Akhil Arora
New Delhi
Summary
Relationship Manager with 10+ years of experience in banking, wealth management, and bancassurance, managing HNI and NRI portfolios of ₹150+ crore. Proven in driving revenue growth, deepening client relationships, and delivering cross-border wealth, FX, and investment solutions. Strong expertise in NRI banking, portfolio advisory, compliance, and client retention, with a consistent record of exceeding targets and improving organization profitability.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Sr.RELATIONSHIP MANAGER – NRI BANKING (GLOBAL HNI)
Standard Chartered Bank
New Delhi
01.2025 - Current
- Own and manage a ₹200+ Cr diversified global NRI, HNI portfolio across the global market.
- Provide end-to-end wealth advisory, FX, deposits, remittance, insurance, mutual funds, and investment solutions tailored to risk appetite, and regulatory norms.
- Grew portfolio revenue by 30% year-over-year through cross-selling and client lifecycle management.
- Achieved 90%+ portfolio retention through quarterly portfolio health reviews, and proactive servicing.
- Ensured strict compliance with RBI, FEMA, AML, FATCA, CRS, and KYC regulations.
- Mentored junior RMs, and served as a go-to person for complex NRI transactions and escalations.
Associate Relationship Manager
Standard Chartered Bank
Noida
11.2022 - 12.2024
- Responsible for managing key accounts in an assigned territory, and for selling products ethically and in accordance with the company's sales process and agreed marketing strategy.
- Responsible for ensuring compliance with all applicable banking regulations.
- Managed customer service operations, ensured customer delight by achieving delivery and quality service in the shortest possible time, managed all transaction processes and delivery of service, provided service to existing customers, and managed all aspects of customer relationships.
- Ramped up the client satisfaction score by 90% through regularly interacting with clients, and ensuring that queries and escalations were addressed on time.
- Develop, implement, and monitor risk metrics and reporting around derivatives, FX trading, and portfolio impacts.
- Managing and maintaining relationships with new and existing clients, developing new, and expanding existing high-net-worth customer relationships.
- Responsible for the achievement of sales growth and retention goals through a variety of products, which increase the branch revenue.
Branch Sales Service Manager
Standard Chartered Bank
Bareilly
01.2020 - 10.2022
- Maintained a 90%+ customer satisfaction score through proactive engagement and fast TAT resolution.
- Ensured 100% KYC, AML, and audit compliance with zero regulatory penalties.
- Drove annual business through CASA, term deposits, investments, and insurance cross-sell.
Senior Financial Sales Manager
ICICI Prudential
Lucknow
07.2017 - 12.2019
- Managing & Sourcing Insurance Business to Priority Wealth Clientele.
- Work in coordination with RM's to met their Revenue income and branch target.
- Engage in procedure of scrutinize new business proposal form before login in operation according to underwriting guidelines & documentation wise.
- Developed and implemented successful sales strategies that led to the channel exceeding 60 to 80 % of goal sheet on monthly basis.
- Successfully led the channel partner through company changes while maintaining the productivity.
- Seek out new clients and develop clientele by networking to find new customers and generate growth for various types of products in organization.
- Bancassurance Channel
Sales Development Manager
HDFC LIFE
Lucknow
09.2014 - 06.2017
- Coordinate with Personal banker, RM's, operations manager and BM to better align organization goals and tactics in insurance.
- Developed requirements for functional improvements and enhancements to maximize user engagement.
- Manage relationships with various business to reach base business insurance growth.
- Improve the bottom line by ensuring opportunities and customer growths are addressed on timely manner.
- Bancassurance Channel
Associate Sales Officer
INDUSIND BANK LTD
Palian kalan
09.2013 - 09.2014
- Responsible for sourcing CASA with high network along with third party products.
- Proposed and implemented strategic initiative that target new business customers and increased team sales.
- Maintain relationship with clients by providing support, guidance and recommending new banking products, opportunities and service improvements.
- Coordinate with Branch manager in promotion of product activities and processes.
Contractual Executive
HDFC Bank LTD
Lakhimpur-Kheri
09.2012 - 08.2013
- Responsible for sourcing of opening current & saving account.
- Maintain and Develop existing & new clients through planned individual account support with strict adherence to KYC norms.
- Analyze and resolve client queries and expectations.
- Require to cross sell all other products.
Education
Master of Business Administration - FINANCE
Punjab technical university
Jalandhar06.2010
Skills
- Risk assessment
- Regulatory compliance
- Financial analysis
- Investment strategies
- Customer relationship management
- Portfolio management
- Client lifecycle management
- Team leadership
- Wealth management
Websites
Certification
- NISM - National Institute of Security Market
- IRDA - Insurance Regulatory and Development Authority
Accomplishments
Won the SCB Wealth Wizard Award in 2025.
Hobbies and Interests
- Sports
- Travelling
Personal Information
Date of Birth: 11/21/87
Timeline
Sr.RELATIONSHIP MANAGER – NRI BANKING (GLOBAL HNI)
Standard Chartered Bank
01.2025 - Current
Associate Relationship Manager
Standard Chartered Bank
11.2022 - 12.2024
Branch Sales Service Manager
Standard Chartered Bank
01.2020 - 10.2022
Senior Financial Sales Manager
ICICI Prudential
07.2017 - 12.2019
Sales Development Manager
HDFC LIFE
09.2014 - 06.2017
Associate Sales Officer
INDUSIND BANK LTD
09.2013 - 09.2014
Contractual Executive
HDFC Bank LTD
09.2012 - 08.2013
Master of Business Administration - FINANCE
Punjab technical university