Amanpreet Aulakh

CEO

Gurugram, Haryana, India20 yrs 7 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in Client Relationship Management and Revenue Generation.
Proven track record in Wealth and Portfolio Management.
Strong focus on enhancing customer experience and retention.

Stackforce AI infers this person is a strategic leader in Education and Financial Services.

Contact

Skills

Other Skills

Business DevelopmentBusiness Relationship ManagementBusiness StrategyCoachingCollaborative Problem SolvingCommunicationCreditCredit RiskCross SellingCross-functional Team LeadershipLeadershipManagementMentoringPortfolio ManagementPublic Speaking

About

Presently working as Head - Strategic Initiatives at Great Lakes Institute of Management. Leading Industry Academia Strategic Initiatives at Great Lakes Institute of Management, Gurgaon. MBA from a premier business school and a seasoned professional having international exposure in managing and delivering end to end profitable business starting from customer sourcing, revenue generation to flawless customer experience, customer delight ,cross sell and retention. Expertise in Client Relationship Management, Sales, Revenue Generation, Collections , Underwriting, Channel Management, Career Transitions ,Customer Experience, Risk Management, Strategic Alliances and Training & Development across industries. Possess sound experience in Wealth ,Investment and Portfolio Management -designed and managed portfolio's of Ultra HNI Clients PAN INDIA. USP- Collaborative Approach, Agile, Attention to detail and a solution driven approach with a clear focus on revenue generation, enhancing customer experience, delight and retention .

Experience

20 yrs 7 mos

Total Experience

2 yrs 5 mos

Average Tenure

4 yrs 9 mos

Current Experience

Great lakes institute of management gurgaon

Head - Strategic Initiatives

Apr 2025 – Present · 1 yr 2 mos

Leading Industry Academia Strategic Alliances at Great Lakes Institute of Management, Gurgaon.

Great lakes institute of management

2 roles

DGM-Corporate & Career Services-Strategic Alliances & Corporate Relations

Apr 2022 – Present · 4 yrs 2 mos · Gurugram, Haryana, India · On-site

Strategic Alliances and Outreach

DGM -Corporate & Career Services -Corporate Alliances & Corporate Readiness

Sep 2021 – Apr 2022 · 7 mos · Gurugram, Haryana, India · On-site

Corporate Alliances and Corporate Readiness

Sunstone eduversity

AVP-Training and Development GD Goenka University

Sep 2020 – Sep 2021 · 1 yr · Gurugram, Haryana, India · On-site

Responsible for Training and Development of MBA students ensuring smooth transition from Campus to Corporate.Corporate Connect and Corporate Readiness

The adecco group

Regional Head -North and East L&D Operations

Aug 2019 – Sep 2020 · 1 yr 1 mo · Gurgaon, Haryana, India · On-site

Key responsibilities:
Career Transition of CEO,CXO ,COO and senior management of top fortune 100 organizations.
Key Account Management for top fortune 100 organizations.
Revenue Generation and Cross Sell.

Self

Freelance Trainer,Mangement Consultant and Equity Portfolio Management

Mar 2016 – Jul 2019 · 3 yrs 4 mos · Pan India · On-site

Area of specialisation -Banking,NBFC,Insurance,Wealth Management,Financial Advisory,Portfolio Management Services,Pharmaceuticals,Manufacturing Sector ,Product Training ,Customer Service and HNI Client Acquisition, Credit, Operations and Collections, Soft Skills.
Conducted workshops on Executive Presence ,Time Management, Personal Effectiveness,
Stress Management, Change Management ,Personality Development, Conflict Management, Ethics and Work Life Balance.
Key Clients: HDFC Bank, IDFC First ,Indus Ind Bank, Trident Industries, Bajaj Finance, Infosys, Chola MS

Iifl wealth

Senior Manager-Team Manager

Feb 2015 – Mar 2016 · 1 yr 1 mo · Pan India HNI Customer Acquisition · On-site

Key responsibilities include Customer Acquisition ,Wealth/Portfolio Management ,Relationship Management of Ultra HNI Clients.
Key focus on Revenue generation ,Customer acquisition, Market expansion, Customer experience, delight and Cross selling .

Royal bank of scotland business

Coach and Training Manager

Aug 2011 – Aug 2012 · 1 yr · Shenzhen City, Guangdong, China · On-site

Coach and Training Manager for RBS

Expedia, inc.

Senior Corporate Trainer

Nov 2010 – Jul 2011 · 8 mos · Shenzhen City, Guangdong, China · On-site

Senior Corporate Trainer and Motivator for Expedia Software Engineers in Shenzhen,People Republic of China

Indian institute of management, calcutta

IIM CALCUTTA Residential Management Development Program for Building Competency

Dec 2007 – Jan 2008 · 1 mo · Calcutta · On-site

Citi

2 roles

Coaching for Results Training Program

Jan 2005 – Jan 2005 · 0 mo

Regional Business Head -North

Apr 2001 – Dec 2008 · 7 yrs 8 mos

Business Head for 4 states with a defined focus on customer acquisition, market expansion, revenue generation, credit quality ,portfolio health ,managing delinquency ,non starters, customer relationship, delight ,experience and extensive cross selling