Ankit Kohli

Assistant Vice President & Branch Head

FY22-23 & FY 23-24

• Responsible for heading Mid Sized Branch from April 2022.
• Branch achieved Retail CASATD milestone of 215 Crores in FY 2023-24 from 116 Crores in FY 2021-22.
• Ranked No 1 Branch Head in entire Cluster amongst 19 BH's as per Score Card Ranking and No 3 in Circle amongst 91 BH's in FY 2022-23.
• Managed to run branch effectively with less than 10% attrition.
• Responsible for managing team of 12 members including both direct and indirect reportees.
• One of the best performing branch in lending business in the cluster with total and ever highest disbursement of 60 Crores since branch launch in FY 2022-23 and 83 Crores in FY 2023-24
• Considered as one of the top performing branch in selling TPP and Forex Business in entire Circle by achieving 1.16 Crores INR of Total Income in FY 2023-24.
• Increased branch revenue to 5X by implementing effective sales strategies and maintaining strong customer relationships.
• Mentored junior staff members, cultivating a culture of continuous learning and development.
• Initiated cross-selling efforts, resulting in increased product penetration among existing customers.
• Reduced employee turnover rate by creating a supportive work environment that encouraged professional growth.
• Implemented innovative marketing campaigns to expand the branch''s market presence and attract new clients.

Senior Manager & Branch Head

FY 20-21 & FY 21-22

• Responsible for setting a new branch in Faridabad , launched during Pandemic Covid 19 on 30th March 2020. The branch enters profit zone as on 31st March 2022.
• Within 2 Years of branch launch took CASA TD to 32 Crores & Advances to 20 Crores.
• One of the best performing branch amongst 85 branches in Gurgaon Faridabad circle in terms of achieving Third Party Income & Trade Forex Income. Within 2 years branch did total income 1.2 Crores.
• Responsible for managing 10 member team including both direct and indirect repartees.
• Completely responsible for branch Audit and Compliance.
• Overseeing performance of other employees and mentoring them achieve sales target.
• Assessing local market conditions and identify current and prospective sales opportunities with help of Market scoping.
• Adhering to high ethical standards, and comply with all regulations/applicable laws.
• Primarily focusing on customer service and satisfaction ensuring First Time Right approach amongst all customer request and increases branch revenue by implementing effective sales strategies and maintaining strong customer relationships.

Chief Manager - Branch Head , Retail Bank and Liabilities, Gurugram.

• Responsible for setting New Branch in Gurgaon.
• Took CASA to 25 Cr and FD book to 30 Cr within 9 months of branch launch.
• Achieved 150% Life Insurance YTD budget for branch and become one of the best newly launched branch in entire North Zone.
• Completely responsible for branch Audit and Compliance ensuring smooth functioning of branch adhering to quality standards set up by bank.
• Responsible for Managing Team of 10 people including both direct and indirect reportees
• Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages

DLF Magnolias's Wealth Branch , Gurugram.

• Responsible for setting New 24*7 Smart Vault Wealth Management Branch ( One of its kind in entire banking industry ) in most prestigious society of Gurgaon - DLF Magnolia's ( DLF Golf Links ).
• Leading result oriented team and is responsible for branch profitability , ensuring high service and Customer Relationship Management.
• Branch Merchandising , Marketing and Coordination with Marketing team at corporate office for setting and designing this new branch .
• Responsible for achieving branch targets by acquiring new HNI customers and cross sell to existing HNI customers.
• Ensuring compliance and abiding with procedures and regulations at branch level.
• Ensuring customer satisfaction by providing quality service and smooth functioning of Smart Lockers.
• Reviewing Branch operations reports , registers and other deliverables.
• Achieved GL of 45 Cr with 150 Ultra HNI accounts within 8 months of branch launch.
• Elevated to Branch Head within 2.8 years of joining bank from Wealth RM.
• In depth knowledge of Finacle 10 X , CRM and other banking related software's.

Wealth Management - Retail Banking Group , Faridabad

Grade - MANAGER - I Wealth Management Vertical (Relationship Management & Investment Advisory)

Responsibilities

• Financial Advisory to High Net-worth Individual (HNI) customers of ICICI Bank
• Risk Profiling, Financial Planning, Asset Allocation, Portfolio Creation and Portfolio Rebalancing
• Build Personal Portfolios of more than 250 High Net-worth Individuals by studying their financial needs
• Handle Current Asset Under Management of approx 130 Crore INR at ICICI, India's largest private bank.
• Provide financial & risk advisory for client portfolios & suggest new financial investment instruments basis market & economic trend research
• Responsible for achievement of specified revenue targets through third party products and banking solutions and CASA target.
• Prepare research report on new investment products comprising forecasted yield, cost and return on investments
• Work closely with internal product and operations teams to ensure end to end implementation of transactions
• Interact with clients – promoters & senior management executives for investment solutions
• Detailed understanding of range of products that can be offered in line with market scenario, due diligence, industry and client's requirements.
• Products handled- Insurance, Mutual funds, Saving Account, Current Account, Deposits, Loans, Credit Cards, Forex, Demat, Business Banking.

Wealth Management - Retail Banking Group , Mumbai

Grade - Deputy Manager- II

Wealth Management Vertical (Relationship Management & Investment Advisory)

Responsibilities

• Financial Advisory to High Networth Individual (HNI) customers of ICICI Bank
• Risk Profiling, Financial Planning, Asset Allocation, Portfolio Creation and Portfolio Rebalancing
• Build Personal Portfolios of more than 250 High Networth Individuals by studying their financial needs
• Handle Current Asset Under Management of approx 34 Crore INR at ICICI, India's largest private bank.
• Provide financial & risk advisory for client portfolios & suggest new financial investment instruments basis market & economic trend research
• Responsible for achievement of specified revenue targets through third party products and banking solutions and CASA target.
• Prepare research report on the new investment products comprising the forecasted yield, cost and return on investments
• Work closely with internal product and operations teams to ensure end to end implementation of transactions
• Interact with clients – promoters & senior management executives for investment solutions
• Detailed understanding of range of products that can be offered in line with the market scenario, due diligence, industry and client's requirements.
• Products handled- Insurance, Mutual funds, Saving Account, Current Account, Deposits, Loans, Credit Cards, Forex, Demat, Business Banking.