Experience

Kotak Cherry

• India
• Financial Services
• 1 - 100 Employee

• Alliances and Sales Lead

  • Jul 2023 - Present

  Mumbai, Maharashtra, India



Qapita

• Singapore
• Software Development
• 100 - 200 Employee

• Head of Partnerships, GTM, Qapita Marketplace

  • Apr 2022 - Jul 2023

  Mumbai, Maharashtra, India



Kotak Mahindra Bank

• India
• Banking
• 700 & Above Employee

• Alternates Product Manager at Kotak Wealth Management

  • Nov 2016 - Apr 2022

  BKC, Mumbai - Alternates Product Team distributing private equity, venture capital and direct equity investment opportunities to HNIs - Looking after strategic partnerships at Kotak Wealth Management. - Set up the Deal desk to assist HNI clients with their investment banking requirements - Institutionalised the Deal Desk by setting up a seamless process from sourcing, due diligence, product committee approval, marketing and placement of deals - Conceptualised the PitchStop platform to bring… Show more - Alternates Product Team distributing private equity, venture capital and direct equity investment opportunities to HNIs - Looking after strategic partnerships at Kotak Wealth Management. - Set up the Deal desk to assist HNI clients with their investment banking requirements - Institutionalised the Deal Desk by setting up a seamless process from sourcing, due diligence, product committee approval, marketing and placement of deals - Conceptualised the PitchStop platform to bring investors and curated start-ups together. The events received very positive feedback from clients, companies, RMs and senior management Show less



Citi India

• India
• Financial Services
• 700 & Above Employee

• Assistant Vice President

  • Jul 2014 - Nov 2016

  Mumbai Area, India Emerging Affluent Portfolio Head managing 8 lakh client base upto 50 lakhs Net Relationship Value  Executed launch of a new Retail Banking segment - Citi Priority o Strategised with Regional team in Singapore to design the segment value proposition o Supervised Marketing team to design pitchdeck, segment brochure and welcome packs o Coordinated with Operations and Technology to get backend process in place and website designed  Deepen portfolio share of wallet by improving… Show more Emerging Affluent Portfolio Head managing 8 lakh client base upto 50 lakhs Net Relationship Value  Executed launch of a new Retail Banking segment - Citi Priority o Strategised with Regional team in Singapore to design the segment value proposition o Supervised Marketing team to design pitchdeck, segment brochure and welcome packs o Coordinated with Operations and Technology to get backend process in place and website designed  Deepen portfolio share of wallet by improving investment and insurance penetration from 5% to 20%  Focus on portfolio drivers – DMF, SIP, Net Sales, Remote transactions for higher fee generation  Increase cross-sell of asset products (Cards, Personal Loans and Mortgage) to achieve portfolio growth  Enhance customer onboarding experience to grow portfolio size and ensure quality customer retention  Monthly Retail Bank update on progress and course correction on key metrics to maintain a healthy book of clients and achieve the Retail bank goals on revenue, expenses, client quality and engagement  Portfolio engagement tracking ensuring customer centricity, enhanced experience and proposition delivery

• Experienced Management Associate

  • Jun 2013 - Jun 2014

  Mumbai Area, India Joined the leadership programme through ISB campus placement with rotation in Sales and E-business  Rotation 1: Managed the launch of first new Smart Branch at Palladium Mall o Increased customer acquisition from 100 to 3500 customers across 6 months through multiple sales and marketing campaigns o Increased product applications from 42/month to 350/ month positively impacting revenue and profit o Overlooked digital marketing via Facebook and other online channels to… Show more Joined the leadership programme through ISB campus placement with rotation in Sales and E-business  Rotation 1: Managed the launch of first new Smart Branch at Palladium Mall o Increased customer acquisition from 100 to 3500 customers across 6 months through multiple sales and marketing campaigns o Increased product applications from 42/month to 350/ month positively impacting revenue and profit o Overlooked digital marketing via Facebook and other online channels to improve visibility and awareness o Organised host of weekend branch events for client entertainment to ensure top of mind recall o Liasied with Mall authorities and Merchants (PVR, Pan Foods, Van Heusen) for promotional activities  Rotation 2: Digitised offline sales and managed online pan product acquisitions o Initiated application transfer to online channel to save banker time and improve process efficiency o Innovated new emailer campaigns incorporating call to action links to cross sell cards and loans o Liaised with sales team to leverage over 3000 corporate relationships to increase online application penetration 



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• International Commercial Associate

  • Sep 2007 - Jan 2012

  Oxford Circus Commercial Centre, London Relationship manager to a portfolio of 40 International SME clients. Won 12 new to bank clients from a range of sectors including fashion, medical, education and IT generating £50k income each. Proposed and agreed an invoice discounting facility of £2 million for a recruitment company. Leveraged global network to facilitate and develop cross border activity to support customers’ international strategies. Undertook financial analysis by studying the audited accounts, understanding the… Show more Relationship manager to a portfolio of 40 International SME clients. Won 12 new to bank clients from a range of sectors including fashion, medical, education and IT generating £50k income each. Proposed and agreed an invoice discounting facility of £2 million for a recruitment company. Leveraged global network to facilitate and develop cross border activity to support customers’ international strategies. Undertook financial analysis by studying the audited accounts, understanding the variation in figures and ensuring adherence to lending guidelines from ratio calculations (gearing, current ratios etc). For nonfinancial analysis I write comprehensive remarks using academic models such as PORTER, PESTLE and SWOT. Negotiated pricing of lending proposals guided by HSBC’s internal standard risk based pricing model. Worked in collaboration with HSBC Marketing to implement the Business Thinking campaign, a high profile £108 million lending and networking initiative undertaken by HSBC and Telegraph. Volunteered to be project manager for the Graduate Community Challenge at HSBC. Organised and attended networking events such as the London Fashion week, Business start-up exhibition at Excel centre, BBC proms, digital marketing seminar and Olympic Contingency planning seminar to entertain clients and develop a strong business network at HSBC. Represented HSBC as Brand Ambassador for career fairs and as Guest Speaker at assessment centres. Show less



ABN AMRO Bank N.V.

• Netherlands
• Banking
• 700 & Above Employee

• Summer Internship

  • Jun 2006 - Aug 2006

  3 month project to review mutual funds of competitors (HSBC, Citibank, HDFC) with special emphasis on equity funds.Regular monitoring of Net Asset Value (NAV) of the various top performing funds using the Bombay Stock Exchange Sensitive Index (BSE Sensex) as a benchmark index.



Manovikas Kendra

• Junior Teacher and Cultural Coordinator

  • May 2000 - Dec 2003

  Kolkata, India Taught basic English, Mathematics and dance to mentally and physically handicapped children Organised and performed in various cultural shows for student engagement