Dheeraj Puri

Experience

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  ANZ

  Mar 1997 - Jun 1997

  Project Assistant

  ★ Worked as a Project Assistant in retail banking division, Karol Bagh Branch, New Delhi. Job responsibilities included ★ Worked in centralized back office, Cheque Book Dept.★ Worked at Remittance Dept. exclusively handling demand draft, cheque on selves and telegraphic transfer

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  Standard Chartered

  Sept 1997 - Dec 1997

  Trainee

  ★ Worked in retail sector Credit Card Division affiliated to customer interface under immense pressure handling credit card queries.★ Effectuated the processing of customer credit payments and merchant payments (Visa, Master).

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  DEUTSCHE BANK A.G

  Jan 1998 - May 2004

  Manager LOR 6

  • As Manager Global Cash Operations handled the entire gamut of retail banking and was totally conversant with remittances desk (FEMA guidelines) which involves inward and outward foreign currency remittances and utilization of forward contract, Call Borrowing & Lending’s (as may be required) to manage total cash position, FX Deal with other banks. • Handled the Cash Management operations (Payables) of the New Delhi Branch, which included managing the total payment side of all the Corporate Customers. Optimize use of company’s funds by rotating the funds under pooling a/c structures & Overdraft facilities. Show less

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  ICICI Bank

  Jun 2004 - Nov 2010

  Cluster Branch Manager-Chief Manager - ICICI Bank

  • As Cluster Manager Branch Banking, responsible for managing 20 Branches across Delhi NCR. Managing retail liability book of Rs. 6000 Crs and Asset business book of 800 Crs • Managed Flagship Branch – Connaught Place with biggest base of GL Size and a team of 150 team members. • Consistently recognized as a part of coveted talent pool, responsible for capability development and build leadership bench. • Understand demographics of the market and competition to define areas of business development. Implementation of strategies in the region to achieve overall targets and top line.• Liasioning with top bureaucrats and functionaries from various government departments and key influential relationships and top end accounts. Show less

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  Kotak Mahindra Bank

  Nov 2010 - Sept 2013

  Vice President- Branch Banking- Area Manager

  • As Area Manager, Responsible for managing 28 Branches in Rajasthan & 14 Non-Profitable Branches across Delhi NCR• Played a stellar role in facilitating business development with special focus on increasing CASA growth in Non-Profitable Branches in Delhi & Rajasthan along with Breakeven within 18 months of branch inception.• Expanding Branch network across geographies to ensure presence by studying the market potential and dynamics thereof. • Ensuring Profitability of the region and running the Business from P & L Perspective focusing on NII and fee income• Deliver segmental service approach by enhancing value to existing customers by aligning products as per customer needs. Show less

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  IndusInd Bank

  Nov 2014 - now

  Sales Management - Responsible for sales of liability,retail assets & wealth products PAN India leading a team of 10 Zonal Acquisition heads, 40 Regional Sales managers & 3000 sales team. Process Management- build strong digital processes to reduce overall acquisition cost and bring operational efficiency for acquisition of clients and generate cross sell revenue - creating dashboards to identify sales opportunity and measure resource level productivity - lead management thru mobile to provide sales enablersProgram management- plan and work closely with product , channel teams and decision sciences to roll out campaign management across products on client base to ensure effective penetration of hook/sticky products for organic client engagement thru P2C and P2G approach - generate enough leads for branch and sales team thru campaigns across products mainly trade Fx, credit cards , SA to CA and vice Versa, Personal loans, NR, insurance and investment products Show less In IndusInd Bank • As National Head – Corporate Salary & Solutions Group contributing 55 % Plus acquisition for the bank with around 50 K accounts per month.• Leveraging Cross-Business unit synergy (CBG, BBG, C&I, Wealth, Agri., Gems & Jewellery) to offer one stop shop solution for corporates.• Leading a Pan India team of 40 Regional Heads & 4 Program Head as direct reports who manage 160 Relationship Managers, 300 Relationship officers with an overall team size of 500 members. • Product Development & Automation• Responsible for Product Development, Incentive and Sales Process Management-Lead management system for ensuring effective tracking of lead till closure.• Shifted to Mobile banking; recognized as the 1st channel with 100 % digitization leading to reduced acquisition cost.• Launched Customised website for corporates with inbuild QRC (Query, Request, Complaint) model along with video branching platform. • Improved business efficiency with focus on current a/c through mandates sourced and existing business. Current a/c helped in retention of corporates along with opportunity of cross sell initiatives. • New Acquisition-De-risking business with focus on new client acquisition. • Brand Management through initiatives like video branching kiosk at corporates creating ‘wow’ experience. • Designed service & engagement model to reduce turn around time in service response and customer queries. Automated account opening report to corporates. • Ensured business acquisition as per internal & compliance norms.• Capability Building: Developed Training module for all sales levels including RSM, RM, RO, Soft Skills Training & Train the Trainer Program for “customer first” Show less

  • National Sales Head- Liabilities- Consumer banking

    Apr 2022 - now

  • Head of Corporate Sales & Solutions Group

    Nov 2014 - Mar 2022