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.
Empanelled Council Member/Consultant/Advisor with Global Research/Consulting Firms.
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.
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.
Mutual Fund Distributor’s Module conducted by NISM, Navi Mumbai.
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
