Samir Agrawal

Experience

• 

  Bhiday & Co.

  Jun 1998 - May 2000

  Sales Executive
• 

  ICICI CAPITAL SERVICES

  Jun 2000 - Jan 2001

  DEPUTY MANAGER
• 

  HDFC Bank

  Feb 2001 - Dec 2017

  Managed the branch size of 250+ crores• Ensure achievement of overall Branch Targets by generating business and cross sales• Key Customer Relationship Management & supervision of all High Net Worth customer programs• Review Branch Operations reports and Periodic review of progress vs. objectives• Ensure compliance with Banking rules, Regulations & Procedures • Managed corporate salary portfolio worth 500 Crore plus with 60 top notch corporate for Pune region.• Detailed finance & banking domain knowledge with key account management experience of more than 14 years, selling retail banking products with a proven track record of exceptional achievements at PAN India level.• Exceptionally well organized with a track record that demonstrates self-motivated for account development & brand expansion. Managed the operations & sale process of 20 HDFC Bank branches throughout Maharashtra (excluding Mumbai) for the sale of Third Party products like Mutual Funds and RBI Relief Bonds and provide guidance to In-charges at the branch offices.Imparting training to all branch staff with regards to Third Party ProductsDistinction of increasing mutual fund sales at HDFC Bank from 18 crores to 160 crores within one financial year.

  • Branch Head

    Apr 2015 - Dec 2017

  • Key Corporate Manager - AVP

    Jan 2005 - Mar 2015

  • Regional Sales Manager

    Feb 2001 - Dec 2004
• 

  IDFC FIRST Bank

  Jan 2018 - now

  Cluster Head - Vice President

  Started operations at Pune region with the first branch opening in Feb'18. 1st Year CASA AMB stood at 24 crores and GL size stand at 110 crores. 2nd Year CASA AMB reached to 125 crores and GL size stood at 240 crores respectively Leadership professional with commanding exposure in account mining & CXO relationship management