Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Languages
References
Timeline
Generic

Rishi Datta

Kurukshetra

Summary

Good work opportunities that can utilize my abilities developed through experience and Education and also provide me with an opportunity to grow. Expecting my carrier growth through sincere and hard efforts.

Overview

18
18
years of professional experience

Work History

Cluster Head

Bandhan Bank
11.2022 - Current
  • Handling Retail Banking . Started my career with Chandigarh Cluster compromise of Haryana ,Chandigarh and Himachal. Setup 18 new branches in this area. With expansion of branches and for better monitoring handling Ambala cluster comprises of Haryana and few branches of Punjab.

Cluster Head

DCB BANK LTD
08.2020 - 11.2022
  • Handing all the branches of Haryana. Handing the portfolio of around of 1700 Cr approx. portfolio only Retail. Being No 1 cluster head in India in Gold loan and TPP for the last two Quarters. Also in the process for opening three branches in Haryana Rohtak, Fatehabad and Sonipat. Total No of staff 8 BH, 32 CSE/CSM and DBM.
  • Been No 1 Cluster head in India for the Gold loan. All the branches profitable during the financial year and added highest no of TD values in this financial year.

CLUSTER BUSINESS LEADER

YES BANK LTD
Panipat
11.2017 - 08.2020
  • Handling 11 branches of Panipat Cluster. Team size of 11 Branch heads, 6 BSL,33 BSP and 21 Assets RM for KCC and MEF.Nearly book size of the branches is almost 100 CR only CASA and TD and Assets nearly 100 CR for each branches. Before handing the above profile taking care of Karnal Cluster for Working Capital. Handling the RL/RP at Different location of Haryana. Being the one who started MEF in Haryana. Always N0 1 Pan India in Yes Bank Ltd. Worked from the frame of policy at ground level. Having the Book Size of 241 Customer with 32 Cr. Book till NOV 2018 since Inception. Cross sell of Insurance, GI and Current accounts also to our Portfolios customers. No Delay in Interest, PDD Etc. Work on the basis of Reference, CRM of Branches, Segments approach working and Through the existing Working capital customers of other verticals.

IMPERIA RELATIONSHIP MANAGER

HDFC BANK LTD
Karnal
03.2012 - 11.2017
  • Joined HDFC Bank LTD (Mandigobindgarh Punjab) as ABM for almost 2. year, then elevated to Preferred RM and Imperia RM. Handling the portfolio of Rs 180 CR HNW customers. Cross sell, NTB etc. Always stood No 1 in Pan India in ABM Channel. AMFI and IRDA certified too. Promoted from ABM to Preferred RM and then promoted to Preferred RM to Imperia RM. And also handed over the portfolio of Relationship Branch Banking Head for Two to Three months before move to other bank for new Assignment.

Branch Manager

Future Generali India life insurance co ltd
Yamuna Nagar
05.2010 - 03.2012
  • Founder member of branch. Handling all the responsibilities of branch and being accountable for getting a branch profitable. Handling 12 sales manager one branch learning manager and operation staff. Ranked 3rd among new 96 branched launched in India. Win golden branch award from our zonal business head for the month of October and February.

Assistant Branch Manager

Max New York life insurance Co. Ltd
Hissar
11.2008 - 05.2010
  • Founder member of branch. Handling All the Responsibilities of branch. Having 4 Territory managers and senior territory managers among sales, one branch support executive in among operation and Trainer. Being responsible for setting a branch. Being the Top 15 branch manager in emerging market. Highest PLS ratio, M9 and M18 and BKT pan Haryana emerging market.

Sr Agency manager

Birla Sun life insurance Co. Ltd.
Kurukshetra
06.2007 - 10.2008
  • Being promoted from agency manager to Sr. agency manager in span of 6 months. Being Topper of Kurukshetra Branch. Always is a part of PM Club Member and Tm club member. Month the 11th rank in premium and 9th among the NOP in project branches of Haryana leading by Mr. Vivek Sharma our Project manager. Being also promoted to Business Development Manager. Been sourced business 83 lakhs as agency manager, 93 lakhs as a Sr agency manager. Always ranked one among branch and among recruitment of advisor ranked 1st pan India.

Education

MBA - Marketing

Punjab Technical University
Kurukshetra
09-2011

B.COM. - Commerce

Kurukshetra University
Kurukshetra
06-2005

12th - Commerce

Aggarsain Public School
Kurukshetra
05-2002

10th -

19th Model Sr.sec School
Chandigarh
06-2000

Skills

  • Team leadership
  • Customer relationship management
  • Branch operations
  • Portfolio management
  • Sales strategy

Accomplishments

  • Always Pan India No 1 in MEF CBL in YES BANK LTD.
  • Always Pan India No 1 ABM in HDFC BANK LTD.
  • Always the first staff Pan Haryana to Meet the Income Targets.
  • Founder of MEF in Haryana in Yes Bank LTD.
  • Got grade promotion in each organization.
  • Win TPP awards from BBH and Group Head in Both HDFC BANK LTD and Yes Bank LTD.

Hobbies and Interests

  • Reading
  • Watching Television
  • Listening to Music
  • Going on places of adventure and knowledge

Languages

Hindi
First Language
English
Proficient (C2)
C2

References

References available upon request.

Timeline

Cluster Head

Bandhan Bank
11.2022 - Current

Cluster Head

DCB BANK LTD
08.2020 - 11.2022

CLUSTER BUSINESS LEADER

YES BANK LTD
11.2017 - 08.2020

IMPERIA RELATIONSHIP MANAGER

HDFC BANK LTD
03.2012 - 11.2017

Branch Manager

Future Generali India life insurance co ltd
05.2010 - 03.2012

Assistant Branch Manager

Max New York life insurance Co. Ltd
11.2008 - 05.2010

Sr Agency manager

Birla Sun life insurance Co. Ltd.
06.2007 - 10.2008

MBA - Marketing

Punjab Technical University

B.COM. - Commerce

Kurukshetra University

12th - Commerce

Aggarsain Public School

10th -

19th Model Sr.sec School

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Rishi Datta