ARPIT SRIVASTAVA

Experience

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  Kotak Mahindra Bank

  Jun 2012 - Aug 2013

  Assistant Sales Manager

  • Operated as a premium client solutions manager, consistently achieving customer acquisition targets through direct sales• Conducted regular field visits to clients for cross-selling other products such as Insurance and Term deposits• Ensured customer satisfaction by maintaining high service standards and addressing client needs promptly

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  HSBC

  Sept 2013 - Oct 2021

  • Administered a personal loan portfolio, ensuring strict adherence to HSBC's banking policies and lending guidelines• Acquired new corporate clients through various sales initiatives, significantly increasing the client base• Served as the primary relationship manager for corporates from blue-chip companies, enhancing service delivery and cross-sales opportunities • Developed and sustained substantial client relationships, providing financial planning services based on detailed need analysis• Implemented rigorous banking policies and lending guidelines to mitigate risks and secure client assets • Managed relationships with corporate clients, offering comprehensive banking solutions including savings accounts, loans, and investment services• Conducted work site management camps at client sites to cater to the sales and service needs of employees

  • Manager - Corporate Employee Programme

    Jan 2018 - Oct 2021

  • Advance Wealth Manager - Retail Branch Banking

    Sept 2016 - Dec 2017

  • Senior Associate - Corporate Employee Programme

    Sept 2013 - Aug 2016
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  Standard Chartered Bank

  Nov 2021 - Jun 2022

  Senior Business Relationship Manager - NR

  • Managed Non-Resident customer relationships, driving new-to-bank acquisitions and enhancing savings account growth• Delivered consistent, efficient, and accurate services to NR clients in adherence to Standard Chartered Bank policies• Identified and reported risks proactively, ensuring all sales activities complied with legal and regulatory standards

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  IndiaFirst Life

  Jul 2022 - now

  Key Account Manager - Retail Asset Strategy - BOB Channel - Digital

  • Leading the integration of Group Credit Life with the digital education loan application process to capture a business potential of over ₹300 Cr• Developing insurance offerings in conjunction with personal, auto, and home loans, projecting potential revenue of ₹1000 Cr+• Coordinating with compliance, IT, finance, and sales teams to optimize the digital bancassurance potential of Bank of Baroda• Engaging regularly with bank officials across hierarchies to enhance synergies and drive successful outcomes• Managing account relationships, ensuring optimal support in payouts and related affairs Show less