PRASHANT TRIKHA

Over 26 years of experience in the areas of Corporate Sales, Retail Branch Banking, Operations Management, Client Servicing, Team Management and Wealth management. Deftness in managing business operations with focus on top-line & bottom-line performance and expertise in determining company’s mission as conveyed through policies & objectives. Proficiency in monitoring various banking operations and maintaining long-term customer relationships through the provision of high-quality service. Adept in managing & leading teams for running successful process operations & experience of developing procedures, service standards for business excellence. Possesses excellent interpersonal, communication and organizational skills with proven abilities in training & development, customer relationship management and planning.

• Regional Head – Corporate Salary, IDFC FIRST Bank Ltd., Delhi, Delhi, 05/30/22, Present, Managing Delhi & Punjab region with a team of 120 employees., Responsible for new acquisition of Corporate salary relationships., Advising HNW customers for insurance cum investment plans., Conducting business analysis month on month for improvement., Making presentations on salary offer to top management in various corporates., Cross sell of other financial products of the bank.
• Key Accounts - Employee Banking Financial Solutions, HDFC Bank Ltd., Gurgaon, Haryana, 12/09/20, 05/27/22, Managing portfolio of 169 key corporates., Responsible for new acquisition of Corporate salary relationships., Handling HNW customers and advising them for investment plans., Conducting business analysis month on month for improvement., Making presentations on salary offer to top management in various corporates.
• Vice President – Wealth Management, Anand Rathi Wealth Services Ltd., A-254, Defence Colony, New Delhi, Delhi, 110024, 01/24/19, 03/31/20, Focus on HNI customers for acquisition and business development., Advise and consult with clients for financial services., Educate clients about investment options and potential risks.
• Branch Manager, IndusInd Bank Ltd., Sector-15, Part-I, Old Judiciary Complex, Gurgaon, Haryana, 09/27/17, 01/23/19, Responsible for meeting branch targets and ensuring compliance., Ensuring customers receive world-class services.
• Branch Head (Asst. Vice President), HDFC Bank Ltd., DLF City Court, Gurgaon, Haryana, 03/01/05, 09/25/17, Responsible for meeting branch targets and ensuring compliance., Ensuring customers receive world-class services.
• Manager, North India Finserve Pvt. Ltd., New Delhi, Delhi, 01/01/01, 02/28/05, Managing responsibility for hiring, training, & motivating a sales team., Acquisition of corporate salary accounts.

• Interpersonal Skills
• Communication Skills
• Organizational Skills
• Training & Development
• Customer Relationship Management
• Planning