Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Professional Snapshot
Timeline
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Sunil Lalwani

Sunil Lalwani

Jaipur

Summary

Looking for a world-class opportunity and a platform to prove my ability and utilize my skills, I have experience with dedication to contribute to the success of the company, leading to my professional career growth process. An enthusiastic, versatile, and energetic person with strong marketing, management, and interpersonal skills looking for a challenging role in a professional organization.

Overview

22
22
years of professional experience

Work History

Regional Head-Emerging Corporate

Indusind Bank
Jaipur
11.2023 - 02.2025
  • Company Overview: IndusInd Bank Limited is a Mumbai based Indian new generation bank, established in 1994. The bank offers commercial, transactional and electronic banking products and services.
  • Sales & Marketing
  • Driving sales initiatives to achieve business goals.
  • Implementing sales promotional activities as a part of brand building/market development effort.
  • Conducting detailed market study to analyze the latest market trends and tracking competitor activities and providing valuable inputs for fine tuning the selling and the marketing strategies.
  • Involved in the sales of third-party products such as Insurance, Mutual funds. Credit Cards, Loan against property, Loan against Shares etc.
  • Team Management
  • Leading & monitoring the performance of Relationship Managers, to ensure efficiency in sales & meeting of individual & group targets.
  • Implementing strategies for building team effectiveness by promoting a spirit of cooperation between team members.
  • Client Relationship Management
  • Handling a team of relationship managers & responsible for managing relationships of SME clients based out Jaipur with a target of increasing the fee base & MAB Book
  • Driving annualized budget costing of liability fee, lending, third part investments and NCA.
  • Guiding the team in understanding the banking, trade finance requirement, business and trade flow of the prospective and existing customers and training then in trade, trade finance, hedging and lending related aspects.
  • Ensuring compliance for on boarding of new as well as existing customer as per banks policy and adhering to all AML as well as sanctions guidelines.
  • Acting as a support group to a branch network comprising of more than 20 branches spread across Jaipur.
  • Meeting and developing various intermediary channels for lead generation.
  • Building & maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by achieving delivery & quality norm.
  • Responsible for resolving customer complaints on performance bottlenecks.
  • Providing value added customer services by attending customer queries & issues.

Regional Head-Wealth & Trade

ICICI Bank
Jodhpur
03.2023 - 11.2023
  • Company Overview: ICICI Bank Limited is a Mumbai based Indian new generation bank. The bank offers commercial, transactional and electronic banking products and services.
  • Sales & Marketing
  • Driving sales initiatives to achieve business goals.
  • Implementing sales promotional activities as a part of brand building/market development effort.
  • Conducting detailed market study to analyse the latest market trends and tracking competitor activities and providing valuable inputs for fine tuning the selling and the marketing strategies.
  • Involved in the sales of third-party products such as Insurance, Mutual funds, Credit Cards, Loan against property, Loan against Shares etc.
  • Team Management
  • Leading & monitoring the performance of Relationship Managers, to ensure efficiency in sales & meeting of individual & group targets.
  • Implementing strategies for building team effectiveness by promoting a spirit of cooperation between team members.
  • Client Relationship Management
  • Handling a team of relationship managers & responsible for managing relationships of SME clients based out Jodhpur, Pali, Sojat, Sumerpur with a target of increasing the fee base & managed Book
  • Driving annualized budget costing of liability fee, lending, third part investments and NCA.
  • Guiding the team in understanding the banking, trade finance requirement, business and trade flow of the prospective and existing customers and training them in trade, trade finance, hedging and lending related aspects.
  • Ensuring compliance for on boarding of new as well as existing customer as per banks policy and adhering to all AML as well as sanctions guidelines.
  • Acting as a support group to a branch network comprising of more than 40 branches spread across West Rajasthan.
  • Meeting and developing various intermediary channels for lead generation.
  • Building & maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by achieving delivery & quality norms.
  • Responsible for resolving customer complaints on performance bottlenecks.
  • Providing value added customer services by attending customer queries & issues.

National Head-Sales

Zenpay Solutions
Noida
03.2021 - 02.2023
  • Company Overview: Zenpay Solutions is a Fintech Organisation dealing into Prepaid Card business, opening salary cards for blue collared work force all over India, established in 2018. The Organisation offers commercial, transactional, B2B and B2C platform and electronic banking products and services.
  • Sales & Marketing
  • Driving sales initiatives to achieve business goals.
  • Designing products and rebuild the product to achieve the profitability.
  • Implementing sales promotional activities as a part of brand building/market development effort.
  • Conducting detailed market study to analyse the latest market trends and tracking competitor activities and providing valuable inputs for fine tuning the selling and the marketing strategies.
  • Team Management
  • Leading & monitoring the performance of Zonal Managers- Pan India, to ensure efficiency in sales & meeting of individual & group targets.
  • Implementing strategies for building team effectiveness by promoting a spirit of cooperation between team members.
  • Client Management
  • Handling a team of zonal managers & responsible for managing relationships of corporate clients based out all over India with a target of increasing the fee base & Revenue Book
  • Driving annualized budget costing of liability fee, Individual API Downloads and Corporate API Downloads.
  • Guiding the team in understanding the business requirement and cash flow of the prospective and existing customers and training them in product and related aspects.
  • Ensuring compliance for on boarding of new as well as existing customer as per Organisation/banks policy and adhering to all AML as well as sanctions guidelines.
  • Meeting and developing various intermediary channels for lead generation.
  • Building & maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by achieving delivery & quality norm.
  • Responsible for resolving customer complaints on performance bottlenecks.
  • Providing value added customer services by attending customer queries & issues.

Regional Head-Emerging Corporate

Indusind Bank
Jaipur
12.2019 - 03.2021
  • Company Overview: IndusInd Bank Limited is a Mumbai based Indian new generation bank, established in 1994. The bank offers commercial, transactional and electronic banking products and services.
  • Sales & Marketing
  • Driving sales initiatives to achieve business goals.
  • Implementing sales promotional activities as a part of brand building/market development effort.
  • Conducting detailed market study to analyze the latest market trends and tracking competitor activities and providing valuable inputs for fine tuning the selling and the marketing strategies.
  • Involved in the sales of third-party products such as Insurance, Mutual funds. Credit Cards, Loan against property, Loan against Shares etc.
  • Team Management
  • Leading & monitoring the performance of Relationship Managers, to ensure efficiency in sales & meeting of individual & group targets.
  • Implementing strategies for building team effectiveness by promoting a spirit of cooperation between team members.
  • Client Relationship Management
  • Handling a team of relationship managers & responsible for managing relationships of SME clients based out Jaipur with a target of increasing the fee base & MAB Book
  • Driving annualized budget costing of liability fee, lending, third part investments and NCA.
  • Guiding the team in understanding the banking, trade finance requirement, business and trade flow of the prospective and existing customers and training then in trade, trade finance, hedging and lending related aspects.
  • Ensuring compliance for on boarding of new as well as existing customer as per banks policy and adhering to all AML as well as sanctions guidelines.
  • Acting as a support group to a branch network comprising of more than 20 branches spread across Jaipur.
  • Meeting and developing various intermediary channels for lead generation.
  • Building & maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by achieving delivery & quality norm.
  • Responsible for resolving customer complaints on performance bottlenecks.
  • Providing value added customer services by attending customer queries & issues.

Entrepreneur

Financial Consultant
Rajasthan
05.2018 - 12.2019
  • Work Profile:
  • Driving sales initiatives to achieve business goals.
  • Handling various banking products such as
  • Secured business i.e. Home Loans, Loan against Property, Working capital through recognized banks , NBFC’s and various financial Institutions
  • Unsecured business i.e. Credit Cards, Personal Loans, Business Loans etc. through recognized banks, NBFC’s and various financial institutions.
  • Involved in the sales of third-party products such as Insurance, Mutual funds. Loan against Shares etc.
  • Organised various marketing and promotional activities with various corporate through sales staff in various cities of Rajasthan and generated the huge volumes of unsecured business.
  • Implementing sales promotional activities as a part of brand building/market development effort.
  • Helping, Monitoring and evaluating the sales performance of the TELE sales team and field sales team.
  • Handling high profile builders of Rajasthan for various banking products i.e. Home Loans though referral business.

Regional Head-Emerging Corporate

Indusind Bank
Jaipur
12.2016 - 05.2018
  • Company Overview: IndusInd Bank Limited is a Mumbai based Indian new generation bank, established in 1994. The bank offers commercial, transactional and electronic banking products and services.
  • Sales & Marketing
  • Driving sales initiatives to achieve business goals.
  • Implementing sales promotional activities as a part of brand building/market development effort.
  • Conducting detailed market study to analyze the latest market trends and tracking competitor activities and providing valuable inputs for fine tuning the selling and the marketing strategies.
  • Involved in the sales of third-party products such as Insurance, Mutual funds. Credit Cards, Loan against property, Loan against Shares etc.
  • Team Management
  • Leading & monitoring the performance of Relationship Managers, to ensure efficiency in sales & meeting of individual & group targets.
  • Implementing strategies for building team effectiveness by promoting a spirit of cooperation between team members.
  • Client Relationship Management
  • Handling a team of relationship managers & responsible for managing relationships of SME clients based out Jaipur with a target of increasing the fee base & MAB Book
  • Driving annualized budget costing of liability fee, lending, third part investments and NCA.
  • Guiding the team in understanding the banking, trade finance requirement, business and trade flow of the prospective and existing customers and training then in trade, trade finance, hedging and lending related aspects.
  • Ensuring compliance for on boarding of new as well as existing customer as per banks policy and adhering to all AML as well as sanctions guidelines.
  • Acting as a support group to a branch network comprising of more than 20 branches spread across Jaipur.
  • Meeting and developing various intermediary channels for lead generation.
  • Building & maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by achieving delivery & quality norm.
  • Responsible for resolving customer complaints on performance bottlenecks.
  • Providing value added customer services by attending customer queries & issues.

Branch Manager

Standard Chartered Bank
Jodhpur
02.2016 - 12.2016
  • Company Overview: It’s one of the reputed Multinational Bank, present in more than 68 countries with more than 1700 Branches all over the world.
  • Sales & Marketing
  • Driving sales initiatives to achieve business goals.
  • Implementing sales promotional activities as a part of brand building/market development effort.
  • Conducting detailed market study to analyze the latest market trends and tracking competitor activities and providing valuable inputs for fine tuning the selling and the marketing strategies.
  • Involved in the sales of third party products such as Insurance, Mutual funds etc.
  • Business Development
  • Effectuating pre-planned sales strategies for accomplishment of performance milestones.
  • Utilizing market information & personal network to develop marketing intelligence for generating leads.
  • Evolving market segmentation & penetration strategies to achieve targets.
  • Conducting competitor analysis by keeping abreast of market trends to achieve market share metrics.
  • Banking Operations Management
  • Ensuring optimal utilization of available resources with key focus on bottom line profitability.
  • Implementing policies/procedures for the all-round development of banks as well as reducing overall costs to the bank through various means.
  • Actively involved in the sales of assets/liabilities/third party products.
  • Implementing systems to facilitate smooth workflow in the organization.
  • Client Relationship Management
  • Managing customer service operations & ensuring customer satisfaction by achieving delivery & service quality norms.
  • Building & maintaining healthy business relations with major clientele, ensuring maximum customer satisfaction by achieving delivery & quality norm.
  • Responsible for resolving customer complaints on performance bottlenecks.
  • Providing value added customer services by attending customer queries & issues.
  • Monitoring the post service activities like follow up with the customers, service reminders and handling customer grievances for superior customer service.
  • Team Management
  • Leading & monitoring the performance of customer service officers, to ensure efficiency in operations & meeting of individual & group targets.
  • Implementing strategies for building team effectiveness by promoting a spirit of cooperation between team members.

HVSB RM

Standard Chartered Bank
02.2013 - 02.2016
  • Job Profile:
  • Looking after Jaipur Region (Rajasthan) in terms of managing the branches and entire sales force and marking of various SME Products such as Foreign Exchange (Imports/exports), Letter of Credit, Buyers Credit, Suppliers Credit, Derivatives (Forwards/Options), Factoring in Services, Payment and Cash Management Services (Receivables Management and Payment Solution, etc).
  • Launching of SME Business (Trade and Forex) in the new branches such as Jodhpur and Udaipur.
  • Servicing Client needs (Documents processing – Imports/Exports/Letter of Credit/Buyers Credit/Suppliers Credit/Factoring, Credit Appraisals and other related banking requirements).
  • Developing prospective clients across various sectors for deeper market penetration.
  • Ensuring customer satisfaction by achieving deliver of service quality norms by interacting with clients, handling customer's requests & grievances thereby maintaining customer satisfaction at acceptable levels.

Associate Vice President (AVP)

The Hong Kong Shanghai Banking Corporation Limited
03.2007 - 02.2013
  • Company Overview: It is one of the reputed Multinational Bank, present at more than 86 countries with more than 10,000 Branches all over the world.
  • Job Profile:
  • Sales and Marking of various SME Products such as Foreign Exchange (Imports/exports), Letter of Credit/Buyers Credit/Suppliers Credit, Derivatives (Forwards/Options), Factoring in Services, Payment and Cash Management Services (Receivables Management and Payment Solution, etc).
  • Servicing Client needs (Documents processing – Imports/Exports/Letter of Credit/Buyers Credit/Suppliers Credit/Factoring, Credit Appraisals and other related banking requirements).
  • Developing prospective clients across various sectors for deeper market penetration.
  • Ensuring customer satisfaction by achieving deliver of service quality norms by interacting with clients, handling customer's requests & grievances thereby maintaining customer satisfaction at acceptable levels.
  • Implementing competent marketing strategies with a view to penetrate new accounts and expand existing ones for a wide range of financial products/services.

Deputy Manager (DM)

Kotak Mahindra Bank Ltd.
Jaipur
09.2006 - 03.2007
  • Job Profile:
  • Developing Business and sourcing of new relationship by sourcing SB accounts and Current accounts.
  • Generating revenue for the bank by managing the customer needs and sales of Mutual Funds and Insurance for the bank.
  • Successfully planned promotion for Blue chip client through tele-calling setup and further follow up conceiving and developing new market segment and rending prompt and effective selling strategy with highest level of customer service.

Financial Planning Consultant (FPC)

Aviva Life Insurance Co. Pvt Ltd
Jaipur
11.2005 - 09.2006
  • Job Profile:
  • Developing business from scratch for mobilization of selling Insurance through Direct Sales Channel of Centurion Bank of Punjab (CBOP).
  • Managing a team 10-12 Sales executive, who perform as a front-line management and contribute substantially to the overall growth of the insurance products sales.
  • Responsibility for appointment, recruitment, guidance, motivation & retention of front-line sales force.

Senior Sales Officer

HDFC Bank Ltd.
Jaipur
06.2003 - 10.2005
  • Job Profile:
  • Developing Business from scratch for mobilization of corporate account, letter of credit (LC), bank guarantee and corporate deposits.
  • Managing a team 4-6 Business executive, who perform as a front-line management and contribute substantially to the overall growth of the banking products sales.
  • Responsibility for acquiring new business from medium corporate clients such as Proprietorship; Private Limited Company, Partnership, Public Private Company.

Education

B.Com - Accountancy, Economics, Business Administration

Commerce College, University of Rajasthan
01.2003

C.B.S.E Board (XII) - Commerce (Maths)

Subodh Public School
Jaipur
01.2000

C.B.S.E (X) -

Subodh Public School
Jaipur
01.1998

MBA - Finance and Marketing

Sikkim Manipal University

Skills

  • Team leadership
  • Training and mentoring
  • Client relationship management
  • Regulatory compliance
  • Sales strategy development
  • Financial product knowledge

Languages

English & Hindi

Accomplishments

  • Achieved highest sales of accounts in Sept 2005 and Oct. 2005, highest number of accounts ever opened in a single month in Jaipur branch of HDFC Bank.
  • Rated 1 With HSBC in the year 2009.
  • Rated 2 with HSBC in the year 2010.
  • Rated 1 With HSBC in the year 2011.
  • Won Pan India Contest in Get Rate Bonanza and Certified by Head SME in 2011.
  • Recently got promoted to AVP (Band 6) in November 2011.
  • Achieved Highest Count of Policies in Bancassurance PAN India month on month in my stint with AVIVA Life Insurance Company.
  • Achieved highest sales in revenue generation in FX Badshaah contest in 2013 and visited Hongkong training programme for 7 days with treasury experts.

Professional Snapshot

  • Approx. 20+ years of experience in Business Development, Client Servicing, as well as Team Management with various organizations.
  • Worked as Regional Head, ICICI Bank based at Jodhpur, Rajasthan.
  • Worked as National Head-Sales, Zenpay Solutions Based at Noida, Uttar Pradesh.
  • Worked as Regional Head, Indusind Bank, Jaipur.
  • Worked as an entrepreneur as Financial Consultant at Rajasthan.
  • Worked as Branch Manager, Standard Chartered Bank, Jodhpur
  • Worked as Corporate Banking RM in Standard Chartered Bank Jaipur.
  • Worked as AVP with The Hongkong And Shanghai Banking Corporation Limited at Jaipur.
  • Worked as a Deputy Manager (DM) with Kotak Mahindra Bank Ltd. Branch Banking at Jaipur.
  • Worked as a Financial Planning Consultant (FPC) with Aviva Life Insurance Co Pvt. Ltd. at Jaipur.
  • Worked as Senior Sales Officer (Team Leader) with HDFC Bank Limited at Jaipur.
  • Strong exposure to all areas of Retail and Business Banking in Standard Chartered Bank such as Sales & Marketing, Business Development, Client Relationship Management & Team Management, Foreign Exchange (Imports/Exports), Letter of Credit, Buyers Credit, Suppliers Credit, Derivatives (Forwards/Options), Factoring Services, Payment and Cash Management Services (Receivables Management and Payment Solution).
  • An effective communicator with excellent relationship building & interpersonal skills, problem solving organizational abilities, possess a flexible & detail-oriented attitude.
  • With a strong desire to excel professionally, I am highly adaptable when dealing with ambiguity and conflicting priorities.

Timeline

Regional Head-Emerging Corporate

Indusind Bank
11.2023 - 02.2025

Regional Head-Wealth & Trade

ICICI Bank
03.2023 - 11.2023

National Head-Sales

Zenpay Solutions
03.2021 - 02.2023

Regional Head-Emerging Corporate

Indusind Bank
12.2019 - 03.2021

Entrepreneur

Financial Consultant
05.2018 - 12.2019

Regional Head-Emerging Corporate

Indusind Bank
12.2016 - 05.2018

Branch Manager

Standard Chartered Bank
02.2016 - 12.2016

HVSB RM

Standard Chartered Bank
02.2013 - 02.2016

Associate Vice President (AVP)

The Hong Kong Shanghai Banking Corporation Limited
03.2007 - 02.2013

Deputy Manager (DM)

Kotak Mahindra Bank Ltd.
09.2006 - 03.2007

Financial Planning Consultant (FPC)

Aviva Life Insurance Co. Pvt Ltd
11.2005 - 09.2006

Senior Sales Officer

HDFC Bank Ltd.
06.2003 - 10.2005

B.Com - Accountancy, Economics, Business Administration

Commerce College, University of Rajasthan

C.B.S.E Board (XII) - Commerce (Maths)

Subodh Public School

C.B.S.E (X) -

Subodh Public School

MBA - Finance and Marketing

Sikkim Manipal University

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Sunil Lalwani