SAYAN PATI
+91-8240203343
[email protected]
Trade Relationship Manager
www.linkedin.com/in/sayan-kumar-pati
SUMMARY
Results-driven professional with extensive experience in new client acquisition and sales forecasting at ICICI
Bank. Seeking to leverage strong analytical and strategic planning skills to drive sales effectiveness
EDUCATION PROFESSIONAL EXPERIENCE
International Management Institute, ICICI Bank
Bhubaneswar Wealth & Trade Manger | May, 2023 - Present
Post Graduate Diploma in Management (MBA)
Spearheaded the acquisition of high-value clients, contributing to a
2021 – 2023 20% increase in annual revenue.
Developed and maintained sales forecasts, providing actionable
Brainware University
insights that informed strategic decision-making
Bachelor of Business Administration (BBA) Analyzed sales data to identify trends, optimize processes, and
2018 – 2021 enhance overall sales effectiveness.
Collaborated with cross-functional teams to design and implement
sales strategies that aligned with corporate goals.
Conducted market research to identify new opportunities and
SKILLS competitive threats, enabling proactive adjustments to sales tactics.
Utilised CRM tools to streamline client management processes and
Sales Data Analysis
improve data accuracy.
New Client Acquisition Track and improve bank’s wallet share
Sales Forecasting Maintaining strong high-value customer and strategically manage
Performance Metrics and Dashboards large accounts
CRM Systems (CRM_NEXT, Power-BI) Report monthly pipeline incremental enhancement
Strategic Planning and Execution Actively involve in execution of penetrating new accounts
Market Analysis
Sales Strategy Development
MS office suite INYT Technology Pvt Ltd
Customer Support Executive | Dec, 2020 - June, 2021
CERTIFICATIONS
Managed strong customer relationship and other stakeholders
of the organisation.
NISM Certification VA Mutual Fund Monitor and maintain cuatomer satisfaction across all
Distributor parameter
SAP S/4HANA
Projects
ACHIEVEMENTS Implemented advanced forecasting techniques that improved
the accuracy of sales predictions by 25%, enabling better
Got PPO from ICICI BANK
strategic planning and resource management.
Achieved 3rd position in inter
Conducting experiment with both classification and regression
departmental debate competition in
model and identify most suitable approach.
college
Led a project targeting high-net-worth individuals and
businesses, resulting in the successful acquisition of over 50
new clients and a significant boost in revenue.
