Akshay Kapoor
Strategic Account Planner
Ahmedabad
Summary
"Driven to perform at my highest potential by aligning with the core values of the organization, department, and the product I represent."
Overview
4
4
years of professional experience
6
6
years of post-secondary education
Work History
Strategic Account Planner
Dun & Bradstreet Information Services Private Limited
Ahmedabad
02.2023 - Current
- Managed a robust portfolio of corporate and MSME clients across Gujarat, Madhya Pradesh, and Chhattisgarh.
- Achieved 100% of revenue and sales targets for Q1 2025 and CY 2023 through focused client engagement and strategic selling.
- Closed the highest multi-year deal PAN India worth INR 27.35 lakhs; honored with the MYD Champ Award – Q1 2025.
- Awarded Achievers Awards for: 174% target achievement in Q4 2024 (Revenue) & 135% target achievement in Q1 2024 (Sales)
- Recognized as DRS Champ – 2024 for driving the highest PAN India DRS product sales.
- Retained and onboarded critical high-value clients with value upsell through strong relationships and liaisoning.
- Closed strategic value-added offerings including ESG Consulting, GHG Assessments (Scope 1, 2, 3), and Economic & Social Impact Studies.
- Fostering meaningful engagement and trust with clients by understanding and discussing nuances around their industry and their challenges, while providing a suitable product fitment.
- Maintained regular high-level engagements with CXOs and functional heads, delivering tailored and mature sales pitches and aligning solutions to client needs.
- Invited as a Panel Speaker at CBIG BOX Talk – Q1 2025, alongside Senior Director thereby showcasing thought leadership in client-centric sales strategy.
Manager - Agri Finance Division (Commercial Banking)
Kotak Mahindra Bank Limited
Ahmedabad
08.2022 - 02.2023
- Focusing on the Working Capital Requirements for Direct Agri/Agri Others Segment as per RBI.
- Performing regular Sourcing, Business Development, New Customer Acquisition and Account Management of SME Clients (Agri Niche).
- Being the end-to-end coordinator for Client's other Banking needs through effective Relationship Management with the Cross Functional teams.
Deputy Manager - Band 2 (Rural and Inclusive Banking)
ICICI Bank Limited
Gwalior
06.2021 - 07.2022
- Handled the Portfolio of 70 Clients comprising of MSMEs.
- New Customer Acquisition through Referrals, Cold Calling, and Channel Partners.
- Disbursed more than 190 Mn (INR) Working Capital Facility to MSME Clients.
- Achieved 100% of Renewals amounting to more than 200 Mn (INR) for the clients under the given TAT.
- Stood 5th in Entire Zone's list of Top Performers in Terms of March FY'22 disbursement, with only 60 Mn (INR) disbursement in March FY'22.
- Increased Branch Book Size by catering to the 360 degree Banking needs of Clients through Cross Selling.
Education
MBA - Marketing & Operations (Dual Major)
International Management Institute
Kolkata 06.2019 - 04.2021
BE - Mechanical Engineering
Oriental Institute of Science And Technology
Bhopal 07.2013 - 04.2017
Skills
Interests
Singing
Adventure Bike Riding/Traveling
Exploring Diverse Music
Positions Of Responsibility
Senior Coordinator, Wallrush, IMI-K, 07/01/20, 04/30/21, Kolkata, West Bengal, Designed Specifically Curated Annual Events., Creative Branding and Promotion on Instagram., Created one of today's most coveted clubs from scratch.
Timeline
Strategic Account Planner
Dun & Bradstreet Information Services Private Limited
02.2023 - Current
Manager - Agri Finance Division (Commercial Banking)
Kotak Mahindra Bank Limited
08.2022 - 02.2023
Deputy Manager - Band 2 (Rural and Inclusive Banking)
ICICI Bank Limited
06.2021 - 07.2022
MBA - Marketing & Operations (Dual Major)
International Management Institute
06.2019 - 04.2021
BE - Mechanical Engineering
Oriental Institute of Science And Technology
07.2013 - 04.2017
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