Abhishek Rajan
Abhishek Rajan

Banking Professional and Wealth Manager

Actively looking · Member since 14 Sep 2026
Message
Location
Thrissur, India
Desired salary
Confidential
Work preference
Remote Only / Full Time, Part Time
Experience level
Mid

About

Professional summary

I am a BFSI professional with more than 17 years of experience in branch banking, banking operations, business development, wealth management, and AML/KYC compliance.

I have led branch teams, driven CASA and deposit growth, improved revenue through cross-selling, and managed HNI customer relationships with a focus on financial planning, investment advisory, and portfolio growth.

My experience includes strengthening compliance controls, conducting KYC reviews, supporting AML processes, customer due diligence, EDD, transaction monitoring, SAR/STR reporting, and responding to law-enforcement information requests.

I am skilled in improving banking workflows, reducing turnaround time, monitoring KPIs, managing risk, and delivering stronger customer service and operational performance. I have also launched and grown branches, built teams, and maintained strong audit outcomes.

I am currently developing my business analysis capabilities through ECBA preparation, with emphasis on process improvement, stakeholder management, and data-driven risk solutions.

I am seeking senior Business Analyst or Project Consultant opportunities within banking where I can optimize compliance workflows, mitigate financial crime risks, and improve enterprise performance.

Notice period: immediately

Skills

41 capabilities

Experience

Career history

Upskilling - Career Transition Professional Development Break

I am taking a planned professional development break focused on strengthening my expertise in banking operations, compliance, process improvement, and business analysis.

I am pursuing ECBA preparation through IIBA-oriented learning to deepen my business analysis, process improvement, and stakeholder management capabilities for a transition into banking-focused analyst or consulting roles.

Senior Branch Manager CSB Bank Limited

I drove CASA, deposit, asset, and revenue growth through customer acquisition and cross-selling initiatives.

I led a seven-member team to achieve sales targets, improve customer satisfaction, and strengthen business growth. I also streamlined processes and compliance practices, reducing loan turnaround time by 40% while maintaining zero audit lapses.

Branch Manager HDFC Bank

I improved branch scorecard performance by driving business growth, compliance, and operational efficiency. My team exceeded CASA, deposit mobilization, and fee-income targets through strategic planning, execution, and collaboration.

I improved service quality through training, coaching, and workflow enhancements. I managed HNI relationships across financial planning, investment advisory, portfolio growth, and wealth solutions, while supporting AML compliance, KYC reviews, customer due diligence, SAR/STR reporting, and law-enforcement information requests.

Branch Manager ESAF Small Finance Bank

I served as a Branch Manager at ESAF Small Finance Bank, managing branch-level banking operations and business responsibilities.

My background in branch leadership includes customer relationship management, deposit and asset growth, operational controls, team management, and compliance-focused banking processes.

Relationship Manager NR Kotak Mahindra Bank

I worked as a Relationship Manager NR at Kotak Mahindra Bank, supporting relationship and portfolio management activities.

My experience includes client relationship management, financial product knowledge, portfolio growth, wealth-management support, and delivering customer-focused banking solutions.

Education

Learning history

NIIT Institute of Finance, Banking and Insurance

PG Diploma, Retail Banking

Postgraduate diploma in retail banking.

University of Calicut

B.Com, Commerce

Bachelor of Commerce degree.

This professional hasn’t added portfolio projects yet.

This professional hasn’t listed any services yet.

People also viewed

All talent ›
Jobs Talent AI Tools Salaries
Menu