Amey M Kulkarni
Thane
Summary
Results driven banking professional with 11+ years of experience in managing and developing distribution channel, driving customer engagement and revenue growth. Proven track record of success in optimizing channel mix, improving customer experience, and leading cross functional teams. Skilled in branch networking management, and channel strategy development. Seeking a challenging position at a reputable financial institution that allows for further career growth.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Assistant Vice President
Axis Bank Limited
04.2023 - Current
- Responsible for managing and driving Retail Assets and Liability business in RuSu markets
- Managing and developing distribution channel including mobile banking, branch networking and revenue generation
- Collaborated with cross-functional teams to launch new products, enhancement on existing products and services through distribution channel
- Developed and executed channel strategies to drive customer engagement and revenue growth
- Analysed customer behaviour and market trends to optimize channel mix and performance
Sr. Product Manager
Kotak 811
01.2021 - 04.2023
- Responsible for managing and executing customer activation and value management
- Led the implementation and training of the ‘Scan & Pay’ product which is offered to the bank customers to initiate real time funding
- Part of the team responsible for driving portfolio, customer activation, funding, engagement, VKYC Campaigns, marketing & communication strategy
- Driving various campaigns through multiple platforms from customer engagement and value perspective
Channel Development Manager
Kotak Securities Limited
11.2018 - 12.2020
- Responsible for the promotion and marketing of products and services via Retail & Franchisee channel
- Led the implementation of dealer mapping, centrally in KRISP
- Execution of business MIS and conducting monthly review meeting
- Responsible for analysing various clients and suggest necessary changes to meet business requirement
- Successfully implemented commodity product landing page on Kotak Securities website, to promote commodity product
- Responsible for shifting major customer base of Kotak Commodity to Kotak Securities post-merger of both companies
Channel Development Manager
Kotak Commodities Limited
03.2017 - 10.2018
- Responsible for building bridge between two companies to meet desired goal
- Provided operational support to smoothen account opening process to minimize the TAT and also to meet SEBI requirement
- Part of the team responsible for Website maintenance, Marketing collaterals, Advertising & SEO
- Responsible for organising various contest Pan India with Kotak Securities to accelerate Commodity business
MT/ Deputy Manager
Kotak Securities Limited
03.2014 - 02.2017
- Worked as product support for all channel partners which includes Kotak Mahindra Bank, INGVYSYA Bank, Indusind Bank, United Bank of India, Federal Bank & OBC Bank
- Responsible for process note making and financial product making
- Worked as a central support for Kotak Life Franchisee/ Authorize person acquisition and support regions with data and business MIS
- Worked in marketing collaterals (Co-Branding) of all the channel partners, for better brand visibility and procurement of business
Internship
Water Financial Solutions
03.2013 - 05.2013
- Comparative study of SIP (Systematic Investment Plan) and Lump Sum Investment Plan
- Understood the concept of Wealth Management and its practical implications
- Importance of Personal Financial Planning
- Use of various financial instruments as mean of investment avenue
Education
PGPM - Finance
IBS Mumbai - ICFAI
03-2014
Bachelor in Commerce -
Shiv Chhatrapati College
06-2012
H.S.C -
Shiv Chhatrapati College
05-2007
S.S.C -
St. Lawrence High School
Maharashtra, India05-2005
Skills
- Distribution channel management
- Strategic thinking
- Teamwork
- Continuous learning
- Budget planning and forecasting
- Process improvement methodologies
- Decision-making authority
- Sales team supervision
- Sales Training
Certification
- Fundamental of Digital Marketing
- Google Analytics for Beginner
- Qualified IRDA Advisor
Accomplishments
- Awarded twice for 'Continued Valuable Support for Bharat Banking' - Axis Bank Limited
- Recorded highest ever customer activation in a month in Digital banking - Kotak 811
- Awarded with 5 Years service award (LSA) - Kotak Group
- Successfully implemented the new process on Kotak Life Franchisee/ Authorize Person and enrolled 200 Kotak Life Advisor for franchisee model - Kotak Securities Limited
- Nominated for 'Quarterly Achievers' and won 'Excelerate Award'
Personal Information
- Age: 36
- Gender: Male
Timeline
Assistant Vice President
Axis Bank Limited
04.2023 - Current
Sr. Product Manager
Kotak 811
01.2021 - 04.2023
Channel Development Manager
Kotak Securities Limited
11.2018 - 12.2020
Channel Development Manager
Kotak Commodities Limited
03.2017 - 10.2018
MT/ Deputy Manager
Kotak Securities Limited
03.2014 - 02.2017
Internship
Water Financial Solutions
03.2013 - 05.2013
PGPM - Finance
IBS Mumbai - ICFAI
Bachelor in Commerce -
Shiv Chhatrapati College
H.S.C -
Shiv Chhatrapati College
S.S.C -
St. Lawrence High School