ASIT MOHAPATRA

Experience

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  HDFC BANK

  Aug 2007 - Mar 2013

  Manager

  Relationship Manager – Branch Banking – Karnataka: Handle a portfolio of more then 200 HNI customers worth to Rs. 50 Cr.● Corporate banking: Managing more then 20 corporate accounts where I have been taking care of: Trade finance services Employees salary accounts and cross sell of various banking products Corporate investments and tax payments E-net services for various banking transactions Various asset products like working capital, business banking, EEG etc. ● Valuation - in perspective to Market movement and Fund Analysis.● Handling Branch and Portfolio based Operations – Finware & Host, Telesto , Flexcube and CRM Next. ● To acquire new customers and augment the liability balances of the branch namely, savings accounts and time deposits● Introducing them to our Global Premier Services and wealth management Proposition.● Analyzing profitability of the customer by working out the cost incurred to the bank to acquire the customer and add value by the way of cross sell.● Responsible for strengthening and improving existing customer relationship and enhancing new business ventures.● Cross-sell Wealth management solutions of the bank, namely mutual fund, Insurance, Investments, Business accounts, Assets etc for generating more revenue to the bank by the way of brokerage and interest.● Key role in tracking of customer's investments, Investment portfolio analysis and provide appropriate financial advice to ensure maximum return on investments is earned by the customer Show less

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  Kotak Mahindra Bank

  Apr 2016 - now

  • Deputy Vice President

    Apr 2022 - now

  • Associate Vice President-Sr Branch Manager

    Apr 2021 - Mar 2022

  • Chief Manager- Branch Head

    Apr 2018 - Mar 2021

  • Branch Manager

    Apr 2016 - Mar 2018