Summary
Overview
Work History
Education
Skills
Accomplishments
Positions Of Responsibility
Personal Information
Timeline
Generic

Manmohit Verma

Branch Head
Mumbai,Maharashtra

Summary

A versatile professional with excellent negotiation, sales & team management skill and a successful Banker with last 16 plus yrs of Banking & Finance experience. Key focus area Business development, Successful track record of scaling up multiple lines of Business-like Trade, CASA, Assets, Wealth Management Business to exceed result consistently, Built Business in Retail trade through Non-Individual & NRI Banking.

Overview

18
18
years of professional experience
6008
6008
years of post-secondary education

Work History

Branch Manager – DVP

Kotak Mahindra Bank Ltd.
04.2024 - Current
  • Ability to lead, motivate, and develop a team to achieve goals, including experience in performance management, coaching, and conflict resolution.
  • Skills in budgeting, financial analysis, and reporting, along with experience in managing branch profitability and cost control.
  • Ability to drive sales, meet targets, and implement effective marketing strategies.
  • Building and maintaining customer relationships, managing customer satisfaction, and addressing customer service issues.
  • Streamlining branch operations, improving processes, and ensuring compliance with regulations.
  • Ability to identify and resolve issues, make sound decisions, and implement solutions effectively.
  • Developing and implementing strategies to improve branch performance and achieve organizational goals.
  • Experience in adhering to banking regulations and compliance standards.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Maintained friendly and professional customer interactions.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.

Insignia Relationship Manager – DVP

Kotak Mahindra Bank Ltd.
Mumbai
02.2019 - 03.2024
  • Responsible for maximizing the revenue & Cross sell the Wealth Products & Liability & Assets products.
  • Managing Top High Net worth Clients who has based out across Mumbai.
  • Responsible for developing profitable and quality business to ensure profit targets.
  • Acquisition of new customers for liability, Investments & Asset products particularly in Trade and Forex, Consumer & Commercial Assets.
  • Ensure disciplined adherence to set sales and relationship management processes and standards.
  • Operate within risk and compliance requirements framework as per guidelines of RBI, SEBI & IRDA.
  • Cross selling to acquire larger share of business being managed by other banks.
  • The periodic review management of all clients ensuring no audit breach.
  • Generating revenue via referring asset leads/treasure leads to various sources & internal team and ensuring overall productivity.
  • After sales service and managing day to day transactions for smooth functioning of business.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Streamlined internal reporting processes, allowing for more accurate forecasting and strategic planning.

Imperia Relationship Manager - Senior Manager

HDFC Bank Ltd.
Mumbai
09.2016 - 02.2019
  • Ensuring the highest levels of service to the High-Net-Worth customers.
  • Cross selling Investments & Business Bakning Products
  • Providing Financial planning & Investment Advise.
  • Sales targets spread across Liabilities, Retail Assets, Wealth Products, trade & forex, Credit Cards etc.
  • One point contact for all requirements of HNW customers in the Branch.
  • Acquisition & Servicing of HNW customers’ requirements.
  • Team Player - Working as a team and helping the team achieve the team target as well.
  • Cross selling of all available products and enhancing relationship with clients and generating revenue.
  • Handling sales team and driving or monthly and quarterly numbers.
  • Managing Relationship of HNI clients to focus on Trade and foreign exchange transactions/Investments and Assets products.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.

Relationship Manager – Priority Business Banking

KOTAK MAHINDRA BANK LTD
Mumbai
06.2013 - 09.2016
  • Generating Fee income within the portfolio and focus on Trade forex, Assets, MF and LI/GI & PMS.
  • Managing HNW Clients and do cross selling Investments and Financials products.
  • Analyze financial requirements of clients and match with bank's product offerings.
  • Acquire Fresh HNW clients & understand & full fill-up there financial needs, like WC, Investments, Card, TFX, CMS.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.

Associate Relationship Manager – Emerging Market Group

IndusInd Bank Ltd
Mumbai
05.2011 - 06.2013
  • Acquisition and Servicing of Quality Trade Current Accounts and EXIM clients.
  • Increase the Trade and FX income, Cross Sell LI, GI & MF for the Bank.
  • Identify cross - sell opportunities for Asset products as Home Loan, LAP and LRD, WC & SME Lending etc.
  • Maintaining and compliance policy of the bank by good operation policies & good KYC norms set as per RBI standards.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Sales Manager

Max New York Life Insurance Ltd
Mumbai
11.2008 - 09.2010
  • Handling a team of Financial Advisors, involving them recruitment and business generation for Insurance Products.
  • A strong team leader and motivator, fostering an atmosphere that encourages highly talented professionals to balance high level skill with maximum productivity.
  • Provide financial solutions to Individuals and cross sell Insurance products.
  • Solving Problems of customers and team members, give him direction.
  • Recruiting Quality Advisors on regularly.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.

Assistant Manager

Kotak Mahindra Bank
Mumbai
06.2007 - 10.2008
  • Acquiring new customers for bank and maintaining relationship with the customer.
  • Cross selling Liability, Investments & assets products.
  • Market Segmentation & applying strategies to achieve our business goals.
  • Leading the efforts in planning and accomplishing promotional activities for growth of Current Accounts and General Insurance and for gathering of data through various sales channel.
  • Build and strengthen relationships with key accounts & achieve repeat/ referral business by providing them with complete support.
  • Generated repeat business through exceptional customer service.

Education

B.com - Commerce

Chatrapati Sahu Maharaj - Kanpur University
U P
05.2005

HSC - Commerce

Allahabad U P Board
U P
05.2002

SSC - Science

Allahabad U P Board
U P
03.2000

Skills

Portfolio management expertise

Branch operational leadership

Service excellence

Stakeholder engagement

Proficient in financial services

Strategic business planning

Regulatory adherence

Mentoring experience

Staff skill enhancement

Effective multi-tasking

Business planning

Accomplishments

  • Certificates and trophies for excellent performance
  • Awards in sports activities in cricket and chess
  • Highest TFX revenue & Assets Disbursements achiever in KMBL FY 14 & FY 20
  • Trophies for TFX business and KLI & Assets business in HDFC Bank Ltd
  • Consistent Contest Winner in 'Best Rated Employee in FY 2017 - 2018' - HDFC Bank Ltd
  • Top Pan India Best in Assets Business 'FY 21 & FY 22 & FY 23' KMBL
  • Pan India top position in Business Assets

Positions Of Responsibility

  • Head In charge of Sports Activity at college
  • Class Representative during HSC and B.com
  • Class coordinator for Sports Activity

Personal Information

  • Age: 39
  • Gender: Male

Timeline

Branch Manager – DVP

Kotak Mahindra Bank Ltd.
04.2024 - Current

Insignia Relationship Manager – DVP

Kotak Mahindra Bank Ltd.
02.2019 - 03.2024

Imperia Relationship Manager - Senior Manager

HDFC Bank Ltd.
09.2016 - 02.2019

Relationship Manager – Priority Business Banking

KOTAK MAHINDRA BANK LTD
06.2013 - 09.2016

Associate Relationship Manager – Emerging Market Group

IndusInd Bank Ltd
05.2011 - 06.2013

Sales Manager

Max New York Life Insurance Ltd
11.2008 - 09.2010

Assistant Manager

Kotak Mahindra Bank
06.2007 - 10.2008

B.com - Commerce

Chatrapati Sahu Maharaj - Kanpur University

HSC - Commerce

Allahabad U P Board

SSC - Science

Allahabad U P Board

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