Sourav Chhabra
Gurgaon
Summary
Results-driven banking professional with over 4 years of experience in auto finance, wealth management, and relationship management roles at Kotak Mahindra Group and ICICI Securities. Strong exposure to MIS reporting, portfolio analysis, market trend analysis, and CRM systems (Salesforce, Finacle). Currently transitioning into a Data Analyst role with hands-on learning in Excel, SQL and business analytics, aiming to leverage deep banking domain expertise.
Overview
5
5
years of professional experience
Work History
Senior Relationship Manager (Auto Loans)
Kotak Mahindra Prime Ltd.
GURGAON
12.2024 - Current
- Manage a portfolio of auto financing clients and dealership partners.
- Conduct credit and financial assessments to structure customized loan solutions.
- Track disbursements, approvals, and dealer performance through structured MIS reports.
- Support business growth by identifying trends in ticket size, approval ratios, and turnaround time.
- Analysed data trends to support decision-making processes across departments.
Relationship Manager
Kotak Mahindra Bank
Noida
12.2022 - 12.2024
- Managed high-value Corporate Salary and NRI client portfolios.
- Delivered data-backed financial advice and cross-sold investment and banking products.
- Prepared productivity, revenue, and client performance reports for senior management.
- Mentored junior RMs and led client engagement initiatives.
Key Relationship Manager
ICICI Securities
Agra
06.2021 - 12.2022
- Analyzed client portfolios and market trends to optimize investment strategies.
- Identified cross-selling opportunities using customer and transaction data.
- Implemented process improvements reducing client response time.
Education
PGDM - Marketing
Fortune Institute of International Business
Delhi01.2021
Bachelor of Business Administration - Jamshedpur
Kolhan University
Jamshedpur01.2019
Skills
- Advanced Excel and SQL
- Performance analysis and reporting
- Market trend and risk analysis
- CRM systems and Salesforce
- Banking and auto loans expertise
- Wealth management strategies
Accomplishments
- DARE Qualifier (JFM Contest) 2024
- Top RM YTD 2023
- Top RM for 5 Consecutive Months
Timeline
Senior Relationship Manager (Auto Loans)
Kotak Mahindra Prime Ltd.
12.2024 - Current
Relationship Manager
Kotak Mahindra Bank
12.2022 - 12.2024
Key Relationship Manager
ICICI Securities
06.2021 - 12.2022
PGDM - Marketing
Fortune Institute of International Business
Bachelor of Business Administration - Jamshedpur
Kolhan University