Santosh Kumar Verma

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.

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.

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)