Kaushik M. Parmar

Experience

• 

  HSBC

  Aug 2009 - Jul 2013

  Associate Sales Manger | Broking division

  Acquisition of HSBC Premier and Advance customers for 3in1 / 2in1 accounts.Servicing and enhancing relationship for Cross Selling different products like Broking, NBFC and Wealth productsManaging, training and increasing support channels for steady inflow of leads in funnel

• 

  Citi

  Jan 2014 - Aug 2018

  Acquired new to bank Citi Gold ( 75 lacs) and Citi Priority ( 15 lacs) CASA relationships and understanding the investment potential in CASA, Trade and Forex potentialGenerate leads and maintain funnel through references, micro marketing activities, Social Events, Internal Channels and other permissible databases Acquired new customers with the objective of enhancing the Direct-Equity Trading customer base with complete Account opening Due-Diligence in line with Compliance and rulesCarried out sales and promotion activities existing clientele- referral program, Internal Support Channels, Branch Banking team, Social-Events etcProvided complete and comprehensive information on the direct equity trading products proactively to the customer and ensure best services are provided to them.

  • Affluent Acquisition Manager - CitiGold.

    Mar 2016 - Aug 2018

  • Business Development Manager | Citigroup Global Markets India Pvt Ltd ( Citi wealth Advisors)

    Jan 2014 - Mar 2016
• 

  Standard Chartered

  Aug 2018 - Feb 2020

  Sr. Relationship Manager - Priority Banking

  Cultivate and Grow Standard Chartered Priority Banking ( INR 30 Lacs+ Min. requirement) and to ascertain financial goals and provide recommendations on complete product offering as per risk profile and in line with approved products for distribution.

• 

  Bajaj Finserv

  Mar 2020 - Nov 2020

  Cluster Manager - Fixed Deposits

  I along with the team managed and acquired, New to Book - Fixed deposit of Bajaj Finance Ltd with the team and self. Managed Fixed Deposit Book of 150+ Crores and value-added to the existing book of plus 20 crores over a short period of FEB 2020 to Oct. 2020 (8 months)

• 

  Citi India

  Nov 2020 - Mar 2023

  Corporate Suvidha Salary Business - Mumbai Region New to Bank acquisition of Global banking and wealth management CASA Citi Private Client(7.5cr+) and Citi Gold(75lacs+) in line with Citi India tailored solutions and team’s support.Actively analyze competition products and services in liabilities, wealth management, Digital platforms,and keep mapped channels updated for more lead generation and a higher conversation ratio.

  • Assistant Vice President

    Jan 2023 - Mar 2023

  • Sales Manager - Corporate sales & Relationships

    Mar 2022 - Jan 2023

  • Acquisition Manager - Affluent Families and Businesses

    Nov 2020 - Mar 2022
• 

  Axis Bank

  Mar 2023 - now

  Assistant Vice President

  Citi India consumer banking customers are now served by Axis Bank. Citi India has transferred ownership of its consumer banking business to Axis Bank (registration number L65110GJ1993PLC020769) with effect from March 1, 2023. Consumer banking customers can continue to use all existing Citi products and/or services, branches, ATMs, internet banking and Citi Mobile® App as usual. Axis Bank is the provider of Citi branded consumer banking products in India temporarily and Citi India is providing certain services in respect of those products. The trademarks "Citi", "Citibank", "Citigroup", the Arc design and all similar trademarks and derivations thereof are used temporarily under license by Axis Bank from Citigroup Inc. and related group entities. Show less