Santosh Kumar Verma
Lucknow
Summary
SEASONED BANKER WITH MORE THAN A DECADE OF EXPERIENCE IN CUSTOMER RELATIONSHIP MANAGEMENT, WEALTH MANAGEMENT, PORTFOLIO ANALYSIS & AND ASSET MANAGEMENT.
CERTIFIED IN CORPORATE BANKING AND VALUATION, INVESTMENT BANKING, EQUITY RESEARCH, STRUCTURED FINANCE, FINANCIAL RISK MANAGEMENT AND CAPITAL MARKETS BY IIM LUCKNOW.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Manager-Preferred Banking
HDFC Bank
02.2022 - Current
- Managing the Banking and Investment Relationship of “HDFC Preferred” clients and responsible for overall growth of liabilities and investment business from HNI Segment
- To deliver the desired revenue target numbers by offering clients multiple set of products such as Insurance, Mutual Fund, Bonds, FD, PMS etc
- To systematically execute the sales process to facilitate delivery of revenue targets
- Sales targets spread across liabilities, Retail assets, Business Banking, Trade and Foreign Exchange and Investments
- Preparing and maintaining Sales Call reports and all relevant MIS.
Senior Manager-Wealth
IndusInd Bank
02.2018 - 01.2022
- Managing the Banking and Investment Relationship of “Indus-Exclusive and Select” clients and responsible for overall growth of liabilities and investment business from HNI Segment
- To systematically execute the sales process to facilitate delivery of revenue targets, Sales targets spread across liabilities, Retail assets, Business Banking, Trade and Foreign Exchange and Investments
- Preparing and maintaining Sales Call reports and all relevant MIS.
Financial Partner
Yes Bank Ltd
09.2016 - 01.2018
- Managing the Banking and Investment Relationship of “YES FIRST” clients and responsible for overall growth of liabilities and investment business from HNI Segment
- To systematically execute the sales process to facilitate delivery of revenue targets
- Sales targets spread across liabilities, Retail assets, Business Banking, Trade and Foreign Exchange and Investments
- Develop, Manage and Expand “YES FIRST” customer relationships by providing service level which exceeds client expectations of most important customer segment
- Preparing and maintaining Sales Call reports and all relevant MIS.
Wealth Manager
Karvy Private Wealth
12.2015 - 09.2016
- To meet revenue targets across a certain set of customers by nurturing client relationship and providing solution to the customer by evaluating their financial needs
- To deliver the desired revenue target numbers by offering clients multiple set of products such as Insurance, Mutual Fund, Bonds, FD, PMS etc
- Sales of Wealth Products such as AIF, Real Estate NCD, Buy Backs and Estate Planning
- To systematically execute the sales process to facilitate delivery of revenue targets
- Preparing and maintaining Sales Call reports and all relevant MIS.
Chief Relationship Manager
ICICI Securities Ltd
06.2013 - 10.2015
- To deliver the desired revenue target numbers by offering clients multiple set of products such as Insurance, Mutual Fund, Bonds, FD, PMS etc
- Cross-Selling to existing customers & Acquisition of new customers
- To systematically execute the sales process to facilitate delivery of revenue targets
- Preparing and maintaining Sales Call reports and all relevant MIS.
Senior Technical Support Associate
DELL International Services
12.2010 - 08.2011
- Worked for the process known as “Dell Solution Station” which is premium paid support service for the home users who have purchased Dell computers
- This was a pure “Software Support Process” and we provide the customers technical troubleshooting only on any software issues with the computer on any windows based platforms.
Customer Support Associate
HCL Technologies
10.2009 - 11.2010
- To interact with the customers regarding the credit cards and to provide online assistance for making the payment and also deal with them regarding their issues of the credit bureaus in America, financial assistance on their credit limits for the Macys Card
- Worked for the third party “Macys Inc.” which is the world’s biggest departmental store located across 184 cities of United States of America.
Education
Bachelor of Engineering - Information Technology
Visvesvaraya Technological University
07.2009
XII - Science Stream
C.B.S.E
01.2004
X -
C.B.S.E
01.2002
M.B.A - International Business & Marketing
Amity University,U.P.
Skills
- Wealth Management
- Portfolio Analysis
- Assets Management
- Capital Markets
- Corporate Banking and Valuation
- Investment Banking
- Structured Finance
- Sales Strategies and Planning
- Data Analytics
- Strategic Planning
- Business Performance Management
Personal Activities Achievements
- Took two promotions in the span of 2 years of tenure in ICICI Securities.
- Been to International and several domestic locations after qualifying various contests from ICICI AND INDUSIND BANK
- Award for “Excellence in Knowledge Creation” at Amity University,Lucknow.
- Won first prize for Case Study Analysis event “Stratigma” in Amiphoria-2012.
- Awarded “Performer of the Month” for three consecutive months (FEB-APRIL, 2011) in Dell.
- Participated and won various quiz competition at School level.
- Participated in various technical events in College.
Coursework
Through understanding of BFSI software i.e. Oracle Flexcube, Finnacle and Seibel Operating System MS Windows 11, Linux 7.2-10.0 Applications MS – Office, Power BI Data base MS – Access, Oracle 8i AMFI Certified/IRDA Certified
Certified in “Advanced Management Program in Financial Services and Capital Markets “from IIM Lucknow from April-23 till Nov-23.
Personal Information
Date of Birth: 04/12/1986
Hobbies and Interests
- Singing
- Computer Games
- Listening to Music
- Reading Computer Magazines
- Passionate about Cricket
Certification
- I've completed Management Development Program (MDP) from Indian Institute of Management, Lucknow on "Advance Management Program in Financial Services and Capital Markets" from April 2023-November 2023.
- This course has helped me a lot in understanding the in-depth knowledge of the financial domain through real-world case studies in Corporate Banking, Risk Management, Structured Finance, Financial Valuation, Fintech, and Capital Markets.
Timeline
Senior Manager-Preferred Banking
HDFC Bank
02.2022 - Current
Senior Manager-Wealth
IndusInd Bank
02.2018 - 01.2022
Financial Partner
Yes Bank Ltd
09.2016 - 01.2018
Wealth Manager
Karvy Private Wealth
12.2015 - 09.2016
Chief Relationship Manager
ICICI Securities Ltd
06.2013 - 10.2015
Senior Technical Support Associate
DELL International Services
12.2010 - 08.2011
Customer Support Associate
HCL Technologies
10.2009 - 11.2010
Bachelor of Engineering - Information Technology
Visvesvaraya Technological University
XII - Science Stream
C.B.S.E
X -
C.B.S.E
M.B.A - International Business & Marketing
Amity University,U.P.
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