Kalpesh Dushara
Asst. Vice President Business Development
Mumbai,MH
Summary
Performance-driven strategic thinker, problem solver and leader with 12 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate in applying excellent organization and communication skills to manage and lead teams in strategy and solutions. Demonstrated ability to exercise outstanding independent judgment, decision making, creativity and initiative. Results-oriented in interfacing and consulting on business processes that drive results based on sound overall business judgment. Strategic-thinking executive experienced in supporting corporate initiatives and promoting brand by attending trade shows and client meetings. Offer engaging and pleasant personality with expertise improving customer relationships. Dynamic business builder with astute negotiation skills.
Overview
4
4
Languages
1
1
Certification
8
8
years of post-secondary education
13
13
years of professional experience
Work History
AVP, Business Strategy & Development
Axis Bank Limited
Mumbai, MH
06.2018 - Current
- Business Analytics support for 11 different segments with 5000+ relationship Managers across 6 location in India
- Managing a team of 15 members to provide reporting support
- Trend analysis and forecasting with in-depth performance reports to business units Spotting the opportunities and target customer segments in their monthly business planning, provides models of business forecasting basis current trends
- Provide Analytical and Data mining support to identify potential customer base to drive business.
- Process re-structuring to ensure 100% accurate reporting, work with product heads for logic realignment
- Received ‘Digital Circle Star' award in April-19 for creating Incentive Calculator which made the payout possible within 7 days of quarter closure
- Diminished regulatory risks by overseeing adherence to insurance and safety regulations across all projects.
- Identified and solved issues with production, workforce and material sourcing to drive business objectives.
- Helped VPs add value and growth to annual sales volume.
- Evaluated product development strategy effectiveness and prepared alternative approaches to exceed goals.
- Mitigated financial discrepancies by efficiently managing budget and payroll operations.
- Spearheaded cross-functional initiatives across Training and Sales departments to achieve business goals for bottom-line profits.
Channel Operations Manager
HDFC Bank (India) Limited, Classic on Phone
Mumbai, MH
08.2015 - 06.2018
- Sole Business Development and Analytics Manager for 1500+ personal bankers pan India
- Business reporting for pan India ‘Classic on Phone'– A telephone based relationship channel for High Networth (HNW) customers. Performance monitoring of the channel
- Managing a team of 5 members. Responsible for publishing KPI, productivity, sales and process related reports
- Identify trends and develop forecasts. Prepare financial models for various sales initiatives as per monthly/yearly budgets. Keep the management updated on any financial data related queries
- Senior management reporting of weekly update, newsletters and monthly business presentations which are presented to Managing Director
- Liaison with National and Regional heads to discuss targets for the month and year. Also monitor the performance and variance against the targets
- Awarded Best Channel Manager for driving Life Insurance Business in Q4 2015-16.
- Awarded Best Channel Manger for setting up a largest relationship channel of bank consisting of 1000+ employees across India in FY 2016-17.
- Awarded Best Channel Manager for driving Highest Home Loan business in in FY 2017-18.
- Best ‘Channel Partnership' award from Tata AIA for setting up Life Insurance business and completing the targets in first month of operations.
Team Lead
J P Morgan, Corporate and Investment Banking
Mumbai, MH
08.2008 - 08.2015
- Started as Team Member, promoted twice as Senior Team Member in 2011 and Team Lead in 2014
- Acquired Productivity Topper for consistently a year amongst the team
- Leading a team of 4 members for Account Service Hub. This hub acts as a terminal between front office client service staff, sales, relationship managers and branch managers in North America with back office operation teams across the globe
- Treasury Products maintenance for various LOBs such as Corporate and Investment Banking (CIB), Consumer and Community Banking (CCB) & Commercial Banking (CB)
- Work Flow Management for all incoming customer request
- Internal Auditor of all functions under the process
- Trainer for all new joined employees and SME for all functions under the domain
- Quality Checks of Account signors, Legal Resolutions and Board resolution banking activities
- Quality and Production Champion for 8 consecutive months
- Achieved productivity five times the global benchmark and hence recognized with execution reward on global level
- Process auditor for 7 various processes.
- Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
- Designed strategic plan for component development practices to support future projects.
Education
MBA - Finance
N.L. Dalmia Institute Of Management Studies
Mumbai 07.2011 - 05.2014
Master of Commerce - Finance
Mumbai University
Mumbai 08.2008 - 07.2010
Bachelor of Management Studies - Finance
L S Raheja School Of Commerce
Mumbai 07.2005 - 06.2008
Skills
Analytical skills
Certification
Advance Excel and MS Access
Timeline
AVP, Business Strategy & Development
Axis Bank Limited
06.2018 - Current
Channel Operations Manager
HDFC Bank (India) Limited, Classic on Phone
08.2015 - 06.2018
MBA - Finance
N.L. Dalmia Institute Of Management Studies
07.2011 - 05.2014
Advance Excel and MS Access
08-2010
Team Lead
J P Morgan, Corporate and Investment Banking
08.2008 - 08.2015
Master of Commerce - Finance
Mumbai University
08.2008 - 07.2010
Bachelor of Management Studies - Finance
L S Raheja School Of Commerce
07.2005 - 06.2008
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