Santosh Kumar Verma
Banking professional with over 13 years of experience in wealth management, portfolio analysis, and asset management. Currently serving as Vice President - Wealth at State Bank of India, focusing on managing UHNI client portfolios with a minimum investible surplus of 1 crore. Skilled in handling substantial MF portfolios and managing SA and deposits, delivering tailored financial solutions to meet client objectives. Adept at leveraging expertise in bank management and BFSI to drive client engage
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About
A seasoned banker with over 13 years of experience in wealth and relationship management while specializing in finances for high-networth individuals. Certifiably trained in Corporate Banking and Valuation as well as Investment Banking, I strategically drive financial growth and deliver tailored service for optimum customer satisfaction. Passionate about applying excellent organization and communication skills to manage and lead teams.
Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Experience
Vice President Wealth Management at State Bank of India (SBI) (2025-04 – Present)
- Managing AUM of over 500 Crores in Mutual Funds, Deposits, AIF, PMS, and Structured Products for Super HNI clients in Lucknow Zone.
- Delivering desired revenue target numbers by offering clients a comprehensive range of financial products including Insurance, Mutual Funds, Bonds, FD, and PMS.
- Establishing and nurturing strong relationships with high-net-worth clients to ensure client satisfaction and retention.
Senior Manager-Preferred Banking at HDFC Bank (2022-02 – 2025-03)
- Managed banking and investment relationships for 'HDFC Preferred' clients and drove growth in liabilities and investments from the HNI segment.
- Achieved revenue targets by offering a diverse range of financial products such as Insurance, Mutual Funds, Bonds, FD, and PMS.
- Developed and executed strategic sales processes via CRM tools, ensuring consistency and efficiency in achieving sales goals.
Senior Manager-Wealth at IndusInd Bank (2018-02 – 2022-01)
- Oversaw banking and investment relationships for 'Indus-Exclusive' clients while leading growth in liabilities and investment sectors.
- Implemented systematic sales processes to meet revenue targets across financial products including Retail assets, Business Banking, and Investments.
- Actively maintained records and reports to track sales calls and MIS, ensuring best practices.
Financial Partner at Yes Bank (2016-09 – 2018-01)
- Managed the relationship of 'YES FIRST' clients, focusing on the growth of liabilities and investments in the HNI segment.
- Executed sales strategies to meet revenue targets, with a strong emphasis on developing client relationships and ensuring high levels of client satisfaction.
- Prepared sales call reports and maintained comprehensive MIS to evaluate sales performance.
Wealth Manager at Karvy Private Wealth (2015-12 – 2016-09)
- Executed strategies to offer an array of products including Insurance, Mutual Funds, and Wealth management solutions.
- Maintained detailed reports and sales call documentation to support financial decision-making.
- Achieved targeted revenue by providing tailored financial solutions to a diverse range of customers based on their financial goals.
Chief Relationship Manager at ICICI Securities (2013-06 – 2015-07)
- Developed strategies to deliver revenue numbers through comprehensive financial product offerings.
- Focused on cross-selling and new customer acquisition, ensuring a satisfying customer experience through systematic sales processes.
- Prepared supporting documentation and maintained detailed MIS for performance evaluations.
Senior Technical Support Associate at DELL International Services (2010-12 – 2011-08)
- Provided technical support for Dell Solution Station, assisting customers with software-related issues on various platforms.
- Ensured high levels of customer satisfaction through effective troubleshooting and problem resolution.
Customer Support Associate at HCL Technologies (2009-10 – 2010-11)
- Assisted customers with credit card issues, offering online payment support and resolving queries related to credit limits.
- Worked on a third-party project for Macy's, handling customer challenges efficiently to ensure satisfaction.
Education
MBA/PGDM in International Business – Amity Business School (ABS) (2013-01 – 2013-01)
B.Tech / B.E. in Computer Science and Engineering (CSE) – MVJ College of Engineering (2009-01 – 2009-01)
12th in English – CBSE (2004-01 – 2004-01)
10th in English – CBSE (2002-01 – 2002-01)
