Sumanta Baksi
Retail Banker
Mumbai
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
19
19
years of professional experience
Work History
Head Corporate Salary Business
DBS Bank
01.2023 - Current
- Spearheading corporate salary business for DBS with core responsibilities of meeting the balance sheet and P&L goal
- Building a diverse team of 300 members comprising of sales, service and program structure
- Created Salary portfolio of ~1200 Crs with right mix of liabilities and assets
- Successfully launched Salary Proposition - DBS Elevate with industry first offerings & benefits
- Building and maintaining healthy business relations with key clients across industry
- Integrated analytics based Intelligent Banking solutions for the Corporate Salary portfolio
Vice President & Head- National Relationship Manager
DBS Bank
01.2020 - 12.2021
- Led a diversified team of National Relationship Managers to establish strategic marquee relationships to maximize profitability
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Assistant Vice President - National Relationship Manager
DBS Bank
01.2017 - 12.2019
- Established and managed national accounts for newly launched salary segments for cooperates like Wipro, Capgemini, Accenture, Tech Mahindra, Microsoft, NTT Data and BNY Mellon
- Increased efficiency by streamlining processes and implementing new software tools for the team.
- Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings
Unit Head- Wealth Management
DBS Bank
01.2012 - 12.2016
- Led a team of senior relationship managers to implement relationship management and investment advisory strategies
- Managed a healthy client base through continuous improvement of the CDR (Client Depth Ratio) and PDR (Product Depth Ratio)
- Spearheaded sales and distribution process and achieved positive region balance sheet by streamlining ROTA (Return on Total AUM)
- Played a stellar role in building wealth portfolio of ~1000 crs for the market
Area Manager- Acquisitions and Liabilities
DBS Bank
12.2010 - 12.2011
- Led a team of sales Managers that acquired clients for newly set up DBS Bank in India
- Continuously improved operational procedures through ongoing evaluation of existing practices, incorporating feedback from team members and adopting industry best practices.
- Developed strong relationships with clients, leading to increased customer satisfaction and repeat business.
Sales Manager- Acquisitions and Liabilities
HSBC Bank Ltd.
01.2009 - 12.2010
- Led the acquisition team of Assistant Sales Managers (HSBC Premier) that secures New to Bank (NTB) Premier clients
- Achieved Annual Opening Plan targets by acquiring HSBC Premier Accounts and increasing liability balances with initial funding
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
Sales Manager Acquisitions - NRI Services
HSBC Bank Ltd.
08.2006 - 12.2008
Territory Sales Leader
American Express Services India Ltd.
04.2005 - 07.2006
Education
Senior Management Program -
Indian Institute of Management, Calcutta
Post Graduate Diploma in Business Management - undefined
MS Ramaiah Institute of Management, Bangalore
Bachelor of Science - Mathematics Hons.
St. Xavier's College, Ranchi
Skills
Relationship Management
Business Development
Wealth Management
Sales Management
Sales Strategy , Planning & Process
Leadership Abilities
Data driven analysis
Timeline
Head Corporate Salary Business
DBS Bank
01.2023 - Current
Vice President & Head- National Relationship Manager
DBS Bank
01.2020 - 12.2021
Assistant Vice President - National Relationship Manager
DBS Bank
01.2017 - 12.2019
Unit Head- Wealth Management
DBS Bank
01.2012 - 12.2016
Area Manager- Acquisitions and Liabilities
DBS Bank
12.2010 - 12.2011
Sales Manager- Acquisitions and Liabilities
HSBC Bank Ltd.
01.2009 - 12.2010
Sales Manager Acquisitions - NRI Services
HSBC Bank Ltd.
08.2006 - 12.2008
Territory Sales Leader
American Express Services India Ltd.
04.2005 - 07.2006
Senior Management Program -
Indian Institute of Management, Calcutta
Post Graduate Diploma in Business Management - undefined
MS Ramaiah Institute of Management, Bangalore
Bachelor of Science - Mathematics Hons.
St. Xavier's College, Ranchi
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