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Banking / Loans
Santanu  Roy

Santanu Roy

Experienced & knowledge in Retail Branch Banking.
Kolkata, Kolkata


About Santanu Roy :

Career Summary
● Having 10+years of experience in the field of retail branch banking.
● Providing solutions to the customer’s problems.
● Selling CASA,  TPP products to the customers and giving them after sale services.
● Providing banking solutions to the rising needs of the customers.
● Good typing skills of 60 wpm.
● Knowledge with Microsoft office kit – MS Excel, MS Word, Power Point, and excel.



Branch Manager (March 2021 - September 2022)
Ujjivan Small Finance Bank Ltd.

● Meet both the number and value target of SA, CA and TD.

● Meet targets of TPP products (LI, GI and HI)

● Ensure quality of sourcing.

● Maintain relationship with HNI customer of branch. (TRV is more than 25 Lacs)

● Managing the cost of the branch.
Review daily staff productivity.

● Ensure exceptional customer service, proactive sales environment and efficient branch operations, while adhering to regulations/compliance requirements.

● Focus on retaining existing customers, increasing the customer base and cross-selling Ujjivans products and services.

● Oversee branch operations, cash management and service quality.

● Checking the deliverables and security stationery fortnightly.
● Surprise verification of cash of vault and ATM.
● Investing all AML alert cases.
● Responsible for working closely with product and marketing teams to drive campaigns in respective clusters.
● Mentor/Guide new joinees as well as existing branch employees.
● Track inflow and outflow of reports (like account closures, account opening, Fixed Deposit renewals/closures etc.) and thus, daily business generation

Branch Manager (July 2020 - February 2021)
● Responsible for the administration and efficient daily operation of a full service branch office, 
including lending, product sales, customer service, and security and safety in accordance with the 
Bank's objectives
● Enhance and contribute in the growth of the company through Business Development
● Provision of a superior level of customer relations and promotion of the sales and service culture 
through coaching, guidance and staff motivation
● Achieve individual and branch sales goals through new business sales, referrals and retention of 
account relationship
● Maintain AOP (Annual Operating Plan) for the financial year i.e. to prepare and track product 
(liability, assets and fees) wise
● Weekly/monthly reviews for outbound and as well as for inbound sales
● Prepare and review monthly activity calendar of outbound activities for Sales Officers on a daily 
● Ensure proper on-boarding of all new customers acquired
● Cross-sell of products (i.e. sales of 3 products per customer within 90 days of account opening) with 
new and as well as with existing customers
● Conduct daily morning huddles to discuss daily plan and agenda for employees
● Track inflow and outflow of reports (like account closures, account opening, Fixed Deposit 
renewals/closures etc.) and thus, daily business generation
● Maintain customer relationship through sourcing and on-boarding process
● Monitor DSR (Daily Sales report) on a regular basis
● Manage leads through SFA (software used for entering the generated leads)
● Segment the customer within the catchments of the branch to increase the Journal-Ledger base of 
the branch
● Mentor/Guide new joinees as well as existing branch employees 


Educational Qualification
● Full time MBA Marketing from Bengal Institute of Technology & Management (WBUT), 2008 - 2010.

● Full time B.Com Marketing Hons. from Barasat College (Calcutta University), 2004 - 2007

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