Ankit Sharma
Ghaziabad
Summary
14 years of Banking experience majorly into Business Banking – SME & Retail Trade & Forex. Currently designated as Senior Relationship Manager into Emerging Enterprises Group-WC with HDFC BANK LTD. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs.
Overview
15
15
years of professional experience
Work History
Relationship Manager – Emerging Enterprises Group – Working Capital Group
HDFC Bank Limited
06.2022 - Current
- Acquiring New to Bank SME customers
- CAM preparation and CMA data preparation for presenting the SME proposal to credit for final assessment
- Managing a portfolio of Existing EEG Credit Relationships
- Enhancing engagement of High Net Worth customers through joint calls with branch resources Cross sell of CASA to the Group companies of the portfolio clients and to the promoter’s family members
- Day-to-day servicing of all the group accounts of the branches.
Relationship Manager – Business Banking – Working Capital Group
Axis Bank Limited
05.2021 - 06.2022
- Acquiring New to Bank SME customers
- CAM preparation and CMA data preparation for presenting the SME proposal to credit for final assessment
- Managing a portfolio of Existing BBG Credit Relationships
- Enhancing engagement of High Net Worth customers through joint calls with Branch Resources Cross sell of CASA to the Group companies of the portfolio clients and to the promoter’s family members
- Day-to-day servicing of all the group accounts at the branch.
Relationship Manager – Business Banking – Working Capital Group
Yes Bank Limited
01.2021 - 05.2021
- Acquiring New to Bank SME customers
- CAM preparation and CMA data preparation for presenting the SME proposal to credit for final assessment
- Managing a portfolio of Existing BBG Credit Relationships
- Enhancing engagement of High Net Worth customers through joint calls Cross sell of CASA to the Group companies of the portfolio clients and to the promoter’s family members
- Day-to-day servicing of all the group accounts at the branch.
Relationship Manager – Emerging Enterprises Group
HDFC Bank Ltd
09.2017 - 01.2021
- Moved Internally to working Capital group from Trade & Forex
- Acquiring New to Bank SME customers
- CAM preparation and CMA data preparation for presenting the SME proposal to credit for final assessment
- Managing a portfolio of Existing EEG Credit Relationships
- Enhancing engagement of High Net Worth customers through joint calls with branch resources Cross sell of CASA to the Group companies of the portfolio clients and to the promoter’s family members
- Day-to-day servicing of all the group accounts at the branch.
Trade Sales Manager – Retail Trade & Forex
HDFC Bank Limited
12.2010 - 09.2017
- Driving initiatives for Retail Trade Forex Business in the assigned Branches which includes Letter of credit, Bank Guarantee, Buyers Credit, Forward Contract, Retail Trade &forex business, Import & Export Transactions, Inward-O/w Remittances, MCY Card & other trade forex products
- Maximize revenues and customer base from focus segments such as Importers/Exporters, IT Cos
- Etc
- Formulate contests and various sales promotional activities and lead generation techniques
- Product process initiatives in the branch/cluster to increase customer acquisition /enhancement/increment.
Relationship Executive – Foreign Exchange Division
Thomas Cook India Ltd
09.2009 - 12.2010
- Business Development in foreign exchange division
- Managed backend transactions clearance & handled retail clients.
Skills
- Sales Planning & Execution
- Relationship Management
- Team Management
- Business Development
Personal Dossier
12/24/85, H Block Sanjay Nagar, Ghaziabad
Educational Credentials
- Cleared CFA Level 1 from CFA Institute USA
- PGDM (Finance& Marketing) from M S Ramaiah Institute of Management Bangalore in 2008.
- B.Com from Shyam Lal College Delhi University in 2005
Disclaimer
I hereby declare that all information mentioned above is correct to the best of my knowledge.
Languages
English
Hindi
Timeline
Relationship Manager – Emerging Enterprises Group – Working Capital Group
HDFC Bank Limited
06.2022 - Current
Relationship Manager – Business Banking – Working Capital Group
Axis Bank Limited
05.2021 - 06.2022
Relationship Manager – Business Banking – Working Capital Group
Yes Bank Limited
01.2021 - 05.2021
Relationship Manager – Emerging Enterprises Group
HDFC Bank Ltd
09.2017 - 01.2021
Trade Sales Manager – Retail Trade & Forex
HDFC Bank Limited
12.2010 - 09.2017
Relationship Executive – Foreign Exchange Division
Thomas Cook India Ltd
09.2009 - 12.2010
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