Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Certification
Websites
Timeline
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Saurabh Kesarwani

Saurabh Kesarwani

Prayagraj

Summary

To pursue a successful career in the corporate world and be a part of a progressive organization which nurtures professional growth, rewards innovation, values integrity and acknowledges hard work towards the growth of the organization.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Branch Manager

ICICI BANK LTD
PRAYAGRAJ
08.2023 - Current
  • Elevated to Branch Manager in July 2024.
  • Setting up targets and goals for the team.
  • Looking after the HNW portfolio of wealth customers of the branch. Guiding the mapped wealth RM in improving the liability, assets, and third-party products from respective clients.
  • Leading a team of Sales and Operations staff for opening Savings and Current accounts and cross-selling other banking products like Life Insurance, MF, PMS, AIF, General Insurance, Business Banking Loan, and Loan against Properties, etc.
  • Managing the overall functioning of the branch from a compliance and audit point of view.
  • Ensuring proper functioning of the branch in all respects.
  • Recruitment, training, and motivating a team of Financial Consultants.

Personal Banker Authorizer (Sr. Manager)

HDFC Bank
Prayagraj
03.2018 - 08.2023
  • Promoted to Senior Manager position in May 2021.
  • Managing a team of Relationship Managers for the Wealth Management Business of HNW clients.
  • Acquiring, nurturing, growing, and strengthening relationships within the Affluent and HNI segment of clients in order to meet business objectives.
  • Selling a range of investment and insurance products to these clients in order to meet their financial planning objectives and thus attaining the revenue objectives of the wealth management business.
  • Focusing on increasing the Total Relationship Value (TRV) and Assets Under Management (AUM) of Clients as per the business objectives
  • In-depth knowledge of various insurance products of various clients, which includes HDFC LIFE, ADITYA BIRLA, TATA AIA, HDFC ERGO, and BAJAJ.
  • Ensuring adherence of compliance and Verification of customer instruction and AOF (current and saving) processing within TAT
  • Performed managerial roles in operations.

Assistant Manager

Yes Bank
10.2016 - 02.2018
  • Assisting banking and financial services customers with account management and other financial service needs by providing priority services and quick solutions to make banking experience smoother and more convenient.
  • Interacting with the clients on a regular basis and managing the portfolio. Increasing the CASA balances by providing the customers a one-stop window. Drive business development and support activities for new acquisitions.
  • Need-based customer visit for resolving client queries related to banking and generating leads for cross-selling banking products, to ensure accomplishment of set business targets by the organization.
  • Taking care of Currency Management-related operations.

Assistant Manager

Axis Bank
10.2014 - 09.2016
  • Issue of new debit cards, internet banking& SMS alerts, Pins, deliverables.
  • RTGS , NEFT, Fund Transfers
  • PreparationofAudit&Compliancereportonmonthlybasis.
  • CashManagement&Handlingoflockers

Education

PGDBS( Post Graduation Diploma in Banking Services ) -

Amity Global Business School
01.2014

Bachelor of Technology(B. Tech) -

Uttar Pradesh Technical University
05.2012

Intermediate -

Bal Bharti School, CBSE
03.2007

High School -

Tagore Public School, CBSE
03.2005

Skills

  • KYC Implementation
  • Customer Service
  • Sales professional
  • Excels in team leadership
  • Audit Compliance
  • Relationship building and management

Languages

  • English, Full Professional Proficiency
  • Hindi, Full Professional Proficiency

Hobbies and Interests

  • Listening music
  • Exploring new places

Certification

IRDA CERTIFIED (Insurance Regulatory and Development Authority)

Websites

Timeline

Branch Manager

ICICI BANK LTD
08.2023 - Current

Personal Banker Authorizer (Sr. Manager)

HDFC Bank
03.2018 - 08.2023

Assistant Manager

Yes Bank
10.2016 - 02.2018

Assistant Manager

Axis Bank
10.2014 - 09.2016

PGDBS( Post Graduation Diploma in Banking Services ) -

Amity Global Business School

Bachelor of Technology(B. Tech) -

Uttar Pradesh Technical University

Intermediate -

Bal Bharti School, CBSE

High School -

Tagore Public School, CBSE

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Saurabh Kesarwani