Ankit Adarsh Ravi

• Strategizing granular retail bank liabilities growth with customer centric product and monetizing new businesses through digital innovation
• Build simulation models to achieve portfolio deepening in change in base value buildup, win-back, attrition prevention, digital affinity etc.
• Driving bank's ever evolving CRM, one stop solution for customer search and CRM activities along with actionable dashboards for RM
• Monitoring retail banking Global head key performance indicator metric and reporting the same with an analytical dashboard which allows the Global Head to take an informed decision
• Spearheading key strategic bank-wide automation projects for MD&CEO as well as Global Head of Retail Banking
• Conceptualize Tableau and Power BI reports/dashboards to monitor liabilities portfolio movement & trends

• Cluster Banking Innovation: Identified various geographies for enhancing banks physical and product coverage for maximizing region's profitability.
• Building B2C Digital Business platform covering entire customer lifecycle from onboarding, servicing and cross sell of wide bouquet of products
• Developing predictive online and hyper-personalized scoring models for qualifying pre-approved credit line for all possible Asset and Liability led products from new-to-bank as well as existing customers

Responsibilities

• Harnessing analytical inputs on productivity, manpower, seasonality parameters to management for structuring annual business goals
• Integral part of an Organizational Grooming Program management in collaboration with Yes School of Banking trainers

Completed Projects

• Automation of multi Sales Report into One View Dashboard
• Tasks creation template and customer dashboard view

Responsibilities

• Streamlined end-to-end process and reduced turnaround time from >60 days to and improved the channel efficiency from 29% to 80%
• Designed Agency Voice Bot to improve Application to Licensing funnel

Completed Projects

• Reducing errors / discrepancies while onboarding advisor’s
• Automate Customer Consent document in new business process

Responsibilities

• Driven sales through strategizing and planning - 10 HDFC Bank branches of about INR 1500 Cr book size with an annual life insurance sale of INR 10 Cr
• Managed 15 direct reportees and trained them with varied insurance products to ensure knowledgeable salesmanship

Responsibilities

• Managed channel partner and got business delivered through them (a total of 80 employees) by engaging them through contests, product training's, IRDA certifications etc.
• Offering persistency management framework solutions to HDFC Bank Branches to decelerate lapsation rates

Responsibilities

• Volunteered in smoothing end to end sales process
• Identified clients basis of expenses and investments to assess their financial loss with help of Human Life Calculator