AKRITI AWASTHI
Summary
Dynamic leader with a proven track record at Kotak Life, driving project efficiency and profitability. Expert in profit maximization strategies and employee training, I excel in fostering strategic partnerships. Recognized for consistently exceeding targets, I bring a blend of analytical acumen and strong interpersonal skills to deliver impactful results.
Overview
8
8
years of professional experience
Work History
Chief Manager - Projects
Kotak Life
08.2025 - Current
- Leading strategic organizational projects across business functions to drive efficiency and profitability
- Managing project lifecycle from initiation to closure including planning, execution, monitoring, and delivery within timelines
- Coordinating with cross-functional stakeholders to align projects with organizational goals
- Developing project charters, defining KRAs, and monitoring progress through KPIs and dashboards
- Ensuring adherence to compliance, risk, and governance standards during project execution
- Driving automation, process improvements, and digital transformation initiatives for operational excellence
- Mentoring project team members and ensuring timely escalation and resolution of risks/issues
Branch Manager
Kotak Life
09.2024 - Current
- Working on the sales process to attract new clients
- Managing a team of 7 people in Kotak Mahindra bank
- Cross-selling and upselling the Financial products which clients already possess
- Dealing and pitching products to salaried employees and corporate
- Growing and maintaining existing customer and partner relationships in territory by utilizing question based selling methods to ascertain customers' needs to craft relevant solutions/products
- Establishing and sustaining the third party relationship(with Relationship Managers)
- Initiating Business Development by generating leads and fixing meetings
- Keeping updated about knowledge of all product and service offerings of the company
- Adhering to company guidelines and procedures for acquisition of customers, cross-selling and upselling of products
Cluster Manager
HDFC Life
01.2023 - 10.2023
- Overachieved my month on month targets in HDFC LIFE, qualified various contests, picked up big ticket sizes and completed my term targets.
- Qualified for Dubai contest and earned incentives month on month.
Manager
Tata AIA
05.2021 - 12.2022
Private Banking Relationship Manager
Aditya Birla Capital
Delhi
02.2019 - 05.2021
AKRM
ICICI Prudential
06.2017 - 02.2019
Education
MBA - Finance & Marketing
Birla Institute of Technology
12.2017
B.Com. -
Kalindi College
Delhi, India12.2015
12th -
Delhi Public School
Jodhpur, India12.2012
10th -
Delhi Public School
Jodhpur, India12.2010
Skills
- Profit maximization strategies
- RFP management
- Sales solutions and products
- Strategic partnerships
- Employee training and development
Personal Information
Date of Birth: 05/21/94
Accomplishments
- Overachieved month on month targets in HDFC LIFE, qualified various contests, picked up big ticket sizes and completed term targets.
- Qualified for Dubai contest and earned incentives month on month.
Extracurricular Activities
Bagged the Best Speaker Award and cash prize at Delhi University Inter-college Debate Competition in 2015 Won Elocution Competition organized by GAIL in 2015 Attained 2nd Position in Elocution Competition organized by KRIBHCO in 2015 Event Coordinator at Commerce Fest in University of Delhi in 2014 Elected as Commerce representative in Students' Council 2013-2014 Conferred with Best Speaker Award at inter college Debate Competition Acted as Vice Head Girl of APS Ambala in 2010-2011
Summary
- Cluster Manager, HDFC Life, 01/08/23, 10/08/23
- Manager, Tata AIA, 05/01/21, 12/31/22
- Private Banking Relationship Manager, Aditya Birla Capital, 02/01/19, 05/31/21, Delhi
- AKRM, ICICI Prudential, 06/01/17, 02/28/19
- Branch Manager, Kotak Life, 09/02/24, Present
- Chief Manager - Projects, Kotak Life, 08/01/25, Present
Previous Experience
English, Hindi, Digital Marketing Certificate, Upgrad (in association with MICA), 75%
Timeline
Chief Manager - Projects
Kotak Life
08.2025 - Current
Branch Manager
Kotak Life
09.2024 - Current
Cluster Manager
HDFC Life
01.2023 - 10.2023
Manager
Tata AIA
05.2021 - 12.2022
Private Banking Relationship Manager
Aditya Birla Capital
02.2019 - 05.2021
AKRM
ICICI Prudential
06.2017 - 02.2019
MBA - Finance & Marketing
Birla Institute of Technology
B.Com. -
Kalindi College
12th -
Delhi Public School
10th -
Delhi Public School
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