Summary
Overview
Work History
Education
Timeline
Generic
PRATEEK KHANNA

PRATEEK KHANNA

PUNE

Summary

Over 16 years of experience in Various aspects of Banking Products.

Banking Sales Professional with exposure in Payment Solutions, Unsecured lending - Retail Banking.

Possess a focused customer - oriented approach with excellent relationship Management skills.

Overview

15
15
years of professional experience

Work History

Banking Professional

YES Bank Ltd
12.2021 - Current

Merchant Acquiring - Cluster Head – ROMG

Achievements/Tasks

  • Products – POS Terminals, UPI QR Code Standee & Insurance.
    Managing Mumbai Region through Branch channel & direct channel for Retail Merchant Acquisition
  • Responsible for all sales and operations related process.
  • Ensure control and compliance to both internal and external policies and process are adhered to duly Ensuring best in class services to customers.
  • Activate all Branches on POS Business in Region.
  • Regular Track team's productivity, performance.
  • Recruiting and Training Product Sales Manager & Sales Officers.
  • Handling Team of 5 Product Sales Manager.

State Head- Personal Loan

IDFC First Bank Ltd
08.2016 - 12.2021

Achievements/Tasks

  • Identifying new partners for transactional integration with online aggregators for lead generation.
  • Customer Acquisition in Delhi NCR and managing customer communication for assets products through Corporate Salary and Branches for Personal Loan.
  • Managing Sales Officer & DST - Team Size 30 Promoted as Senior Manager in 2 years and 6 Months.
  • Maintaining approval rate of 65%, contributed 35% of Business Volume in 2018 at National level.

Manager - Credit Cards & Personal Loan

IndusInd Bank Ltd
06.2016 - 08.2016

Achievements/Tasks

  • Promotion of Products in corporate houses for their employees, discuss various strategies for business improvement
  • Managing Tele Relationship manager to generate leads for Credit Cards and Personal Loans ensuring high productivity and superior quality of acquisition

Treasures Relationship Manager

Development Bank of Singapore
05.2011 - 05.2013

Achievements/Tasks

  • Managing High-Net- Worth clients for Investment.
  • Conducting Personalized Financial Review for clients on regular basis, ensuring appropriate provision of products (Mutual funds & Insurance) and services
  • Actively maintaining abroad and detailed technical knowledge in respect to products, processes and market awareness.
  • Generating Revenue through various products
    Promoted as Treasures Relationship Manager from Sales Manager within 1 year and 6 months.
  • Awarded as best Sales Manager for month of January, February, March, July and October for doing maximum Insurance.

Assistant Sales Manager - Premier

HSBC Bank
03.2010 - 04.2011

Achievements/Tasks

  • Develop new and expand existing High Net worth customer relationship for liabilities and commercial assets
  • Ensuring high level of customer service orientation approach
  • Cross - sell of Home Loan, Insurance, Mutual funds, Term deposit and Credit Card to existing and new clients
  • Track customer complaints/queries and turnaround times for customer satisfaction Acquisition of Premier accounts

Acquisition Manager- In House Channel

Deutsche Bank
06.2008 - 02.2010

Achievements/Tasks

  • Acquisition of new customer for Credit Card, through Internal and External Database. Cold calling to generate leads for Credit Cards.
  • Organizing Promotions and tie-ups for sourcing premium credit card coordinating with cross-functional verticals for lead generation.
  • Was awarded as SHOOTING STAR at national level for outstanding performance for consecutive 5 months.
  • 10% growth in credit card sales in assigned territory in 6 Months 180% target achievement in complete tenure.

Education

MBA - Human Resource & Marketing

Indian Institute Of Planning And Management
New Delhi
07.2008

BBA - Human Resource & Marketing

Rai Foundation
New Delhi
07.2006

Timeline

Banking Professional

YES Bank Ltd
12.2021 - Current

State Head- Personal Loan

IDFC First Bank Ltd
08.2016 - 12.2021

Manager - Credit Cards & Personal Loan

IndusInd Bank Ltd
06.2016 - 08.2016

Treasures Relationship Manager

Development Bank of Singapore
05.2011 - 05.2013

Assistant Sales Manager - Premier

HSBC Bank
03.2010 - 04.2011

Acquisition Manager- In House Channel

Deutsche Bank
06.2008 - 02.2010

MBA - Human Resource & Marketing

Indian Institute Of Planning And Management

BBA - Human Resource & Marketing

Rai Foundation
PRATEEK KHANNA