Vishakha Khanna
Mumbai
Summary
A dedicated team player and leader with 12+ years of experience, focused on branch development and growth through meticulous team handling, conflict resolution, and innovative digital banking adoption. My expertise lies in relationship building with Super HNI individuals, where I excel as a presenter, negotiator, and problem solver, ensuring customer excellence at every stage of the financial journey.I combine sharp sales optimization with a self-driven approach to consistently beat revenue targets while maintaining strict operational expertise and KYC/AML compliance.
Overview
15
15
years of professional experience
Work History
Branch Manager
IDFC First Bank
Juhu Mumbai
09.2024 - Current
- Maintained friendly and professional customer interactions.
- Facilitated meeting of deadlines through proactive management of individual and team tasks while optimizing processes.
- Complied with regulatory guidelines and requirements.
- Contributed towards book of SA by 250cr in 1 year and CA by 40Cr overall enhancing casa and revenue for branch.
- Worked towards overall P&L growth by adding revenue in form of AUM,Insurance and asset .
Imperia Client Relationship Manager
HDFC Bank
Mumbai
04.2018 - Current
- Working as a Imperia Relationship Manager Under Following Duties -
- Handling Portfolio Book Size of 580 crores (Term Deposits, CASA, Mutual Fund, Dmat & other Investments)
- Client Servicing, Acquiring New Clients, Cross Selling Banking & Other Channel Products, Increasing Portfolio Size, etc.
- Selling Major Products of Insurance, Mutual Fund, Business Loan, Trade Forex, etc.
- Achieving Business Targets Assigned in Terms of Number & Value.
- Handling Problems of Existing Clients and Providing them Solutions.
- Ensuring KYC/AML and other Compliance Norms are Strictly Adhered to.
- Interacting with Clients and Developing the Investment need.
- Guiding the Customer about Digital Banking for all Banking Service Requirements.
- Working Jointly with Wealth Management Team to Onboard new Customers and Generate Sales Lead.
Yes First RM
YES Bank
Mumbai
04.2017 - 03.2018
- Working as a Yes First RM under the Following Duties -
- Handling Portfolio Book Size of 160 to 180 crores (Term Deposits, CASA, Mutual Fund, Dmat & other Investments)
- Client Servicing, Acquiring New Clients, Cross Selling Banking & Other Channel Products, Increasing Portfolio Size, etc.
- Selling Major Products of Insurance, Mutual Fund, Business Loan, etc
- Handling Problems of Existing Clients and Providing them Solutions.
- Ensuring KYC/AML and other Compliance Norms are Strictly Adhered to.
- Interacting with Clients and Developing the Investment need.
Business Development and Team Handling
Hungry Heads
Varanasi
04.2011 - 05.2015
- Working as a Business Development and Team Handling Under Following Duties -
- Managing and handling business affairs.
- Handling clients for better experience.
- Inventory management for smooth functioning of business.
- Promotion of cafe over social media platforms and other channels for increasing footfall.
Education
PGDM - Marketing
ITM
Kharghar, Navi Mumbai06.2017
Bachelor of Commerce - undefined
Banaras Hindu University
Varanasi04.2014
SSC & HSC - undefined
St. Johns School DLW
Varanasi05.2011
Skills
Leadership And Team Work
Business Development And Sales
Time Management & Organization
Creative And Critical Thinking
Attention To Detail & Customer Service
Data Analysis & Presentation
LANGUAGES
English
Hindi
Interests
Travelling and Exploring new places, Listening Music, Cooking, Creative Art Work, Event Planning
Accomplishments
- Quarter on quarter highest P&L Growth award as branch manager
- 8 times MDRT (million dollar round table conference) qualifier.
- 2 times MDGH Winner
- Multiple times awarded for “Star performer”for Liability growth.
Timeline
Branch Manager
IDFC First Bank
09.2024 - Current
Imperia Client Relationship Manager
HDFC Bank
04.2018 - Current
Yes First RM
YES Bank
04.2017 - 03.2018
Business Development and Team Handling
Hungry Heads
04.2011 - 05.2015
Bachelor of Commerce - undefined
Banaras Hindu University
SSC & HSC - undefined
St. Johns School DLW
PGDM - Marketing
ITM