IRFAN KHAN

Managed the LAS department, providing credit solutions against Shares, Mutual Funds, ETFs, and Bonds.
Led sales of LAS products and crosssold other banking products like PLBL.
Oversaw Product C Portfolio Management, handling all PCL metrics for LAS.
Identified and evaluated new business opportunities to expand the LAS portfolio profitably.
Managed team and channel development, including DSAs, CAs, MFDs, and Stock Broker networks.
Ensured business growth, compliance, and risk management across the LAS department.

HDFC Bank (CSC, Institutional, Government C SME Banking)
Managed Government, Institutional, and SME business through multiple channels, with focus on schools, colleges, universities, hospitals, and
medical colleges.
Led a special HDFC Bank project with CSC Service to deliver banking products to lastmile customers via the largest CSC eGovernance
distribution network.
Responsible for achieving arealevel business objectives, including CASA numbers, CASA value, disbursements, and daily/weekly monitoring of
CSC business.
Engaged with prospects, followed up, submitted proposals, closed deals, and maintained strong relationships with government institutions,
corporate, SME, and institutional clients.
Oversaw Current Account growth, CASA expansion, and SME account acquisition across the area.
Accountable for achieving targets in CASA, liabilities, NTB (New to Bank), wealth fee income, and assets.

Wealth Relationship Manager ICICI Bank
Managed a portfolio of 300+ HNI/HNW clients, focusing on wealth management and portfolio growth.
Advised clients on Mutual Funds, Fixed Deposits, and other investment products.
Achieved fee targets through product sourcing and crossselling.
Drove CASA growth, including Savings, Current Accounts, and trade accounts, by analyzing portfolio performance.
Facilitated Trade, Forex, and NRI banking solutions, ensuring smooth international transactions.
Met TPP targets with ICICI Prudential, DEMAT (I DIRECT) and ICICI Lombard products.
Sourced loans and other asset products to meet assigned asset targets.
Promoted Digital Banking solutions to enhance customer engagement and convenience.
Conducted 5+ unique client meetings daily with Investment Advisor for portfolio guidance.
Ensured compliance and audit processes while educating Customers.
Maintained high customer satisfaction, ensuring longterm loyalty and Retention.

Driving bancassurance business by selling Life, Health C General Insurance products.
Coordinating with branch teams to achieve sales targets and ensure high policy persistency.
Generating leads from bankprovided sources as well as selfsourced business opportunities.
Converting leads into new business and maintaining strong relationships with existing customers for repeat business and crossselling.
Managing partnerships with multiple insurers to ensure smooth product distribution and servicing.
Promoting insurance campaigns and events to increase customer awareness and business growth.

Banca
Responsible for managing the insurance business through Axis Bank branches. Handled client interactions, identified financial needs, and
provided suitable life insurance solutions. Worked closely with bank staff to generate leads, drive sales, achieve targets, and ensure customer
satisfaction.

Agency Manager - Bharti AXA Life Insurance
Responsible for recruiting, training, and managing a team of financial advisors to drive life insurance sales. Focused on business development,
client acquisition, and achieving sales targets through effective team leadership. Ensured customer relationship management, persistency of
business, and compliance with company standards.