A Few Words About Me
Seasoned Banking, Finance & Investment professional with over 30 years of experience in Indian Markets. Business Development specialist across diverse Banking Products. Expertise in Branch Banking, Retail Banking (Liability & Assets), Wealth Management, Financial Planning, Branch/ATM Expansion, Business Banking, MSME, Merger & Acquisitions, Social Banking & Financial Inclusion, Direct Tax Solutions, Trade Finance and Retail Investment Products including Retail Broking.
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Empanelled Council Member/Consultant/Advisor with Global Research/Consulting Firms.
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Designed Financial Literacy Program (FLP) for Investors/First Timers/Employees/College & Management Students sharing importance of Financial Planning and Asset Allocation, keeping Risk Appetite in mind.
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Having worked in leadership roles across Zonal, Circle and Central Office managing large teams to deliver top-line and bottom-line growth year after year resulting in a market leading offering for Axis Bank.
Certified Associate of Indian institute of Bankers (CAIIB) from IIBF, Mumbai.
Certified Financial Planner(CFP) from Financial Planning Standard Board India.
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Mutual Fund Distributor’s Module conducted by NISM, Navi Mumbai.
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Executive MBA (2016-18) from Indian Institute of Management, Indore.
Previous Assignments
CEO, Suljhan Consulting LLP : engaged in the field of providing solutions to financial services customers on their grievances, Consultancy, Setting up Complaint Management System for small Banks, Audit & Monitoring, Imparting training to Bankers, Complaint Analysis etc.
Senior Vice President & Head - Investment Products Group for Axis Bank : Responsible for LI, GI, MF, Retail Bullion, Axis Direct ( Retail Broking), Bancassurance tie-up with Max Life and Tata AIG, Involved in the process of finalizing General Insurance Partner, Alternate Investment Products (PE Funds, RE Funds, Structured Products, Primary and Secondary Bonds and DPMS)
A Slide About My Program
