Rohit Kapur

Rohit Kapur Email and Phone Number

Building Goalstox I Consumer Banking I Fin Start Up I Wealth Management I Ex Kotak Citi SCB l Professor of Practice @
Rohit Kapur's Location
Gurgaon, Haryana, India, India
Rohit Kapur's Contact Details

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About Rohit Kapur

An avant-garde Professional, with over 2 decades exposure in Banking industry and a penchant for providing leadership in Consumer Banking, Client acquisition and operational excellence by managing business operations with focus on top-line & bottom-line performance.A growth catalyst in designing Start Up strategy, formulating business development plan, partnering and establishing rapport with stakeholders, mitigating risks, bringing operational efficiency, building team’s credibility & leading as well as execution of quick-witted tactical/strategic initiatives.A proven track record of embracing compelling business acumen, delivered several business strategies along with analytical insight/inferences. Managed a highly competitive team that drove double digit growth in key P&L metrics and demonstrated clear success in delivering best in class products, implementing strategic initiatives/projects, partnering with key alliances and driving customer growth via new acquisition as well as existing customer base via portfolio optimization strategy.Functional Expertise:Start Up Strategy | Product Strategy | Portfolio Management | Strategic Initiatives | Sales Management | Product Marketing | Customer Experience | Business Analytics l FinanceCore Strengths:Business acumen | Thought leadership | Decision Maker | Problem Solving ability | Networking | Strategic Thinking | Analytical Aptitude | Influencing | People Management |

Rohit Kapur's Current Company Details
Goalstox Technology Pvt Ltd

Goalstox Technology Pvt Ltd

Building Goalstox I Consumer Banking I Fin Start Up I Wealth Management I Ex Kotak Citi SCB l Professor of Practice
Rohit Kapur Work Experience Details
  • Goalstox Technology Pvt Ltd
    Co-Founder
    Goalstox Technology Pvt Ltd Mar 2022 - Present
  • Trufedu Budgetary Education Private Limited
    Ceo & Director
    Trufedu Budgetary Education Private Limited Jan 2021 - Nov 2021
    Greater Delhi Area
    Launch and success of wealth management & health planning startup, brand building, strategy formulation & execution, business direction, financial forecasting, pitching to potential investors, product and marketing content, personnel supervision
  • Kotak Mahindra Bank
    Zonal Head - North & East
    Kotak Mahindra Bank May 2016 - Dec 2020
    Delhi & Delhi Ncr, Punjab, Kolkatta
     Part of leadership team, responsible for Profitability & Service Quality for corporate salary business (8000+) in Delhi NCR, Punjab & East regions with SA Book of US$300 Mn and total RV of US$550 Mn via team of 300 Generating AUM and inflows of revenue streams to ensure delivery of financial plan and achievement of business objectives through effective client acquisition, cross sell of wealth management and investment products to clients Devising key metrics and measures for the Business Performance. Investigate performance drivers, root causes of process inefficiencies and developing new processes for improved performance Monitoring team performance through timely feedbacks, ensuring increased team productivity and qualityNoteworthy Credits Consistent Dare Contest winner for topping PAN India in Life & General Insurance sales  Best Zonal Head by the President – Consumer Banking Consistent winner of Triumph contest for topping pan India in Investment Sales
  • Kotak Mahindra Bank Ltd
    Cluster Head / Area Head – Branch Banking
    Kotak Mahindra Bank Ltd Jul 2012 - Apr 2016
    Delhi & Ncr Delhi
     Responsible for growth, sustainability, day to day operations of the functions - Customer Service, Operations Risk management, Compliance of 14 branches, with a total FUM of US$ 150 Mn across NCR Providing leadership and coaching to all members of the sales teams to ensure maximum performance and attainment of personal goals and improvement plans Monitoring sales team performance, analysing sales data, periodical forecasting and reporting to the concerned for decision making Goal setting and performance review for the team. Drive team development, engagement and reward initiatives. Coach and mentor team members as requiredNoteworthy Credits Dare Contest winner YoY for topping pan India in Life & General Insurance Sales  Consistent winner of Triumph contest for topping pan India in Investment Sales Recognized for turnaround in fee income &Insurance Sales at national level
  • Barclays Bank
    Vice President & Regional Branch Manager
    Barclays Bank Aug 2007 - Jun 2012
    New Delhi
     Set-up up the consumer banking team, Product, Process and Business Strategy across North & Hyderabad regions Managed Wealth relationships of HNI clients - build book size of $140 Mn across CASA, FD & NR Creating a strong & compliant sales culture across the channel to drive acquisitions, profitability and employee development Assisting team with their career development including Performance management, feedback & training
  • Standard Chartered Bank Plc
    Cluster Head
    Standard Chartered Bank Plc Aug 2004 - Aug 2007
    Delhi
     Profitability & growth of branches in South Delhi cluster, managed AUM of US$150 Mn - generating inflows of revenue streams to ensure achievement of business objectives through effective client acquisition and products to clients Responsible for improving the Internal Audit Operational Efficiency score, conducted by bank’s Global Group audit team from Malaysia by timely completion of assigned tasks on continuous basis Won the prestigious Ironman Series of the Bank–Singapore Ironman 2005 & Korea Ironman 2006. These Ironman Series were a part of SCB’s Global initiative launched by Global Head of Consumer Banking, SCB Identifying training needs for the team for skill & competency up gradation. Believing in the dictum ‘People Make the Difference’ and internal skill assessment
  • Citibank Na
    Citigold Relationship Manager
    Citibank Na Jan 2001 - Jul 2004
    Jaipur, Rajasthan
     Member of core team, responsible for setting up Citibank Franchise in Rajasthan Top Performing Relationship Manager (2003) for acquiring maximum Citigold relationships
  • Anz Standard Chartered Grindlays Bank
    Relationship Manager
    Anz Standard Chartered Grindlays Bank Dec 1996 - Dec 2000

Rohit Kapur Skills

Retail Banking Wealth Management Banking Branch Banking Relationship Management Team Building Cross Selling Private Banking Portfolio Management Investments Insurance Crm Financial Risk Leadership Management

Rohit Kapur Education Details

Frequently Asked Questions about Rohit Kapur

What company does Rohit Kapur work for?

Rohit Kapur works for Goalstox Technology Pvt Ltd

What is Rohit Kapur's role at the current company?

Rohit Kapur's current role is Building Goalstox I Consumer Banking I Fin Start Up I Wealth Management I Ex Kotak Citi SCB l Professor of Practice.

What is Rohit Kapur's email address?

Rohit Kapur's email address is ro****@****tak.com

What is Rohit Kapur's direct phone number?

Rohit Kapur's direct phone number is +191499*****

What schools did Rohit Kapur attend?

Rohit Kapur attended Fore School Of Management, Shaheed Bhagat Singh College, Delhi University, Institute Of Cost And Works Accountants Of India - Icwai.

What skills is Rohit Kapur known for?

Rohit Kapur has skills like Retail Banking, Wealth Management, Banking, Branch Banking, Relationship Management, Team Building, Cross Selling, Private Banking, Portfolio Management, Investments, Insurance, Crm.

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