Sep 2022 – Oct 2023 · 1 yr 1 mo · Noida, Uttar Pradesh, India · On-site

• Managed a portfolio of priority / HNI clients, growing balances and deepening product penetration across term deposits, remittances, mutual funds and insurance while maintaining full regulatory and internal compliance.
• Acted as a single point of contact for key clients, handling daily banking needs, resolving service issues and coordinating with internal teams (operations, wealth, lending) to deliver quick, high-quality responses.
• Drove digital banking adoption among affluent customers by analysing usage patterns, identifying friction points and working with product/ops teams to improve the experience.
• Regularly reviewed branch MIS and client portfolios to identify at-risk relationships, proactively retain balances and cross-sell suitable wealth and protection products.

May 2022 – Aug 2022 · 3 mos · Noida, Uttar Pradesh, India

• Worked on strategy and operating-model projects for financial-services and consumer clients in the Middle East, benchmarking a regional bank’s policies and processes against global best practices and redesigning key policy and process architecture.
• Built market-sizing and business-plan models for a proposed digital bank in KSA, including TAM sizing, revenue scenarios, pricing structures and high-level regulatory considerations.
• Designed go-to-market and financial models for a JD.com B2C partnership in KSA, covering unit economics, competitive landscape and overall business case.
• Supported senior consultants with structured analysis, management-ready presentations and board-level documentation across multiple engagements.

May 2021 – Apr 2022 · 11 mos

• Managed HNI and preferred-banking clients, leading acquisition, portfolio deepening and retention across deposits, cards and third-party products (investment and insurance).
• Grew the mapped portfolio from ~USD 1M to ~USD 5M in two years by focusing on relationship quality, product fit and share-of-wallet expansion.
• Consistently achieved 150%+ of revenue targets, ranking among the top performers regionally, and received awards from the Zonal Branch Banking Head and National Head – Credit Cards.
• Coached junior RMs and customer-service staff on client acquisition strategy, service standards and cross-sell, contributing to higher branch productivity and income.

Sep 2018 – May 2021 · 2 yrs 8 mos

• Managed a portfolio of priority/HNI clients, covering day-to-day banking needs, service recovery and cross-selling of liabilities, investment and insurance products.
• Increased liability balances and product holdings by targeting under-penetrated existing customers and running focused campaigns.
• Oversaw key branch operations (cash levels, ATM management, basic fraud control) and contributed to the branch ranking among the top performers in the region on overall income metrics.

Jul 2017 – Aug 2018 · 1 yr 1 mo · Mumbai Area, India

• Led bancassurance sales across ICICI Bank branches, partnering with branch managers and staff to drive life-insurance business while maintaining compliant sales practices.
• Achieved sales and persistency targets through joint calls, customer meetings and campaigns focused on protection and long-term savings products.
• Trained branch staff on need-based selling, documentation and product features, enabling them to identify leads and close straightforward cases independently.
• Prepared regular performance and funnel reports for regional leadership, highlighting branch-wise gaps and recommending action plans.

May 2015 – Jun 2017 · 2 yrs 1 mo · Mumbai Area, India · On-site

• Recruited and led a team of ~15 advisors (CAs, doctors and independent professionals), driving individual and team-level life and health insurance production.
• Conducted regular training and joint field work to improve advisors’ prospecting, needs analysis and closing skills, helping many clear IRDA certification on their first attempt.
• Consistently delivered strong results, ranking among top performers in health-insurance contests in the region.
• Selected as a brand ambassador for the Smart Achievers Program, representing the organization in campus and early-career outreach.

Aug 2013 – Apr 2014 · 8 mos · Bhubaneshwar Area, India

• As Student Coordinator of the Entrepreneurship Cell at KIIT, I co-led initiatives to promote entrepreneurship across several department and schools. I recruited and managed a core team that helped establish the club as one of the most active E-Cells in Eastern India, organised workshops, competitions and guest speaker sessions for aspiring founders, and collaborated with the KIIT Technology Business Incubator to run startup-focused events on campus.