# Sagar Lalwani

Sagar Lalwani is a remote worker on Himalayas, Team Leader – NRI Clients at Kotak Mahindra Bank, based in India.

Source: https://himalayas.app/@sagarlalwani1

```text
NRI banking team leader at Kotak Mahindra Bank, managing client relationships and a team of 10.
```

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | India |
| Authorized to work in | India |
| Salary expectations | 1063k+ INR |
| Job categories | Team Lead, Relationship Manager, Debt Collection Agent, Operations Associate |
| Skills | NRI Banking, Relationship Management, Team Leadership, Corporate Salary, KYC Compliance, Remittances, Mutual Funds, life insurance, General Insurance, Savings and Investments, Portfolio Management, Customer Servicing, Issue Resolution, Stakeholder Management, Team Coaching |

## About

```text
At Kotak Mahindra Bank, I lead a team of 10 professionals serving NRI clients and manage a portfolio of approximately 10,000 clients. I support needs across remittances, KYC, savings, investments, mutual funds and insurance, while coaching the team on service and compliance.

I also oversaw the German Blocked Accounts team project from May to December 2025, coordinating activities and supporting process execution and issue resolution. Earlier, I led corporate salary account and debt collection teams, and supported financial transactions and customer service at Franklin Templeton.
```

## Experience

### Team Leader – NRI Clients (current)

[Kotak Mahindra Bank](https://himalayas.app/companies/kotak). May 2025 - Present

```text
Lead a team of 10 professionals managing NRI client relationships and a portfolio of approximately 10,000 clients. Oversee service quality, issue resolution, and relationship deepening while coordinating with internal stakeholders for compliant execution of NRI banking, KYC, and remittance requirements.
```

Skills: Team-Leadership, NRI-Relationship-Management, KYC-Compliance, Remittances, Mutual-Funds, life-insurance, General-Insurance, Customer-Servicing, Portfolio-Management, Stakeholder-Management, Coaching, Training, Process-Management, Issue-Resolution, Relationship-Deepening

### Team Leader – Corporate Salary Accounts

[Kotak Mahindra Bank](https://himalayas.app/companies/kotak). Jul 2024 - Apr 2025

```text
Led a team of 15 professionals managing corporate salary account relationships and customer servicing. Coordinated onboarding, issue resolution, and execution of customer requests while monitoring team performance and providing coaching.
```

Skills: Team-Leadership, Corporate-Salary, Customer-Servicing, Stakeholder-Management, Coaching, Training, Process-Management, Issue-Resolution

### Debt Collector Team Lead

MJR Capital Services Inc.. Apr 2022 - Nov 2023

```text
Led a team of collectors, providing daily direction, coaching, and performance support. Negotiated repayment solutions with customers and reviewed credit information through Equifax and TransUnion to support account-resolution decisions.
```

Skills: Team-Leadership, Debt-Collection, Negotiation, Credit-Analysis, Equifax, TransUnion, Client-Communication, Skip-tracing, Recruitment, Coaching

### TA Operations Associate

[Franklin Templeton](https://himalayas.app/companies/franklintempleton). Jun 2019 - Oct 2020

```text
Supported customers with financial transactions, investment-related activities, and account management. Processed online mutual fund purchase transactions and validated cheques in accordance with operational procedures.
```

Skills: Mutual-Funds, Transaction-Processing, Customer-Service, Account-Management, Process-Improvement

### Campus Ambassador

[Puma Group](https://himalayas.app/companies/puma-com). Nov 2018 - Dec 2018

```text
Supported campus marketing activities and promoted awareness of the PUMA TRAC application.
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Skills: Marketing, Campus-Marketing, Communication-Skills

### Recruiter

Just In Time. Jun 2018 - Nov 2018

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Screened candidates, conducted initial interviews, and coordinated candidates through the recruitment process.
```

Skills: Recruitment, Candidate-Screening, Interviewing, Coordination

## Education

### Canadore College

Post Graduate Diploma, Business Management

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Completed a Post Graduate Diploma in Business Management at Canadore College in August 2022.
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### Canadore College

Post Graduate Diploma, Human Resource Management

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Completed a Post Graduate Diploma in Human Resource Management at Canadore College in December 2021.
```

### St. Joseph's Degree & PG College

Bachelor of Business Administration, Business Administration

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Completed a Bachelor of Business Administration at St. Joseph's Degree & PG College in June 2019.
```

## Tech stack

- Salesforce
- Microsoft SQL Server
- Microsoft Teams
- Microsoft Office 365
- Microsoft Excel
- Genesys

To contact Sagar, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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