Akarsh Raj

Business Development Executive

Delhi, India11 yrs experience
Highly Stable

Key Highlights

  • Over 10 years of experience in Retail Banking.
  • Expert in managing high-net-worth individual client portfolios.
  • Strong background in compliance and risk management.
Stackforce AI infers this person is a seasoned professional in Retail Banking and Wealth Management.

Contact

Skills

Core Skills

Portfolio ManagementWealth Management Services

Other Skills

Customer Relationship ManagementCompliance and Risk ManagementFinancial PlanningScreeningBenefits NegotiationTechnical RecruitingTalent AcquisitionInternet RecruitingIT RecruitmentRecruitmentsScreening ResumesSourcingRecruitingApplicant Tracking SystemsHRIS

About

Experienced in Retail Banking, Client Management, Portfolio Management, Investment Advisory Services, Risk and Compliance, Internal Audit, Mentoring, Team Lead, HNI Client Servicing, Client Profiling, Insurance Advisory Services, AMFI Certified, SP Licence Holding & a true Banking Person with an experience of 10+ years in Banking Domain.

Experience

11 yrs
Total Experience
3 yrs 6 mos
Average Tenure
4 mos
Current Experience

Dbs bank

Senior Associate: Treasures

Jan 2026Present · 4 mos · Gurugram, Haryana, India · On-site

  • Acquiring, Managing, and Growing the bank's relationships with high-net-worth individual (HNI) and affluent clients.
  • Client Acquisition and Growth.
  • Wealth Management & Financial Planning.
  • Portfolio Management.
  • Customer Relationship and Service.
  • Compliance and Risk Management.
Portfolio ManagementWealth Management ServicesCustomer Relationship ManagementCompliance and Risk Management

Hdfc bank

Manager : Imperia & Infiniti

May 2022Dec 2025 · 3 yrs 7 mos · Gurugram, Haryana, India

  • Started handling portfolio’s of HNW Customers in respect to their Banking needs, Portfolio Management, Financial Advisory services at The Bank House, Gurgaon!

Axis bank

3 roles

Manager : Priority Banking

Apr 2021Apr 2022 · 1 yr

Deputy Manager : Operations

Promoted

Apr 2018Mar 2021 · 2 yrs 11 mos

  • Servicing customer enquiries, determine customer needs and provide solutions with regards to their banking requirements.
  •  Educating customers on product options and technology issues, Provide oversight in front desk operations, client servicing, and overall supervision of branch operations and sales processes.
  •  Supervise the team in maintaining the productivity metrics, and handling opportunities to reduce the turnaround time of processes.
  •  Experienced in providing end to end solution to the customers for their needs and wants.
  •  Monitor and ensure the timely submission of periodic MIS reports (monthly and fortnightly).
  •  Ensure superior customer service and cross-sell of products.
  •  Provide regular training to staff on products and sales processes of the bank.
  •  Collaborate with the Branch Manager for monitoring and improving productivity of staffs.

Assistant Manager : Operations

Sep 2015Mar 2018 · 2 yrs 6 mos

Select source international

HR Recruiter

Jul 2013Mar 2014 · 8 mos

  • CANDIDATE MANAGEMENT :-
  •  Responsible for end to end recruitment
  •  Sourcing Talents from various sources like Portals (Naukri, Monster), social media networking (Face book, LinkedIn,), Head Hunting & Referrals etc.
  •  Handling critical mandates with focus on search, screening & short listing, preliminary interviews & follow up
  •  To support & meet the manpower requirements for key clients
  •  Conduct first level interview (Telephonic) to check communication Skills, domain skills, interest level, availability, salary, etc
  •  Responsible for Line ups and scheduling interviews,
  •  Briefing candidates before and after interview,
  •  Regular follow-up with candidates, and managing a healthy pipeline,
  •  Following up with the candidates as well as the client till the candidate joins.
  •  Maintaining a systematic and comprehensive database of all candidates
  • CLIENT MANAGEMENT :-
  •  Gathering Pre -close information of candidates (present and expected compensation, location/relocation information, work authorization status, availability etc).
  •  Facilitate for salary negotiation, help fix up remuneration packages, follow up and counsel thoroughly so that the candidate joins successfully as per schedule. Ensure timely joining of the candidate.
  • DATABASE MANAGEMENT :-
  •  Generating MIS reports on daily, weekly and monthly basis
  •  Maintaining daily database of various candidates and their final status
  •  Maintaining database of Clients requirements, Interview Schedule, Selected/Rejected candidate
  • EMPLOYEE TRAINING AND DEVELOPMENT :-
  • Involved in providing training to new joiners regarding the usage and different function of Naukri Portal and Data management process
  • OTHERS :-
  • Possessing good knowledge in Attendance Management, Time Management, Offer letter Preparation, CTC Breakup preparation, Salary preparation and PF & ESI Deductions.

Education

Manipal Academy of Higher Education

Master's degree — Post Graduate Diploma in Banking

Jan 2014Jan 2015

Sikkim Manipal University

Master of Business Administration (MBA) — Human Resource

Jan 2011Jan 2013

Mangalmay Institute of Management & Technology, Greater Noida

Bachelor of Business Administration (B.B.A.)

Jan 2008Jan 2011

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