KHUSHBOO S. DUBEY
Mumbai
Summary
Dynamic and goal-oriented banking professional with over 10 years of progressive experience in managing HNI portfolios, relationship management, and business development in leading banks like Kotak Mahindra and IndusInd. Proven expertise in customer acquisition, cross-selling financial products, and portfolio growth. Adept at delivering personalized banking solutions and building long-term client trust.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Pioneer Relationship Manager (AVP-1)
IndusInd Bank Ltd
05.2024 - Current
- Managing high-value HNI clients and increasing product penetration.
- Driving CASA growth and new client acquisition (NTB).
- Offering services in Retail Assets, Business Banking, Trade Forex, Wealth, and Insurance.
- Leading campaigns for deposits, loans, cards, and investments.
Kotak Mahindra Bank Ltd
06.2014 - 05.2024
- Held multiple roles from Premier Acquisition Manager to Platinum Relationship Manager.
- Managed Rs. 144+ Cr portfolio with 1,000+ HNI customers.
- Cross-sold demat, loans, MF, insurance, remittances, and more.
- Maintained CRM records, client meetings, lead management, and deepening.
- Ensured client satisfaction and business development across banking products.
Education
Bachelor of Commerce (B.Com) -
Mumbai University
Mumbai, MaharashtraHSC & SSC -
Maharashtra State Board
Skills
- HNI Relationship Management
- CASA Acquisition & Deepening
- Cross-Selling: MF, Insurance, Loans
- Wealth & Investment Advisory
- Portfolio Management
- Client Retention & Service Excellence
- Team Mentorship & Leadership
- CRM & Compliance Operations
- Positive & optimistic outlook
- Quick adaptability to new environments
- Strong interpersonal & communication skills
- Passion for learning and professional growth
Certification
- Tally 9.0
- Basic Computer Literacy
Hobbies and Interests
- Singing & Music
- Drawing & Painting
- Cooking
Languages
- Hindi
- English
- Marathi
Personal Information
- Father's Name: Sheshmani Dubey
- Mother's Name: Usha Dubey
- Husband's Name: Rahul Tiwari
- Date of Birth: 01/24/90
- Nationality: Indian
- Marital Status: Married
Languages
English
Elementary
A2
Timeline
Pioneer Relationship Manager (AVP-1)
IndusInd Bank Ltd
05.2024 - Current
Kotak Mahindra Bank Ltd
06.2014 - 05.2024
Bachelor of Commerce (B.Com) -
Mumbai University
HSC & SSC -
Maharashtra State Board
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