Kishor Suryawanshi

Key Responsibilities:

• Profit Center Management: Oversee branch profitability across various product lines.
• Sales and Business Development: Drive customer acquisition and growth.
• Customer Service: Ensure exceptional customer experience.
• Risk Management: Maintain compliance with regulatory standards.
• Team Leadership: Motivate and guide branch staff to achieve targets.
• Branch Operations: Manage day-to-day branch activities and processes.

Achievements:

• Launched new branch at Anand Nagar, Pune.
• Set up the branch to rank in the top 3 branches across the zone in fee earning and retail asset products.
• Liability book size grown to 50 Crores within a span of 7 months.

Key Responsibilities:

• Profit Center Management: Oversee branch profitability across various product lines.
• Sales and Business Development: Drive customer acquisition and growth.
• Customer Service: Ensure exceptional customer experience.
• Risk Management: Maintain compliance with regulatory standards.
• Team Leadership: Motivate and guide branch staff to achieve targets.
• Branch Operations: Manage day-to-day branch activities and processes.

Achievements:

• Successfully led and managed the Seawoods Branch with consistent book growth and revenue generation, even during the difficult COVID times.
• Led the digital channels enrollment initiative for customers to help customers combat the tough COVID period.
• Took charge of Vashi Branch and grew the branch book by more than 2.5X within 9-month period.

Key Responsibilities:

• Profit Center Management: Oversee branch profitability across various product lines.
• Sales and Business Development: Drive customer acquisition and growth.
• Customer Service: Ensure exceptional customer experience.
• Risk Management: Maintain compliance with regulatory standards.
• Team Leadership: Motivate and guide branch staff to achieve targets.
• Branch Operations: Manage day-to-day branch activities and processes.

Achievements:

• Led and managed the branch to achieve the break-even and turn it into a profitable unit.

Key Responsibilities:

• Profit Center Management: Oversee branch profitability across various product lines.
• Sales and Business Development: Drive customer acquisition and growth.
• Customer Service: Ensure exceptional customer experience.
• Risk Management: Maintain compliance with regulatory standards.
• Team Leadership: Motivate and guide branch staff to achieve targets.
• Branch Operations: Manage day-to-day branch activities and processes.

Achievements:

• Led and managed the branch to arrive at breakeven and become profitable.
• Responsible for growing the branch liability book by 3X and asset book by 10X.
• Led agri loan disbursement of 15 Crores for Parag Dairy for their Manchar plant, Pune.
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• Responsible for HNI and Ultra HNI client acquisition and managing the overall client relationship of these clients, including investments.
• Cross-sell TPP products, such as mutual funds, insurance, debentures, bonds, PMS, etc.
• Achieve revenue targets set by the bank from time to time and maintain proper compliance and KYC standards set up by the bank.
• Work closely with clients for creation and implementation of their financial plans.
• Monitor financial market trends to ensure that plans are effective and to identify any necessary updates.
• Prepare and interpret investment performance reports, financial document summaries, and income projections for clients' information.
• Answer clients' questions about the purposes and details of financial plans and strategies.

Achievements:

• Consistently overachieved revenue targets, awarded in top 3 performers region-wise for 2 consecutive quarters.

• Managing HNW and Super HNW clients and their portfolio across major asset classes like Equity & Debt mutual funds, PMS, debentures, FMP, RBI bonds, and bank deposits.
• Being the One Point Contact for the customers for all their banking needs.
• Enhancement and deepening of the existing customer relationships in the preferred client portfolio with a view to expand the portfolio by cross-selling all banking products using profile-based selling.
• Developing various customized solutions for the clients as per their investment and risk profile, and advising them on portfolio allocations in line with their time horizon.
• Preparing presentations and maintaining various MIS to understand and bridge the gap in the portfolio.
• Achieving the targets on the income front set by the bank on MTD and YTD basis, respectively, by meeting the profitability benchmarks set for every customer relationship.

Achievement:

• Consistently achieving the income targets set up for the managed RM portfolio.
• Topped revenue charts by earning the highest revenue of Rs. 48 Lacs in a month for managed portfolios.
• Responsible for being the first to achieve a PL disbursal of Rs. 50 lacs for the branch.

Key Responsibilities: Financial Planning Manager.

• Relationship Manager for investment portfolios of existing and NTB customers with net worth up to 1 crore.
• Advising and selling HSBC Wealth Management products to high-net-worth clients.
• Identifying client potential and needs by conducting a Financial Planning Review (FPR), thereby suggesting suitable investment avenues from Wealth Management Services.
• Complying with the strict internal audit processes every fortnightly.
• Building and maintaining healthy business relations with customers, managing operations to ensure efficiency, and increased customer satisfaction.

Achievement:

• Topped the Pan India performance chart for garnering the highest liability/term deposits worth 21 Crores, thereby achieving incentives consistently as a premier acquisition manager.
• Attended HSBC Mid-Year Star Performer Convention at Amby Valley in September 2007.

Key Responsibilities:

• Retail banking customer acquisition and managing relationships with corporate and individual clients by way of current accounts, savings accounts, NRI client services, corporate salary accounts, demat, and fixed deposits.
• Acquiring customers and seeking referrals for Insurance, Mutual Funds, and Fixed Deposits.
• Arranged successive promotional activities in major residential complexes, shopping malls, commercial complexes, and organized road shows to promote the bank's products.
• Handling Bank Assurance by way of cross-selling products, i.e., Life Insurance, Mutual funds.
• Actively solicit and develop valuable relationships with HNI clientele.
• Handling customer queries and providing customer service.

Achievement:

• Got awarded for consistency in performance.
• Successful in penetrating new accounts for trade business.