Abhinav Abhi Maitrey

About Abhinav Abhi Maitrey

I am a Banking Professional with 3+ years of experience in relationship management, portfolio management, CASA acquisition, branch operations, and revenue generation. Currently working with Axis Bank as a Branch Relationship Officer / Assistant Manager, I focus on building strong customer relationships, identifying financial needs, and delivering tailored banking solutions that create value for both customers and the organization.Throughout my career, I have successfully driven CASA growth, managed customer portfolios, increased product penetration, and consistently achieved sales targets across insurance, mutual funds, fixed deposits, and liability products. My experience also includes branch operations, cash management, compliance, KYC/AML adherence, and customer retention. Prior to banking, I gained valuable expertise in recruitment, customer service, and business management, which strengthened my communication, problem-solving, and relationship-building skills.I hold an MBA in Marketing and Finance and am passionate about combining customer-centricity with business growth. As a two-time MDRT Qualifier, I thrive in performance-driven environments where I can contribute to revenue growth, customer satisfaction, and long-term relationship management.I am always open to connecting with professionals in banking, financial services, wealth management, and sales leadership while exploring opportunities to create meaningful business impact.

Experience

1. Assistant Manager

   Axis Bank

   Jun 2023 — Present · Ghaziabad, IN

   Results-driven Banking Professional with over 3 years of experience in portfolio management, CASA acquisition, branch banking operations, customer relationship management, and revenue generation. Currently working as Assistant Manager / Branch Relationship Officer at Axis Bank, managing customer portfolios, driving liabilities growth, and achieving business targets through cross-selling and relationship deepening.Skilled in acquiring and managing Savings Accounts, Current Accounts, Fixed Deposits, Insurance, Mutual Funds, and Digital Banking products. Proven ability to generate new business through client acquisition, corporate tie-ups, referrals, and market penetration initiatives. Strong expertise in branch operations, cash handling, KYC/AML compliance, audit management, and customer service excellence.Previously worked as a Technical Recruiter, handling end-to-end recruitment processes for healthcare and IT roles, including sourcing, screening, interviewing, and stakeholder management. Also possesses entrepreneurial experience in managing business operations, sales, customer engagement, and vendor relationships.Recognized as a two-time MDRT Qualifier in Life Insurance and recipient of multiple performance awards. Holds an MBA in Marketing & Finance and demonstrates strong analytical, sales, and relationship management capabilities.Key Strengths: Portfolio Management, CASA Growth, Customer Acquisition, Relationship Management, Cross-Selling, Revenue Generation, Branch Operations, Compliance Management, Digital Banking, Team Collaboration, and Business Development.

Education

• Subharti University

  Bachelor of Business Administration - BBA, BUSINESS, MANAGEMENT, MARKETING, AND RELATED SUPPORT SERVICES

  2017 — 2019

• Swami Vivekananda Subharti University, Meerut

  Master of Business Administration - MBA, Marketing and finance

• Bharat Institute of Technology

  Electrical Engineering, Electrical and Electronics Engineering

  2012 — 2015