for products and services. In preparation for the loan application process, I also verified the accuracy and validity of the financial accounts for both the company and individual profiles. While ensuring quick responses and high levels of client satisfaction across our network of branches, I looked at customer service agreements, terms and conditions, pricing, and rates. I also mentored and assisted team members in the areas of loan operating systems, customer service management, and retention.

Experience

1. Relationship Manager, Housing & Commercial Finance

   Kotak Mahindra Bank

   Mar 2021 — Present

   Emphasize simplified digital onboarding for new bank customers using Sales Force CRM, corporate and individual KYC, and due diligence for the loan application procedure• Commencing the technical valuation of the property to be mortgaged and acquiring legal clearance; moreover examining financial statements to determine loan eligibility• Alleviating risk through cross-selling of loan and property protection insurance

Education

• Caltech Center for Technology and Management Education

  PGP in cloud computing

• Miles Education

  Certified Management accountant

• University of Calcutta

  Bachelor of Commerce in Accountancy & Business Management

  2007