K. ADI SWARUP PATNAIK
Mobile:+9 1 9966886363
E-Mail:adiswaruppatnaikk@gmail.com
An Accomplished Professional with Core Strengths in:
 PeopleManagement Project management skills BusinessOperations
Sales & Revenue GrowthBusinessDevelopment
Offering over 18 years of rich business acumen and record of achievements in driving business, Team Management,
Business Operations
Targeting senior level assignments in Business Development/ Business Operations with an organization of repute located
preferably in Vishakhapatnam/East Godavari Dist/ Vijayawada/Guntur
S K I L L S E T
Planning & Budgeting
Cluster Management
Direct/Corporate Selling
Financial Advisory
Lead Generation
Portfolio Management
Risk Management
Compliance
Team Management
Training & Development
P R O F I L E S U M M A R Y
• Highly successful in driving large scale revenue and profit,Balance Sheet Management of the
branch.
• Excellent in setting track record of consistently achieving sales targets, building dynamic
sales teams, identifying high-yielding services and products; well conversant with domestic
financial markets.
• In-depth knowledge of financial markets and statutory rules & regulations.
• Proficiency in building, monitoring and maintaining long-term relationship with HNI clients
through the provision of high quality service; demonstrated superior strengths in designing
and implementing competent strategies for penetrating new accounts and expanding existing
ones for revenue expansion.
• An enterprising leader with excellent planning, communication, analytical and problem
solving skills.
• Effective Team Management and building Team Spirit; Learning & skill development of the
team.
• Comply with Bank’s policies and processes.
C O R E C O M P E T E N C I E S
• Achieving branch goals through new business acquisition, referrals & retention of accounts and through a well-trained and
motivated staff; ensuring strict compliance with regulatory guidelines
• Conceptualising & implementing competitive strategies for generating sales, developing and expanding market share towards the
achievement of revenue & profitability targets; establishing go-to-market strategy with accountability of launching new
products/business, delivering results and enhancing profitability
• Developing effective relationship with HNI clients and ensuring customer delight for business growth; maximising customer
satisfaction by providing prompt & superior customer support
• Identifying and monitoring risks in the clients’ portfolio and taking effective steps to mitigate the same; ensuring strict compliance
of banking norms and statutory regulations
•Supervising the entire gamut of branch operations involving internal & external audits and compliance
• Reviewing financial statements, sales & other performance data to measure productivity and goal achievement and determining
areas requiring cost reduction & operational improvement
O R G A N I S A T I O N A L E X P E R I E N C E
Growth Path:
Organisation Designation& Role Period Location
Axis Bank Ltd
Assistant Vice President – Branch Head 25-04-2014 to Till
Date
Lakshmipuram Branch-
Guntur
Assistant Vice President – Branch
Operations Head
Mar’13 to 24-04-2014
Vijayawada Main Branch
Senior Manager- Branch Operations Head Feb’11 to Mar’13
Key Result Areas:
• Tracking and monitoring daily productivity of Team Members.
• Handling Retail Liabilities – CASA Business development
• Handling NII (Non-Interest Income) Generation through Third Party distribution
• Supervising day to day smooth & error free functioning of Branch Operations, Customer Service, Branch Administration, Risk
management and Audit / Compliance & Control framework for the Branch
• Spearheading sales, service and distribution of banking products across liabilities, assets, wealth & trade services for various
customer segments such as mass, affluent NRIs & government services through multiple channels including bank branches,
outbound sales teams, relationship teams & other alternate channels
• Monitoring costs in a difficult economic environment; introducing new risk controls in the wake of a heightened regulatory
framework, improving processes and ensuring that customers receive the best service experience
• Directing the financial advisory team responsible for setting up processes for client risk profiling, asset allocation practices, model
client portfolio
• Setting monthly sales objectives and developing strategies to achieve it with coordination of branch managers and cluster
heads
• Driving the branch for sales and distribution of retail products, such a CASA,MUTUAL FUND & INSURANCEthrough Sales
and Operation teams of 25 members
• Planning and scheduling individual / team assignments to achieve set goal in stipulated time frame with operational cost
minimization.
• Building & strengthening relationships with all customers more particularly HNI Clients thereby ensuring high customer
satisfaction by providing them with best financial Advising
• Recruiting field force for ensuring optimum sales performance to deliver quality services in market
• Formulating long term/short term strategic plans, budgets to enhance Business Development of Retail Assets & Liabilities
including Banc assurance conducting negotiations & marketing operations thereby achieving increased growth
• Ensuring, monitoring & developing the team in a methodical / sustained manner, that most team members are successful in
their job-roles & are groomed/mentored for higher responsibilities
• Coaching & training all staff in the branch about relevant subjects, processes, documentation, regulations, etc.
• Acting as a primary auditor & controller at the branch to the extent of reviewing, tracking, monitoring & self-auditing the various
records in the branch are happening thereby ensuring that the branch is fully compliant with all rules, processes & guidelines of
Axis BANK & the Applicable Statutory Regulations
Accomplishments:
• Led a team of 25 staff located in One cities in India that serviced Retail, Corporate & Wealth customers
• Enhanced revenue by 25% by focusing on business for CASA,ADVANCES/LOANS, Third Party products like MUTUAL FUND &
INSURANCE
• Led a team of 25 employees across 01(number)locations for functions such as branch banking operations, retail & corporate
investments, wealth management, business & commercial banking, trade finance, risk and compliance and service quality
• Leading and motivating a team of 25 members; organizing trainings for branch employees and business partners
• Expanding business by through promotional activities (such as Campaigning in surrounding Residential Colonies, Colleges,
Institutions etc.)
P R E V I O U S W O R K E X P E R I E N C E
Growth Path:
I)
II)
III)
Organisation Designation& Role Period Location
Dhanlaxmi Bank Ltd
Senior Manager- Credit Analyst-
Credit Sanctioning Department
Feb 2010 to Feb
2011
Vijayawada
Senior Manager – Branch Head Feb 2007 to Feb ‘10 Khammam Branch
Junior Officer Nov 2004 to Feb
2007
Visakhapatnam
Organisation Designation& Role Period Location
AMP Sanmar Life Insurance
Co. Ltd
Insurance Advisor Feb 2003 to March 2004 Tuni
IV)
I T S K I L L S
• MS Office Suite and Internet Applications
A C A D E M I C D E T A I L S
• B.Com. from Government Degree College, Tuni , East Godavari Andhra University, Visakhapatnam, Andhra Pradesh in 1995
• Intermediate from S R Govt Junior College, Payakaraopet, Visakhapatnam Dist, Board of IntermediateEduation, Hyderabad,
Andhra Pradesh
• 10th
from Sri Raj Government School, Tuni, East Godavari Dist,Board of Secondary Education, Hyderabad, Andhra Pradesh
Other Courses:
• Swift Smart from NIIT in 2009
•AMFI – Mutual Fund (Advisors) Module from NCFM in 2008
•J A I I Bfrom Indian Institute of Banking & Finance, Mumbai, Maharashtra in 2006
•Certificate Course in SME Financing from Indian Institute of Banking & Finance, Mumbai, Maharashtra in 2010
E X T R A C U R R I C U L A R A C T I V I T I E S
• Worked as Development Professional District Water and Sanitary mission (DWSM) for Tuni Mandal during the period 2003—
2004 for project implementation of Individual Sanitary Latrines & Safe Drinking Water Project under Department of Rural
Water Supply- AP Govt. Having knowledge in IEC (I- Information, E- Education, C-Communication) activities.
• Was member in Rotary Club of Vizianagaram while working at Vizianagarm. Served as Director of Youth Programme during
the membership. Actively participated in Community Servicing i.e. orgnanising Medical Camps – Pulse polio camps.
Literature Camps.
• Was Charter Member in Rotary Club of Stambhadri – Khammam while working at Khammam. Actively participated in
Community Servicing i.e. orgnanising Medical Camps, Literature Camps.
P E R S O N A L D E T A I L S
Date of Birth 10-Jun-1976
Address
Communication Flat No. 402, Pattabhi Paradise, Second Line, Syamala Nagar,
Guntur,PIN-522006, Andhra Pradesh
Permanent 4-220, Velamakothuru (Vill/Po), TUNI Mandal, East Godavari Dist,
Andhra Pradesh
Marital Status Married
Languages Known
English and Telugu
Organisation Designation& Role Period Location
Kapil Chit Funds Pvt Ltd Branch Manager Apr’2004 to Oct’2004 Vizianagaram
Organisation Designation& Role Period Location
Shriram Chits Pvt Ltd
Manager Nov’2002 to Jan ‘ 2003 Visakhapatnam
Branch Manager Mar’ 2000 to Oct’2002 Vizianagaram
Executive Trainee Jan ‘1998 to Feb’2000 Kakinada, Tuni
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  • 1.
    K. ADI SWARUPPATNAIK Mobile:+9 1 9966886363 E-Mail:adiswaruppatnaikk@gmail.com An Accomplished Professional with Core Strengths in:  PeopleManagement Project management skills BusinessOperations Sales & Revenue GrowthBusinessDevelopment Offering over 18 years of rich business acumen and record of achievements in driving business, Team Management, Business Operations Targeting senior level assignments in Business Development/ Business Operations with an organization of repute located preferably in Vishakhapatnam/East Godavari Dist/ Vijayawada/Guntur S K I L L S E T Planning & Budgeting Cluster Management Direct/Corporate Selling Financial Advisory Lead Generation Portfolio Management Risk Management Compliance Team Management Training & Development P R O F I L E S U M M A R Y • Highly successful in driving large scale revenue and profit,Balance Sheet Management of the branch. • Excellent in setting track record of consistently achieving sales targets, building dynamic sales teams, identifying high-yielding services and products; well conversant with domestic financial markets. • In-depth knowledge of financial markets and statutory rules & regulations. • Proficiency in building, monitoring and maintaining long-term relationship with HNI clients through the provision of high quality service; demonstrated superior strengths in designing and implementing competent strategies for penetrating new accounts and expanding existing ones for revenue expansion. • An enterprising leader with excellent planning, communication, analytical and problem solving skills. • Effective Team Management and building Team Spirit; Learning & skill development of the team. • Comply with Bank’s policies and processes. C O R E C O M P E T E N C I E S • Achieving branch goals through new business acquisition, referrals & retention of accounts and through a well-trained and motivated staff; ensuring strict compliance with regulatory guidelines • Conceptualising & implementing competitive strategies for generating sales, developing and expanding market share towards the achievement of revenue & profitability targets; establishing go-to-market strategy with accountability of launching new products/business, delivering results and enhancing profitability • Developing effective relationship with HNI clients and ensuring customer delight for business growth; maximising customer satisfaction by providing prompt & superior customer support • Identifying and monitoring risks in the clients’ portfolio and taking effective steps to mitigate the same; ensuring strict compliance of banking norms and statutory regulations •Supervising the entire gamut of branch operations involving internal & external audits and compliance • Reviewing financial statements, sales & other performance data to measure productivity and goal achievement and determining areas requiring cost reduction & operational improvement O R G A N I S A T I O N A L E X P E R I E N C E Growth Path: Organisation Designation& Role Period Location Axis Bank Ltd Assistant Vice President – Branch Head 25-04-2014 to Till Date Lakshmipuram Branch- Guntur Assistant Vice President – Branch Operations Head Mar’13 to 24-04-2014 Vijayawada Main Branch Senior Manager- Branch Operations Head Feb’11 to Mar’13
  • 2.
    Key Result Areas: •Tracking and monitoring daily productivity of Team Members. • Handling Retail Liabilities – CASA Business development • Handling NII (Non-Interest Income) Generation through Third Party distribution • Supervising day to day smooth & error free functioning of Branch Operations, Customer Service, Branch Administration, Risk management and Audit / Compliance & Control framework for the Branch • Spearheading sales, service and distribution of banking products across liabilities, assets, wealth & trade services for various customer segments such as mass, affluent NRIs & government services through multiple channels including bank branches, outbound sales teams, relationship teams & other alternate channels • Monitoring costs in a difficult economic environment; introducing new risk controls in the wake of a heightened regulatory framework, improving processes and ensuring that customers receive the best service experience • Directing the financial advisory team responsible for setting up processes for client risk profiling, asset allocation practices, model client portfolio • Setting monthly sales objectives and developing strategies to achieve it with coordination of branch managers and cluster heads • Driving the branch for sales and distribution of retail products, such a CASA,MUTUAL FUND & INSURANCEthrough Sales and Operation teams of 25 members • Planning and scheduling individual / team assignments to achieve set goal in stipulated time frame with operational cost minimization. • Building & strengthening relationships with all customers more particularly HNI Clients thereby ensuring high customer satisfaction by providing them with best financial Advising • Recruiting field force for ensuring optimum sales performance to deliver quality services in market • Formulating long term/short term strategic plans, budgets to enhance Business Development of Retail Assets & Liabilities including Banc assurance conducting negotiations & marketing operations thereby achieving increased growth • Ensuring, monitoring & developing the team in a methodical / sustained manner, that most team members are successful in their job-roles & are groomed/mentored for higher responsibilities • Coaching & training all staff in the branch about relevant subjects, processes, documentation, regulations, etc. • Acting as a primary auditor & controller at the branch to the extent of reviewing, tracking, monitoring & self-auditing the various records in the branch are happening thereby ensuring that the branch is fully compliant with all rules, processes & guidelines of Axis BANK & the Applicable Statutory Regulations Accomplishments: • Led a team of 25 staff located in One cities in India that serviced Retail, Corporate & Wealth customers • Enhanced revenue by 25% by focusing on business for CASA,ADVANCES/LOANS, Third Party products like MUTUAL FUND & INSURANCE • Led a team of 25 employees across 01(number)locations for functions such as branch banking operations, retail & corporate investments, wealth management, business & commercial banking, trade finance, risk and compliance and service quality • Leading and motivating a team of 25 members; organizing trainings for branch employees and business partners • Expanding business by through promotional activities (such as Campaigning in surrounding Residential Colonies, Colleges, Institutions etc.) P R E V I O U S W O R K E X P E R I E N C E Growth Path: I) II) III) Organisation Designation& Role Period Location Dhanlaxmi Bank Ltd Senior Manager- Credit Analyst- Credit Sanctioning Department Feb 2010 to Feb 2011 Vijayawada Senior Manager – Branch Head Feb 2007 to Feb ‘10 Khammam Branch Junior Officer Nov 2004 to Feb 2007 Visakhapatnam Organisation Designation& Role Period Location AMP Sanmar Life Insurance Co. Ltd Insurance Advisor Feb 2003 to March 2004 Tuni
  • 3.
    IV) I T SK I L L S • MS Office Suite and Internet Applications A C A D E M I C D E T A I L S • B.Com. from Government Degree College, Tuni , East Godavari Andhra University, Visakhapatnam, Andhra Pradesh in 1995 • Intermediate from S R Govt Junior College, Payakaraopet, Visakhapatnam Dist, Board of IntermediateEduation, Hyderabad, Andhra Pradesh • 10th from Sri Raj Government School, Tuni, East Godavari Dist,Board of Secondary Education, Hyderabad, Andhra Pradesh Other Courses: • Swift Smart from NIIT in 2009 •AMFI – Mutual Fund (Advisors) Module from NCFM in 2008 •J A I I Bfrom Indian Institute of Banking & Finance, Mumbai, Maharashtra in 2006 •Certificate Course in SME Financing from Indian Institute of Banking & Finance, Mumbai, Maharashtra in 2010 E X T R A C U R R I C U L A R A C T I V I T I E S • Worked as Development Professional District Water and Sanitary mission (DWSM) for Tuni Mandal during the period 2003— 2004 for project implementation of Individual Sanitary Latrines & Safe Drinking Water Project under Department of Rural Water Supply- AP Govt. Having knowledge in IEC (I- Information, E- Education, C-Communication) activities. • Was member in Rotary Club of Vizianagaram while working at Vizianagarm. Served as Director of Youth Programme during the membership. Actively participated in Community Servicing i.e. orgnanising Medical Camps – Pulse polio camps. Literature Camps. • Was Charter Member in Rotary Club of Stambhadri – Khammam while working at Khammam. Actively participated in Community Servicing i.e. orgnanising Medical Camps, Literature Camps. P E R S O N A L D E T A I L S Date of Birth 10-Jun-1976 Address Communication Flat No. 402, Pattabhi Paradise, Second Line, Syamala Nagar, Guntur,PIN-522006, Andhra Pradesh Permanent 4-220, Velamakothuru (Vill/Po), TUNI Mandal, East Godavari Dist, Andhra Pradesh Marital Status Married Languages Known English and Telugu Organisation Designation& Role Period Location Kapil Chit Funds Pvt Ltd Branch Manager Apr’2004 to Oct’2004 Vizianagaram Organisation Designation& Role Period Location Shriram Chits Pvt Ltd Manager Nov’2002 to Jan ‘ 2003 Visakhapatnam Branch Manager Mar’ 2000 to Oct’2002 Vizianagaram Executive Trainee Jan ‘1998 to Feb’2000 Kakinada, Tuni