AUQIB SOFI
New Delhi
Summary
Accomplished Banking and Financial Services Professional with over 12 years of progressive experience in retail and corporate banking, wealth management, and financial consulting across India's leading institutions - Axis Bank, State Bank of India, and ICICI Bank. Proven expertise in client relationship management, portfolio expansion, sales transformation, and compliance governance. Recognized for leading teams, scaling portfolios, and driving measurable business growth. Currently managing a Rs. 250 Cr portfolio and Rs. 35 Cr monthly salary upload at Axis Bank. Seeking to leverage BFSI expertise in a Big Four advisory or consulting role, focusing on financial transformation, risk management, and operational excellence.
Overview
13
13
years of professional experience
5
5
Certifications
1
1
Language
Work History
Corporate Salary Manager (CSM)
Axis Bank Ltd.
05.2020 - Current
- - Lead key corporate relationships to expand CASA deposits, salary credits, and product penetration.
- - Designed and executed cross-sell strategies across loans, mutual funds, and insurance.
- - Managed and mentored a team of six professionals to achieve business goals.
- Key Achievements:
- - Portfolio Growth: Increased from Rs. 150 Cr to Rs. 250 Cr.
- - Salary Upload: Grew from Rs. 20 Cr to Rs. 35 Cr monthly.
- - CASA growth 20% YoY and 35% rise in cross-sell metrics.
Acquisition Relationship Manager - Wealth Management
State Bank of India (SBI)
12.2017 - 04.2020
- - Managed HNI client portfolios, provided investment and insurance solutions.
- - Conducted wealth seminars to drive awareness and product penetration.
- Key Achievements:
- - Exceeded targets by 25% and improved client retention.
Relationship Manager - Salary, TASC & RFIG
ICICI Bank Ltd.
08.2012 - 12.2017
- - Developed salary and government account portfolios.
- - Executed cross-sell strategies and improved CASA base.
- Key Achievements:
- - CASA growth 40% and consistent top performance rankings.
Education
PG Diploma - Banking
Manipal University
Bangalore, India01.2012
Bachelor of Business Administration (BBA) - undefined
University of Kashmir
India01.2011
Skills
Financial analysis
Certification
- JAIIB - Indian Institute of Banking & Finance
ADDITIONAL INFORMATION
- - Nationality: Indian
- - Marital Status: Married
- - References: Available upon request
Timeline
Corporate Salary Manager (CSM)
Axis Bank Ltd.
05.2020 - Current
Acquisition Relationship Manager - Wealth Management
State Bank of India (SBI)
12.2017 - 04.2020
Relationship Manager - Salary, TASC & RFIG
ICICI Bank Ltd.
08.2012 - 12.2017
Bachelor of Business Administration (BBA) - undefined
University of Kashmir
PG Diploma - Banking
Manipal University