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Senior Business Development Manager - India with 10+ years in HNI Relationship Management & Wealth M
AI is analyzing your overall score…
Identifying your key strengths…
Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
Results-driven Business Banking & Wealth Management professional with 12+ years of experience in HNI relationship management, wholesale banking (working capital loans), liability growth, CASA acquisition, and investment advisory. Proven track record of managing portfolios exceeding ₹150 Cr while driving client acquisition, revenue growth, cross-selling, and long-term relationship development through open-market and referral channels.
Takshshila Institute, Jabalpur
Bachelor of Engineering · Electronics & Communication
August 1, 2006 – June 30, 2010
Scripbox Wealth Managers Pvt Ltd
Senior Relationship Manager
January 1, 2026 – April 1, 2026
Pune, Maharashtra, India
IndusInd Bank
Pioneer Relationship Manager
September 1, 2024 – July 1, 2025
Pune, Maharashtra, India
Kotak Mahindra Bank
Platinum Relationship Manager
December 1, 2022 – September 1, 2024
Pune, Maharashtra, India
Motilal Oswal Financial Services
Senior Manager – Private Wealth
July 1, 2022 – November 1, 2022
Pune, Maharashtra, India
HDFC Bank
Senior Manager – Imperia Banking
February 1, 2019 – July 1, 2022
Pune, Maharashtra, India
Axis Bank
Deputy Manager – Branch Sales
August 1, 2016 – February 1, 2019
Pune, Maharashtra, India
ICICI Bank
Assistant / Branch Manager – Rural Banking
August 1, 2013 – April 1, 2016
Indore, Madhya Pradesh, India
Certified in Mutual Fund and Insurance Distribution
IRDA / NISM
June 1, 2026 – Present
Cultural Fit Analysis
The candidate has worked with a diverse range of financial institutions, from large private banks (HDFC, Kotak, IndusInd, Axis, ICICI) to wealth management firms (Scripbox, Motilal Oswal). This breadth of experience suggests adaptability to different corporate cultures and sales environments. Their focus on HNI and SME clients, coupled with a track record of driving revenue and client acquisition, aligns well with a performance-oriented culture. The certifications in Mutual Fund and Insurance Distribution further enhance their fit for a role requiring broad financial product knowledge.
Soft Skills & Operational Fit
The candidate demonstrates strong client relationship management, consultative sales, and negotiation skills. Their experience in coordinating with internal stakeholders (credit, banking teams) indicates good operational collaboration. The consistent achievement of targets and recognition as a 'Star Performer' suggests a results-driven attitude and strong work ethic. Experience in managing teams (Axis Bank) indicates leadership potential and ability to drive sales initiatives.