Accomplished leader with extensive experience at ICICI Bank Limited, excelling in team management and relationship building. Successfully increased AUM by 900% through strategic initiatives. NISM certified, adept in operations management, and known for fostering high-performance environments. Proven track record in driving revenue growth and enhancing client satisfaction through innovative solutions.
Overview
16
16
years of professional experience
Work History
Regional Head Private Banking
ICICI BANK LIMITED.
10.2023 - Current
Heading 350 Private Banking Families in Uttarakand State with Pockets of Dehradun, Haridwar, Roorkee, Rudrapur, Haldwani and Kashipur
Leading Team of 5 Relationship Manger and Service Relations Ship Manager for Private Banking Business in Uttarakhand State with 360 degree approach of Banking solutions like Operating Income, CASA and Fixed Deposits, Corporate Banking and Assets Solutions like LAP, BLG, SME for MSMEs and structuring of assets solutions with respects customer needs Working for Maintaining the Relationship with Individual and Self Employment Segment Synergy for Top Corporate Clients of 400+Nos like Limited, Private Limited companies and Partnership Firms from ICICI Bank Private Banking Channel Handling the AUM of Clients wealth AUM of INR 400 Crs with Investment AUM of 90cr, SME customers for value of 400cr and Non HL of 150cr till date
Cultivated a high-performance environment through effective goal-setting and ongoing performance monitoring.
Increased revenue by identifying new business opportunities and closing high-value deals.
Coordinated regional events to foster community involvement, raising brand awareness and generating new leads.
Improved regional performance by implementing strategic sales initiatives and effective team management.
Senior Relationship Manager
ICICI BANK LIMITED.
02.2022 - 09.2023
Managing 100 Private Banking Families in Dehradun Handling Total Banking AUM of 200cr AUM of Families considering MF Investment, Business Banking limits and Liabilities
Handling customer for complete 360 degrees solution for Mututal Funds Investments, Business Banking Solutions, Trade Solutions for FDI, ODI, Import and Export Payments, Grown Total AUM from 20cr to 200cr in one year.
Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
Branch Head
IDFC First Bank Ltd
06.2021 - 01.2022
Heading Branch of GL size of 380 cr Leading Team of 17 RM, SM and SO for Branch Profitability of Operating Income, CASA and Fixed Deposits for Branch GL growth Leading Team for Corporate Banking and Assets Solutions like LAP, BLG, SME for MSMEs and structuring of assets solutions with respects customer needs Working for Maintaining the Relationship with Individual and Self Employment Segment Synergy for Top Corporate Clients of 400+Nos like Limited, Private Limited companies and Partnership Firms from ICICI Bank Wealth Management Handling the AUM of Clients AUM of INR 800 Crs Handling customer for Trade Solutions for FDI, ODI, Import and Export Payments
Increased branch revenue by implementing effective sales strategies and maintaining strong customer relationships.
Achieved consistent growth in loan portfolio by offering tailored financial solutions to clients'' needs.
Mentored junior staff members, cultivating a culture of continuous learning and development.
Branch Head
ICICI BANK LIMITED.
06.2020 - 04.2021
Heading Wealth Management Branch of GL size of 400cr Leading Team of 17 Relationship Manger and Service Relations Ship Manager for Branch Profitability of Operating Income, CASA and Fixed Deposits for Branch GL growth Leading Team for Corporate Banking and Assets Solutions like LAP, BLG, SME for MSMEs and structuring of assets solutions with respects customer needs Working for Maintaining the Relationship with Individual and Self Employment Segment Synergy for Top Corporate Clients of 400+Nos like Limited, Private Limited companies and Partnership Firms from ICICI Bank Wealth Management Handling the AUM of Clients wealth AUM of INR 500 Crs Onboard the SME customers for value of 150cr, BLG of 20cr and Non HL of 10cr till date Handling customer for Trade Solutions for FDI, ODI, Import and Export Payments
Mentored junior staff members, cultivating a culture of continuous learning and development.
Increased branch revenue by implementing effective sales strategies and maintaining strong customer relationships.
Forged solid partnerships with local businesses and community organizations to enhance the branch''s reputation in the market area.
Maximized employee engagement through regular communication, recognition programs, and team-building activities.
Business Banking Specialist
ICICI BANK LIMITED.
01.2019 - 05.2020
Managed 3 Wealth Branches and Leading Team of 34 Relationship Manger for Branch Profitability of Assets and Trade Business of Account Lead Team for Corporate Banking and Assets Solutions like LAP, BLG, SME for MSMEs and structuring of assets solutions with respects customer needs Worked for Maintaining the Relationship with Self Employment Segment Synergy for Top Corporate Clients of 600+Nos like Limited, Private Limited companies and Partnership Firms from ICICI Bank Wealth Management Handled the AUM of SES Client INR 800 Crores and Wealth AUM of INR 150 Crs Onboard the SME customers for value of 450cr, BLG of 80cr and Non HL of 50cr till date Handled customer for Trade Solutions for FDI, ODI, Import and Export Payments
Met with customers to assess needs and propose customized solutions.
Structured and finalized secured and unsecured loans.
Developed long-lasting relationships with clients, resulting in repeat business and positive referrals.
SES Wealth Manager
ICICI BANK LIMITED.
07.2016 - 12.2018
Working for Maintaining the Relationship with Self Employment Segment Synergy for Top Corporate Clients of 250 Nos like Limited, Private Limited companies and Partnership Firms from ICICI Bank Wealth Management Responsible for Corporate Banking and Assets Solutions for Business Houses Handling the AUM of SES Client INR 1100 Crores and Wealth AUM of INR 40 Crs Maintaining the Banking needs of the top officials of the corporate client and HNI's in Wealth Management like Personal Banking, Investments; Mutual Funds and Insurance, Loans-Home, Car and Personal Loan, Credit Cards Providing Current Accounts solutions for Corporate Clients like for CIB, CMS, Trade Transactions and Investments Achiever in contests for Mortgages and Insurance Handling Business to Business Type Banking Solutions for My Customers
Organized educational seminars for current and prospective clients on topics related to personal finance, investing strategies, and economic outlooks.
Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
Developed strong relationships with external product providers and investment managers to ensure access to best-in-class investment solutions for clients.
Business Development Manager
Crinntech Solutions Pvt. Ltd
06.2012 - 06.2016
Crinntech Solutions Private Limited deals in Banking Solutions for Self Employment Segment and Capital Equipment's like High end Test Instruments like Tribo-Tester, 3D Optical Profilometer, Indentation and Scratch tester for Government and Private Research Institutes Like IITs, NITs, IISER, CSIR-LABS and Private Sector for Product Reliability Testing Responsible for generation new business prospects and Clientage in entire region in North, East and west India Responsible for Finished Product Wealth Management of Costing w.r.t Raw material availability on current time, Government Tender preparation, submission, negotiation and execution Customers base of Government Tenders negotiated for Research Labs Like CSIR Labs, BHEL, IITs, NITs, DRDOs and some Automotive Industries like Bajaj Auto Limited, NBC Bearing etc Taking care of Technical presentation of working of mechanical equipments of the above listed machines Exploring New market and maintain relationship with Existing Customers in South East Asian Countries Knowledge of Working on Sales Force CRM Software for working and Planning Marketing Activities Responsible of North region business development of Tinker & Razor INC products like Holiday detectors, pipe locator etc.
Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
Negotiated and closed long-term agreements with new clients in assigned territory.
Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
Dy. Manager Marketing
Sarawati Dynamics Pvt. Ltd
07.2010 - 05.2012
Sdyn deals in Electrodynamics Vibration Testing Equipment for Government Institutes and Private Sector for Product Reliability Testing Dealing with Automotive OEM's like Honda Seal Car, Maruti Suzuki, Hero Motocorps, Honda Two wheelers, Mahindra2 Wheelers etc for regular Sales and Marketing of Electrodynamics Vibration Testing machine Looking Marketing Activities on North and West India both in government DRDO Labs, HAL, STQC, BHEL,BDL and Private sector with Biding in Tenders and Contract making after tender Process Exploring New market and maintain relationship with Existing Customers in South East Asian Countries Handling Team of Western Regional Office for Reporting and Marketing Activities Customer Base-all Automotive, Aerospace, Third Party Test Laboratories and Defense Knowledge of Working on IMPEL CRM Software for working and Planning Marketing Activities.
Enhanced employee performance by providing regular feedback, coaching, and training opportunities.
Developed strong relationships with stakeholders to facilitate smooth communication and project completion.
Created and maintained a strong team culture that promoted high levels of collaboration, employee satisfaction, and overall performance.
Assistant Manager Sales and Operations
Link Middle East Ltd.
05.2009 - 06.2010
Leading a team of 06 members for operation between Sales Team and Production Provided assistance to Director Marketing Provided Solutions to customers and production regarding new product development and rejected materials Provide Quotation to end customers and follow-up to close the sales call Involved in the Material management and Vendor development for different Product categories Meeting with the UAE Government Authorities for Project Sales and Solutions.