Open to opportunities

Samadha parag Patil

@samadhag

Message

Experienced branch banking leader driving HNI acquisition, business growth and high-performing teams.

India

Message

What I'm looking for

I am looking for a leadership role in retail or private banking where I can drive branch growth, mentor teams, deepen HNI relationships, and deliver measurable business results in a collaborative, performance-oriented culture.

I am a results-driven branch banking manager with 17 years of experience managing high-value retail and HNI portfolios, driving business growth, and leading high-performing teams across multiple banks in Mumbai. I have successfully managed branches with large books (380+ crore, 450+ crore, 80+ crore, 55+ crore) and handled Ultra HNI, government and association accounts, delivering strong cross-sell performance and relationship management.

My career highlights include awards for branch performance and individual excellence, successful acquisition of institutional business, and consistent achievement of targets through coaching, sales orchestration, and customer-centric service. I am tech- and data-driven, AMFI certified, and passionate about building client relationships and mentoring teams to deliver measurable branch growth.

Experience

Work history, roles, and key accomplishments

Current

Vice president / Snr. Branch Manager

Current

Kotak bank

Feb 2026 - Present (1 month)

Snr Branch Manager at Kotak Bank Sucessfully Managing Buisness Growth and Team Leading.

Dynamic Project Management Salesforce CRM Enhance Retail Retail Sales retail management Retail Execution

Avp / Branch Manager

Idfc first bank

Aug 2022 - Jan 2026 (3 years 5 months)

Managing All Women retail branch with book sizes Rs500cr driving business growth, HNI relationship management & achieving branch targets through cross-sales and team leadership.

Branch Management Business Development Team Leadership Cross Selling Retail Banking Client Acquisition CRM Dynamic Project Management

Branch Manager

AU Small Finance Bank

Dec 2020 - Aug 2022 (1 year 8 months)

Managed a branch with a Rs 55+ crore book, monitored team performance, drove sales focus and ensured branch profitability and service quality.

Branch Management Sales Coaching Performance Monitoring Retail Banking Customer Service Team Leadership

Branch Manager

Kotak Bank

Jun 2019 - Dec 2020 (1 year 6 months)

Managed a branch with an 80+ crore book, oversaw day-to-day operations, implemented strategies to drive profitability and led a results-oriented team.

Branch Operations Strategic Planning Team Leadership Retail Banking Customer Acquisition Sales Targets Compliance

Priority Relationship Manager

Axis Bank

Feb 2016 - Jun 2019 (3 years 4 months)

Handled a portfolio of ~280 HNI customers (~Rs 18+ crore), provided financial advisory, cross-sold products and managed demat/trading and LAP services.

Portfolio Management Cross Selling Wealth Management Sales

Preferred Relationship Manager

HDFC Bank

Feb 2013 - Feb 2016 (3 years)

Managed ~210 customer portfolio (~Rs 40+ crore), generated income via cross-selling financial products and strengthened key account relationships to boost satisfaction.

Relationship Management Cross Selling Mutual Funds Insurance Sales Account Management Customer Retention Portfolio Management Sales Targets

Select Relationship Manager

IndusInd Bank

Jun 2012 - Jan 2013 (7 months)

Generated income through cross-selling, managed key accounts and maintained relationship value while acquiring and handling savings/current accounts.

Relationship Management Cross Selling Client Servicing Sales Retail Banking Communication

Personal Banker

HDFC Bank

Mar 2008 - Jun 2012 (4 years 3 months)

Progressed from welcome desk to relationship manager (2008–2012), managed portfolios up to Rs 60+ crore, drove cross-sales and handled branch front-desk and operations.