Puneesh Malik

Puneesh Malik

Insurance officer

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  • Timeline

  • About me

    Regional Head Sales Transaction Banking Group

  • Education

    • Indira ideal sr. sec

      2005 - 2010
      Bachelor of Commerce (B.Com.) Accounting and Finance
  • Experience

    • HDFC Bank

      Apr 2009 - May 2011
      Insurance officer
    • IndusInd Bank

      May 2011 - May 2012
      ASM - corporate
    • Yes Bank

      Jun 2012 - Apr 2017
      RELATIONSHIP LEADER

      Business Banking TCL Trade CMS and Liability

    • Bandhan Bank

      Apr 2017 - Oct 2018
      Branch Sales Manager

      taking care of entire branch sales in CA SA TD and other third party products . with team of 3 people need to get the set target achieved

    • DBS Bank

      Oct 2018 - Mar 2021
      CRM

      sme banking, trade, assets

    • ICICI Bank

      Apr 2021 - now

      Handling a team of Account managers & responsible for managing relationships of SME, MCG, WBG ( Large corporate,MNC ) clients with a target of increasing the fee base & increasing the MAB book Sourcing & granting of credit limit to customers including buyers credit, LCBD, ECB, Term Loan, WCDL, LC, BG, Forwards, OD, CC, Packing Credit, bills discounting, etc. Driving annualized budget consisting of Liability, Fee, Lending, NCA.Guiding the team in understanding about Banking, Trade, Trade Finance requirement and Business & Trade Flow of the prospective & existing customers and training them in Trade, Trade Finance, Hedging and Lending related aspects. Show less

      • Chief Manager

        Apr 2024 - now
      • Regional head sales

        Apr 2023 - now
      • Account Manager

        Apr 2021 - now
  • Licenses & Certifications

    • Fundamental of digital marleting

      Google digital unlocked
      May 2020