Rakesh Gupta
Banking
New Delhi
Summary
An accomplished professional with over 17 years of qualitative experience in Business Development, Channel Management, Client Servicing, Team Management and Retail Management
Professional with deep expertise in customer engagement, ready to drive impactful results. Proven ability to foster team collaboration and adapt to evolving needs. Skilled in relationship management, strategic planning, and effective communication, ensuring client satisfaction and business growth. Reliable, results-driven, and adept at navigating complex challenges.
Overview
19
19
years of professional experience
2005
2005
years of post-secondary education
1
1
Language
Work History
Regional Customer Engagement Manager
Kotak Mahindra Bank
07.2020 - Current
- Regularly monitored social media channels to engage with customers proactively, addressing their needs promptly and professionally.
- Implemented targeted outreach campaigns, leading to increased customer acquisition and long-term relationships.
- Enhanced customer satisfaction by implementing effective engagement strategies and personalized interactions.
- Conducted regular staff training sessions on best practices in customer engagement, improving overall team performance and communication skills.
Regional Customer Engagement Manager
Kotak Mahindra Bank
07.2020 - 05.2022
- Managing D Cat Base of Bank for servicing client and doing cross sell with team of 15 ROCE
- Looking into customer relationship management through training and product information.
- Responsible for the sales, employee training, Branch Management, executives’ productivity
- Handling all types of queries and escalations pertaining from ground level
- Responsible for TAT execution
- Managing analysis of reports on work flow process and sales manages performances
Branch Manager
Kotak Mahindra Bank
04.2017 - 06.2020
- Managing the complete Branch for all categories (Liability and asset products) customer service & administrative activities
- Looking into customer relationship management through training and product information.
- Responsible for the sales, employee training, Branch Management
- Handling all types of queries and escalations pertaining from ground level
- Branch audit for process adherence and Clint transactions
- Managing analysis of reports on work flow process and sales manages performances
- Implementing plans to manage facilities as per organization needs and parameters.
- Conducting profitability analysis and rendering advisory services.
- Responsible for P & L of Branch
Branch Sales Manager
Kotak Mahindra Bank Ltd
04.2012 - 03.2017
- Managing Team and Productivity of Team
- Achieving tgt of team across the products
Acquisition Manager CASA
Kotak Mahindra Bank
01.2010 - 03.2012
- Managing Team and Productivity of Team
- Achieving tgt of team across the products
Sr. Sales Executive
Barclays Bank Ltd
02.2007 - 12.2009
- Direct Sales of PL & BL Business
Education
BBA -
DAV University
Skills
- CASA
- Concept of investment alternatives
- Mutual Fund & Insurance
Interests
Watching cricket, Movie
Accomplishments
- Best RSM in High Value Sourcing Across India
- Qualified for International contest of Bank Dare & Triumph
- Best RSM of Year 24-25 for care Index.
- Best RCEM in MARCS score card for the year 21-22
- Qualified for Dare & Triumph for both years
Training
Course: Level Course in Basic MS Office, Windows, Excel and PowerPoint.
Timeline
Regional Customer Engagement Manager
Kotak Mahindra Bank
07.2020 - Current
Regional Customer Engagement Manager
Kotak Mahindra Bank
07.2020 - 05.2022
Branch Manager
Kotak Mahindra Bank
04.2017 - 06.2020
Branch Sales Manager
Kotak Mahindra Bank Ltd
04.2012 - 03.2017
Acquisition Manager CASA
Kotak Mahindra Bank
01.2010 - 03.2012
Sr. Sales Executive
Barclays Bank Ltd
02.2007 - 12.2009
BBA -
DAV University
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