Palak Dutta

• Responsible for Achieving the NRI Business Budget for the Circle
• The Budget includes NOA, SA -TD Book Growth and Revenue Growth from Retail Forex, TPP and Retail Asset
• Responsible for complete Management of NRI RM Channel of Kolkata and other Circles in East (Except Patna)
• Responsible for activation of other retail channels ( including Branch and non Branch) on NRI Business Sourcing as per Budget
• Provide necessary training to all channels
• Design, launch and monitor Business Drives and Campaigns in collaboration with the NRI CO, local Branch Banking & LS Channels and Marketing
• Sourcing of Bulk Business from Shipping Companies, Mariner Colleges, institutions, organizations, Stock Brokers, Agents & CAs through collaborations and forging formal tie ups
• Kolkata NRI RM Team, in the last 2 years, has achieved 100% in 5 Key Business Parameters and has been the Top Performer in TD Growth, RFR Business and LI Sales

• Manage the team towards successful completion of projects including opening of new Branches/Offices, renewal of agreements and relocation of Branches/offices across East Region
• Rationalization of Cost of existing project /new projects
• Responsible for all legal compliances

• Responsible for Management of the Branch Sales of Salt Lake Branch
• Responsible for managing the CSO & Sales Channels of the Branch for targeted NOA Acquisition, Deepening of CASA & Loan Books
• Regular liaisoning with Govt Depts /institutions

• Primary responsibilities include managing investments portfolios of High Value Retail Clients including NRIs
• Sourcing of NTB Customers
• Bring incremental value in NTB & ETB SA & TD Books
• Achievement of Revenue Budget

• Was deputed in Doha, Qatar, to work in the "International Banking Dept.", Doha Bank
• Drive Business including NOA, Remittances, SA Book Growth and Sale of Selected TPP products by engaging with NRIs based in Qatar
• Managing the Sales Channel
• Maintain Liaison and Tie Ups with Indian and Foreign Organizations for Business Development and Sourcing
• Maintain Liaison and Tie Ups with Indian Embassy and all Associations of Indian Expats for visibility and Business Development
• Maintain Liaison and Tie Ups with selected Exchange Houses for sourcing Business
• The SA MEB Book of Accounts sourced from Doha grew by almost 3 times between 2008 & 2011, whereas the remittance figures grew between 45-50% YOY during that period

• Responsible for Managing the NTB & ETB NRI Books of the Branch
• Achievement of Revenue Budget
• Was the first NRI Relationship Manager to source MF investments from Customers in 2006 as TPP Business was launched in Axis Bank Ltd (then UTI Bank Ltd)
• Was the First RM in East Region to sell Life Insurance Products since it's introduction in Feb 2007
• Was the Top Performing NRI RM of the Bank for Consecutive 3 Years between FY 2004- 2006
• The NRI SA Book of Golpark grew from Rs.3 Cr in 2003 to Rs.32 Cr in 2007 as I left for Doha.

Was responsible for Teller Management and also Front Desk Management