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    Resume Sunil Kumar Bahri 2

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    bahri_sunil
    This document provides a summary of Sunil Kumar Bahri's qualifications and professional experience. He has over 10 years of experience in finance, banking, and capital markets, including roles in retail banking, corporate banking, and operations. Currently he works as a Regional Head at ICICI Bank, managing a team of 120 people. He holds an MBA in Finance and is a qualified Chartered Accountant.

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    Resume Sunil Kumar Bahri 2

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    95 views3 pages
    This document provides a summary of Sunil Kumar Bahri's qualifications and professional experience. He has over 10 years of experience in finance, banking, and capital markets, including roles in retail banking, corporate banking, and operations. Currently he works as a Regional Head at ICICI Bank, managing a team of 120 people. He holds an MBA in Finance and is a qualified Chartered Accountant.

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    This document provides a summary of Sunil Kumar Bahri's qualifications and professional experience. He has over 10 years of experience in finance, banking, and capital markets, including roles in retail banking, corporate banking, and operations. Currently he works as a Regional Head at ICICI Bank, managing a team of 120 people. He holds an MBA in Finance and is a qualified Chartered Accountant.

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    95 views3 pages

    Resume Sunil Kumar Bahri 2

    Uploaded by

    bahri_sunil
    This document provides a summary of Sunil Kumar Bahri's qualifications and professional experience. He has over 10 years of experience in finance, banking, and capital markets, including roles in retail banking, corporate banking, and operations. Currently he works as a Regional Head at ICICI Bank, managing a team of 120 people. He holds an MBA in Finance and is a qualified Chartered Accountant.

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    SUNIL KUMAR BAHRI

    H No # 2239, Sector 71, Mohali, Punjab


    Mobile: +91 98880 03950; Email: bahri_sunil@yahoo.co.in

    A top performing professional with 10 years of experience in the finance, banking and capital markets
    sector encompassing operations, sales and marketing. Proven record of delivering results in fast track
    customer service oriented environments. Dedicated to taking up a leadership role to expand
    organizational growth and profits.

    CORE STRENGTHS

    RETAIL BANKING:
    • Savings and Current Accounts and Term Deposits - operation and mobilization.
    • Various Retails like: Personnel Loans, Home Loans, and Vehicle Loans.
    • Business development for retail products, Priority Banking, NRI services.
    • Channel development and management
    • Expertise in TPP like Life Insurance, General Insurance, Mutual funds, PMS, Structure
    Products
    • Expertise in Channel development & management.

    CORPORATE BANKING:
    • Cash Management Services.
    • Corporate Client Management.
    • Forex business operation and business development.

    BUDGETING, ACCOUNTING AND OTHER OPERATIONS

    • Devising budgets based on business forecast


    • Finalization of accounts
    • Inward/Outward clearing.
    • Audit Compliance, handling Forex operations

    SOFT SKILLS:
    • Mentoring, Training and Team Building skills
    • Relation Management
    • Excellent Communication and Presentation Skills
    • Developing new business channels and nurturing them
    • Experience of handling on roll and off roll employees

    ACADEMICS & TRAINING

    • MBA (Finance), IGNOU (59.75%) 2006


    • Chartered Accountant (Accounts & Finance), The Institute of Chartered Accountant of
    India, 1999, 54%. Highest Score in India in IT.
    • B.com (Accounts & Finance), Punjab University, March 1994, 64%.
    • 10+2, PSEB, March 1991, 67%. Received Scholarship
    • AMFI Certified
    • IRDA certified

    PROFESSIONAL EXPERIENCES
    ICICI Bank Ltd:
    Period Mar,04 to till date:
    Presently, working as Regional Head for Punjab & J&K taking care of Fee piece in Bank income
    statement. In ICICI bank I had handled both assets (Retail) as well as liability side of the balance sheet
    in regional profile.
    From March 04 to March 06: Worked as Branch Manager in mid and large size branch in Ludhiana
    and Amritsar.
    From April 06 to March 07: Worked as Regional Manager-Sales for deposit and TPP and was taking
    care of Punjab, Haryana, HP, Chandigarh and J&K.
    From April 07 to till date: Working as Regional Head for TPP and taking care of Punjab & J&K

    KEY RESPONSIBILITIES:
    • Lead a team of 120 comprising Regional Sales managers, Sales managers, Wealth
    Managers, team leaders and financial consultants to manage the sales of TPP in Punjab, J&K and
    HP region.
    • Identifying, nurturing and managing different channels like Branches, Household team,
    Wealth Manager team to achieve revenue targets of the bank.
    • Dealing with manufacturers like AMC, Life insurance co and general insurance co.
    • Chalking out strategies in consultation with regional head for driving sales in branches.
    • Product portfolio consists of I&S products like Life Insurance, General Insurance, Gold
    Coins and Mutual Funds, demat structural products..
    • Meet Branch Sales targets by implementing growth driven strategies.
    • As Branch Manager handled retail banking, demat, NRI, Forex, investment services,
    wealth management, cross selling, trade & finance, online trading.

    ACHIEVEMENTS AND CONTRIBUTIONS:


    • PAN India top in target achievement.
    • PAN India top in all contests during the year
    • Highest mobilization of mutual fund PAN India
    • Achieved Outstanding Audit Rating for two consecutive years.
    • Top PAN India in Project implementation.
    • Posted the highest Sale of Gold PAN India and Forex Products Pan India.
    • Achieved 100% score in Quality.

    UTI Bank Ltd.


    Period: From Jun 2002 to Feb, 2004
    Designation: Deputy Manager.

    KEY RESPONSIBILITIES:
    • Worked as Branch Sales Manager. Led a team of 10 for Branch Deposits and sales of
    third party products.
    • Headed Forex Department - Operation and Business Development with a turnover of Rs
    350 Crores; functions involved all inward and outward remittances, export and import bills for
    collections, reporting to RBI, L/c opening and RBI audit.
    • Handled Retail Banking operations, Inward/Outward clearing, audits and their
    compliance, cash management services and NRI services.
    • Identified priority customers and was responsible for relationship management with
    them.

    ACHIEVEMENTS AND CONTRIBUTIONS:


    • Initiated third party products in branch specially mutual funds.
    • Initiated Relationship management for Priority Customer.
    • Introduced NRI Service.
    • Met all Revenue and Deposit Targets.
    • Implemented New Projects.
    • Complied with all Audit requirements without any NCR.
    • Achieved Outstanding Audit Rating.

    STOCK HOLDING CORPORATION OF INDIA LTD, LUDHIANA


    Period: From May 2000 to May 2002
    Designation: Executive (Finance & Accounts)

    KEY RESPONSIBILITIES:
    • Sales of TPP to customers.
    • Guided a team of 5 for Collections and Finalization of Accounts.
    • Dealt with different Banks and maintained liaison with Corporates.
    • Handled Legal Matters.
    • Responsible for Budgeting & Cost Control, audits and compliance.
    • Generated MIS to facilitate informed decision making, devised marketing strategies for
    various products.
    • Imparted training to the team to upgrade skills, managed their performance appraisal.
    • Handled branch administration.

    ACHIEVEMENTS AND CONTRIBUTIONS:


    • Devised Marketing Strategies for various products
    • Complied with Audit requirements.
    • Generated adequate MIS.
    • Formulated and implemented systems for workflow and quality management.
    • Met 100% targets in Billing collections.
    • Finalization of Books of Accounts with in stipulated time.

    SHREYANS INDUSTRIES LTD, LUDHIANA


    Period: From May 1999 to Apr 2000
    Designation: Executive (Finance & Accounts)

    KEY RESPONSIBILITIES:
    • Ensure finalization of accounts within specified time.

    ACHIEVEMENTS AND CONTRIBUTIONS:


    • Ensured Accounts Finalization.
    • Generated different MIS for the CMD within time.

    TRAINING
    Capital Market, People Management, Managing Performance, Passion at Work

    PERSONAL DETAILS

    Date of birth: 17 September 1974


    Languages known: English, Hindi and Punjabi
    Marital Status: Married

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