SM

Open to opportunities

Sumit Mukherjee

@sumitmukherjee

Result-driven banking professional specializing in relationship management and CASA growth.

What I'm looking for

I seek a client-facing banking role in a customer-focused institution where I can grow CASA, drive cross-sell revenue, lead acquisition campaigns, and progress into broader leadership responsibilities.

I am a result-driven banking professional with over six years' experience across leading financial institutions, focused on relationship management, CASA acquisition, and cross-selling TPP products. I consistently deliver customer-centric financial solutions that drive portfolio growth and revenue.

I have a proven track record of exceeding sales targets, improving customer retention, and leading CASA campaigns in semi-urban territories. I bring strong branch operations, merchant acquiring and onboarding experience, and proficiency with Tally ERP 9.0, cash handling, and audit compliance.

Experience

Work history, roles, and key accomplishments

IB

Current

Relationship Manager

Current

ICICI Bank

Feb 2024 - Present (1 year 7 months)

Managing a portfolio of retail liabilities and assets including TPP products and developing strategic client relationships to drive revenue and customer retention.

Relationship Management CASA Acquisition TPP Cross Selling Customer Retention Portfolio Management Sales Financial Solutions

BB

Customer Relationship Officer

Bandhan Bank

Feb 2023 - Jan 2024 (11 months)

Handled a retail CASA portfolio with active cross-sell of insurance and mutual funds, generating business through customer engagement and referral programs.

CASA Acquisition Cross Selling Insurance Mutual Funds Customer Engagement Referral Programs Relationship Management Sales

UB

Senior Sales Executive

Utkarsh Small Finance Bank

Dec 2021 - Jan 2023 (1 year 1 month)

Led CASA acquisition campaigns in semi-urban territories and consistently achieved product penetration through targeted cross-sell initiatives.

CASA Acquisition Campaign Management Cross Selling Semi Urban Markets Sales Target Achievement Customer Retention Relationship Management

KB

Assistant Manager

Kotak Mahindra Bank

Aug 2019 - Nov 2021 (2 years 3 months)

Executed branch operations, acted as a backup teller, and built long-term client relationships while supporting cross-selling of liability products.

Relationship Management Cross Selling Compliance

QC

Relationship Executive

Quess Corp

Apr 2019 - Jul 2019 (3 months)

Provided merchant acquiring solutions to SMEs and developed onboarding processes for payment solutions to streamline merchant adoption.

Merchant Acquiring Payment Solutions Process Improvement Onboarding Relationship Management

AS

Relationship Executive

Axis Securities

Sep 2018 - Mar 2019 (6 months)

Focused on merchant onboarding and transaction services, driving adoption of payment and transaction offerings for business clients.

Payment Solutions Relationship Management Sales

Education

Degrees, certifications, and relevant coursework

VU

Vinoba Bhave University

Bachelor of Arts, English Literature

Grade: 53%

Completed Bachelor of Arts in English Literature from Vinoba Bhave University in 2016 with 53%.

SM

Sri Krishna Vidya Mandir

Higher Secondary (Intermediate), Secondary Education

Grade: 58%

Completed Intermediate (Higher Secondary) from Sri Krishna Vidya Mandir in 2013 with 58%.

SM

Sri Krishna Vidya Mandir

Matriculation, Secondary Education

Grade: CGPA 6.6

Completed Matriculation from Sri Krishna Vidya Mandir in 2010 with CGPA 6.6.

Tech stack

Software and tools used professionally

Gmail

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Sumit Mukherjee - Relationship Manager - ICICI Bank | Himalayas