Akash Gupta
Banker
Mumbai
Summary
Accomplished Senior Banker with over 14 years of diverse experience in Private Banking, Lending, Retail banking, Trade Finance, and Corporate Banking. Currently a key member of the Associate Leadership Team at ICICI Bank Ltd, serving as Regional Head - Private Banking Group. Recognized for exceptional regional management skills, emphasizing team collaboration and delivering tangible results. Proven track record in strategic planning, operational efficiency, and clear communication, showcasing adaptability and reliability in navigating evolving requirements to achieve success. Pan-India exposure and willingness to take on dynamic roles across geographies have been key strengths in handling complex and challenging assignments.
Overview
14
14
years of professional experience
Work History
Regional Head Private Banking
ICICI Bank Ltd
04.2024 - Current
- Managing a book size of INR 1800 Cr. focused on Ultra HNI Clients including Family Offices & CXOs
- Exclusive coverage of high-value relationships with a strategic wealth management approach
- Spearheading cross-functional collaboration to drive cross-sell and revenue growth.
- Driving New Client acquisition, deepening wallet share, and ensuring long-term retention of Ultra HNI relationships.
- Developed a collaborative culture, fostering teamwork and open communication throughout the region.
Retail Branch Manager
Andheri Link Rd Branch, ICICI Bank Ltd
08.2020 - 03.2024
- Managing a branch team consisting of 6 Operational Staff & 4 Relationship Managers.
- Led projects and analyzed data to identify opportunities for improvement.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Leading result oriented team of HNW Preferred & Classic Relationship Managers for managing portfolio profitability, quality service and Customer Relationship Management.
- Ensuring sales across Liabilities, Retail Assets, Third Party products, Business Banking, Forex, online trading, etc. and achieving the Branch Targets.
- Ensuring Banking Operational Compliance & Audit guidelines, all other parameters to be followed by the branch as per the audit & compliance guideline of the bank. Complied with regulatory requirements incl. KYC, AML, IRDA & SEBI.
Relationship Manager, Elite Trade Relationship
ICICI Bank Ltd
05.2019 - 07.2020
- Acquisition of high value Trade/Forex accounts
- Providing cash management services to existing & NTB clients & generating revenue for the bank
- Portfolio Management of all the existing & new to bank customer accounts of branch for generating new business & values
- Generating forex revenue for the branch & bank.
- Providing complete banking solutions to trade client in term of credit proposal requirement for enhancing their business.
- Providing working capital for expansion their business of ERV & NTB Clients.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
Sales Manager, Small Business Banking
Axis Bank Ltd
06.2016 - 04.2019
- Small Business Banking (earlier know as EEG), SBB caters to tiny, micro and small industries and provides Credit Facility.
- Relationship Management- Maintaining good relation with existing customer by providing quality service & ensuring stability of income via cross selling. Exploring new set of customers through references & generation of income from existing as well as new clients.
- Collection of pre-sanction and post sanction documents and managing renewal and disbursement of enhancement limits and ensuring utilization of limits of existing customers.
- Portfolio monitoring – managing delinquencies and revenue from the customer.
- New To Bank Customers - Acquisition- New Client Acquisition from various channels like Branch Network, DSA, Financial consultants & existing client reference for Business Loan, Term Loan & Working Capital Facility including the fund based and non-fund based facilities like Letter of Credits, Bank Guarantee, Export /Import Finance etc.
Relationship Manager (Branch Banking)
Kotak Mahindra Bank Ltd
09.2015 - 06.2016
- Sourcing & Client servicing of High Value CASA, CMS, Trade Forex & Retail Products.
- Liaising with cross-functional teams for promoting various products like Assets, Trading Account, Investment Products, etc
- Contributing revenue both in terms of cost effectiveness by the way of digital banking and delivering sales numbers by the way of adding new client.
- Maintained excellent attendance record, consistently arriving to work on time.
Business Banking Relationship Manager
Axis Bank Ltd
06.2014 - 08.2015
- Met with customers to assess needs and propose customized solutions.
- Delivered exceptional experience and maintained productive relationships with mapped portfolio.
Business Banking Relationship Manager
Axis Bank Ltd
06.2011 - 05.2014
- Identifying potential clients and add them in the bank portfolio by showing them new / simpler ways of doing things and expansion of existing portfolio, E.g CMS Products.
- Sourcing & maintaining the relationship with the help of new generation products like Pay Pro, Power E-Coll, etc. which even help in sourcing of Liability business.
- Sourcing of High Value Current accounts – CDAB of Rs.1.5 lakhs & above.
- Client servicing for CA, CMS & Retail of the branch
- Managing branch Current Account portfolio – CDAB, MEB, MDAB & No. of Accounts
- Liaising with cross-functional teams for promoting the new products like CMS.
- Achieving branch's monthly, quarterly & year-end targets for Business Banking.
- Contributing revenue both in terms of cost effectiveness and in terms of delivering sales numbers.
Education
PGDM in Business Administration - Marketing
Chetana's Institute of Management & Research
Mumbai 07.2009 - 2011.04
BBA - Finance
MAEER'S MITSOM
Mumbai 06.2006 - 2009.04
Skills
Business Development
Financial Analysis
Marketing Strategy
Competitive Analysis
Corporate Finance
Achievements
- Qualified for “First Strike” for achieving highest number of Current account and CMS Deal during the campaign period.
- Winner of “Axis Business conferences” for being a Top Relationship Manager Pan India for Which Bank has sponsored a trip to Kuala Lumpur in September'2013.
- Winner of “Wildfire” for being a Top Portfolio Manager Pan India for which the bank has Sponsored a trip to London in June'2018.
Timeline
Regional Head Private Banking
ICICI Bank Ltd
04.2024 - Current
Retail Branch Manager
Andheri Link Rd Branch, ICICI Bank Ltd
08.2020 - 03.2024
Relationship Manager, Elite Trade Relationship
ICICI Bank Ltd
05.2019 - 07.2020
Sales Manager, Small Business Banking
Axis Bank Ltd
06.2016 - 04.2019
Relationship Manager (Branch Banking)
Kotak Mahindra Bank Ltd
09.2015 - 06.2016
Business Banking Relationship Manager
Axis Bank Ltd
06.2014 - 08.2015
Business Banking Relationship Manager
Axis Bank Ltd
06.2011 - 05.2014
PGDM in Business Administration - Marketing
Chetana's Institute of Management & Research
07.2009 - 2011.04
BBA - Finance
MAEER'S MITSOM
06.2006 - 2009.04
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