Partha Sarathi Dash
Cuttack
Summary
Experienced Wealth & Relationship Management professional with 6+ years in leading private-sector banking, specializing in HNI & Affluent client acquisition, portfolio growth, investment advisory, team leadership, and compliance governance. Proven track record in AUM growth, MIB expansion, customer retention, and digital penetration, supported by strong data analytics (Power BI), CRM systems, and audit controls. Adept at building long-term client relationships while driving profitability and adherence to regulatory standards.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
Cluster Lead
ICICI Bank
Bhubaneswar
12.2023 - Current
- Managed a team of 20 relationship managers overseeing a portfolio with a book value of ₹750 Cr. Owned end-to-end affluent, HNI, and UHNI portfolio performance, driving TRV, CASA, MIB (2% MoM growth), NII, and PPC.
- Acting as a strategic bridge between Relationship Managers and senior leadership (Location Head, Zonal Head, Branch Head, RHS, RH), and ensuring branch synergy.
- Provided Portfolio Management Services (PMS) advisory to HNI clients, including risk profiling, onboarding, and periodic portfolio reviews.
- Drove customer acquisition across Affluent, HNI & UHNI segments by identifying high-potential prospects, leveraging referrals and branch synergy, and converting opportunities through a Customer 360° and right-product-to-right-customer approach, contributing to sustained portfolio and MIB growth.
- Contributed to branch P&L management.
Unit Manager
ICICI Bank
Bhubaneswar
12.2021 - 12.2023
- Managed Affluent and HNI customer portfolios, driving CASA, term deposits, retail assets, and fee income.
- Delivered NII growth through effective pricing, deposit mobilisation, and loan portfolio management.
- Achieved product-wise revenue across CASA, loans, cards, investments, and insurance.
- Focused on customer retention and acquisition through referrals, householding, and proactive engagement.
Relationship Manager
ICICI Bank
Bhubaneswar
04.2019 - 12.2021
- Acquired and serviced retail, affluent, and HNI customers within branch catchment.
- Grew CASA, deposits, loans, and cross-sell products through relationship-based selling.
- Handled customer onboarding, servicing, and query resolution, ensuring high satisfaction.
- Promoted digital banking channels to improve convenience and reduce branch footfall.
Education
High School Diploma -
Manipal Academy of Higher Education
Bangalore03-2019
Certification
NISM V-A
Timeline
Cluster Lead
ICICI Bank
12.2023 - Current
Unit Manager
ICICI Bank
12.2021 - 12.2023
Relationship Manager
ICICI Bank
04.2019 - 12.2021
High School Diploma -
Manipal Academy of Higher Education