Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Projects
Accomplishments
Extracurricular Activities
Disclaimer
PERSONAL DOSSIER
Certification
Websites
Timeline
Generic
AVI SHARMA

AVI SHARMA

Jaipur

Summary

Having an experience of more then 14 years in Banking sector.

Managing key Client portfolio along with management of Branch growth and business.

Working as a leader and mentor for the team and responsible for identifying the key talent of organization with correct role creation for best business opportunities.

Helping Management to focus on better revenue and larger investments along with looking for P&L.

Management, Wealth Management, Key Client Management, Trade Forex and Branch Operations.

Strong Organizer, Motivator, Team Player and a decisive leader and Adapt quickly to new requests and good communication skills.

Overview

12
12
years of professional experience
1
1
Certification

Work History

AVP- BRANCH MANAGER

KOTAK MAHINDRA BANK
03.2024 - Current

Branch Manager

KOTAK MAHINDRA BANK
06.2022 - 03.2024
  • Led and mentored team, identifying key talent for optimal role placement and business growth.
  • Facilitated management focus on revenue enhancement and larger investments while monitoring P&L.
  • Oversaw management of branch operations, wealth management, and key client relationships.
  • Organized team activities, motivated staff, and exemplified decisive leadership in dynamic environments.
  • Managed a team of 14, providing mentorship to foster professional development.
  • Adapted quickly to new requests while maintaining effective communication with stakeholders.

Branch Manager

INDUSIND BANK
06.2021 - 06.2022
  • Manage a staff of 8 pax & mentor them
  • Develop branch staff through strong communication & constructive feedback improvising employ long term Career growth.
  • Reduce branch expenses by revamping supply ordering system & improving resource allocation.
  • Accountable for day to day operations & sales of the branch
  • Increase Branch Revenue with Deposits & Investment balance growth.

Senior Relationship Manager

INDUSIND BANK
04.2020 - 05.2021

Relationship Manager

INDUSIND BANK
11.2018 - 03.2020
  • Maintaining the Portfolio of the HNI clients, investing their funds into different banking product.
  • Successful on-boarding of Ultra HNI clients to the bank as well as helping with the periodic reviews of existing Clients base.
  • Generating Revenue through Insurance, FCNR’s and Mutual Funds & Assets.
  • Delivered International trade & financial advice to various customers too.
  • Repetitive growth in the CASA book & upgrading clients accordingly.

PRIORITY & PREMIUM RM

STANDARD CHARTERED BANK
08.2016 - 10.2018
  • Scrutinizing new prospect client for priority & premium banking whose association can generate business to the bank.
  • Maintaining the Portfolio of the Customer, vis-a-vis FDR’s, Mutual Funds and Liquid Assets.
  • Valuable suggestion to upgrade portfolio via third party products, like Insurance- Life & General.
  • Provide Proper suggestion & services to the Customer.
  • And also deal with Home Loans and LAP.

PERSONAL BANKER

HDFC BANK
06.2014 - 07.2016
  • Identifying and networking with prospective clients to generate business from existing accounts and achieve profitability and increase sales growth.
  • Evolving market segmentation & penetration strategies to achieve targets.
  • Identifying the key accounts and strategically secure profitable business.
  • Bringing business to the Bank by the means of CASA, TD, VALUE and INSURANCE.
  • Responsible for cash/checking deposits, Processing loan, Payment, Opening account , Activate ATM/DEBIT Cards.
  • Cash Handling, Customer services, Balance Drawer & Place order for inventory.
  • Thorough knowledge of general operations of Bank like Maintaining proper cash limit, Accepting deposits, Processing RTGS, NEFT, Fund Transfer & issuing Travellers checks & Bankers checks.

Asst Acquisition Manger

KOTAK MAHINDRA BANK
01.2013 - 05.2014
  • Identifying and networking with prospective clients to generate business from the accounts and achieve profitability and increased sales growth.
  • Acquiring Business through CASA, TD, VALUE and INSURANCE.

Education

MBA - FINANCE AND MARKETING

IIPM
JAIPUR
10-2012

Bachelor of Commerce -

S.K College, University of Rajasthan
01.2010

Vidya Bharti Public School, State Board
01.2007

Vidya Bharti Public School, State Board
01.2005

Skills

  • Balanced technical and soft skills
  • Digital innovation
  • Continuous adaptability and learning
  • Customer-focused mindset
  • Financial acumen
  • Strategic problem-solving skills
  • People leadership and management
  • Effective multitasking
  • Growth-oriented mindset
  • Communication skills

Languages

Linguistic Proficiency: English, Hindi, Marwari (Read, Write, Speak).

Hobbies and Interests

Hobbies: Basketball, Cricket, Listening Music, Internet Surfing, exploring new places.

Projects

Working Capital Finance., Loan Proposal of LT Foods

Accomplishments

  • Increased the GL size of the Branch from 38 Cr to 310 Cr.
  • Promoted from Senior Manager to AVP.
  • Branch Rating is in top 5 PAN India.
  • Increased the Investment Portfolio of the Branch
  • Got recognition from Branch Banking Head Dec, 2019
  • Done Highest Ticket size in Rajasthan in Life Insurance January, 2021
  • Got promoted as BM in 2021
  • Got Exemplary rating of 4.51 in the last financial year.
  • Done Highest Ticket Size in Medical Insurance in JFM 2019.
  • Undersigned was the only RM from Rajasthan to be qualified in the Quantinum of financial year 2018-19 at IndusInd Bank.
  • Recognition for NTB & LI in the finical year 2018-19 at IndusInd Bank.
  • Received recognition for consistently maintaining the Surplus on Credit Card business.
  • Done highest revenue in the 2nd quarter of financial year 2019-20.
  • In the mid-year review of financial year 2019-20, undersigned review was 11th position PA India & top in Rajasthan at IndusInd Bank.
  • Done Highest Ticket Size of Medical Insurance in March 2018 in SCB.
  • Done 8 Priority Accounts in a month (June 2018) in SCB.
  • Post the Launch of the product, done the First Motor Policy in SCB.

Extracurricular Activities

Participated in competitions of Walkathon and Kabbadi. Contributed at Interschool Basketball and Cricket at “Chogan Stadium” Club, Rajasthan. Team Member of College Organizing Committee (Games and Festivals).

Disclaimer

I hereby declare that the above-mentioned information is correct up to the best of my knowledge and I bear the responsibility for the correctness of the particulars therein. Date: Place: Jaipur Avi Sharma

PERSONAL DOSSIER

  • Father’s name: Mr. Ajay Sharma
  • Date of Birth: October 14th, 1989
  • Gender: Male
  • Marital Status: Married
  • Strength: Hardworking, Strong Will-Power, Perfection, Strong Organizer, Motivator, Team Player and a decisive leader
  • Permanent Address: C/O Mr Ajay Sharma, Shri Raghunath-ji ka Mandir, Bawari Gate, Sikar, Rajasthan.PIN-332001

Certification

  • IRDA
  • NISM-V
  • NISM-VI

Timeline

AVP- BRANCH MANAGER

KOTAK MAHINDRA BANK
03.2024 - Current

Branch Manager

KOTAK MAHINDRA BANK
06.2022 - 03.2024

Branch Manager

INDUSIND BANK
06.2021 - 06.2022

Senior Relationship Manager

INDUSIND BANK
04.2020 - 05.2021

Relationship Manager

INDUSIND BANK
11.2018 - 03.2020

PRIORITY & PREMIUM RM

STANDARD CHARTERED BANK
08.2016 - 10.2018

PERSONAL BANKER

HDFC BANK
06.2014 - 07.2016

Asst Acquisition Manger

KOTAK MAHINDRA BANK
01.2013 - 05.2014

MBA - FINANCE AND MARKETING

IIPM

Bachelor of Commerce -

S.K College, University of Rajasthan

Vidya Bharti Public School, State Board

Vidya Bharti Public School, State Board
AVI SHARMA