Ankur Singh
Ghaziabad,India
Summary
Results-driven banking and financial services professional with 10+ years of experience in retail banking, relationship management, home loans, loan against property (LAP), insurance, portfolio management, customer service, banking operations, compliance, and business development. Proven ability to build strong customer relationships, drive revenue growth, achieve sales targets, ensure KYC/AML compliance, and deliver exceptional customer experience.
Overview
10
10
years of professional experience
Work history
Asset Relationship Manager
Axis bank
Noida
2019.09 - 2026.06
- Provide investment solutions across Mutual Funds, Insurance, Bonds, and Fixed Deposits.
- Sourced ₹14 Crores Fixed Deposits against target of ₹10 Crores.
- Acquired 180 New-to-Bank customers in FY 2025.
- Increased customer portfolio AUM by 32% YoY.
- Maintained customer retention ratio above 96%.
- Achieved 135% of annual revenue target in FY 2024-25.
- Ranked among Top 10 Relationship Managers in the region.
- Leading and mentoring a team of 6 Sales Executives/Relationship Executives, driving business growth and customer acquisition.
Relationship Manager
HDFC SALES PVT LTD
Bengaluru
2018.07 - 2019.09
- Sourced and processed ₹15–20 Crore Home Loan and LAP business annually.
- Developed referral networks with 25+ builders, DSAs, and channel partners.
- Achieved 120%+ of monthly disbursement targets in multiple quarters.
- Maintained high conversion rates from lead generation to loan disbursement.
DEPUTY MANGER
KOTAK Life INSURANCE
Bengaluru
2017.12 - 2018.07
- Generated ₹25–40 Lakh annual premium business through customer acquisition and relationship management.
- Achieved 100%+ sales targets for life insurance products.
- Trained and supported advisors in product sales and customer engagement.
SENIOR OFFICER
ICICI Bank
Bengaluru
2016.09 - 2017.11
- Handled banking operations for 100+ customer transactions daily.
- Maintained 99% transaction accuracy while adhering to operational and regulatory guidelines.
- Supported branch audits with zero major compliance observations.
Education
MBA - FINANCE/MARKETING
Sri Bhagwan Mahaveer Jain College
BangaloreBBM - MARKETING
EWCM
BangaloreSkills
- Banking software proficiency
- Knowledge of banking software
- Business development
- Effective leadership
- Client acquisition
- Portfolio Management
- Cross-selling techniques
Declaration:
I hereby declare that the above information given above is true to the best of my knowledge
Place: Ghaziabad
Ankur Singh
Timeline
Asset Relationship Manager
Axis bank
2019.09 - 2026.06
Relationship Manager
HDFC SALES PVT LTD
2018.07 - 2019.09
DEPUTY MANGER
KOTAK Life INSURANCE
2017.12 - 2018.07
SENIOR OFFICER
ICICI Bank
2016.09 - 2017.11
MBA - FINANCE/MARKETING
Sri Bhagwan Mahaveer Jain College
BBM - MARKETING
EWCM