Marklet
Professional banking background

Banking & Financial Services | Private Banking | Relationship Management

MANOJ KUMAR BHATTACHARYAYA

Contacts

Call+91 90511 06971Copy number
Email[email protected]Copy address

Professional Profile

Banking and financial services professional with over 16 years of distinguished experience across premier banking, client acquisition, relationship management, business development, and banking operations. Currently serving as Manager - Overseas Indian Premier Acquisition at HSBC, driving growth in the Pune and Kolkata regions. Recognized for exceptional performance in CASA/FD mobilization, cross-selling, and client retention. Completed a Post Graduate Diploma in Psychological Counselling (PGDPC) from Symbiosis, enhancing interpersonal strategy and customer communication. Target opportunities include AVP / Senior Manager roles in Private Banking, Wealth Management, and affluent or international relationship management across India, Dubai, and the UK.

Core Expertise

  • Overseas Indian (OII) & Premier Client Acquisition
  • Affluent Client Relationship Management & Portfolio Building
  • CASA Mobilization & Fixed Deposit Growth
  • Strategic Cross-selling (Loans, Credit Cards, Wealth Products)
  • Key Account & Corporate Relationship Management
  • Onboarding, Client Retention & High-Quality Service Delivery
  • Sales Execution, Budgeting & Target Management
  • Team Supervision, Staff Training & Branch Coordination
  • Regulatory Compliance, Banking Operations & Risk Alignment

Professional Experience

  • HSBC

    Manager - Overseas Indian Premier Acquisition · Pune & Kolkata

    September 2022 - PresentDetails
    • Direct the regional strategy for Overseas Indian (OI) Premier Acquisition, facilitating cross-border banking solutions.
    • Cultivate and deepen high-net-worth individual (HNWI) portfolios across assigned locations, bolstering regional balance sheets.
    • Led initiatives in CASA book development and fixed deposit mobilization to secure stable branch liabilities.
    • Optimized cross-selling opportunities across credit cards, personal loans, and home loans to enhance overall product holding per customer.
    • Supported new client acquisition through compliance-focused conversations, matching financial products with client risk profiles.

  • HSBC

    Manager

    September 2014 - November 2021Details
    • Formulated key account plans and drove salesforce operations, consistently presenting targeted products to affluent demographics.

  • YES BANK LTD.

    Client Relationship Partner

    February 2013 - September 2014Details
    • Sourced and onboarded premium client segments, maintaining strict alignment with organizational quality standards and sales objectives.
    • Engineered localized market-expansion plans, evaluated competitor products, and co-managed branch-wide business performance.

  • ING VYSYA BANK LTD.

    Senior Business Development Executive

    November 2011 - January 2013Details
    • Identified niche market segments to build pipeline velocity, supporting sustainable branch balance sheet expansion.

  • Kotak Mahindra Bank

    Associate

    Feb 2011 - Nov 2011

  • Wipro Infotech

    Engineer, Helpdesk Management

    Feb 2010 - Feb 2010

  • P&R Services

    Facility Management Engineer, deputed to Wipro

    Nov 2008 - Feb 2010

  • Aastha Infotech

    Engineer

    Jul 2005 - Oct 2008

Education & Professional Development

  • Symbiosis

    Post Graduate Diploma in Psychological Counselling (PGDPC)

    2025 - 2026

  • Calcutta University

    B.Sc.

    2006

  • W.B.C.H.S.E.

    Higher Secondary (XII)

    2002

  • W.B.B.S.E.

    Secondary (X)

    2000

  • Additional Technical Certifications

    Diploma in Information Technology (DIT), Hardware Engineer MCP, and MCSA (Windows 2003 Server, Messaging - Global…

Awards & Recognition

• HSBC VEC Winner (2024) • Received three internal promotions at HSBC in recognition of excellent operational performance • Red Heart Winner (2018-2019) & Performer for the Quarter (2017-2018) | HSBC • Dynamo Award, Service Star Award, and TCF Award (2015-2016) | HSBC • Dubai Contest Qualifier with Gold Certification (2014-2015) | YES BANK • Eastern Express, CASA, Vertical Limit, Champions Trophy, and Franklin Templeton MF Contest Qualifier | YES BANK • Pillar of Aspire & Aspire for Life Award | ING Vysya Bank • Certificate of Excellence | Kotak Mahindra Bank • The Maverick Award | Wipro Infotech

Additional Information

  • Languages: English, Hindi, Bengali
  • Computer Skills: MS Office, Microsoft Windows, Internet Applications
  • Geographic Preferences: India, Dubai (UAE), United Kingdom