Banking and business development expert with a proven track record in client servicing, revenue generation, managing high-value client relationship and portfolio expansion.
Overview
17
17
years of professional experience
3
3
Languages
Work History
Sr. Relationship Manager
Kotak Mahindra Bank
04.2024 - Current
From April 2025: Transitioned focus to developing and deepening liability relationships with high net worth clients, enhancing portfolio diversification and client retention.
Lead and manage NTB relationship for Delhi NCR. Managing portfolio of 120+ corporate for new acquisitions and for existing relationship management.
Cross-selling of bank products to corporate clients.
Conducted financial activity for corporate clients to enhance their understanding of banking products and services.
Leading team of 7-9 sales executives to drive the target.
Sr. Relationship Manager
Au Small Finance Bank
04.2021 - 04.2024
Managed a portfolio of 170+ corporate clients, providing comprehensive banking solutions and support for their salary account needs.
Identified new business opportunities and developed relationships with key decision-makers to expand the client base.
Cross-selling bank products to corporate clients.
Tracks customer complaints/queries and turnaround times for customer satisfaction and ensures adherence to compliance and regulatory requirements, minimizing risk and ensuring client satisfaction.
Led team of 7 sales executives to drive the target.
Relationship Manager
Kotak Mahindra Bank
01.2020 - 03.2021
Cross-selling of bank products to existing sets of branch customers which are mapped.
Informs customers of new products to further expand the banking relationship.
Plans and conducts special sales initiatives and events for prospective and existing clients.
Assistant Manager of Business Development
CyFuture India Pvt Ltd
06.2019 - 10.2019
Identifying new business opportunities and initiating business discussion with prospects till closure.
Planning and preparing business proposals and commercial business according to client requirements.
Sr. Sales Manager
NetAmbit Infosource and E-services Pvt. Ltd.
06.2018 - 02.2019
Sales Manager
ProsperX Technologies Pvt. Ltd.
02.2017 - 06.2018
Relationship Manager
Bharat Matrimony.com Limited
10.2011 - 05.2016
Team Lead
Reliance BPO
09.2008 - 08.2011
Education
Bachelor of Arts - Hons (Beng)
University of North Bengal
North Bengal
04.2001 -
Skills
Corporate Salary Account Management
Personal Information
Nationality: Indian
Awards
2022, Excellence in Customer Service and Revenue growth, AU Small Finance Bank, Mr. Uttam Tibrewal