Sachin Sitaram Muknak
Mumbai
Summary
Dynamic banking and financial services professional with 21+ years of extensive experience in Sales, Relationship Management, Portfolio Management, CMS Operations, Wealth Management, and SME Lending across leading organizations including ICICI Bank, HDFC Bank, Tata Consultancy Services, and NeoGrowth Credit Pvt Ltd. Proven expertise in managing HNI/UHNI clients, branch operations, business development, customer relationship management, and cross-selling financial products. Recognized multiple times for outstanding sales performance, operational excellence, and leadership capabilities.
Overview
4
4
Languages
20
20
years of professional experience
Work History
Private Banking – Wealth Relationship Manager
ICICI Bank
07.2024 - Current
- Managing and growing relationships with Ultra HNI clients.
- Offering wealth management solutions including investments, structured products, bonds, and digital banking services.
- Acquiring new UHNI customers and enhancing advisory relationships.
- Coordinating with internal teams for seamless customer servicing and lending opportunities.
- Advising clients on asset allocation and wealth creation strategies.
Branch Manager
ICICI Bank
11.2022 - 06.2024
- Managed branch operations, customer service, and sales activities.
- Developed and implemented sales and marketing strategies.
- Improved branch productivity through employee training and operational efficiency.
- Built strong customer relationships and enhanced customer satisfaction.
- Ensured adherence to banking policies and compliance standards.
Branch Manager
Digikredit Finance Private Limited
01.2022 - 10.2022
- Handled end-to-end processing and disbursement of SME digital lending cases across PAN India.
- Managed relationships with DSAs and channel partners.
- Coordinated with credit and operations teams for approvals and query resolutions.
- Ensured timely processing and disbursement of cases.
Senior Cluster Manager – SME Loans
NeoGrowth Credit Pvt Ltd
07.2018 - 12.2021
- Generated business for secured and unsecured business loans.
- Managed DSA/partner relationships to drive business growth.
- Led cross-selling and customer retention initiatives.
- Monitored loan performance metrics and team productivity.
- Conducted partner meetings and high-value customer interactions.
Preferred Relationship Manager
HDFC Bank
09.2016 - 06.2018
- Managed High Net Worth customer portfolios.
- Delivered exceptional customer service and financial solutions.
- Achieved sales targets across liabilities, assets, forex, insurance, and third-party products.
- Handled complaint resolution and customer satisfaction initiatives.
- Focused on customer acquisition and value enhancement.
Assistant Manager – Renewal Team
NeoGrowth Credit Pvt Ltd
07.2015 - 08.2016
- Managed merchant onboarding and relationship management.
- Handled PAN India merchant queries and complaints.
- Ensured timely collections and payment processing.
- Maintained service quality and operational efficiency.
Assistant Manager – CMS Operations
Tata Consultancy Services
12.2005 - 07.2015
- Managed customer pickup operations and CMS processes.
- Coordinated with pickup agencies and banking teams.
- Maintained RBI and compliance reporting for banking clients.
- Implemented nationwide cash pickup solutions.
- Managed MIS reporting and operational deliverables.
Education
B.Com - undefined
Gokhale College
01-2001
SSC - undefined
Gokhale School
01-1995
Skills
Wealth & Private Relationship Management
HNI & UHNI Client Handling
Sales & Business Development
Cross Selling & Upselling
Customer Relationship Management
Banking Products & Financial Services
Leadership Skills
Analytical Thinking
Quick Learner
Adaptability
Self-Confidence
Interests
Playing Cricket, Table Tennis, Listening to Music, Reading Books
Accomplishments
- Awarded Best Cluster Manager for consistent sales target achievement.
- Recognized as Best Manager PAN India for highest insurance cross-sales.
- Received Star Performer Award in Tata Consultancy Services for successful implementation of new pickups.
- Received Spot Award for managing over 200 pickups within restricted timelines.
- Appreciated by Citibank Director for managing critical operations during strike situations.
Declaration
I hereby declare that the information provided above is true and correct to the best of my knowledge and belief. Place: Mumbai Sachin Sitaram Muknak
Timeline
Private Banking – Wealth Relationship Manager
ICICI Bank
07.2024 - Current
Branch Manager
ICICI Bank
11.2022 - 06.2024
Branch Manager
Digikredit Finance Private Limited
01.2022 - 10.2022
Senior Cluster Manager – SME Loans
NeoGrowth Credit Pvt Ltd
07.2018 - 12.2021
Preferred Relationship Manager
HDFC Bank
09.2016 - 06.2018
Assistant Manager – Renewal Team
NeoGrowth Credit Pvt Ltd
07.2015 - 08.2016
Assistant Manager – CMS Operations
Tata Consultancy Services
12.2005 - 07.2015
SSC - undefined
Gokhale School
B.Com - undefined
Gokhale College