PARIKSHIT SINGH
Indore
Summary
Dynamic Premium Acquisition Manager with a proven track record at Equitas Small Finance Bank, excelling in client relationship management and achieving significant CASA growth. Skilled in cross-selling wealth products and leading teams to exceed business targets, leveraging strong communication and data management abilities to drive results and enhance customer satisfaction.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Premium Aquisition Manager (DM)
Equitas Small Finance Bank
03.2026 - Current
- Acquire new premium / HNI customers through leads, referrals, and market sourcing
- Drive CASA (Current Account & Savings Account) growth with high-value accounts
- Cross-sell wealth products such as mutual funds, insurance, fixed deposits, bonds, and third-party products
- Build and maintain long-term relationships with premium clients
- Track customer portfolio performance and suggest investment opportunities
Service Delivery Manager (DM)
Indusind Bank
12.2024 - 02.2026
- Improved service quality, addressing client concerns promptly and professionally.
- Led cross-functional teams to achieve project goals on time and within budget.
- Coordinated with multiple departments to ensure seamless service delivery.
- Enhanced service delivery by implementing efficient processes.
- Branch authoriser (acting assistant branch head) for transactions and withdrawals.
- Monthly achiever in third-party product targets.
Customer Relationship Officer (AM)
Bandhan Bank
02.2023 - 10.2024
- Contributor in CASA accounts (monthly target: 15 including CA)
- Managed OR values and third-party products (achieved: 10L cheque value, CASA value: 2CR)
- Handled branch opening/closing reports and CTS clearing
- Ensured high-quality customer service and relationship management
- Managed RTGS, NEFT, internal transactions, and customer requests (initiation & approval)
Sales Executive
Team Lease Services
Indore
09.2020 - 02.2021
- Sales of health insurance
Education
MBA - Marketing & HR
Oriental University
Indore05-2023
B.com - Computer Applications Development
DAVV University
Indore06-2021
Skills
- Good Communication
- Business Regulation and Customer Support Services
- High Productivity and Achieving Business Targets
- Team Management and Data Handling and Information Management
Certification
- IRDAI
- JP Cement Workshop Certificate
Accomplishments
- For Exemplary Performance in Quarter 3 2023
- Certificate Of Appreciation April 2024
- CFD Champion for May 2025
Timeline
Premium Aquisition Manager (DM)
Equitas Small Finance Bank
03.2026 - Current
Service Delivery Manager (DM)
Indusind Bank
12.2024 - 02.2026
Customer Relationship Officer (AM)
Bandhan Bank
02.2023 - 10.2024
Sales Executive
Team Lease Services
09.2020 - 02.2021
MBA - Marketing & HR
Oriental University
B.com - Computer Applications Development
DAVV University