Rahul Mahindru
SEASONED BANKER AND WEALTH MANAGEMENT EXPERT
MUMBAI
Summary
MBA in Marketing professional with 14 years of experience in retail banking, channel sales, and distribution management. Expertise in strategic and operations roles within market research and retail. Proven track record of driving business growth and enhancing operational efficiency through strategic planning and effective leadership. Passionate about delivering exceptional results and exceeding organizational goals.
Overview
15
15
years of professional experience
Work History
Director and Senior Branch Manager
Standard Chartered bank
05.2021 - Current
- Responsible for the administration and efficient daily operation of a retail branch office, including lending, product sales, customer service, security and safety in accordance with the Banks objectives
- Responsible for financial profitability and revenue growth across all product lines
- Handling an Aum of more than 2000 cr and dedicated team of 19 people
- Provision of a superior level of customer relations and promotion of the sales and service culture through coaching, guidance and staff motivation
- Maintain AOP (Annual Operating Plan) for the financial year to prepare and track product (liability, assets and fees) wise
- Weekly/monthly reviews of staff to track their performance and guide them in the right direction
- Conducting surprise checks in the branches to ensure that proper compliance is followed according to the banking guidelines
- Responsible for employee training and Engagement sessions from time to time which will help them to Develop and upgrade the skills thus ensuring increase in the productivity
- Was recognized as the Top branch in the country for CEO recognition program in 2022 & 2023
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Wealth Branch Manager
ICICI Bank
03.2019 - 03.2021
- Wealth Branch manager handling HNI clients with an AUM of 1000 cr
- Handling a group of talented 10 relationship and 4 service managers
- Relationship building with all the clients and developing a sense of security in their minds that their money is in safe hands
- Providing financial solutions to all HNI client needs in terms of investments, banking needs or any kind of financial solution that client may require
- Ensuring proper compliance is followed in the branch and work is done as per policies prescribed by the bank
- Got promoted to branch managers role within 2 years of my joining
- Consistently achieved numbers and won many accolades/awards during various national level bank events
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Wealth Manager
ICICI Bank
01.2017 - 03.2019
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
- Continually sought opportunities for professional growth and development, staying abreast of industry advancements to maintain expert-level knowledge in the field of wealth management.
- Secured referrals from existing clients through exceptional service delivery and relationship-building efforts.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Assistant Sales Manager
H&R Johnson India
07.2013 - 01.2017
- Handling Sales, marketing and distribution for MP CG region
- Business planning, development and execution to achieve sales and collection targets
- Effective communication in the market with respect to policies and pricing of the organization
- Working and planning with cross functional teams such as logistics, marketing, operations & strategy
- Analysis of market, competition, innovations and prevailing trends in the market
- Conducting demand generation activities such as contractor/mason meets, architect meets, builder meets etc
- Relationship building with channel partners by providing secondary sales, effective service and suggesting them ways to increase business
- Was promoted to Mp Cg region within first year of my joining
- Got an appreciation amount for exceptional sales done in 2013-14 in whole zone.
- Opened 20 new channel partners and several sub dealers to increase business for the company.
- Increased business of value -added products to 10 times in a period of 1 year.
Project Manager
Bare International Pvt Ltd
03.2013 - 06.2013
- Identification of client needs.
- Building up an effective Questionnaire
- Conducting research Evaluations all over the world to measure Customer Service, Brand Awareness, Product Visibility, Store Ambience
- Completion of projects within given timeline & Quality
- Compilation and Analysis of reports
- Providing recommendations
- Servicing clients like (Shoppers stop, Hyper city, JLR, Nike, Microsoft etc.)
- Increase in productivity from 167 evaluations to 300 evaluations per month
- Appreciated for work numerous times, employee of the month more than once
- Made changes in Questionnaires for various clients to simplify the processes
- Building good relationship with clients and evaluators for smooth running of operations
Department Manager
Big Bazaar Future Group
07.2011 - 01.2012
- Planning, Development & Execution, Business Development
- Supply Chain Management Team, Shrinkage control, Dump control, Customer Service
- Demand Forecasting and Placing Order
- Planning Operations - Pricing, Product Mix and Promotions
- Leading and motivating team of 8 people, conducting periodic quality checks, Achieving Sales targets
- Customer Service- Collect feedback, Analyse, Recommend to back- end teams
- Increased sale of Farm Fresh section from 2.5 lacs to 3.75 lacs per week
- Benchmarked best practices in the business through competitors and market study
Intern
Aditya Birla Group (FMCG sector)
05.2010 - 07.2010
- Conducted market survey for KARA skincare wipes amongst retailers to understand their perception about the product and recommended actions
- Amongst the top 20 interns all over India
- Received certificate of appreciation
- Established 25 new retailers and 1 distributor in the concerned market.
Education
MBA PGDM -
Balaji Institute of Management and Human Resource Development
B-com - undefined
DAV college
Senior Secondary - undefined
Spring Dale
High School - undefined
St Francis High School
Skills
Self-motivated team player
Efficiency improvement
Wealth management expertise
Regulatory compliance oversight
Sales and marketing experience
Effective team leadership
Retail banking expertise
Personal Information
Date of Birth: 07/15/87
Timeline
Director and Senior Branch Manager
Standard Chartered bank
05.2021 - Current
Wealth Branch Manager
ICICI Bank
03.2019 - 03.2021
Wealth Manager
ICICI Bank
01.2017 - 03.2019
Assistant Sales Manager
H&R Johnson India
07.2013 - 01.2017
Project Manager
Bare International Pvt Ltd
03.2013 - 06.2013
Department Manager
Big Bazaar Future Group
07.2011 - 01.2012
Intern
Aditya Birla Group (FMCG sector)
05.2010 - 07.2010
B-com - undefined
DAV college
Senior Secondary - undefined
Spring Dale
High School - undefined
St Francis High School
MBA PGDM -
Balaji Institute of Management and Human Resource Development
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