Rohit Srivastava
Business Head & Co- Founder
Indirapuram
Summary
In pursuit of a challenging assignment in Strategic Business Planning and Business Expansion within a growth-oriented and reputed organization. Looking to leverage my extensive experience in HR, Sales, Marketing, and Client Servicing to drive business growth, foster innovation, and create long-term value in a dynamic environment.
A seasoned professional with 19+ years of expertise in Human Relations Management, Sales & Marketing, and Client Servicing across the HR, Real Estate and Banking sectors in India. Proven track record in Talent management, market plan execution, account management, and pre-sales strategies. Adept in P&L management, competitor & market analysis, and targeted marketing initiatives. A proactive leader skilled in leading cross-functional teams and managing complex projects. Strong communicator with exceptional presentation skills and the ability to forge strategic business partnerships, build key relationships, and drive results in competitive markets.
Overview
21
21
years of professional experience
Work History
Business Head
WaterTread Consultants Pvt. Ltd.
04.2018 - Current
- Key Accountabilities & Achievements:
- Strategic Leadership: Spearheaded the development and execution of the company’s strategic roadmap, collaborating with senior leadership and stakeholders to ensure sustainable business growth.
- Financial Oversight: Monitored organizational financial health, delivering key insights and recommendations that improved profitability, cash flow management, and operational efficiency.
- Stakeholder Management: Built and nurtured strong relationships with clients, partners, vendors, and other key external stakeholders to elevate market presence and business opportunities.
- Operational Excellence: Directed end-to-end business operations, ensuring policy adherence, regulatory compliance, and the smooth running of daily functions.
- Team Building & Talent Management: Recruited, trained, and led a high-performing team across functions, fostering a culture of accountability, innovation, and continuous improvement.
- Business Development: Identified and capitalized on new growth avenues through market analysis, partnerships, and diversification strategies to increase revenue streams.
- Market Intelligence: Stayed current with industry trends, competitor movements, and policy changes; adapted business strategies to maintain a competitive edge.
- Digital Transformation: Championed the implementation of HRMS tools and digital processes to improve team productivity and optimize human resource operations.
- Governance & Compliance: Oversaw all legal and financial aspects of the business, ensuring statutory compliance and sound corporate governance practices.
- Industry Representation: Represented the organization at key forums, trade shows, and networking events to enhance brand visibility and forge strategic alliances.
General Manager – Sales
Bullmen Realty (P) Ltd.
07.2016 - 03.2018
- Key Responsibilities & Achievements:
- Led a team of sales professionals, overseeing end-to-end sales operations for residential and commercial real estate projects in the Noida region, with a special focus on Noida Extension.
- Strategized and executed sales plans for major residential and commercial projects, driving consistent revenue growth and meeting profit targets.
- Held full accountability for Profit & Loss (P&L) related to Noida Extension projects, ensuring operational efficiency and sustained profitability.
- Recruited, trained, and developed team members to enhance sales capabilities and product knowledge for effective client engagement.
- Took personal charge of corporate leasing deals, providing tailored real estate solutions to corporate clients.
- Generated high-quality leads through corporate events, canopy activities, seminars, and digital marketing campaigns.
- Actively participated in domestic and international property events and expos to promote project portfolios and expand brand presence.
- Provided hands-on support in client meetings, guiding the team toward successful deal closures and improved conversion ratios.
- Managed client relationships post-sales, ensuring service excellence, addressing home loan queries, and facilitating smooth transactions.
- Successfully sold renowned residential projects of Godrej Properties, Tata Housing, ATS, Gaur, Mahagun, Eldeco, Ace, Samridhi, and commercial landmarks including Bhutani Group, Assotech, World Trade Centre, among others in the NCR region.
AVP
JKM Infrastructure (P) Ltd. (Realty Division)
02.2012 - 06.2016
- Key Responsibilities & Achievements – As a Developer:
- Played a strategic role in the Planning Committee for JKM’s flagship commercial project “AURUM” on Noida Expressway, from concept to execution.
- Coordinated closely with local government authorities and internal stakeholders to secure project approvals and ensure smooth progress.
- Implemented robust Relationship Management and Investment Advisory strategies, especially for JKM’s primary investor base.
- Conducted in-depth product-price benchmarking and analysis to define a competitive and appealing project offering for the market.
- Oversaw recruitment, training, and performance management of the sales team to drive maximum business outcomes.
- Managed marketing budgets effectively, launching targeted campaigns across multiple channels to ensure consistent lead generation.
- Designed and delivered structured training programs to upskill the sales team and enhance client engagement capabilities.
- Key Responsibilities & Achievements – As a Channel Partner:
- Spearheaded talent acquisition, team expansion, and partner onboarding processes to strengthen sales operations.
- Conducted negotiations with developers on pricing slabs, business terms, and project collaborations.
- Led the policy and procedural framework for sales operations, ensuring alignment with company goals.
- Developed a network of associate partners to widen sales reach and business opportunities.
- Identified and underwrote prime residential (Amrapali, Gaur, Supertech) and commercial (Airwil, Sarvottam) projects, providing strategic input to management.
- Directed a sales force of 40+ members, focusing on monthly sales target achievements and productivity metrics.
- Leveraged diverse marketing tools—digital, print, BTL activities—for consistent lead generation and brand building.
- Organized and led corporate outreach campaigns, including kiosks and presentations at top offices (e.g., Bajaj Bhawan, Infogain, Thomson Press, Religare), driving high-value deal closures.
- Collaborated with the marketing team to plan events, allocate budgets, and choose high-impact locations for brand visibility and lead conversion.
Client Service Accounts Manager – Global Transaction Services
The Royal Bank of Scotland N.V.
12.2009 - 12.2011
- Product Portfolio:
- International Trade Services, Cash Management Services (CMS), Forex, Secured/Unsecured Working Capital Facilities
- Key Responsibilities & Achievements:
- Managed transaction banking services—including international trade, CMS, and forex—for a portfolio of 50+ large and global corporate clients across North India.
- Served as a key client servicing point for major corporate clients such as Ranbaxy Group, Philips, Future Group, Oriflame, Swarovski, Bacro, among others.
- Enhanced client service quality by providing proactive solutions and timely resolution of issues related to CMS and trade services.
- Acted as second-line support for Global Transaction Services clients, ensuring seamless coordination between front-end service, product, and operations.
- Addressed client concerns and worked on resolution strategies in coordination with internal stakeholders and external service providers.
- Liaised with Relationship Bankers for facilitating and extending working capital solutions—pre-shipment/post-shipment finance, bank guarantees, and unsecured limits.
- Identified cross-selling opportunities and referred qualified leads to Relationship Managers and GTS Sales teams.
- Partnered closely with Product and Relationship teams to customize banking solutions based on client requirements.
- Maintained direct interaction with Operations and Compliance teams to ensure efficient and compliant delivery of client mandates.
- (Exited role due to RBS closing operations in India)
Associate Sales Manager – Transaction Banking (SME Segment)
Barclays Bank Plc
09.2007 - 11.2009
- Product Portfolio:
- Trade Services – Letters of Credit (LC), Bank Guarantees (BG), Standby Letters of Credit (SBLC), Buyer’s Credit
- Key Responsibilities & Achievements:
- Successfully set up and led the Transaction Banking team for the Delhi region, managing a team of 20 Relationship Officers focused on SME client acquisition and servicing.
- Drove the acquisition of quality trade accounts, ensuring consistent growth in trade and FX revenues.
- Coordinated closely with Compliance and Operations teams to resolve SME-related issues and streamline trade transactions.
- Oversaw SWIFT/SORT Code-based money transfers, ensuring timely and compliant fund movement through global payment gateways.
- Ensured all trade transactions adhered to regulatory compliance and documentation standards, mitigating operational risks.
- Conducted joint client visits with the sales team to support relationship building and accelerate deal closures.
- Consistently achieved and exceeded team targets, delivering strong business performance across trade and FX products.
- Focused on client relationship deepening to increase wallet share and revenue per client.
- Organized roadshows, industry events, and promotional campaigns across industrial hubs to generate qualified leads.
- Championed a culture of customer-centricity and cross-selling within the team, leading initiatives like Life Insurance promotion.
- Awarded by MetLife for mobilizing the highest life insurance premium among peers.
- Recognized as PAN India’s No.1 Associate Sales Manager in 2008 and honored with the “Super Achiever” award by Mr. Sameer Bhatia, MD, Barclays Bank Plc, Indian Ocean.
- Achieved a major milestone by executing Barclays’ first Buyer’s Credit deal in Transaction Banking, PAN India.
- (Exited due to closure of the division in India)
Assistant Manager / Relationship Manager – Commercial Banking (SME – Liabilities)
HSBC Ltd.
04.2005 - 03.2007
- Product Portfolio:
- Cash Management Services (CMS), Trade Services (LC, BG, SBLC), Factoring
- Key Responsibilities & Achievements:
- Managed and expanded a strong base of international trade and CMS clients, focusing on foreign-owned SMEs—handling the largest such client portfolio for HSBC Chennai.
- Played a pivotal role in managing the SME segment at the Adyar Branch, delivering consistent performance across liabilities and transaction banking.
- Successfully sourced the first CMS deal for SME clients in Chennai and received the “Thanks Award” for highest CMS acquisition.
- Achieved INR 45.5 million in business acquisition within the first quarter, securing top position in South India’s value sourcing league table.
- Developed and executed high-impact lead generation strategies, organizing roadshows, BTL events, and networking sessions across Tamil Nadu and Andhra Pradesh.
- Collaborated with Compliance teams to resolve operational and regulatory concerns for SME clients, ensuring smooth onboarding and servicing.
- Maintained comprehensive MIS and business development databases to support regional SME teams across two states.
- Delivered outstanding new business results—#1 in Chennai and #2 in South India—for new-to-bank client acquisition within the very first month of joining HSBC.
Education
PGDM - Post Graduate Diploma in Management
Alliance Business Academy (AIMA)
Bangalore01.2005
Certified Business Analyst - Affiliated with IIBA
Simplilearn.com
Diploma - Banking Management
NILEM, Chennai University
01.2004
Bachelor of Commerce - Pass
Ram Lal Anand College, Delhi University
01.2002
Skills
Office Tools: MS Office (Word, Excel, PowerPoint, Outlook)
Timeline
Business Head
WaterTread Consultants Pvt. Ltd.
04.2018 - Current
General Manager – Sales
Bullmen Realty (P) Ltd.
07.2016 - 03.2018
AVP
JKM Infrastructure (P) Ltd. (Realty Division)
02.2012 - 06.2016
Client Service Accounts Manager – Global Transaction Services
The Royal Bank of Scotland N.V.
12.2009 - 12.2011
Associate Sales Manager – Transaction Banking (SME Segment)
Barclays Bank Plc
09.2007 - 11.2009
Assistant Manager / Relationship Manager – Commercial Banking (SME – Liabilities)
HSBC Ltd.
04.2005 - 03.2007
Certified Business Analyst - Affiliated with IIBA
Simplilearn.com
Diploma - Banking Management
NILEM, Chennai University
Bachelor of Commerce - Pass
Ram Lal Anand College, Delhi University
PGDM - Post Graduate Diploma in Management
Alliance Business Academy (AIMA)
AREAS OF EXPERTISE
- People Management & Team Leadership
- Successfully recruited and onboarded talent across various levels and backgrounds, building a diverse and dynamic workforce.
- Led training and development initiatives to enhance team capabilities, product knowledge, and service delivery.
- Motivated and guided the team to maximize lead generation, follow-ups, and overall performance in a goal-driven environment.
- Fostered a collaborative, agile, and empowered team culture focused on results, innovation, and accountability.
- Client Relationship Management
- Built and maintained strong relationships with prospective and existing clients, including high-net-worth individuals and corporate accounts, ensuring high satisfaction and retention rates.
- Delivered superior service quality by proactively managing client queries, resolving complaints, and enhancing workflow efficiency.
- Focused on generating repeat business and referrals through trust-based, solution-oriented client engagement.
- Marketing Research & Strategy
- Developed and implemented effective business strategies to market diverse product portfolios, consistently achieving targeted sales and profitability goals.
- Identified new business opportunities, expanded existing client base, and led successful negotiations on premium rates and terms to drive revenue growth.
- Designed and executed marketing plans to meet projected volumes and regularly reviewed campaign performance for optimization.
- Conducted in-depth market research and competitor analysis, delivering actionable insights to senior management for strategic decision-making and fine-tuning of marketing efforts.