Lavlesh R Dube
Banking & Finance
Navi Mumbai
Summary
Results-driven BFSI Leader with 17 years of expertise in Direct Sales, Team Management, and HNI/UHNI portfolio growth. A strategic decision-maker and mentor, I excel at scaling high-performing teams, driving bottom-line revenue, and maintaining rigorous regulatory standards. Committed to delivering organizational excellence through sophisticated relationship management and data-driven sales strategies in high-stakes financial environments.
Overview
18
18
years of professional experience
Work History
Senior Banking Partner
Indusind Bank
10.2024 - Current
- Exceeded CASA (Current Account Savings Account) targets by 158% for the 2025-26 fiscal year, significantly driving low-cost deposit growth, and expanding the bank's core liquidity.
- Surpassed Forex revenue and volume benchmarks, delivering 112% against annual targets through proactive market engagement, and specialized foreign exchange solutions.
- Elevated customer retention and satisfaction scores by implementing a high-touch, professional service model, resulting in a consistently high Net Promoter Score (NPS).
- Optimized portfolio management by leveraging deep insights into customer demographics and psychographics, enabling tailored product cross-selling, and capturing a larger share of wallet across external assets.
- Investment Products: Catering to a total AUM of 262 Cr, which consists of Mutual Funds, PMS, Insurance, and Corporate FDs.
Privy Relationship Manager
Kotak Mahindra bank
02.2022 - 10.2024
- Portfolio Management: Managing an Insignia Portfolio Size of 170 Cr for HNI and Ultra-HNI Clients.
- Sales: Selling of all banking products to portfolio customers to achieve a revenue target assigned by the bank, which consists of investments, assets, mutual funds, forex, and liabilities, etc.
- Liability growth: Enhancement of CASA and TD values month over month. Basis and sourcing of new-to-bank customers to achieve a liability target on a month-over-month basis. Basis.
- Revenue Target: Fulfilling a revenue target across all products on a quarterly basis and achieving SOPs close to 0.70 to 0.80 (with 1.10 being the highest) set by the organization.
- Investment Products: Catering to a total AUM of 60 Cr, which consists of Mutual Funds, PMS, Insurance, and Corporate FDs.
Imperia Client Relationship Manager
HDFC Bank
04.2014 - 01.2022
- Strategic Portfolio Management & Revenue Growth: Spearheaded the growth of a high-net-worth portfolio by delivering bespoke wealth management solutions, and identifying cross-selling opportunities that consistently drove revenue expansion.
- Relationship Excellence and Client Retention: Established a 'Single Point of Contact' service model for HNI clients, fostering long-term loyalty and preventing attrition through personalized investment advice and rapid resolution of complex banking needs.
- Operational Integrity & Acquisition: Accelerated the onboarding of new high-value clients into the Imperia program while maintaining an impeccable record of compliance with KYC, AML, and evolving regulatory standards.
Senior Sales Executive
ICICI BANK Ltd.
01.2011 - 04.2014
- Proactive Field Engagement and Business Development: Spearheaded local market outreach and outdoor sales initiatives, conducting frequent client meetings and territory mapping to identify high-potential prospects for comprehensive 3-in-1 banking solutions.
- Target-Driven Market Expansion: Consistently achieved monthly sales benchmarks across diverse product lines, including home loans, insurance, and credit cards, by leveraging deep knowledge of the assigned geography and competitor landscape.
- Relationship Management & Operational Excellence: Delivered tailored financial advice and rapid query resolution for new and existing clients, ensuring all account onboarding and documentation strictly adhered to KYC and internal regulatory standards.
Contract Sales Exceutive & Team Leader
HDFC BANK Ltd.
06.2008 - 01.2011
- Strategic Team Leadership & Development: Built and mentored a high-performing sales unit of 8–10 professionals, overseeing comprehensive training in product knowledge and advanced sales techniques to ensure a balanced and profitable product mix.
- Performance Management & Field Coaching: Optimized team productivity through daily "Morning Huddles" and high-impact joint field calls, directly assisting team members in navigating complex negotiations, and accelerating deal closures.
- Operational Excellence and Client Relations: Orchestrated daily performance tracking via detailed MIS reporting, while simultaneously managing executive-level customer relations, and driving the adoption of digital banking solutions.
Education
MBA - Marketing Management
PRIN.L.N. WELINGKAR INSTITUTE OF MANAGEMENT DEVELOPMENT & RESEARCH
Mumbai, India 04.2001 -
B. COM -
J.M. PATEL COLLEGE OF COMMERCE
Mumbai01-2008
XII Std -
VIDYANIDHI JUNIOR COLLEGE OF COMMERCE
MUMBAI BOARD01-2005
X Std - undefined
R C MARUTI HIGH SCHOOL
MUMBAI BOARD01-2003
Skills
Strategic Team Leadership & Development
HNI & UHNI Portfolio Management
Comprehensive Relationship Management
Full-Spectrum Business Development
Regulatory Governance & Compliance
Cross-Product Expertise
Data-Driven Sales Management
Digital Banking Migration
Timeline
Senior Banking Partner
Indusind Bank
10.2024 - Current
Privy Relationship Manager
Kotak Mahindra bank
02.2022 - 10.2024
Imperia Client Relationship Manager
HDFC Bank
04.2014 - 01.2022
Senior Sales Executive
ICICI BANK Ltd.
01.2011 - 04.2014
Contract Sales Exceutive & Team Leader
HDFC BANK Ltd.
06.2008 - 01.2011
MBA - Marketing Management
PRIN.L.N. WELINGKAR INSTITUTE OF MANAGEMENT DEVELOPMENT & RESEARCH
04.2001 -
X Std - undefined
R C MARUTI HIGH SCHOOL
B. COM -
J.M. PATEL COLLEGE OF COMMERCE
XII Std -
VIDYANIDHI JUNIOR COLLEGE OF COMMERCE