Pinkesh Soni
Vadodara
Summary
Banking & Financial Leadership
Experienced banking professional with over 13 years of expertise in branch banking, wealth management, and financial advisory. Proven ability to lead high-performing teams, optimize banking operations, and enhance customer relationships to drive business growth. Skilled in developing and implementing strategic financial solutions, ensuring regulatory compliance, and delivering superior service in private sector banking environments. Adept at fostering collaboration, streamlining processes, and driving operational excellence to achieve organizational goals.
Investment & Market Analysis
Expert in investment products, portfolio management, and technical analysis of stock and derivative markets. Proficient in leveraging data driven insights, market trends, and risk assessment strategies to optimize investment portfolios. Strong analytical skills in identifying trading opportunities, interpreting market movements, and formulating investment strategies that align with financial objectives. Dedicated to utilizing deep industry knowledge and analytical expertise to deliver high value investment solutions and contribute to long-term financial growth
Overview
21
21
years of professional experience
Work History
Regional Head
Groww / Fisdom Wealth
Vadodara, India
08.2025 - Current
- Responsible for building up AUM and revenue by cross-selling wealth products to HNI and UHNI clients.
- Working on the clientele of Groww to offer wealth solutions and provide higher revenue-generating products based on the client's needs.
- Managing a team of five individuals and responsible for outgrowing the territories of Vadodara, Anand, Nadiad, VV Nagar, and Halol.
- Enhanced client satisfaction by addressing concerns promptly, resolving issues efficiently with tailored solutions.
Cluster Head
Yes Bank Limited
Vadodara
03.2022 - 05.2025
Multi-Branch Operations and Financial Oversight.
- Successfully manage operations across seven branches, overseeing a dynamic team of 65+ professionals.
- Drive financial growth with a liability portfolio exceeding ₹685 crore, and an asset portfolio of ₹150 crore.
- Lead strategic initiatives to optimize branch profitability, resource allocation, and product performance across Liability Products, Assets, and Third-Party Products.
- Ensure strict regulatory compliance while enhancing customer experience through service excellence, and operational efficiency.
Branch Manager
Indusind Bank Limited
Vadodara
12.2018 - 03.2022
Branch Manager
HDFC Bank Limited
Vadodara and Dahej, Bharuch
04.2012 - 12.2018
Key Account Manager/Channel Manager
Vodafone
05.2009 - 04.2012
Customer Service Assistant
Sainsburys'
London
11.2008 - 01.2009
Corporate Salary RM
HDFC Bank
Vadodara
07.2006 - 10.2008
Kay Account Manager
Hutch Telecom
Vadodara
12.2004 - 06.2006
Education
Bachelor of Science - Chemistry
Gujarat University
01.1999
Skills
- Team leadership
- Effective resource coordination
- Multifunctional teamwork
- Problem-solving
- Strong work ethic
- Multitasking Abilities
- Self motivation
- Time management abilities
- Critical thinking
- Advanced technical analysis of stocks
- Organizational skills
- Fostering strong connections
Languages
English
Hindi
Gujarati
Personal Information
Timeline
Regional Head
Groww / Fisdom Wealth
08.2025 - Current
Cluster Head
Yes Bank Limited
03.2022 - 05.2025
Branch Manager
Indusind Bank Limited
12.2018 - 03.2022
Branch Manager
HDFC Bank Limited
04.2012 - 12.2018
Key Account Manager/Channel Manager
Vodafone
05.2009 - 04.2012
Customer Service Assistant
Sainsburys'
11.2008 - 01.2009
Corporate Salary RM
HDFC Bank
07.2006 - 10.2008
Kay Account Manager
Hutch Telecom
12.2004 - 06.2006
Bachelor of Science - Chemistry
Gujarat University