Sukirti Dokania
BANGALORE
Summary
Results-driven banking and wealth management professional with 15+ years of experience across retail banking, branch operations, relationship management, affluent banking, and team leadership. Proven expertise in managing client relationships, driving business growth, leading teams, and delivering strong operational and service outcomes. Experienced in HNI and Ultra HNI client acquisition, wealth product management, portfolio servicing, cross-selling, and regulatory compliance. Recognized as Talent Pool staff for consistent performance and leadership potential.
Overview
19
19
years of professional experience
3
3
Languages
Work History
Priority Area Manager - Affluent
Kotak Mahindra Bank Ltd
08.2025 - Current
- Leading a team focused on the acquisition of Ultra HNI and HNI clients for banking and equity business, while deepening existing relationships to enhance operating income and deliver customized financial solutions.
- Building strategic relationships with unit heads to develop and implement best practices for successful client management.
- Ensuring implementation of relevant circulars and adherence to TAT and statutory compliance requirements as Compliance Officer for Portfolio Managers License.
- Driving wealth management business across a diverse range of products, including AIF, PMS, Mutual Funds, Structured Products, Life Insurance, Corporate Fixed Deposits, and GOI Bonds.
- Managing end-to-end team development, including market-based hiring, training, and mentoring Relationship Managers on market trends, client engagement, portfolio management, book building, and revenue generation.
- Analyzing market conditions, including global and Indian economic trends, as well as micro and macro market outlooks.
- Engaging directly with large-value clients to strengthen relationships and support business growth.
- Organizing seminars and webinars in collaboration with various asset management companies.
Relationship Banking Head
HDFC Bank
03.2021 - 07.2025
- Led and motivated a team of Relationship Managers to consistently deliver business and service goals.
- Drove team performance through coaching, engagement, and continuous development.
- Improved efficiency and productivity by implementing better work practices.
- Identified operational and customer-related issues, analyzed root causes, and implemented effective solutions.
- Ensured high service standards and strong relationship management across the portfolio.
Branch Operations Head
Axis Bank
12.2019 - 03.2021
- Managed end-to-end branch operations while ensuring compliance with internal controls and banking procedures.
- Monitored and controlled FTNR to maintain operational excellence and reduce process gaps.
- Delivered high-quality customer service while ensuring smooth branch functioning.
- Supervised operational processes to ensure accuracy, efficiency, and adherence to bank standards.
Personal Banker Authorizer
HDFC Bank
07.2013 - 11.2019
- Managed a team of Personal Bankers and ensured achievement of assigned business goals.
- Oversaw branch operations and maintained strong control over FTNR through quality checks and process discipline.
- Guided and trained team members on banking products, services, and customer handling.
- Supported business sourcing efforts while maintaining high standards of compliance and service quality.
- Kept the team motivated to achieve both individual and branch-level objectives.
Relationship Manager
HDFC Bank
05.2010 - 06.2013
- Managed a portfolio of Rs. 25 crore for high-net-worth customers.
- Provided financial planning and wealth advisory services tailored to client needs.
- Achieved business targets through cross-selling, relationship enhancement, and portfolio growth.
- Delivered high levels of customer service to strengthen and retain premium client relationships.
Business Development Engineer
KTwo Technology Solutions
06.2007 - 05.2008
- Managed a team of 3 members handling business development activities across Europe, USA, and India.
- Worked directly with clients to understand needs and propose appropriate business solutions.
- Participated actively in revenue planning and business growth discussions.
- Supported client acquisition and relationship development initiatives.
Education
Master of Business Administration (MBA) - Finance
MATS Institute of Management & Entrepreneurship
Bangalore01-2010
Bachelor of Commerce (B.Com) - undefined
S B M Jain College
Bangalore01-2007
Skills
- Banking Operations and Branch Management
- Relationship and Portfolio Management
- Team Handling and Leadership
- Customer Service Excellence
- Cross-selling and Business Development
Relationship building and management
Interests
Travelling, Gardening, Painting
CORE EXPERTISE
- Retail Banking Operations
- Wealth Management
- Affluent and HNI Client Acquisition
- Relationship Management
- Branch Operations Management
- Client Servicing and Account Management
- Team Leadership and Staff Motivation
- Sales and Cross-selling Strategies
- Financial Planning and Wealth Advisory
- Indian Banking Structure and Processes
- Tax Structure
- Operational Risk Control and Process Improvement
Timeline
Priority Area Manager - Affluent
Kotak Mahindra Bank Ltd
08.2025 - Current
Relationship Banking Head
HDFC Bank
03.2021 - 07.2025
Branch Operations Head
Axis Bank
12.2019 - 03.2021
Personal Banker Authorizer
HDFC Bank
07.2013 - 11.2019
Relationship Manager
HDFC Bank
05.2010 - 06.2013
Business Development Engineer
KTwo Technology Solutions
06.2007 - 05.2008
Bachelor of Commerce (B.Com) - undefined
S B M Jain College
Master of Business Administration (MBA) - Finance
MATS Institute of Management & Entrepreneurship