Ankur Chemburkar
.
Mumbai
Summary
Experienced Private Banker with proven success in building and managing high net worth client relationships. Expertise in wealth management, investment advisory ad financial planning. Consistently recognized for outstanding performance and achieving top rankings. Currently involved with Axis Bank (Mumbai, India) as Senior Partner # Private Banking. Deft in handling functions like Wealth Management, Team Handling, Branch Management, Audit & Compliance. Possessing superior Team Handling, Bonding, Motivational, Focused, and Convincing skills, backed by a Soft-Spoken, Presentable, and Motivational approach. Track record of bagging the ‘Super Achiever Award’ owing to commendable Sourcing of Life Insurance.
Overview
21
21
years of professional experience
2010
2010
years of post-secondary education
4
4
Languages
Work History
Senior Partner # Private Banking
AXIS Bank
06.2023 - Current
- Managed portfolio of high net worth clients, providing personalized financial advice and solutions.
- Developed and maintained comprehensive wealth management strategies.
- Provide tailored financial advice to meet the needs of clients.
- Develop financial strategies and plans to meet the clients’ goals.
- Proficiency in utilizing customer data to identify trends.
- Established a reputation of execution and excellence.
Director # Private Banking
HDFC Bank
06.2018 - 06.2023
- Advisory on Equities & Private Banking Solutions.
- Portfolio Planning of HNI.
- Advising on stocks, mutual funds, Portfolio Management Services (PMS), Private Equity Solutions.
- Monitored the Client’s AUM Growth.
- Entrusted responsibility of various Loan Portfolio.
Branch Manager
ICICI Bank
01.2015 - 05.2018
- Managing a Branch worth Book Size of 103 Crores.
- Oversaw a team that executed all sales activities, established and achieved sales goals through effective sales management.
- Trained and mentored staff on client profiling, conducting sales meetings and closing deals.
- Qualified in Zonal Contest.
- Directed and successfully increased the book size of the branch.
- Keeping an eye on Competitor Activity.
- Oversaw Trade and Forex Operations.
- Motivated and encouraged staff for achieving desired results.
- Analyzed, reduced and controlled expenses by improving resource allocation.
- Coached and developed branch staff by offering constructive feedback.
- Accountable for day to day operations and risk management.
- Handled various types of Audits.
- Achieved 5 Star in IAD Audit Rating.
Senior Manager (Financial Advisor)
Yes Bank
10.2013 - 01.2015
- Managing the Portfolio Planning activities of HNI, Acquisition of CASA, and Sourcing of Mutual Funds, Demat Accounts, General Insurance, Credit Cards, etc.
- Monitoring the Sourcing of various Life Insurance Products, submission of On-time Reports.
- Qualified in Zonal Contest.
Imperia Relationship Manager
HDFC Bank
05.2012 - 10.2013
- Supervised the Portfolio Planning of HNI, along with Acquisition of CASA, and Sourcing of Mutual Funds, Demat Accounts, General Insurance, Credit Cards, etc.
- Handled the Sourcing of various Life Insurance Products, with submission of various On-time Reports, and Sourcing of the Loan Products.
- Managed a Portfolio Size of Rs. 140 Crores, while being accountable for Clients’ AUM Growth, and attaining Income Budget Standards.
- Oversaw the Issuances of LC and BG aspects.
- Major Accomplishments: Emerged as a Recipient of the ‘Super Achiever Award’ for the Sourcing of Life Insurance.
Priority Relationship Manager & Back-Up Branch Manager
Standard Chartered Bank
02.2012 - 05.2012
- Entrusted upon with the entire Branch’s Management with a Team of 17 Staff, during the absence of Branch Manager.
- Handled various internal & external audits.
- Controlled the overall Branch Responsibilities in the absence of the Branch Manager.
- Piloted the Branch Sales & Operations, Inward and outward remittance, executed RTGS Transactions, and conducted Surprise Audit Checks.
- Entrusted responsibility of authorizing various transactions.
- Entrusted responsibility of branch profitability.
- Oversaw the Issuances of LC and BG aspects.
- Monitored the Reconciliation of Lockers, Debit Pins, Debit Cards, Demand Drafts, Pay Orders, PassBook, Cash etc.
- Verified the Account Opening Forms.
- Verified various Cash Transactions, ensured Portfolio Planning of HNI, and handled the Acquisition of CASA.
- Monitored the Client’s AUM Growth, and sourced the Mutual Funds, Demat Accounts, PMS, General Insurance, Credit Cards, Loans, etc.
- Diligently supervised the activities pertaining to the Sourcing of various Life Insurance Products.
Preferred Relationship Manager & Back-Up Branch Manager
Standard Chartered Bank
09.2009 - 01.2012
- Managed the entire Branch of 17 Staff along with overall Branch chores during the absence of the Branch Manager.
- Handled various internal & external audits.
- Entrusted responsibility of branch profitability.
- Effectively managed the Branch in terms of Sales & Operations during the absence of Branch Manager.
- Entrusted responsibility of authorizing various transactions.
- Oversaw the Issuances of LC and BG aspects.
- Oversaw the Acquisitions of CASA, sourced the Life Insurance Products, and handled sourcing the Mutual Funds, Demat Accounts, PMS, General Insurance, Credit Cards, Loans, etc.
- Performed the Portfolio Planning of HNI, executed the RTGS Transactions, and verified the Cash related Transactions.
- Monitored the Reconciliation of Lockers, Debit Pins, Debit Cards, Demand Drafts, Pay Orders, Pass Book, and Cash.
- Verified the Account Opening Forms, while managing the execution of various Surprise Audit Checks.
Personal Financial Manager & Back-Up Branch Manager
Standard Chartered Bank
10.2007 - 09.2009
- Attended the Walk-in-Customers, generated Reports, and managed operations like Inward & Outward Remittance, Tallying Deliverables like Debit Pin, Cheque Book, and others.
- Entrusted responsibility of authorizing various transactions.
- Managed the entire Branch of 17 Staff along with Overall Branch Responsibilities during the absence of Branch Manager.
- Handled various internal & external audits.
- Oversaw the Issuances of LC and BG aspects.
- Ensured the attainment of the Sales Targets, while attaining Targets for Products like Mutual Funds, Life Insurance, Savings Account, Current Account, Loans, and Credit Cards.
- Performed the Portfolio Planning of HNI, executed the RTGS transactions, verified cash related transactions.
Axis Bank
12.2005 - 10.2007
- Attended the Walk-in-Customers, generated Reports, Tallying Deliverables like Debit Pin, Cheque Book, and others.
- Entrusted responsibility of authorizing various transactions.
- Ensured the attainments of the Sales Targets, while attaining Targets for Products like Mutual Funds, Life Insurance, Savings Account, Current Account, and loans.
- Performed the Portfolio Planning of HNI, executed the RTGS transactions, verified cash related transactions.
- Emerged as Recipient of NRI Star Achiever Award.
Customer Service Executive
Global Direct- A Division of Primera Communication Pvt. Ltd.
06.2004 - 12.2005
Education
Post Graduate Diploma in Business Administration (PGDBA) - Finance
Symbiosis Centre for Distance Learning
Bachelors of Commerce (B.Com.) - Computers & Accounts
K.P.B. Hinduja College of Commerce
Higher Secondary Certificate (HSC) - Commerce
K.P.B. Hinduja College of Commerce
SSC - undefined
Robert Money High School
Skills
- Referral Networks
- Business Development
- Sales Strategies/ Tactics
- Strategic Planning
- Competitor Intelligence
- Account/Client Management
- Vendor Relations
- Personnel Oversight
- Product Presentations
- Accounting Packages: FoxPro Essentials
- Application Packages: MS Office
- Operating Systems: Windows
- Networking: Internet
Accomplishments
- Felicitated with an Award from the Former Cricketer Sanjay Manjrekar.
- Participated in various Cricket Tournaments like Times Shield, Inter-College, Inter-School, and Kanga League.
- Represented various Cricket Clubs.
Extra-Curricular Activities
Felicitated with an Award from the Former Cricketer Sanjay Manjrekar. Participated in various Cricket Tournaments like Times Shield, Inter-College, Inter-School, and Kanga League. Represented various Cricket Clubs.
Interests
Cricket
Carrom
Chess
Attending Forums/Discussion Groups/Get Together
Areas Of Excellence
- Referral Networks
- Business Development
- Sales Strategies/Tactics
- Strategic Planning
- Competitor Intelligence
- Account/Client Management
- Vendor Relations
- Personnel Oversight
- Product Presentations
Personal Information
- Location Preference: Mumbai
- Date of Birth: 01/18/84
- Nationality: Indian
- Marital Status: Married
Timeline
Senior Partner # Private Banking
AXIS Bank
06.2023 - Current
Director # Private Banking
HDFC Bank
06.2018 - 06.2023
Branch Manager
ICICI Bank
01.2015 - 05.2018
Senior Manager (Financial Advisor)
Yes Bank
10.2013 - 01.2015
Imperia Relationship Manager
HDFC Bank
05.2012 - 10.2013
Priority Relationship Manager & Back-Up Branch Manager
Standard Chartered Bank
02.2012 - 05.2012
Preferred Relationship Manager & Back-Up Branch Manager
Standard Chartered Bank
09.2009 - 01.2012
Personal Financial Manager & Back-Up Branch Manager
Standard Chartered Bank
10.2007 - 09.2009
Axis Bank
12.2005 - 10.2007
Customer Service Executive
Global Direct- A Division of Primera Communication Pvt. Ltd.
06.2004 - 12.2005
Bachelors of Commerce (B.Com.) - Computers & Accounts
K.P.B. Hinduja College of Commerce
Higher Secondary Certificate (HSC) - Commerce
K.P.B. Hinduja College of Commerce
SSC - undefined
Robert Money High School
Post Graduate Diploma in Business Administration (PGDBA) - Finance
Symbiosis Centre for Distance Learning
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