Summary
Overview
Work History
Education
Skills
Websites
Internship
Timeline
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ASHISH VERMA

Summary

Dynamic Branch Manager at HDFC Bank Ltd. with a proven track record in sales analysis and strategic planning. Expert in leveraging data-driven strategies to enhance revenue growth and client retention. Adept at identifying cross-selling opportunities, driving portfolio performance, and fostering team collaboration to achieve exceptional results.

Overview

6
6
years of professional experience

Work History

Branch Manager

HDFC Bank Ltd.
07.2023 - Current
  • Analysed branch-level sales data for the Home Loans vertical to identify trends, performance gaps, and opportunities for growth
  • Analysed customer behaviour and cross-selling data to identify strategies for increasing customer loyalty and retention
  • Tracked and analysed the performance of a portfolio exceeding 300+ clients, identifying key drivers of growth and areas for risk mitigation
  • Evaluated the effectiveness of cross-selling strategies for complementary banking products (Personal Loans, Insurance, Mutual Funds, etc.), quantifying the impact on customer retention and revenue
  • Analysed client acquisition and retention data to identify successful strategies and areas for improvement, providing data-driven recommendations to sales teams
  • Tracked and analysed revenue growth trends, identifying key factors contributing to sustained growth and providing insights for future sales strategies

Manager

ICICI Bank Ltd.
09.2020 - 06.2023
  • Analysed team performance data for a 16-executive Home Loans team, tracking KPIs and identifying areas for improvement within a portfolio of 250-300 clients
  • Monitored and analysed the performance of a 250-300 client portfolio, identifying trends, risks, and opportunities to optimize portfolio health and drive sales growth
  • Analysed business development activities across assets and liabilities, quantifying the impact on relationship value and client stickiness
  • Tracked and analysed sales data to assess target achievement, identifying successful strategies and areas needing improvement
  • Analysed client data to identify factors contributing to relationship value growth and client retention
  • Analysed team performance data to identify training needs and optimize sales processes, contributing to improved target achievement

Marketing Intern

ICICI Bank Ltd.
04.2019 - 06.2019
  • Conducted analysis of customer data to identify cross-selling opportunities at the cluster and branch level, contributing to the development of targeted sales strategies
  • Assisted in the development of data-driven cross-selling strategies by analysing customer behaviour and identifying product affinities
  • Performed market research and data analysis to prepare detailed reports and presentations on the potential of channel finance products within the MSME segment in Bihar
  • Gained experience in creating analytical reports and presentations, conveying key findings and recommendations based on market data

Education

PGDM - Banking & Finance

Manipal Academy of BFSI
Bangalore
01.2019

B.Tech. - Electrical & Electronics

Maulana Azad College of Engineering & Technology
Patna
01.2016

Skills

  • Sales Analysis
  • Data visualization
  • Revenue Growth
  • Data-driven Strategies
  • Cross-selling
  • Analytical Skill
  • Portfolio management
  • Strategic Planning

Internship

ICICI Bank Ltd., Marketing Intern, 04/01/19, 06/30/19, Conducted analysis of customer data to identify cross-selling opportunities at the cluster and branch level, contributing to the development of targeted sales strategies., Assisted in the development of data-driven cross-selling strategies by analysing customer behaviour and identifying product affinities., Performed market research and data analysis to prepare detailed reports and presentations on the potential of channel finance products within the MSME segment in Bihar., Gained experience in creating analytical reports and presentations, conveying key findings and recommendations based on market data.

Timeline

Branch Manager

HDFC Bank Ltd.
07.2023 - Current

Manager

ICICI Bank Ltd.
09.2020 - 06.2023

Marketing Intern

ICICI Bank Ltd.
04.2019 - 06.2019

PGDM - Banking & Finance

Manipal Academy of BFSI

B.Tech. - Electrical & Electronics

Maulana Azad College of Engineering & Technology

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ASHISH VERMA