PRIYANKA BAGREE
Delhi NCR
Summary
Dynamic Associate Vice President with established success at Kotak Mahindra Bank, orchestrating 35% growth in AUC to USD 4.5 BN. Specialist in client relationship management and business development, proficient in structuring deals and ensuring regulatory compliance. Acknowledged for spearheading transformative projects that elevate operational efficiency and streamline client onboarding processes.
Overview
9
9
years of professional experience
Work History
Associate Vice President - Relationship Manager
Kotak Mahindra Bank Ltd
04.2022 - Current
- Directed custody and clearing services sales across North and East India, covering AIFs, PMS, Private Equity, Venture Capital Funds, Family Offices, and Insurance Companies.
- Achieved 35% year-over-year growth in AUC to USD 4.5 billion within 9 months.
- Secured 28% increase in CA balances through strategic initiatives.
- Collaborated with internal stakeholders to ensure seamless transaction processes and effective account management.
- Managed vendor onboarding and provided comprehensive solutions, including digital client onboarding.
- Led business process transformation projects that reduced operational redundancy and automated account onboarding procedures.
Relationship Manager
ICICI Bank Ltd
04.2019 - 03.2022
- Managed relationships with over 50 financial institutions across SAARC and Europe.
- Contributed to 2.5x asset book growth from $250 million to $650 million in SAARC region.
- Engaged CXO-level executives to explore ecosystem banking solutions both domestically and internationally.
- Focused on increasing market share for existing and new product offerings.
- Pursued continuous learning in compliance and regulatory developments impacting the financial sector.
Credit Analyst - IFIG
ICICI Bank Ltd
05.2017 - 04.2019
- Conducted credit analysis and risk management of countries and financial institutions to identify financial, credit, and transfer risks.
- Developed exit strategies for high-risk countries while establishing monitoring and trigger frameworks.
- Led research on macroeconomic and political developments supported by rigorous financial analysis.
- Executed continuous monitoring of market trends and assessed impacts on new business opportunities.
- Served as sovereign lead for Middle East, North Africa, Turkey, and Bangladesh.
Graduate Intern
ICICI Bank Ltd
04.2016 - 06.2016
- Graduate internship focused on commodity analysis
- Analysed trends in commodity prices for Crude Oil, Coal and Steel with Factor analysis for commodity prices volatility at macro global level
- Studied cyclicity of commodities using Kondratiev Wave on historic price trends
- Screen tested risk mitigation models developed using FMEA Model against commodity price volatility
Education
PGP -
Indian Institute of Management Raipur & IESEG School of Management
Raipur, France04.2017
B. Com -
H.R. College of Commerce and Economics
Mumbai05.2015
Class X & XII -
Modern High School for Girls
Kolkata05.2012
Skills
- Client relationship management
- Sales strategy development
- Market analysis
- Business development and portfolio management
- Deal structuring and compliance
- Regulatory adherence
- Business process transformation
KEY ACHIEVEMENTS
- Regional client coverage - managed 20+ institutions in North and East India over two years
- Process transformation lead
- Successfully led a project for digital client onboarding, reducing turnaround by 30%
- Contributed to 2.5x trade asset book growth from $250 million to $650 million between 2020 and 2022
Projects
Kotak Young Leaders' Council 2024, a flagship leadership development initiative recognizing high-potential professionals under the age of 40 across Kotak Mahindra Bank, identifies and nurtures future leaders by involving them in strategic, high-impact projects at a group-wide level. As part of this cohort, I am currently contributing to a group-wide cost optimization and transformation initiative, collaborating cross-functionally to deliver tangible business outcomes and drive cost efficiency without compromising customer experience. One of the other key objectives is to implement process improvements and best practices to streamline workflows and reduce operational bottlenecks
Timeline
Associate Vice President - Relationship Manager
Kotak Mahindra Bank Ltd
04.2022 - Current
Relationship Manager
ICICI Bank Ltd
04.2019 - 03.2022
Credit Analyst - IFIG
ICICI Bank Ltd
05.2017 - 04.2019
Graduate Intern
ICICI Bank Ltd
04.2016 - 06.2016
PGP -
Indian Institute of Management Raipur & IESEG School of Management
B. Com -
H.R. College of Commerce and Economics
Class X & XII -
Modern High School for Girls
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