KAPIL SHARMA
New Delhi
Summary
Being proactive to learn and continuously strive for excellence, I wish to secure a challenging position that will utilize my skills to achieve organizational goals.
Around 4.5 years of experience in Relationship Management in the Corporate Banking Sector. Currently designated as, Deputy Manager (Relationship Manager) in Wholesale Business with Kotak Mahindra Bank Ltd. Accountable for handling of entire relationship including generating business and cross sell fees(Current Account+ Trade Fee + Forex Fee and cross sell of SME). Proficient in achieving sales targets & providing necessary assistance and ensuring achievement of the organizational revenue targets in budgeted parameters. Significant experience in overseeing the entire operations of the Branch for driving business by effective relationship management and delivery of value added service. Demonstrated skills in team management coupled with excellent organizational ability.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Deputy Manager
Kotak Mahindra Bank Ltd
12.2018 - 03.2021
- Facilitated trade and foreign exchange strategies, driving business growth and expanding market reach.
- Generated revenue by pitching cash management services, resulting in increased client adoption.
- Cross-sold SME products, leading to improved customer engagement and retention.
- Created data analysis to support acquisition of new clients.
- Addressed work-related misreportings to ensure compliance and accuracy.
Deputy Manager
Axis Bank Ltd
09.2016 - 11.2018
- Acquired new business for bank in trade and foreign exchange sectors, enhancing revenue streams.
- Maintained year-round client relationships to ensure satisfaction and loyalty.
- Generated revenue through new accounts and mapped portfolio strategies.
- Promoted bank products to both new and existing customers, driving increased sales and customer engagement.
- Secured asset clients for SME EEG and SBB divisions.
- Managed relationships with prime customers to optimize float operations.
- Leveraged client interactions to generate cross-sell fees, maximizing revenue opportunities.
- Provided comprehensive solutions to address client banking inquiries.
Education
PGDBS - Marketing & Finance
Manipal Academy of Banking
Bangalore01-2016
B.E - CIVIL ENGINEERING
Institute of Information Technology & Management
Gwalior01-2015
Skills
- Portfolio Manager
- M&A execution
- Transaction execution
- Financial modeling
- Compliance management
- Treasury rate analysis
- Revenue generation
- Data analysis proficiency
- Client acquisition
- Customer relationships
Certification
- Axis Bank Ltd, Deputy Manager, 09/28/16, 11/25/18, Acquiring new business for the bank, Maintaining client relationships, Generating cross-sell fees
- Kotak Mahindra Bank Ltd, Deputy Manager, 12/03/18, Present, Cross sell of SME, Revenue generation by providing Cash management Services
Professional Overview
Deputy Manager (Relationship Manager), Kotak Mahindra Bank Ltd, Handling entire relationship including generating business and cross sell fees (Current Account + Trade Fee + Forex Fee and cross sell of SME), Achieving sales targets & providing necessary assistance to ensure achievement of organizational revenue targets, Overseeing entire operations of the Branch for driving business by effective relationship management, Team management, Organizational ability
Areas Of Exposure
Driving sales efforts for attainment of periodical targets, Devising competitive sales programs/strategies, Exploring potential business avenues, Identifying and networking with prospective clients, Identifying and networking with financially strong clients, Rich knowledge in Banking Software FINACLE, Mapping & relationship building with key decision makers, Effective management of customer relations, Self-motivated and training to ensure optimum performance, Maintaining good rapport with internal customers
Social Responsibility
- United with an NGO against child labour - Manvata Sanrakshan
- Participated in blood campaigns and educating underprivileged
It Skills
MS-Office (Word, PowerPoint, Excel), DOS & Windows
Languages
- Hindi
- English
- Hindi
Hobbies and Interests
- Reading Novels
- Interaction with new People
- Dancing
Projects
Planning a road with the waste materials, Municipal Corporation, Gwalior, 3 Months, Civil Engineer, Find out the pros and cons of applying this project as a standard.
Professional Highlights
- Promotion within 1.5 years as Deputy Manager
- Certification for Transaction Banking from Manipal Academy of Banking (2016)
- Cambridge University Certification for English Proficiency
- Certification for making a War Robot in ITM University (KRONOS 2014)
- PAN INDIA Rank 5 in Kotak Mahindra Bank in my division
Personal Information
- Father's Name: Shri. Rajesh Kumar Sharma
- Date of Birth: 08/13/92
- Gender: Male
- Nationality: Indian
- Marital Status: Unmarried
Timeline
Deputy Manager
Kotak Mahindra Bank Ltd
12.2018 - 03.2021
Deputy Manager
Axis Bank Ltd
09.2016 - 11.2018
PGDBS - Marketing & Finance
Manipal Academy of Banking
B.E - CIVIL ENGINEERING
Institute of Information Technology & Management