MOHIT RASTOGI
Jaipur
Summary
Experienced Sr. Relationship Manager at IndusInd Bank with expertise in client onboarding and team management. Proven track record in driving cross-selling strategies, enhancing revenue streams, and delivering impactful training programs. Adept at financial analysis and fostering strong client relationships, consistently achieving targets and elevating team performance.
Overview
16
16
years of professional experience
Work History
Sr. Relationship Manager
IndusInd Bank
Jaipur
12.2023 - Current
- Working as a Synergy Relationship Manager, managing BBG and SBB clients for liability business for the entire state of Rajasthan.
- Managing a team of more than 40 RMs across Rajasthan while assisting them in achieving their cross-sell targets, which include products like life insurance, mutual funds, DMAT trading accounts, credit cards, and the acquisition of pioneer savings accounts for OPDT customers.
- Working closely with Zonal Heads and Regional Heads, understanding the KRA and monthly targets of each RM, and getting aligned with the senior management's vision. Also, building the bridge between the BBG and SBB RMs and third-party teams, i.e., IPRU and TALIC Life Insurance team members, Motilal Oswal DMAT trading team, credit card team, and mutual fund AMCs.
- Periodically conducting training sessions and employee engagement programs to always have the mind share of the working capital RMs.
Relationship Manager - Supply Chain Finance
ICICI BANK
09.2020 - 04.2023
- Onboard new dealers and vendors for Channel finance and vendor bill discounting facility.
- Manage timely renewals and enhancements for existing clients.
- Ensure income stability from existing clients while exploring new income generation avenues.
- Add value to clients by structuring innovative deals in working capital and term loans.
- Drive supply chain finance business through effective branch management and customer onboarding.
- Sanction limits, oversee disbursements, and monitor utilization across branches.
- Coordinate with branch operations to resolve cash-related transactions and service issues.
Product Manager
ICICI BANK
Mumbai
03.2017 - 09.2020
- International Business Group (Inward Remittances)
- Exploring, conceptualizing and building product solutions.
- Managing product launch related activities in coordination with various stakeholders including specifications, technical development, operations planning, and customer service.
- Analyzing MIS to ascertain product/channel performance and propose short-term and long-term strategies. Understanding key business drivers and developing business plans in accordance with unit and company objectives.
- Preparation of product notes and coordination with various teams like operations, compliance, legal, technology, fraud prevention, AML etc for inputs and approval person requirements.
NRI Relationship Manager
AXIS BANK
11.2015 - 03.2017
NRI Relationship Manager
HDFC Bank
02.2013 - 11.2015
Relationship Manager
INDUSIND BANK LTD
06.2011 - 12.2012
Sales Manager
MetLife India Insurance Co. Ltd
05.2009 - 06.2011
Education
Post Graduation Program - PGP - Marketing & International Business
Indira School of Career Studies
Pune05-2009
Bachelor Of Business Administration - BBA - Marketing
Institute For Professional Studies
Indore, MP12.2007
12th (HSC) - Commerce
CBSE
Jaipur, RJ01.2002
10th (SSC) -
Rajasthan Board
Jaipur, RJ01.2000
Skills
- Client onboarding
- Cross-selling strategies
- Team management
- Financial analysis
- Training facilitation
- Effective communication
- Customer interaction
- Business strategies
Languages
- Hindi, First Language
- English, C1 Advanced
Timeline
Sr. Relationship Manager
IndusInd Bank
12.2023 - Current
Relationship Manager - Supply Chain Finance
ICICI BANK
09.2020 - 04.2023
Product Manager
ICICI BANK
03.2017 - 09.2020
NRI Relationship Manager
AXIS BANK
11.2015 - 03.2017
NRI Relationship Manager
HDFC Bank
02.2013 - 11.2015
Relationship Manager
INDUSIND BANK LTD
06.2011 - 12.2012
Sales Manager
MetLife India Insurance Co. Ltd
05.2009 - 06.2011
Post Graduation Program - PGP - Marketing & International Business
Indira School of Career Studies
Bachelor Of Business Administration - BBA - Marketing
Institute For Professional Studies
12th (HSC) - Commerce
CBSE
10th (SSC) -
Rajasthan Board
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