Assistant Manager
IDBI BankRetail relationship & portfolio managementDelhi, IndiaMost recent
- Managed an 80+ client portfolio with ₹4+ Cr in balances, acquiring 50+ new customers and mobilising ₹60+ lakh in FDs through consultative selling and structured relationship reviews.
- Drove branch profitability through cross-sell and up-sell across CASA, deposits, and loan products — ₹25+ lakh in incremental revenue — assessing client financials to recommend suitable banking and credit solutions.
- Owned end-to-end onboarding — account opening, KYC/AML, and documentation — with full regulatory adherence.
- Processed day-to-day transaction banking (NEFT/RTGS, remittances, cheques) and resolved operational queries.
Capabilities built in this role
Portfolio ManagementClient AcquisitionCross-Sell & Up-SellConsultative SellingFinancial-Statement AnalysisCASA & DepositsTransaction Banking (NEFT/RTGS)KYC/AMLRegulatory Compliance