Alok Shetty
Mumbai
Summary
Retail banking professional with Sales and Planning experience in secured lending.
I have an experience of working with Citibank for 12 years in Mortgage Sales and Channel Management.
In my current role I Head the Sales Planning and Strategy team for the Branch Asset Desk business at Axis Bank.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Vice President - Business Planning and Strategy Head - Branch Asset Desk
Axis Bank Ltd.
10.2023 - Current
- Plan and execute the business growth strategy through the team of asset desk managers for growth of Secured and Unsecured Asset Products of the bank
- Strategize business growth through Engagement, Efficiency and Enablers
- Driving end to end Digital Lending Solutions at Axis Bank Branches
- Engage with segments and business teams across the bank to ensure effective lead generation and fulfilment
- Review and monitor performance of the ADMs, Cluster Heads- Branch Asset Desk & Regional Heads-Branch Asset Desk for ensuring achievement of all productivity, quality and compliance standards
- Driving Deposit - Asset Led Liability Growth (CASA) along with Cross sell opportunities (LI / GI)
Vice President - Regional Sales Manager LAP
Axis Bank Ltd.
03.2023 - 09.2023
- RSM for the Mumbai 2 region for Loan Against Property - Retail Assets
- Sourcing NTB and ETB LAP customers through Direct Sales Associates (DSA) network of Axis Bank
- Handling team of 4 Area Sales Managers and multiple Sales Managers across the region
- Responsible for maintaining the right product mix and yield across the location
- Evaluate market trends and gather competitive information
- Identify trends that affect current and future growth of the region
- Collaborate with business alliance partners and pursue new business opportunities
- Engage Operations and Risk teams to understand and contribute to overall process and profitability of the location
- Focus on cross selling of other Axis Bank products and services
Vice President - Mortgages
Citibank N.A.
05.2011 - 02.2023
- Managing Direct Sales Associates (DSA) of Citibank for sourcing of Home Loans and Mortgage Loans
- Managing team of Citibank Sales Managers with varied experience
- Maintaining relationship with developers
- Taking care of regulatory and vendor management activities for entire West region
- Previously Asset Counsellor for the Citigold (CG) clients
- Focus on cross selling of other Citi products and services
- Strong and consistent performance for 11 plus years
- 4-time winner of the prestigious Champions Forum, awarded to the highest performing Sales Manager in the country
- Consistently rated Exceptional on Goals for 10 consecutive years
- Winner of multiple Shooting Star Award for highest Business Origination
- Experienced in managing HNI customers and High-Ticket LAP and HL cases
- Winner of Client Excellence award
Summer Intern
Star Den Media Services
04.2010 - 06.2010
- Conducted market research to recommend ways to improve the reach and revenue in the Conditional Access System (CAS) implemented areas of South Mumbai
- Interacted with members at every level of the Broadcasting Value Chain to understand the business from their perspective
- Uncovered Piracy dominant areas in South Mumbai and got declarations on the same
- Four detailed case studies written based on the experience in the field
- Detailed Marketing Plan drawn up for the launch of six new television channels
Infosys Technologies Limited
08.2007 - 09.2008
- Part of the Finacle Wealth Management Solutions (WMS) Team which consists of modules like Structured Products and Mutual Funds
- Worked on the Mutual Funds Module and the ABN India project
- Involved in the enhancements to earlier versions of the MF module
- Involved in the planning and design stage of the ABN India Project
- Organized Knowledge Transfer sessions across various Development Centres and delivered few of these sessions
- Selected to Mentor fresh trainees and lateral employees joining the WMS team
- The team's efforts were recognised with a GEM Award
Education
PGDM - Marketing, Finance
GIM
01.2011
B.E - Electronics and Telecommunication
Mumbai University
01.2007
Std. XII -
Maharashtra State Board
01.2003
Std. X -
Maharashtra State Board
01.2001
Skills
- Effective team leadership
- Business development
- Strategic planning
- Critical thinking
Personal Information
Date of Birth: 10/04/85
Certification
- NCFM Beginner's Module
- Certificat De Francais Elementaire from ALLIANCE FRANCAISE DE BOMBAY
Awards
1st position for making a video on the fundamentals of Organizational Structure and Design.
Academic Distinctions
- 1st, Rank in School in the SSCE examinations 2001.
- 2nd, Rank in the batch of 120 in the Marketing course.
Timeline
Vice President - Business Planning and Strategy Head - Branch Asset Desk
Axis Bank Ltd.
10.2023 - Current
Vice President - Regional Sales Manager LAP
Axis Bank Ltd.
03.2023 - 09.2023
Vice President - Mortgages
Citibank N.A.
05.2011 - 02.2023
Summer Intern
Star Den Media Services
04.2010 - 06.2010
Infosys Technologies Limited
08.2007 - 09.2008
B.E - Electronics and Telecommunication
Mumbai University
Std. XII -
Maharashtra State Board
Std. X -
Maharashtra State Board
PGDM - Marketing, Finance
GIM
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