Summary
Overview
Work History
Education
Skills
Languages
Areas Of Interest
Personal Information
Accomplishments
Certification
Timeline
Generic
SIDDHARTH KAPOOR

SIDDHARTH KAPOOR

NEW DELHI

Summary

Dynamic banking professional with a proven track record at Axis Bank Ltd, excelling in relationship management and revenue enhancement. Achieved significant growth through strategic sales planning and compliance expertise, transforming underperforming branches into top performers. Recognized for cultivating strong client connections and driving market share expansion.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Branch Manager-Strategic Branch

Axis Bank Ltd
New Delhi
04.2022 - Current
  • Currently leading ITT Nehru Place Branch, previously Citibank Branch, recognized as one of top Axis Bank branches for investment AUM
  • Oversaw effective client management throughout transition from Citibank to Axis Bank
  • Achieved significant revenue growth through targeted financial performance improvements.
  • Increased market share via strategic marketing and branding initiatives.
  • Implemented strategic sales plans that improved branch revenue and customer acquisition.
  • Expanded the branch's portfolio of new-to-bank business, driving growth and profitability.
  • Implemented initiatives that boosted customer satisfaction and retention rates.
  • Ensured compliance with industry regulations by overseeing daily operations.
  • Successfully enhanced branch fee income through targeted sales strategies and customer engagement.

Circle Premium Business Manager

Axis Bank Ltd
New Delhi
04.2021 - 03.2022
  • Drove premium business growth in Northwest Delhi circle through strategic initiatives.
  • Built and motivated a high-performing team of Relationship Managers to enhance productivity.
  • Oversaw liabilities, third-party fees, loans, and banking products via Priority and Burgundy channels.
  • Conducted regular reviews of business metrics for 80 Relationship Managers in the circle.
  • Played a key role in implementing major bank projects, Triumph and Siddhi.
  • Recruited Relationship Managers to strengthen the team within the circle.

Branch Manager

Axis Bank Ltd
New Delhi
04.2018 - 03.2021
  • Transformed underperforming branch into top-performing unit within one year, earning multiple awards.
  • Achieved significant revenue growth through targeted financial performance improvements.
  • Increased branch market share via strategic marketing and branding initiatives.
  • Developed and executed strategies to enhance customer base and engagement.
  • Implemented branch strategies that boosted customer satisfaction and retention rates.
  • Ensured compliance with industry regulations and standards by overseeing daily operations.
  • Grew business banking relationships through proactive outreach.
  • Monitored financial performance of the branch on a monthly basis.
  • Managed and inspired team members to perform to full potential, driving branch profitability.

Senior Burgundy Relationship Manager

Axis Bank Ltd
New Delhi
04.2015 - 03.2018
  • Managed elite bank clients by delivering customized financial strategies and solutions.
  • Conducted financial analysis of client portfolios to identify optimal investment strategies.
  • Managed a portfolio of over 300 high-net-worth clients, providing tailored financial solutions that resulted in a 30% increase in business year-on-year..
  • Collaborated with team to oversee Burgundy segment across 30 branches in North West Delhi.
  • Facilitated training sessions for new relationship managers to improve overall team performance.
  • Drove third party business, focusing on loans, liabilities, and forex operations.

Priority Banking Relationship Manager

Axis Bank Ltd
New Delhi
05.2008 - 03.2015
  • Managed relationships with high-net-worth clients to enhance branch portfolio.
  • Developed and expanded priority book through engagement with existing and new clients.
  • Cultivated strong client connections via personalized communication strategies.
  • Identified cross-selling and upselling opportunities to align with client financial goals.
  • Formulated strategies for attracting new clients while retaining current clientele.
  • Employed active listening to strengthen long-term relationships with valuable clients.

Education

PGDBM - Marketing

Apeejay School Of Management
New Delhi
03-2008

BACHELOR OF BUSINESS ADMINISTATION -

Apeejay Institute Of Management And I.T.
New Delhi
03-2006

Senior Secondary -

City Montessori School
Lucknow
03-2003

Higher Secondary -

Bishop Conrad School
Bareilly
03-2001

Skills

  • Relationship management
  • Compliance expertise
  • Financial assessment
  • Market research
  • Sales planning
  • Customer interaction
  • Effective communication
  • Leadership skills
  • Revenue enhancement

Languages

  • English
  • Hindi
  • Punjabi

Areas Of Interest

  • Photography
  • Traveling

Personal Information

  • Father's Name: Mr. J.M. Kapoor
  • Date of Birth: 19-08-1984

Accomplishments

  • Facilitated in Switzerland by our MD, Mr. Amitabh Choudhary, for the MDRT Experience 2023, which is an annual life insurance campaign for top-performing leaders and sellers
  • Recognized as Ahead of the Curve (AOC) for FY 2024 from our MD, it's an annual recognition for top-performing employees of the bank
  • Part of the Elite Club member; received an award at Axis House, Mumbai, from Mr. Rajeev Anand also got an opportunity to attend a training session at IIMs
  • Qualified as a winner of Axis' annual conference, and received the recognition in Singapore
  • Received an annual award for life insurance business in Thailand
  • Received a certificate for exemplary performance in the retail assets business in Nainital
  • Received an award for achieving the budgets for the Retail Forex business at Amby Valley from our group executive, Mr. Ravi Narayanan

Certification

  • In the company training program on 'Selling and Negotiation Skills' for Relationship Managers of Axis Bank Ltd at the Management Development Centre, IIM Calcutta
  • Completed a certification, 'The Impact Programme for Burgundy,' at ISB, Hyderabad
  • Completed the certification: Accelerate 2 Influence Program
  • Completed the Dale Carnegie Training, Axis Customer Excellence Program, and ACE-2
  • IRDA-certified
  • NISM V-A certified

Timeline

Branch Manager-Strategic Branch

Axis Bank Ltd
04.2022 - Current

Circle Premium Business Manager

Axis Bank Ltd
04.2021 - 03.2022

Branch Manager

Axis Bank Ltd
04.2018 - 03.2021

Senior Burgundy Relationship Manager

Axis Bank Ltd
04.2015 - 03.2018

Priority Banking Relationship Manager

Axis Bank Ltd
05.2008 - 03.2015

PGDBM - Marketing

Apeejay School Of Management

BACHELOR OF BUSINESS ADMINISTATION -

Apeejay Institute Of Management And I.T.

Senior Secondary -

City Montessori School

Higher Secondary -

Bishop Conrad School

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