Summary
Overview
Work History
Education
Skills
Leadership Impact And Achievements
Timeline
Generic
RAJESWARAN G

RAJESWARAN G

Chennai

Summary

With 20+ years of experience in Wealth Management, Corporate Salary Business, and Branch Banking, this results-driven banking professional has a proven track record. Successfully managing high-net-worth (HNW) portfolios, leading marquee acquisitions, and consistently driving revenue growth are just a few highlights. Demonstrated success in expanding Assets Under Management (AUM), Current Account and Savings Account (CASA) balances, and corporate client relationships, all while maintaining operational excellence. Recognized for contributions in branch expansion, regulatory compliance, and investment advisory excellence.

Overview

21
21
years of professional experience

Work History

Regional Head, RM Corporate Salary

IDFC FIRST BANK
07.2023 - Current
  • Corporate Salary Business Development: Led the growth of the Corporate Salary segment in Tamil Nadu, building strategic relationships with top corporates and institutions
  • Wealth Management & Investment: Spearheaded initiatives to increase investment penetration, resulting in ₹559 Crores AUM growth
  • Branch Banking Leadership: Oversaw multiple branches, ensuring CASA growth, investment product sales, and superior customer engagement
  • Marquee Acquisitions: Successfully acquired ₹225 Crores in AUM and ₹1555 Crores in CASA, reinforcing market leadership
  • Revenue & Business Growth: Achieved CASA, assets, and fee income targets, while improving product penetration and customer onboarding
  • Operational & Compliance Excellence: Maintained strict adherence to audit, risk management, and regulatory compliance, ensuring smooth branch operations
  • Team Leadership & Development: Led high-performing teams, driving productivity and delivering customer-centric financial solutions

Regional Head, RM Channel

IDFC FIRST BANK
09.2021 - 06.2023

Cluster Head

IDFC FIRST BANK
04.2018 - 08.2021

Branch Head

IDFC FIRST BANK
07.2016 - 03.2018

Branch Manager

STANDARD CHARTERED BANK
01.2011 - 06.2016
  • Wealth Management & HNW Client Portfolio: Specialized in managing high-value client portfolios, ensuring long-term asset growth
  • Branch Banking & Business Growth: Led branch teams to increase CASA balances, investment product sales, and overall revenue
  • Investment Advisory & Cross-Selling: Provided tailored financial solutions for HNW clients, optimizing their wealth portfolios

Priority Banking Relationship Manager

STANDARD CHARTERED BANK
01.2009 - 01.2011

Relationship Manager, Excel Banking

STANDARD CHARTERED BANK
01.2009 - 12.2009

Manager, Customer Relations

STANDARD CHARTERED BANK
01.2006 - 12.2008

Personal Financial Consultant

STANDARD CHARTERED BANK
01.2005 - 12.2006

Financial Planning Manager

HSBC BANK
12.2004 - 06.2005
  • Premier Client Relationship Management: Managed HNW customer portfolios, aligning financial solutions with client goals

Financial Services Consultant, Bancassurance

ICICI PRUDENTIAL LIFE INSURANCE
11.2003 - 11.2004
  • Insurance Solutions: Developed Insurance solutions for clients, ensuring long-term portfolio appreciation

Education

MBA - Marketing & Finance

Bharathiar University
01.2003

Bachelors in Corporate Secretaryship -

Bharathiar University
01.2001

GNT Certification -

NIIT
01.2000

Skills

  • Retail Banking Expertise
  • Strategic Business Growth
  • P&L Management
  • Wealth Management
  • Portfolio Growth
  • Corporate Salary Business Development
  • AUM Acquisition Strategies
  • CASA Acquisition Strategies
  • HNW Client Relationship Management
  • Regulatory Compliance
  • Audit Excellence
  • Team Leadership
  • Performance Management

Leadership Impact And Achievements

  • Built and Managed FUM of 3699 Crs [CASA 2199 +AUM 559+TD 941]
  • Led marquee acquisitions worth ₹225 Crores in AUM and ₹1555 Crores in CASA, significantly strengthening the business portfolio.
  • Expanded and developed the Corporate Salary Business at IDFC FIRST Bank, ensuring high-value Corporate acquisition and activation.
  • Received the Best Cluster Award for Investments and Insurance Business (2022), highlighting excellence in wealth management.
  • Managed multiple branches successfully, ensuring superior customer experience, regulatory compliance, and revenue growth.
  • Recognized for excellence in wealth management, operational efficiency, and strategic business expansion.

Timeline

Regional Head, RM Corporate Salary

IDFC FIRST BANK
07.2023 - Current

Regional Head, RM Channel

IDFC FIRST BANK
09.2021 - 06.2023

Cluster Head

IDFC FIRST BANK
04.2018 - 08.2021

Branch Head

IDFC FIRST BANK
07.2016 - 03.2018

Branch Manager

STANDARD CHARTERED BANK
01.2011 - 06.2016

Priority Banking Relationship Manager

STANDARD CHARTERED BANK
01.2009 - 01.2011

Relationship Manager, Excel Banking

STANDARD CHARTERED BANK
01.2009 - 12.2009

Manager, Customer Relations

STANDARD CHARTERED BANK
01.2006 - 12.2008

Personal Financial Consultant

STANDARD CHARTERED BANK
01.2005 - 12.2006

Financial Planning Manager

HSBC BANK
12.2004 - 06.2005

Financial Services Consultant, Bancassurance

ICICI PRUDENTIAL LIFE INSURANCE
11.2003 - 11.2004

Bachelors in Corporate Secretaryship -

Bharathiar University

GNT Certification -

NIIT

MBA - Marketing & Finance

Bharathiar University
RAJESWARAN G