SAKET KAPOOR
B 22 Third Floor Kirti Nagar
Summary
- 25 +YEARS OF TRANSFORMATIONAL LEADERSHIP IN STEERING COMPETITIVE STRATEGIES FOR ACCELERATING BUSINESS GROWTH , COMPLIANCE AND CUSTOMER SERVICE
- Accomplished Professional - Branch Banking sales and Operations :Trade & Forex : SME business. Wealth Management : Cash management services and Digital transformation : Branch Offsite monitoring , compliance and management reporting .
Overview
26
26
years of professional experience
Work History
UNIT Head -Central Surveillance Team - Offsite Branch- Retail
YES BANK LTD.
Mumbai
07.2023 - 06.2024
- Working with team of more than 25 professionals for Branch control, Central monitoring, Branch processes and daily MIS/performance dashboard across various parameters of branch functioning, customer service, compliance and learning.
- Monitoring the overall branch functionality and publishing the same to top management through various dashboards- daily/weekly/ monthly and MIS spreading across retail banking parameters.
- Analytics and Triggered based reporting of branch Functioning .
- Regulatory Reporting , Board Reporting and Management reporting of Overall Compliance , Branch functionality , service and learning parameters .
Zonal Head - GEVP – Trade / Forex / Cash Management Services and Digital Banking
YES BANK LTD.
Chandigarh
07.2021 - 05.2023
- Worked in NCR and North zones with 450 + branches for cash management and digital penetration
- CMS and digital banking penetration in Current account and TASC book in new acquisition and Existing relationships
- Incremental CASA book Target achievement and training of branch team members on MSME application, and structured/ Digital offering for the customer.
- Analyzed market trends to identify opportunities for CMS and TFX product expansion or improvement.
Regional Head – Affluent Banking – North and West Delhi
YES BANK LTD.
New Delhi
08.2020 - 06.2021
- Handled team of 10 Cluster heads and 75 Relationship managers for Individual and Corporate business
- Worked on Portfolio penetration , Cross sell . Revenue generation and Incremental Liability and Fee from the Customers assigned.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
Regional Product & Sales Manager for Trade & Foreign Exchange -West Zone
YES BANK LTD.
Ahmedabad
01.2018 - 06.2020
- Handling West - Zone - 185 branches of Gujrat . Rajasthan and MP for both Retail branch banking and locations in Emerging markets .
- worked with team of 4 regional and 18 Cluster product and sales managers for Trade fx Revenue achievement .
- Developed and penetrated in new Catchments Sighting overall Business opportunity and then enabling branch and local teams for the overall TFX business .
Cluster Business Leader - SME Branches - NCR
YES BANK LTD.
New Delhi
05.2016 - 12.2017
- Worked as Regional head for SME branches in NCR responsible for operations, developing strategic business relationships, promoting sales & cross sales of Banking & Third-Party Products, wealth management FDs, CASA, Insurance, Trade & Forex, Loans & Mortgages for achievement of revenue & profitability targets
- Focused on providing priority banking services to all high-value, medium and small enterprise customers, and speedy resolution of their queries/issues for enhanced customer satisfaction, repeat & referral business.
Cluster Business Leader – VP/ Senior Vice President – in NCR
YES BANK LTD.
New Delhi
10.2011 - 04.2016
- Handled Different Clusters and branches in NCR - Zone. South : North : west Delhi branches .
- Developed strategic vision and objectives to increase business efficiency and profitability of the branches .
- Managed human resources functions such as recruitment, performance evaluation, employee retention, compensation and benefits administration.
CLUSTER BRANCH MANAGER
ICICI BANK LTD.
New Delhi
08.2003 - 09.2011
- Started working as Customer service representative and then worked as Branch operations manager and then Promoted as Branch manager by effectively Managing sales , Operations, Compliance and learning through achieving financial Objective and customer satisfaction of Corporate and HNI clients.
- Promoted as Cluster Business Leader ,- Nehru place cluster and Punjabi bagh cluster ,comprising of 8-10 branches, with a team of more than 100 Branch Operations & Sales Professionals along with Branch Managers / Branch Operations Managers , Across Cluster and branches in North and South Delhi .
ASSISTANT MANAGER (BACKUP BRANCH MANAGER)
GLOBAL TRUST BANK LTD.
New Delhi
04.2001 - 07.2003
ASSISTANT MANAGER
IDBI BANK LTD.
Chandigarh
08.2000 - 03.2001
EXECUTIVE
BANK OF PUNJAB
New Delhi
07.1998 - 08.2000
Education
MBA - Finance And Marketing
LBSIM, DELHI
New Delhi, DL06-1998
B.COM. (HONS.) - Commerce
Delhi University - Shivaji College
New Delhi, DL04-1996
High School Diploma -
Manav Sthali School
New Delhi, DL04-1993
Skills
- Retail Branch Banking sales and Operations
- Branch / Cluster Administration (P&L)
- SME business
- Affluent Banking Wealth Management
- Cash management services and Digital transformation
- Developing Productive Channel of Retail Trade & forex Cash management service / Digital banking
- Management reporting
- Central Surveillance Team - Offsite Branch- Retail, business monitoring and strategy
- Setting up of new processes and improvement in the overall branch as well as retail functioning
- P&L- Revenue & profitability targets
- Optimal utilization of available resources
- Cost savings
- Retail / SME and Affluent banking
- Cross-Functional Coordination
- Exceeding expectations of Customers, Stakeholders & Sr Management
Personal Information
Date of Birth: 12/09/75
Languages
- English
- Hindi
- Punjabi
Languages
English
First Language
Timeline
UNIT Head -Central Surveillance Team - Offsite Branch- Retail
YES BANK LTD.
07.2023 - 06.2024
Zonal Head - GEVP – Trade / Forex / Cash Management Services and Digital Banking
YES BANK LTD.
07.2021 - 05.2023
Regional Head – Affluent Banking – North and West Delhi
YES BANK LTD.
08.2020 - 06.2021
Regional Product & Sales Manager for Trade & Foreign Exchange -West Zone
YES BANK LTD.
01.2018 - 06.2020
Cluster Business Leader - SME Branches - NCR
YES BANK LTD.
05.2016 - 12.2017
Cluster Business Leader – VP/ Senior Vice President – in NCR
YES BANK LTD.
10.2011 - 04.2016
CLUSTER BRANCH MANAGER
ICICI BANK LTD.
08.2003 - 09.2011
ASSISTANT MANAGER (BACKUP BRANCH MANAGER)
GLOBAL TRUST BANK LTD.
04.2001 - 07.2003
ASSISTANT MANAGER
IDBI BANK LTD.
08.2000 - 03.2001
EXECUTIVE
BANK OF PUNJAB
07.1998 - 08.2000
MBA - Finance And Marketing
LBSIM, DELHI
B.COM. (HONS.) - Commerce
Delhi University - Shivaji College
High School Diploma -
Manav Sthali School
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