Sudipta Malakar
Kolkata
Summary
Seasoned banking professional with 13+ years of experience at Axis Bank, delivering consistent excellence in HNI portfolio management, wealth advisory, and revenue growth. 8 time MDRT qualifier with a proven track record of exceeding targets and building long-term client relationships.
Overview
15
15
years of professional experience
Work History
Senior Relationship Manager
Axis Bank
Kolkata
04.2019 - Current
- Promoted as Manager FY 2022 and as Senior Manager FY 2024
- Managed portfolio of 114 Crore in CASA and 41 Crore in Wealth AUM, enhancing HNI portfolios through strategic focus on AUM, revenue growth, and product penetration.
- Drove revenue growth through mutual funds, direct equity products, insurance, and lending solutions, achieving strong cross-sell performance.
- Maintained high client retention and satisfaction, consistently ranking among top quartile performers in client relationships.
Sales Manager
Axis Bank
01.2016 - 01.2019
- Led sales team to exceed branch-level targets for CASA and third-party products
- Enhanced conversion rates and product penetration through targeted team strategies
Sales Executive → Assistant Manager → Deputy Manager
Axis Bank
01.2011 - 01.2015
- Joined in 2011 and achieved 4 consecutive promotions due to outstanding performance
- Drove client acquisition, cross-selling, and revenue growth initiatives
Education
MBA -
EIILM University
01-2010
B.Com (Hons) -
Calcutta University
01-2007
Skills
- HNI Relationship Management
- Wealth Advisory
- Portfolio Growth
- Mutual Funds
- Insurance
- Lending Solutions
- CASA Acquisition
- Cross-selling
- Revenue Maximization
- Client Retention
- Regulatory Compliance (KYC/AML)
- Team Leadership
Certifications And Tools
- MDRT (8 time- Sidney,London,Dubai, Srilanka,Southeast Asia,Manila,Japan, Bangkok)
- Investment & Insurance Advisory
- CRM Systems
- MS Excel
- Finacle
Key Impact And Achievements
- 8× MDRT Qualifier – elite performer in insurance sales
- Managed high-value HNI / Priority client portfolios
- Secured 4 consecutive promotions based on performance excellence
- Successfully led teams to drive CASA and third-party revenue growth
Disclaimer
I hereby declare that the information provided above is true to the best of my knowledge.
Timeline
Senior Relationship Manager
Axis Bank
04.2019 - Current
Sales Manager
Axis Bank
01.2016 - 01.2019
Sales Executive → Assistant Manager → Deputy Manager
Axis Bank
01.2011 - 01.2015
MBA -
EIILM University
B.Com (Hons) -
Calcutta University