Pallav Sah
Branch Manager
Kolkata,WB
Summary
Dynamic banking professional with extensive experience at HDFC Bank, excelling in portfolio management and customer relationship management. Proven track record of leading teams to exceed revenue targets, enhancing client satisfaction, and driving strategic growth initiatives. Recognized for outstanding leadership and performance evaluation skills, consistently delivering exceptional results in competitive environments.
Visionary leader with proven track record in steering organizations toward success through strategic planning and effective management. Skilled in building cohesive teams, driving innovation, and enhancing operational efficiency to achieve business objectives. Demonstrated ability to transform challenges into opportunities, resulting in significant impact on company growth and profitability.
Overview
15
15
years of professional experience
Work History
Asst Vice President | Branch Manager
HDFC Bank
Kolkata
08.2023 - Current
- Handling a branch with a Portfolio of 400 Crores
- Managing entire business and operations for the branch
- Annual Liability Plan > 120 Crores
- Recognized as Top Emerging BM's and ranked among Top 15 Branches among Kolkata Branches
- Hired, trained, and mentored staff members to maximize productivity.
- Established performance standards for staff members in order to drive productivity levels up.
- Provided organizational leadership and collaborated with executive partners to establish long-term goals, strategies and company policies.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
- Spearheaded efforts to enhance customer service processes while maintaining quality assurance standards.
- Cultivated a culture of collaboration among department heads to facilitate cross-functional project execution.
Asst Vice President | Relationship Banking Head
HDFC Bank
Kolkata
05.2021 - 05.2023
- Handling Portfolio of 1100 Crores with Team of 7 Relationship Managers (3 Imperia and 4 Preferred RM's)
- Annual Revenue Plan > 20 Crores
- Recognized as Top RBH
Senior Manager | Imperia Client Relationship Manager
HDFC Bank
Kolkata
05.2018 - 05.2021
- Handling a Portfolio of 250 Crores with annual revenue plan of 3 Crores
- Recognized as Top ICRM
- Regularly evaluated customer satisfaction levels by surveying customer base and analyzing results.
Manager | Preferred Relationship Manager
HDFC Bank
Kolkata
01.2014 - 05.2018
- Handling a Portfolio of 80 Crores with annual revenue plan of 1.5 Crores
- Recognized as Top RM
Branch Sales Manager
ING Vysya Bank
Kolkata
12.2012 - 07.2014
- Handling a Sales Team of 12 individuals will assigned CASA Plans on numbers and Value
Manager - Premium Acquisitions
Standard Chartered Bank
10.2011 - 12.2012
- Individual Role - Acquisition of HNW Relationships and cross sell of third-party products
Sales Manager - East
Religare Securities Ltd
06.2011 - 10.2011
- Handling a Sales Team of 12 individuals will assigned CASA Plans on numbers and Value
Group Head
Infocom Network Ltd
New Delhi
01.2010 - 06.2011
- Sales and Marketing of Online B2B Portal TRADEINDIA.COM
- Joined as Business Development Executive in January 2010 and got elevated as Group Head in January 2011
Education
B. Com (Hons) -
St Xaviers College
Kolkata01.2008
XII -
Army School
Bengubi, Siliguri01.2005
X -
Namchi Public School
Sikkim01.2003
Skills
- Portfolio management
- Customer relationship management
- Financial analysis
- Sales strategy
- Team building
- Employee training
- Performance evaluation
- Strategic planning
- Leadership development
- Business development
- Corporate communications
- Portfolio optimization
- Relationship building
- Cross-functional team leadership
Certification
Certified with AMFI and IRDA.
Accomplishments
- Won MDGH 2021 contest by HDFC Bank | Product - Life Insurance.
- Won MDRT 2020 contest by HDFC Bank | Product - Life Insurance.
- Won MDRT 2019 contest by HDFC Bank | Product - Life Insurance.
- Won MDRT 2018 contest by HDFC Bank | Product - Life Insurance.
- KWIZCAT Winner
Personal Information
- Date of Birth: 05/22/86
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Areas Of Interest
- Banking/Financial Services.
- Client Relationship Management.
- Portfolio Management
- Business Banking
Languages
English
Proficient
C2
Hindi
Proficient
C2
Bengali
Intermediate
B1
Nepali
Intermediate
B1
Timeline
Asst Vice President | Branch Manager
HDFC Bank
08.2023 - Current
Asst Vice President | Relationship Banking Head
HDFC Bank
05.2021 - 05.2023
Senior Manager | Imperia Client Relationship Manager
HDFC Bank
05.2018 - 05.2021
Manager | Preferred Relationship Manager
HDFC Bank
01.2014 - 05.2018
Branch Sales Manager
ING Vysya Bank
12.2012 - 07.2014
Manager - Premium Acquisitions
Standard Chartered Bank
10.2011 - 12.2012
Sales Manager - East
Religare Securities Ltd
06.2011 - 10.2011
Group Head
Infocom Network Ltd
01.2010 - 06.2011
B. Com (Hons) -
St Xaviers College
XII -
Army School
X -
Namchi Public School
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