Personal Banking Officer
Responsible for one stop shop for all retail banking needs of potential customers.
Jun 2016 - Mar 2017
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Sumit Lulla Email & Phone Number
Personal banking officer (HSBC)
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✓ Verified August 2026
3 data sources
Profile completeness 86%
Role
Personal banking officer (HSBC)
Location
India
Who is Sumit Lulla? Overview
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Quick answer
Sumit Lulla is listed as Personal banking officer (HSBC) based in India. AeroLeads shows a matched LinkedIn profile for Sumit Lulla.
Sumit Lulla previously worked as Personal Banking Officer at Hsbc Retail Banking And Wealth Management and Senior Sales Officer at National Bank Of Abu Dhabi. Sumit Lulla holds Master Of Business Administration - Mba, Marketing/Project Management from Sp Jain School Of Global Management - Dubai, Mumbai, Singapore & Sydney.
Profile bio
About Sumit Lulla
A well presented, knowledgeable, creative and result oriented individual, who has extensive in-depth experience of the banking industry in U.A.E. I have over 7 years of experience in handling key responsibilities in various departments in banks. My key competencies include sales, customer service, and customer generation through positive relationship in terms of references and further after sales feedback, Recoveries and collections handling, treasury back office operations, anti money laundering, risk and fraud, cross sell, retail banking products. I have a proven track record of success in relation to achieving my targets and performing under pressure and thereby contributing to the team’s performance as a whole. Apart from being a banker, I’m also a certified human resource professional and a certified logistics and supply chain professional I’m looking forward to making a significant contribution to a institution that offers a genuine opportunity for progression.
Listed skills include Banking, Credit, Retail Banking, Credit Risk, and 24 others.
7 roles
Sumit Lulla work experience
A career timeline built from the work history available for this profile.
Senior Sales Officer
Promoting the various features of NBAD credit cards. Establishing relationship with potential customers. Generating leads through references, social clubs and relatives. Visiting various business locations and judging the potential of companies in order to list them. Keeping a list of customer needs in terms of credit cards and raise them to the management in management meetings. Achieving the monthly targets and contributing to the team’s performance
May 2014 - Jun 2016
Sales Officer
Marketing HSBC credit cards to potential customers. Setting up appointments with customers, visiting them in their office and collecting the required documents to apply for a credit card. Visiting listed companies, meeting the decision makers, for company profiling. Listing companies with major business potential. Preparing a report of the daily sale made. Achieving the monthly targets. Contributing to the team’s performance.
Dec 2011 - Jan 2013
Collections Executive
Calling customers who have defaulted on credit cards, personal loans and auto loans. Performing home country checks, liaising with legal department. Sending request to file police cases. Performing field visits at customer’s office. Sending out legal notices to the customer. Handling customers in hard buckets namely 5, 6 and 7. Achieving the monthly targets of cash collection and the number of accounts resolved. Presenting a report showing the amount of cash collected on a monthly basis.
Aug 2009 - Jul 2011
Sales Officer
Marketing all the retail banking products to potential customers namely, personal accounts, personal loans, credit cards, home finance and fixed deposits. Meeting Hr Managers and the payroll managers of listed companies to provide retail banking facilities to their employees. Proving a one stop shop for all the retail banking needs. Achieving the sales targets specified in each product. Preparing a report of the daily sale made. Visiting at least 3 new companies daily to judge the business potential. Contributing to the team’s performance.
Sep 2007 - Jun 2009
Treasury Back Office Support Staff
it was a temporary positionjob profile included keeping a record of all foreign exchange transactions, maintaining the foreign exchange rates and interest rates, keeping a track of the bond prices, sending out foreign exchange confirmations to banks and customers and preparing outstanding foreign exchange deals letters.
Apr 2007 - Jun 2007
Sales Advisor
It was a temporary position employed as a sales adviser with HSBC Group, DUBAI (U.A.E) an active member of the direct sales team for credit cards.
Sep 2005 - Mar 2006
3 education records
Sumit Lulla education
Master Of Business Administration - Mba, Marketing/Project Management
Bachelor Of Business Administration (Bba), Finance, Marketing, Psychology, History, Maths, Accounting, English Literature, It Software
Champlian College
+2, Business/Commerce, General
Indian High School Dubai
FAQ
Frequently asked questions about Sumit Lulla
Quick answers generated from the profile data available on this page.
What is Sumit Lulla's role at their current company?
Sumit Lulla is listed as Personal banking officer (HSBC).
Where is Sumit Lulla based?
Sumit Lulla is based in India.
What companies has Sumit Lulla worked for?
Sumit Lulla has worked for Hsbc Retail Banking And Wealth Management, National Bank Of Abu Dhabi, Hsbc, and Emirates Nbd.
How can I contact Sumit Lulla?
You can use AeroLeads to view verified contact signals for Sumit Lulla, including work email, phone, and LinkedIn data when available.
What schools did Sumit Lulla attend?
Sumit Lulla holds Master Of Business Administration - Mba, Marketing/Project Management from Sp Jain School Of Global Management - Dubai, Mumbai, Singapore & Sydney.
What skills is Sumit Lulla known for?
Sumit Lulla is listed with skills including Banking, Credit, Retail Banking, Credit Risk, Loans, Credit Analysis, Portfolio Management, and Commercial Banking.
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