Archit Bhattacharyya

Accomplished Sales Executive with expertise in CRM software and a proven track record at Bajaj Capital Insurance Broking. Leveraged strategic prospecting and communication skills to enhance customer relationships, driving a 20% increase in revenue. Skilled in sales operations management and team leadership, consistently exceeding performance metrics and fostering a collaborative work environment.

SALES EXECUTIVE AND BRANCH OPERATIONS at BAJAJ CAPITAL INSURANCE BROKING LIMITED (2025-04 – Present)

• Created and executed sales strategies aligned with customer needs, contributing to revenue growth.
• Explained policy features, exclusions, and premium details to prospective customers.
• Coordinated quotations, proposal forms, and documentation with insurers and internal teams to streamline processes.
• Managed follow-ups with clients on renewals, endorsements, and pending policy requirements to enhance customer retention.
• Maintained customer records and sales updates in CRM systems for Bajaj Capital.
• Supported clients on insurance products and policy options at Bajaj Capital Insurance Broking.
• Trained junior sales staff on techniques for improving the customer service experience.
• Generated reports to summarise sales performance metrics and present findings to the management team.

Ph.D. – Bhupendranath Dutta Smriti Mahavidyalay, University of Bardhaman (2028-01)

B.A. in Physical education & Sports (Sports journalism&management) – University of Bardhaman