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Birendra Choubey

@birendrachoubey

Customer Success professional at IDBI Bank who managed 6,000+ customer relationships and developed SOPs adopted in operations.

India

Message

What I'm looking for

I'm targeting Customer Success, Implementation, Client Solutions and Business Analysis roles in FinTech, SaaS and BFSI technology.

At IDBI Bank Ltd., I manage approximately 6,000 customer relationships supporting a portfolio exceeding ₹100 Crore. I conduct needs discovery, recommend suitable banking and investment solutions, and coordinate with operations, technology and compliance teams to resolve escalations.

As Manager – Currency Chest Operations (RBI Compliance), I developed and implemented SOPs adopted in operations and delivered online training for 150+ banking professionals on RBI Note Refund Rules and operating procedures. Earlier, as Service & Operations Manager, I managed service and operations for a branch handling a ₹200 Crore CASA portfolio.

Alongside my banking work, I designed an algorithmic trading research workflow using Python and REST APIs, including back-testing and automated logging. I also developed an Excel-based financial advisory decision-support workflow and reusable AI-assisted processes for business documentation and customer communication.

Experience

Work history, roles, and key accomplishments

Current

Relationship Manager

Current

IDBI Bank Ltd.

May 2026 - Present (5 months)

Manages approximately 6,000 customer relationships supporting a portfolio exceeding ₹100 Crore, serving as a key contact for financial needs and service requirements. Conducts structured needs discovery and translates customer goals into suitable banking and investment solutions.

Customer Relationship Management Portfolio Management Needs discovery Banking Solutions Escalation Management Stakeholder Coordination

Manager – Currency Chest Operations

IDBI Bank Ltd.

May 2023 - May 2026 (3 years)

Managed RBI-regulated Currency Chest operations, ensuring operational accuracy, compliance and audit readiness. Coordinated with the Reserve Bank of India and internal teams on currency management, reporting, documentation and operational requirements.

RBI Compliance Currency Management SOP Development Training Process Standardization Audit Readiness

Service & Operations Manager

IDBI Bank Ltd.

Feb 2018 - May 2023 (5 years 3 months)

Managed day-to-day service and operations for a branch handling a ₹200 Crore CASA portfolio. Led a five-member officer team across operational, customer service and compliance activities.

Branch Operations Team Leadership Customer Service Escalation Management Workflow Optimization Regulatory Compliance

Relationship Manager (HNI & Corporate Salary)

IDBI Bank Ltd.

Aug 2011 - Jan 2018 (6 years 5 months)

Managed HNI, retail and corporate relationships across multiple banking products, supporting acquisition, engagement and ongoing service. Managed 20+ active corporate salary relationships, supporting acquisition, engagement and issue resolution.

HNI NRI Relationship Management Corporate Salary Financial needs analysis Client Acquisition Issue Resolution

Product Executive (Consultative Sales)

Spinco Biotech Pvt. Ltd.

Jul 2010 - Dec 2010 (5 months)

Managed consultative sales and customer relationships across Pune, Ahmednagar, Aurangabad, Jalna and Baramati. Conducted product demonstrations and technical discussions, building institutional relationships and supporting product adoption.

Consultative Sales Product Demonstrations Customer Relationship Management Technical Discussions