Ankit Agarwal
Delhi
Summary
Having 13 + years of experience into Banking & financial industry along with 8+ years experience into Leadership Roles & Team Building. Experience in Managing Large Teams & managing P&L for 150+ Team. Experience is spread Across Assets & liabilities products both. Highly-motivated Individual with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
12
12
years of professional experience
2
2
Languages
Work History
AVP Branch Banking
Hdfc bank
7 2023 - Current
- Managing a Team of Relationship Managers who are managing HNI & Ultra HNI Customer Base
- Conducting Regular Training & Performance Reviews of the Team
- Managing A portfolio base of 800cr with client base of 500+ HNI & Super HNIclients
- Conducted customer interviews to assess financial needs and provided appropriate product recommendations
- Developed and maintained relationships with customers by providing exceptional customer service
- Responded to customer inquiries regarding products, services, and account information
- Identified cross-selling opportunities for bank products and services
- Assisted customers with opening new accounts, updating existing accounts, and closing accounts as needed
- Provided guidance on the use of online banking portals to customers unfamiliar with them
- Developed marketing strategies for specific banking products to target potential customers
- Ensured compliance with all applicable regulations related to banking operations
- Maintained up-to-date knowledge of bank policies and procedures.
Asst Vice President & Area Head
Kotak mahindra bank
02.2022 - 06.2023
- Trained, developed and supervised team of 25 Relationship Managers
- Managed 8 clusters & 100+ bank branches for SME business
- Managed cross Sell & Upsell of all the third party products(Investments, CASA, Insurance, Assets Etc.).
- Recruited and retained new members through image rebranding and targeted marketing campaigns
- Evaluated budget plans and current costs to project trends and recommend updates
- Collaborated with upper management to create long-term business plans
- Provided guidance, support and direction to subordinates in order to achieve organizational goals.
Area Sales Manager
Sbi cards
01.2017 - 01.2022
- Handled a Team size of 160+ people including sales Managers, Team leaders & Executives
- Managing the P&L for the whole business unit
- Handling Acquisition of credit cards & ensuring cross sell & upsell against the same
- Hiring, training & mentoring new team members & assigning goals to them
- Developed and implemented strategic sales plans to accommodate corporate goals
- Monitored sales team performance and provided effective training to help each reach targets
- Conducted field rides with sales personnel to provide in-the-field coaching and training
- Penetrated new markets by investigating competitor products, services and trends
- Planned, developed and implemented sales strategies in an assigned region.
Territory Sales Manager
Aircel India
09.2015 - 10.2016
Key Account Manager
Vodafone india
07.2014 - 09.2015
Business Development Manager
Max Bupa Health Insurance Company
10.2012 - 04.2014
Education
Bachelor of Computer Applications - Computers
SGRRITS, Dehradun
MBA - Marketing & HR
MIMT, Greater Noida
Skills
Sales Closing
Client Relations
Team Collaboration
Team Leadership
Business Growth
Relationship Building
Decision-Making
Coaching and Mentoring
Account Management
Service Sales
Financial Planning
Product and Service Sales
Timeline
Asst Vice President & Area Head
Kotak mahindra bank
02.2022 - 06.2023
Area Sales Manager
Sbi cards
01.2017 - 01.2022
Territory Sales Manager
Aircel India
09.2015 - 10.2016
Key Account Manager
Vodafone india
07.2014 - 09.2015
Business Development Manager
Max Bupa Health Insurance Company
10.2012 - 04.2014
AVP Branch Banking
Hdfc bank
7 2023 - Current
Bachelor of Computer Applications - Computers
SGRRITS, Dehradun
MBA - Marketing & HR
MIMT, Greater Noida