Nidhi Parikh
Mumbai
Summary
Senior Banking & Financial Services professional with 12+ years of experience in relationship management, channel marketing, bancassurance, wealth management, and payment solutions. Proven track record in driving digital adoption, managing enterprise relationships, executing go-to-market campaigns, and delivering strong revenue growth through strategic partnerships. Skilled in client acquisition, cross-selling, employee benefits solutions, and stakeholder management.
Overview
13
13
years of professional experience
Work History
Sr. Manager - Bancassurance
HDFC Life
02.2025 - Current
- Led strategic growth initiatives across key banking channels to drive business expansions, digital adoption and partner engagement
- Designed and executed go-to-market strategies using MIS and performance analytics to identify opportunities and improve channel productivity
- Collaborated with cross-functional stakeholders to implement business interventions and sales enablement initiatives aligned with growth priorities
- Developed leadership presentations, tracked business metrics and supported data driven decision making to achieve strategic objectives
Sr. Relationship Manager- Payment Solution(Prepaid Cards)
ICICI Bank
05.2022 - 06.2024
- Managed key corporate relationships for employee benefit solutions.
- Delivered 3X growth in Gift Card and Multi-Wallet portfolio through strategic client acquisition and upselling initiatives.
- Promoted Semi-Closed Cards and Gift Cards to increase client sales.
- Implemented customized employee benefit solutions for corporate clients.
- Generated incremental business through referrals and strategic partnerships.
Chief Manager- Privy RM
Kotak Bank
09.2021 - 03.2022
- Managed high-value private banking relationships.
- Advised clients on mutual funds, insurance, and structured products.
- Achieved revenue targets through advisory and cross-sell initiatives.
- Built strong long-term client relationships through personalized financial solutions.
Sr. Imperia Relationship Manager
HDFC Bank
02.2020 - 08.2021
- Managed HNI client portfolios and delivered customised banking solutions.
- Cross-sold banking products to increase portfolio value.
- Led client engagement initiatives for retention and acquisition.
- Resolved customer concerns while maintaining high service standards.
Relationship Manager- Wealth Management
ICICI Bank
02.2017 - 04.2018
- Managed HNI portfolios across liabilities, assets, forex, and investments.
- Achieved branch sales targets through effective cross-selling.
- Ensured compliance and quality sales execution.
Acquisition Executive
Arval India-100% subsidiary of BNP Paribas
03.2013 - 04.2016
- Acquired new clients and converted prospects into long-term customers.
- Supported end-to-end sales cycle including negotiations and onboarding.
- Collaborated with regional teams to drive closures
Education
PGDM - Retail Management (Marketing)
Welingkar Institute of Management Development & Research
BMM -
Wilson College
MumbaiH.S.C. -
K.C.College
MaharashtraS.S.C -
New Era School
MaharashtraSkills
- Relationship Management
- Channel Marketing
- Digital Sales Adoption
- Wealth Management
- Corporate Acquisition
- Strategic Partnerships
- Cross-selling
- Client Retention
- Marketing Strategy
- Business Development
- Team Leadership
- Stakeholder Management
Hobbies and Interests
- Travelling
- Event Planning & Hosting
- Pet Lover & a Dog Mom
Personal Information
Date of Birth: 08/09/89
Address: 1101, A Wing, Blu Estate & Club, GK Marg, Worli, Mumbai-400018
Timeline
Sr. Manager - Bancassurance
HDFC Life
02.2025 - Current
Sr. Relationship Manager- Payment Solution(Prepaid Cards)
ICICI Bank
05.2022 - 06.2024
Chief Manager- Privy RM
Kotak Bank
09.2021 - 03.2022
Sr. Imperia Relationship Manager
HDFC Bank
02.2020 - 08.2021
Relationship Manager- Wealth Management
ICICI Bank
02.2017 - 04.2018
Acquisition Executive
Arval India-100% subsidiary of BNP Paribas
03.2013 - 04.2016
PGDM - Retail Management (Marketing)
Welingkar Institute of Management Development & Research
BMM -
Wilson College
H.S.C. -
K.C.College
S.S.C -
New Era School