Rahul Updated CV

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Rahul Trivedi

Mobile: 9755505580, 9893115580; E-Mail: [email protected]

Aspiring for a challenging job wherein I can contribute in the growth of the organization by utilizing my skills and creativity which in
turn would lead to professional enrichment

Précis
Banking professional with 20 Years of experience in Sales & Marketing, Retail banking and Channel marketing
Presently associated with ICICI Bank Ltd as Regional Head-Merchant Eco System based at Kota - Rajasthan
Proficient at managing & leading teams for running successful process operations & experience of developing procedures, service
standards for business excellence.
A thorough professional with a proactive attitude, capable of thinking in and out of the box, generating new design solutions and ideas.
Possess interpersonal, communication and organizational skills with proven abilities in team management, customer relationship
management and planning.

Career Abstract

AREAS OF EXPOSURE
 Having 20 years of experience in sales, marketing, market development ,Liability
 Branch Banking products
products like Current accounts, Saving accounts , FD , third party products like Life
 Leading Branch and Sales team insurance ,General Insurance Gold, Mutual fund Asset products like Retail and corporate
 Wealth Management loans etc.
 Market/Business Development
 Experience in People management, Channel Management , making Strategies and
 All type of asset, liability and effective execution, skills in competitor/ market analysis, relationship management &
third party products resources management
 Channel Management
 Strong business acumen with the ability to execute a wide range of sales and marketing
strategies to establish market presence and increase revenues and profitability.

Career Conspectus

ICICI Bank Ltd Since Nov 07 till Date; Various locations – Bhopal, Gwalior, Indore, Jodhpur; Kota

Growth Path

Designation Dept Products Location Duration


Merchant Eco
Regional Head system POS/QR/PG/CMS Jodhpur, Kota July 2021-till date
Merchant Eco
Regional Head System POS/QR/PG/CMS Indore April 2020-June 2021
Regional Head-CASA Branch Banking All Banking products Gwalior April 2018-March 20
Branch Manager Branch Banking All Banking products Gwalior Apr ’12 till 31 mar 2018
Sr. Wealth Manager Branch Banking All Wealth Products Bhopal Nov’07 to Mar’12

Current Role & Responsibilities;

Regional Head-Merchant acquiring

Managing Currently -Kota, Alwar, Sawaimadhopur,Bharatpur and Jhalawar Region. Responsible for Driving Merchant
acquiring business across Branch channel.

Ensuring stable growth in steady merchant activation base


Handling a Team Strength of Twenty two
Ensuring Spend Plan need to be achieved
Market Scoping and market share penetration
Acquisition number need to be build up month on month
Steady Merchant Book need to be build as per the plan
Region head sales- CASA (Gwalior)

Responsible for New to bank liability Customer CASA and Deposit book Growth.
Ensure NTB profitability by earning NII , Fee and Asset income along with cost rationalization
Sell third Party products like LI, GI, MF, Gold etc through Branch and Sales team

Branch Manager/Branch Business Leader, (ICICI Bank)


Ensure the General ledger growth by enhancing deposit base through demand deposit and time deposit
Ensure the Branch profitability by earning NII , Fee and Asset income along with cost rationalization
Sell third Party products like LI, GI, MF, Gold etc through Branch and Sales team
Ensure that all the customer query get resolved within stipulated Turnaround time
Complaint and exception handling.
Ensure Compliance in Branch service, process and operation.
Meet the productivity norms of all the Branch and sales staff
Qualified for a number of contests in the region & zone for achieving targets in CASA & LI.

Achievements – ICICI Bank Ltd


Achieved more than 100% in GL growth and 100 % in Fee income generation against the assigned Target in FY 2010-2011,11-12 in
Branch Score Card (Index for Yearly Appraisal)
5 Star rating of the Branch with 93 % score in Compliance (one among the best in Region)
No RBI or Senior Management escalation during my tenure
Got performance certificate and award for CASA, LI , MF, GOLD from senior Management for outstanding performance in Zonal
and National drives.
Successfully completed the Most Prestigious Program of ICICI Bank – Branch Leadership Program @ Khandala
My idea in Wealth Management got accepted for product modification and got lot of appreciation from Senior Management

Role and Responsibilities as Sr. Wealth Manager, - Bhopal


Identifying & acquiring new HNI clients
Awarded as the best wealth manager by the bank.
Assigning the target among self , Relationship executives and channel partners and ensure that they meet the expectation through wish
list sourcing
Managing the accounts of top 200 clients of branch.

ING VYSYA Bank From SEPT 2003 till OCT 2007, Location – INDORE
Area Manager at Indore , Madhya Pradesh
Role and Responsibilities
100 % or above achievement on Key deliverables - CASA, fee and Trade Annual Target on YTD basis
Qualified in General Insurance Contest at Regional level
Managed a team of RM’s & JRM’s & achieved the organization’s annual target.

Education
MBA (Business Management) from ICFAI Business School, Hyderabad with CGPA 7. – 2003

Trainings
MPP-Managing Peoples Performance
Managerial effectiveness
Interpersonal Effectiveness
Passion At Work

IT Skills
Proficient in MS office, Finacle, Finware and FCRM.

Personal Profile
Date of Birth : 15 MAY 1980
Permanent Address : C-3/6 Gulmohar Vihar Juhi- Kanpur 208014

Current Address : A-2/302 Mahalaxmi enaclave, Kota, -324005

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