Amiya Ranjan Das
Experience banking professional
Gurgaon
Summary
Forward-thinking, digitally savvy and result-oriented banking professional with over 15 years of experience in corporate, retail and wealth management. Proven track record of driving new-to-bank client acquisition, cross-selling financial products, and expanding wallet share through superior service delivery. Strong expertise in managing stress, wealth management solutions, third-party mortgage channels. Adept at aligning client needs with strategic planning while maintaining service excellence and regulatory compliance.
Overview
15
15
years of professional experience
5
5
years of post-secondary education
Work History
Vice President - Senior Account Manager
HSBC
Gurgaon
12.2022 - Current
- Currently managing f Financial institutional groups (FIG) and International subsidiary banking (ISB) corporate clients.
- Delivered client service excellence by proactively managing operational risks, resolving escalations, and ensuring seamless service delivery.
- Managed a portfolio of key clients, identifying growth opportunities and consistently delivering on relationship commitments.
- Implemented service improvements and process enhancements to elevate client experience and operational efficiency.
- Acted as the final point of escalation for critical client service issues, ensuring timely resolution and client satisfaction.
- Identified and executed opportunities to streamline processes, eliminate redundancies, and enhance revenue generation.
- Cross-sold Global Payment Solutions (GPS) and provided end-to-end support for implementation and servicing.
- Analyzed client behavior and transaction patterns to offer strategic solutions and generate cross-country business referrals.
- Referred clients to relevant global business units including Wealth Management, Premier Banking, Private Banking, and Markets.
- Stayed updated on global business trends, economic developments, and regulatory changes to advise clients effectively on international needs.
AVP Premier Relationship Manager
HSBC
Gurgaon
01.2021 - 12.2022
- Managed relationships with High Net-Worth Individuals (HNIs), delivering exceptional service and driving key business metrics including wallet share expansion and client retention.
- Onboarded new clients and conducted in-depth discovery meetings to understand their financial goals, preferences, and risk appetite; recommended suitable banking and investment solutions accordingly.
- Conducted periodic portfolio reviews to align investments with market conditions and client objectives; provided timely updates and strategic insights.
- Maintained deep product and market knowledge through regular internal trainings and industry updates to offer best-in-class solutions and timely investment advice.
- Facilitated financial planning discussions with clients to help them identify goals, uncover gaps, and make disciplined investment commitments aligned to long-term wealth creation.
- Handled objections and client dissatisfaction professionally, converting service challenges into opportunities to deepen engagement and increase wallet share.
- Ensured consistent client satisfaction through personalized servicing, timely follow-ups, and by building trusted, value-driven relationships.
Senior Advance Wealth Manager
HSBC
Gurgaon
06.2018 - 12.2020
- Acquired new customers through referrals and expanded the client base by converting prospects into long-term banking relationships.
- Engaged with existing retail banking clients to identify wealth potential and onboard them into appropriate wealth management solutions.
- Conducted one-on-one meetings to promote investment awareness and positioned relevant wealth products to non-investing clients.
- Focused on increasing Net New Money (NNM) and overall client portfolio value to qualify clients for upgrade into the Premier Banking segment.
Relationship Manager- Corporate Employee Program
HSBC
Gurgaon
02.2017 - 07.2018
- Onboarded New-to-Bank (NTB) accounts from the existing corporate base, consistently achieving NTB acquisition targets.
- Cross-sold retail asset products such as home loans (via referral model), personal loans, and credit cards to enhance client engagement and product penetration.
- Planned and executed marketing campaigns and in-branch promotional events in collaboration with marketing and business development teams to drive lead generation and visibility in target catchments.
- Engaged Key Decision Makers (KDMs) within corporate to implement customized business development plans and expand banking relationship scope.
- Maintained strong corporate relationships to support recurring business and improve wallet share from salaried client base.
LAP Relationship Manager- Mortgages
HSBC
Delhi NCR
11.2013 - 01.2017
- Drove mortgage sales including Home Loans (HL) and Loan Against Property (LAP) by managing end-to-end sales cycles.
- Managed and developed a network of Third-Party Mortgage Introducer (TPMIs) to generate consistent business leads.
- Ensured seamless coordination between bank teams and DSAs to facilitate smooth processing, documentation, and conversion of mortgage applications.
- Delivered consistent mortgage disbursement volumes while maintaining high service quality and turnaround times.
Affluent segment banker- Sr. Banking executive
Citi
12.2010 - 09.2013
- Drove mortgage sales (Home Loans & LAP) through internal banking channels by collaborating with service RMs to identify prospects and enhance client experience.
- Partnered with the marketing team to plan and implement targeted campaigns for increased visibility and business acquisition.
- Managed post-sale client integration, ensuring continued engagement and delivery of promised service levels to strengthen relationships.
- Conducted cross-sell and up-sell activities, leveraging existing client relationships to generate additional leads and expand the product portfolio.
Education
MBA - Management Studies
IILM
Gurgaon 06.2009 - 03.2011
BBA - Management Studies
Career College
Bhopal 06.2005 - 03.2008
Intermediate -
Kendriya Vidyalaya
Guwahati04.2005
Skills
- Client Relationship Management
- Digital banking
- New-to-Bank (NTB) Customer Acquisition
- Cross-Selling & Up-Selling
- Lead Generation & Business Development
- Team Leadership & Motivation
- Stakeholder Management
- Process Coordination & Execution
- Regulatory & Compliance Awareness
Timeline
Vice President - Senior Account Manager
HSBC
12.2022 - Current
AVP Premier Relationship Manager
HSBC
01.2021 - 12.2022
Senior Advance Wealth Manager
HSBC
06.2018 - 12.2020
Relationship Manager- Corporate Employee Program
HSBC
02.2017 - 07.2018
LAP Relationship Manager- Mortgages
HSBC
11.2013 - 01.2017
Affluent segment banker- Sr. Banking executive
Citi
12.2010 - 09.2013
MBA - Management Studies
IILM
06.2009 - 03.2011
BBA - Management Studies
Career College
06.2005 - 03.2008
Intermediate -
Kendriya Vidyalaya
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