Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Soumitra Roy

Mumbai

Summary

I consider myself to be a versatile banking professional with over 20 years of progressive experience in the Banking and Financial Services Industry, both Corporate (Wholesale) and Retail (Branch) Banking. Having held diverse positions, I have developed domain expertise across key banking functions including wealth management, transaction banking governance and compliance and strategic business development. I am now considering to utilize these skills in not only banking but in any financial institution which requires these multi-faceted aspects of the business. I also possess ability to lead large teams, and drive high-impact initiatives that improve profitability, operational efficiency, and customer experience.

Overview

33
33
years of professional experience

Work History

Senior Vice President

AXIS BANK LTD
01.2010 - Current
  • Wholesale Banking product (Current account) and revenue growth: Strategically driving the introduction, development, growth, and continual support of CA product - plan India through regional distribution channel. Lead new initiatives to expand the existing market share. Span of Control: 25
  • Project Manager CITI & Axis Bank Retail Banking integration (Myrtle): Scope of Project - Retail Banking operations covering Branch banking, CPU operations, ATM & Currency Chest, Phone banking, Dispatch and Deliverables, Regulatory reporting, Vendor integration, Data migration. Span of Control: 3
  • Nodal Officer: In charge of pan India complaint redressal and grievance management for the Bank to ensure timely response to all escalations from aggrieved customer. Report anomalies and incidence to respective departments from time to time to ensure rectification at both product and process level. Review critical complaints for adequacy before representation to Internal Ombudsmen. Span of Control: 82
  • Regional Head – Corporate Salary: Region covered – West, Book Size: 9100 crore. Acquisition of new Corporate Salary relationship, identifying potential geographies for market share maximization, managing and maintaining high value relationships, monitoring the productivity of the Corporate Salary Managers (CSM), sourcing of retail assets to the tune of 500 crores annually, achieving revenue target of 50 crore, imparting regular product training to Area Heads and CSMs. Span of Control: 450 (7 Area Head, 55 Corporate Salary Manager)
  • Transaction Banking Services: Heading Region West, Managing the channel of 200 transaction banking officers to drive various products like Current account, CMS, Digital payments, Trade forex and acquiring fresh SME business, integration of payment platform (host to host) with client ERPs, setting up of collections network through RBI approved vendors pan bank level.
  • Circle and Zonal Business Manager (Priority Banking) – Mumbai Circle: Create and execute plan for acquiring new-to-bank high value customer relationships, leverage network partners and high sources of leads and referrals to access prospective clients, allocate annual budget to Branches and PBRMs in alignment to the resource productivity matrix (defined by Distribution Dept at CO), recruit PBRMs and impart product training, design various marketing initiatives to drive sales across the region, incorporate stringent performance monitoring mechanisms to improve the delivery system of PBRMs. Span of Control: 120 PBRMs across 125 Branches in Western Region covering Maharashtra, Gujarat, Madhya Pradesh and Goa
  • Branch Head - New Marine Lines: Branch business mix Corporate (incl. Forex and Advances) and Retail, Branch Vintage: 15 years (CASA: 500 crore, Deposits: 4500 crore and Advances: 700 crore).
  • Branch Head – Andheri East: Branch business mix Corporate (incl. Forex and Advances) and Retail, Branch Vintage: 10 years (CASA: 300 crore, Deposits: 1000 crore and Advances: 500 crore).
  • Branch Head – J P Road, Andheri West: Spearhead the new branch set up and achieve business target, achieve Branch profitability in less than 18 months, supervise Branch Operations & Sales to achieve business target.

Functional Consultant / Product Manager

ORACLE
01.2007 - 01.2010
  • Relationship Management: Involved in maintaining the accounts of Barclays and NAB (National Australia Bank) in emerging market locations like Australia, Kenya and Indonesia, testing and implementation, requirement engineering and financial specifications
  • Span of Control: 15

Associate Vice President

UTI BANK LTD
01.1998 - 01.2007

Junior Officer

UCO BANK
01.1993 - 01.1998

Education

MBA - Finance

Jadavpur University
01.2000

B.Com - undefined

Kolkata University
01.1997

Skills

  • Strategic planning and execution
  • Product development and sales
  • Partnership / Channel development
  • Customer & Relationship management
  • Digitalization & Technology integration
  • Regulatory and Compliance

Accomplishments

  • Spearheaded Axis – CIT Integration project - Myrtle for complaint management modules
  • Integrated multiple app based solutions to empower the sales distribution channel of Wholesale banking products
  • Delivering growth of over 15% for the regional salary business for West in a span of 2 years since 2019
  • Managed and led the distribution channel of 450 member team. Set-up many new branches in Eastern and Western India
  • Implemented core banking solutions (ISBS and Finacle in Axis Bank & New Generation Product developed by Oracle Financial Services Software Ltd in National Australia Bank, Australia)
  • Implemented the Trade Portal (Trade Forex) and digital payment platform solutions at client locations as part of product solutions team.
  • Best Employee of the year in 2013 and 2017 (Received Award from MD)

Timeline

Senior Vice President

AXIS BANK LTD
01.2010 - Current

Functional Consultant / Product Manager

ORACLE
01.2007 - 01.2010

Associate Vice President

UTI BANK LTD
01.1998 - 01.2007

Junior Officer

UCO BANK
01.1993 - 01.1998

B.Com - undefined

Kolkata University

MBA - Finance

Jadavpur University
Soumitra Roy