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Santosh kumar Banking, Investment & Finance expert

Mumbai

22 Yr plus diversified experience in Banking, NBFC, Investment & Insurance Broking, Wealth managment & Financial distribution companies across multiple llocations i.e Mumbai, Bangalore, Delhi, Gugaon, Jaipur etc. Passionately involved in Sales & distribution, Marketing, Product development, Client service, Relationship managment, Regulatory Compliance & Business planning & strategy etc. Key focus on Retail & Corporate banking pruducts esp CASA/ Liability, Retail & Corpoarte/ business loans, Trade & Forex & Third Party Products i.e Mutual funds, Bonds, PMS, Insurance & equity etc. Worked across Banca, direct, franchise & sub-broker, Corp & institutional distribution segment Speacially delivered in Team managment & retention, large realtionship management…

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Santosh kumar

Mumbai

22 Yr plus diversified experience in Banking, NBFC, Investment & Insurance Broking, Wealth managment & Financial distribution companies across multiple llocations i.e Mumbai, Bangalore, Delhi, Gugaon, Jaipur etc.
Passionately involved in Sales & distribution, Marketing, Product development, Client service, Relationship managment, Regulatory Compliance & Business planning & strategy etc.
Key focus on Retail & Corporate banking pruducts esp CASA/ Liability, Retail & Corpoarte/ business loans, Trade & Forex & Third Party Products i.e Mutual funds, Bonds, PMS, Insurance & equity etc.
Worked across Banca, direct, franchise & sub-broker, Corp & institutional distribution segment
Speacially delivered in Team managment & retention, large realtionship management, initiating new alliances, business process development, Initiating new product & services etc
Strong exposure to developing, initiaitng & maintaining legal, compliance, regulatory framework for businesses.

Core strength, specialization & subject area for consultancy -

Retail & business banking across Liability, Retail & corporate loan, Investment, Insurance & Forex business.
Retail investment/ wealh management/ advisory/ Mutual fund & Insurance distribution/ business model et
Retail financial product development, customer & investor psychoogy, marketing & business strategy in India.
Institutional framework & architecture of compliance, law, legislation & regulation in India esp related to RBI, SEBI, IRDA,PFRDA, NCLT, IBBI, MCA which covers Banks, Equity market/ Bonds/Mutual funds, Insurance, Pension , Companies Law, Insolvency Practice etc.
Undrstanding & analysis of Business, Economic, Socio-Cultural & Political risk India
Client acquisition, retention & productivity for busienss
Competition Analysis, Channel, franchise & sub-broker Management, Service model & infrastructure for HNW customers, Cross-selling model etc.
Team management, retention, coaching, mentoring & maximising productivity.
Working architecture, background, business model, client profile, regulatory framework of Private, Public/ Govt & coopertaive banks, NBFCs . MFI ( Microfinance) & Central Bank ( RBI ) in India.
Architecture, Framework, Guidelines of Management & Business education, teaching methodology/ pedagogy skills & students expectation in India.
Have handled multiple cases of consultancy assignment in the area of banking i.e retail loan, investment, business loan, client acquisition, retention etc
Have been part of multiple teaching assignments in large management colleges across multiple area of finance, banking, investment etc.
Have contributed multiple research & general articles on Finance, Banking and contemporary subjects
My Key strength

Strong domain knowledge in Banking, Finance & Insurance
Extensive exposure to sales, marketing, product management,
Customer service etc Strong communication, coaching, training & investment advisory skill
Strong understanding of customer behavior, psychology & investment requirements
Thorough understanding of compliance, legal & regulatory framework

$5.83/min

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Business Development Business planning Business Strategy Investments Banking Bankruptcy

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Retail & Commercial Banking, Unsecured & Mortgage Loans

I have 20 yr plus experience in Banking & Financial services esp in sales, product management, compliance & relationship management skill. Special skill in loans, investment, Forex & Corporate business advisory

Investment Sales & Wealth Management Business

Have almost 20 yrs of experience in Investment sale, mobilization of business for Mutual fund Equity, PMS, Insurance and Wealth management business. Have been instrumental in large volume mobilization for Insurance & mutual fund business through bank, wealth management & Investment broking company.

Coaching, Product Training in Banking & Finance , Learning & Development

I have 20 yr experience in Banking & finance with key strength in Coaching, Training in Financial product,Teaching higher subjects in Banking & Finance, soft learning skill in sales & marketing, entrepreneurship

Legal, Compliance & Regulation

20 Yr experience in Banking & Finance especially those relating to Legal, Regulation & Compliance framework . Skilled in Banking law, Securities & Capital market , Insolvency Law, Insurance law etc

Retail Banking, Branch Banking, Retail Loans, Investment

Have more then 20 yr experience in Banking & Finance with approx 6.5 years experience in Retail & branch banking, Retail loans, Investment , cards , forex etc

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Member since June 2020