Summary
Overview
Work History
Education
Timeline
Skills
Generic

Karan Mathur

Banking & Finance
Gurgaon

Summary

A high performing individual with over 10 years of experience, having in-depth understanding of the client relationship management domain, with strong focus on Wholesale Banking, Trade Finance, Wealth Management, CMS, Service Delivery Quality.

Overview

11
11
years of professional experience

Work History

Account Manager, Transaction Banking Group

ICICI Bank Ltd.
Gurgaon
7 2022 - Current
  • Managing portfolio of Corporate Clients of INR 2890 Million, with Operating Income of INR 294 Million in FY23-24
  • New Customer Acquisition across MNCs, Tech Start-ups and on-boarding of clients under Corporate Banking Vertical
  • Providing Solutions for Collections, Payments, Trade Finance
  • Enabling 360 coverage, making ICICI Bank as primary bank thus adding incremental growth in operating income
  • Responsible for maintaining hygiene parameters across KYC, AML.
  • Built diverse and consistent sales portfolio.

Preferred Relationship Manager

HDFC Bank Ltd.
Gurgaon
01.2022 - 07.2022
  • Managing a Portfolio of INR 510 Mn deposits
  • Providing Wealth Management Solutions to Clients
  • Generating revenue through Trade & Forex
  • Work with Private Banking department to facilitate Client needs for PMS and related services
  • Identify opportunities for cross sell of Retail Assets like Business Loans.

Branch Relationship Manager

IDFC First Bank Ltd.
Gurgaon
05.2021 - 12.2021
  • Acquisitions of HNI Trade & Forex Clients
  • Acquiring asset based SME Clients
  • Identifying opportunities to cross sell products & services by reviewing clients' needs and existing asset allocation (i.e
  • Assets, Third Party Products)
  • Built and maintained relationships with new and existing clients while providing high level of expertise.

Yes First Business Relationship Manager

Yes Bank Ltd.
Gurgaon
09.2017 - 05.2021
  • Increasing Client deposits with bank with enhanced services like CMS, NACH, E-Collect
  • Acquiring new HNI CA/SA Clients basis their asset requirements
  • Increasing revenue opportunities with multiple Trade & Forex products like Forwards, Bank Guarantees
  • Generated new business and referral clients in partnership with various teams

Customer Service Officer

Citibank India
Gurgaon
01.2014 - 08.2017
  • Support HNI banking & credit card clients with end to end query resolution
  • Mentor & coach to new hires on the team
  • Aligning other business units to improve policies to meet/exceed Client expectation
  • Increased customer satisfaction by resolving issues.
  • Processed customer service orders promptly to increase customer satisfaction.

Technical Support Officer

Convergys India Ltd.
Gurgaon
12.2012 - 07.2013
  • Key responsibilities included resolving technical & billing queries for one of the biggest telecom companies in The UK.

Education

BBA -

Guru Nanak Dev University, Amritsar
New Delhi, India
08.2009 - 09.2013

Higher Secondary School Certificate -

Central Board of Secondary Education
Gurgaon, India
03.2008 - 03.2009

Senior Secondary School Certificate -

Central Board of Secondary Education
Gurgaon, India
03.2006 - 03.2007

Timeline

Preferred Relationship Manager

HDFC Bank Ltd.
01.2022 - 07.2022

Branch Relationship Manager

IDFC First Bank Ltd.
05.2021 - 12.2021

Yes First Business Relationship Manager

Yes Bank Ltd.
09.2017 - 05.2021

Customer Service Officer

Citibank India
01.2014 - 08.2017

Technical Support Officer

Convergys India Ltd.
12.2012 - 07.2013

BBA -

Guru Nanak Dev University, Amritsar
08.2009 - 09.2013

Higher Secondary School Certificate -

Central Board of Secondary Education
03.2008 - 03.2009

Senior Secondary School Certificate -

Central Board of Secondary Education
03.2006 - 03.2007

Account Manager, Transaction Banking Group

ICICI Bank Ltd.
7 2022 - Current

Skills

Trade Finance

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Karan MathurBanking & Finance