Amogh D'costa
Senior Manager
Bangalore
Summary
An astute & result-oriented professional with 13+ years of extensive experience in providing exceptional customer service, administering business clients, and promoting company offerings in the banking industry. Exceptionally organized and focused, demonstrating an outstanding aptitude to manage and enhance financial relationships.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Affluent Relationship Manager
Kotak Mahindra Bank Limited
05.2025 - Current
- Managing high-net-worth clients, planning their finances, family banking, and covering their 360 banking requirements. Developing trust relationships, expanding engagement through financial planning, and providing comprehensive banking solutions.
Key Account Manager
Kotak Mahindra Bank Limited
02.2023 - 05.2025
- Handling corporate relationship as an employee banking and financial services like KYC verification, Coco creation, NPS, Loan facility, Corporate card, Forex, Tax planning activities and day to day business activities. Additionally Working with CBG and BCG team and branch managers for new prospects.
EBFS – Relationship Manager
HDFC Bank Limited
05.2021 - 01.2023
- Handled corporate relationships and financial services including KYC verifications, NPS, loans, Corporate cards, forex, and tax planning.
Corporate Salary Manager
AXIS Bank Limited
04.2018 - 04.2021
- Managed a team of 5, monitored competition, supervised account sourcing, and conducted Activities for existing corporates.
Assistant Manager – Corporate Salary
AXIS Bank Limited
09.2014 - 03.2018
- Focused on new client acquisition and cross-sell of value-added products such as salary accounts, loans, and credit cards.
Junior Officer
ADFC LTD
08.2012 - 08.2014
- Maintained MIS reports and handled credit card payment recovery under the guidance of senior Management.
Education
Bachelor of Business Administration - Finance
KUD University
Bhatkal, Uttar Kannada01.2012
PUC - undefined
PU Board
Bhatkal01.2009
SSLC - undefined
SSLC Board
Bhatkal01.2007
Skills
Channel/Distribution Management, Client Management, Corporate tie up, Complex Problem Solving, Analytical & Critical Thinking, Team Building, Wealth Management
Interests
Sports, Reading, Artificial Intelligence, Sales, Space
Strengths
Optimistic, Skilled Communicator, Committed, Confident, Responsible, Adaptable
Certification
IRDA AND NISM certified
Timeline
Affluent Relationship Manager
Kotak Mahindra Bank Limited
05.2025 - Current
Key Account Manager
Kotak Mahindra Bank Limited
02.2023 - 05.2025
EBFS – Relationship Manager
HDFC Bank Limited
05.2021 - 01.2023
Corporate Salary Manager
AXIS Bank Limited
04.2018 - 04.2021
Assistant Manager – Corporate Salary
AXIS Bank Limited
09.2014 - 03.2018
Junior Officer
ADFC LTD
08.2012 - 08.2014
Bachelor of Business Administration - Finance
KUD University
PUC - undefined
PU Board
SSLC - undefined
SSLC Board