Avneesh Srivastava
Banker
New Delhi
Summary
Experienced banking professional with over 10 years in banking Relationship management, and Team leadership, Skilled in managing operations, enhancing customer relationships, and driving business growth. Proven track record in exceeding sales targets, improving operational efficiency, Manage SME Branch CA Book and leading high-performing teams. Strong communicator with expertise in delivering tailored financial solutions and ensuring compliance with industry regulations.
Overview
12
12
years of professional experience
2014
2014
years of post-secondary education
2
2
Languages
Work History
Current Account Business Manager (SME Branch)
YES BANK LTD
01.2021 - Current
- Managed and optimized the branch’s Current Account EXIM (Export-Import) book, providing tailored financial solutions to clients involved in international trade
- Provided Branch RM clients with cutting-edge digital banking solutions, including API-driven Solutions, to enhance their digital banking experience
- CA Book Growth & Management - Led the APS (Branch Sales Team) Team and Branch RM Team to drive growth and increase the Current Account (CA) book, focusing on both acquiring new clients and enhancing relationships with existing clients
- New Current Account Onboarding- Led the onboarding process for new current account clients, ensuring a seamless and efficient experience from account opening to full activation
Preferred Relationship Manager
HDFC BANK LTD
11.2015 - 12.2020
- HNI Client Portfolio Management: Managed a high-value portfolio of High Net-Worth Individual (HNI) clients, providing personalized banking solutions tailored to their complex financial needs
- Cross-Selling & Business Development: Identified opportunities for cross-selling premium banking products and services, including CASA TD, Loans, Credit facilities, and specialized investment solutions, driving branch revenue growth
- Achieved Income Target: Successfully achieved and exceeded portfolio income targets by more than 100%, driving significant revenue growth through strategic client engagement, cross-selling, and upselling premium banking products
Sales Executive
ICICI BANK LTD
06.2013 - 11.2015
- Achieved CASA target for the branch by generating leads for cross sell products like, Assets, Credit Cards, Gold Debit Cards, and SB & Current A/Cs & Life Insurance etc
- Carried out the responsibilities of daily preparation of DSR; follow-up with the customer
- Accountable for preparation of MIS regularly preparing report and planning for monthly
Education
MBA -
Vinayaka Mission University
BA - undefined
Agra University
INTERMEDIATE - undefined
UP Board
HIGH SCHOOL - undefined
UP Board
Skills
Customer service excellence
sales proficiency
regulatory compliance
account management
fraud prevention
detailed documentation
Microsoft Office proficiency
problem-solving
cash-handling expertise
Good Knowledge for Banking Software
Accounting tools
Achievementsawards
- FY 22 ISTP KARABI, 2022
- FY 22 ISTP LONDON, 2022
- FY 23 ISTP SINGAPORE, 2023
- FY 23 DSTP KERALA, 2023
- FY 23 ED FORUM AWARD BANGLORE, 2023
- FY 24 ISTP ALMATY, 2024
- FY 24 ISTP EUROPE, 2024
Personal Information
- Father's Name: Mr. R.P Srivastava
- Mother's Name: Mrs. Urmila Srivastava
- Date of Birth: 07/08/89
- Marital Status: Married
Timeline
Current Account Business Manager (SME Branch)
YES BANK LTD
01.2021 - Current
Preferred Relationship Manager
HDFC BANK LTD
11.2015 - 12.2020
Sales Executive
ICICI BANK LTD
06.2013 - 11.2015
BA - undefined
Agra University
INTERMEDIATE - undefined
UP Board
HIGH SCHOOL - undefined
UP Board
MBA -
Vinayaka Mission University