Pratik Doshi
Mumbai
Summary
Seasoned banker with an extensive record of success in driving sales for various banking products and increasing overall branch revenue. Leveraging strong relations and critical thinking skills to effectively manage a large-scale portfolio of high profiled clients.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Regional Head Sales
ICICI Bank
Mumbai
06.2022 - Current
- Responsible for converting 360-degree business opportunities in Wealth Management segment, which consists of HNI’s, CXO’s & Directors.
- Managing and supervising wealth relationship managers at Goregaon region, including hiring, training, and performance evaluations. The team is responsible for client acquisition and getting full wallet share of existing clients.
- Collaborating with other departments within the bank to achieve overall organizational goals to meet team’s targets.
- Providing excellent customer service and resolving customer complaints while building and maintaining relationships with customers.
- Monitoring financial performance and ensuring profitability for the bank across products while also ensuring compliance with banking regulations and internal policies.
- Keeping abreast of industry trends and developments to make informed decisions and recommendations.
Cluster Branch Manager
ICICI Bank
Mumbai
04.2020 - 05.2022
- Active collaboration with branch and other stakeholders to conceptualize and implement go-to-market strategies for the relationship teams to onboard New accounts.
- Nurturing of team members by giving them regular guidance and trainings.
Product Specialist
ICICI Bank
Mumbai
04.2017 - 03.2020
- Responsible for TPP fee for the branch, investment activation of new clients, AUM growth by ensuring net sales, activation of team members across Life Insurance, General Insurance, Mutual Fund and Alternate Assets like PMS and AIF.
- Managing a team of 9 Relationship Managers & 2 Service Managers, for investment portfolios basis client liquidity requirements, risk taking ability and prevailing market conditions.
- Regular portfolio review ensuring investments are in accordance with the products approved by central product team.
Relationship Manager
ICICI Bank
Mumbai
06.2014 - 03.2017
- Ensuring client contactability on the mapped client base post reviewing their bank account & updating contact details in all requisite systems.
- Resolving client issues or concerns in a timely and professional manner to maintain & building positive relationships with clients.
- Achievement of product-wise targets and cross selling products such as credit cards, insurance, and investment products as per the demographic, lifestyle, and risk profiling.
- Meeting sales targets and revenue goals set by the bank to drive business growth.
Education
Post Graduate Diploma in Management - Marketing
Chetana's Institute of Management & Research
Mumbai05-2014
Bachelor of Engineering - Computers
Atharva College of Engineering
Mumbai04-2010
Skills
- Relationship Building
- Portfolio Management
- Upselling & Cross-Selling
- Good Communication
Affiliations
- Cycling
- Travelling
- Cricket
- Listening to Music
Accomplishments
- Balance score card of 100/100 throughout FY 16-17
- Consistently featured among top Relationship Manager for consecutive 3 years, as an appreciation for the same, was nominated for International Certification in Wealth and Investment Management by CISI in 2017
- Selected as the 1st Product Specialist at Goregaon branch, wherein overachieved the target and lead the branch to being amongst the top 5 fee generating branches pan India along with activating new clients in the FY 17-18
- 360 Crs. Asset Disbursement in FY 20-21 surpassing all previous records of the branch
- Qualified for various state level and national level business contests across roles at ICICI Bank
Certification
- NISM Mutual Fund Distributors Certification
- IRDA Certification
References
References available upon request.
Timeline
Regional Head Sales
ICICI Bank
06.2022 - Current
Cluster Branch Manager
ICICI Bank
04.2020 - 05.2022
Product Specialist
ICICI Bank
04.2017 - 03.2020
Relationship Manager
ICICI Bank
06.2014 - 03.2017
Post Graduate Diploma in Management - Marketing
Chetana's Institute of Management & Research
Bachelor of Engineering - Computers
Atharva College of Engineering
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