Atul Madan
Head of Client Service and Operations @Ask Wealth Advisors Pvt Ltd
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WORK HISTORY
Head of Client Service and Operations @Ask Wealth Advisors Pvt Ltd
Mumbai, IN
EDUCATION
The Institute of Company Secretaries of India
CS Inter, Company Act and Law
Indian Institute of Management Ahmedabad
Business Process Management, Banking and Financial Support Services
Delhi University
B Com, Commerce
Institute of Management Technology, Ghaziabad
MBA, Marketing
SKILLS
ABOUT ATUL MADAN
Retail Banking Strategist | CX Transformation Leader | Payments & Cards Product Innovator | Insurance Leader | Product Management | Risk Assessment and Mitigation | PortfolioDevelopment | Sales Channel Management | Strategic Leadership | Digital Payment Solution | Merchant Acquisition | Program / Project ManagementAccomplished Executive with 28+ years of progressive leadership in retail banking, digital transformation, payments ecosystems, Banking & Insurance Operations. Expertise in CX strategy, product innovation, and P&L ownership. Adept at driving customer-centric models, managing cross-functional teams, and executing high-impact transformation programs. Built high-performance service organizations, launched new-age digital products, and accelerating revenue growth through data-led decision-making.Verifiable record in business excellence, leading digital retail banking, enhancing customer experience and service. I bring along deep industry knowledge and end-to-end understanding of business processes I can create and implement innovative digital solutions across functions and departments to achieve consistent goals. SUCCESS STRATEGYDuring my career progression, I have headed key projects of diversified nature. Demonstrated excellence through spend improvement on Activation, Usage, Retention (AUR) and customer lifecycle management, defined digital sales channel for multiplying sales and provided efficient service in meeting customers’ banking needs. I bring along my expertise in process design and restructuring, delivering digital payment solution and merchant acquisition. STEADY TRACK RECORDI create strategic plans into workable solutions through appropriate use of strategic management and business insight. I deeply engage in driving multiple business units/processes, establishing sales program, defining and implementing strategies to enhance ROI and driving teams. Equipped with initiative for improving business, I have led initiatives for nailing business challenges and providing sturdy guidance for entire progression cycle.CORE COMPETENCIES• CX & Service Excellence Strategy • HNI/Ultra HNI Customer Engagement• P&L & Revenue Management• Digital Payments & Merchant Acquiring• Cards, Prepaid Product Lifecycle, FASTag & NETC Product Ownership • Setting up Operations and bringing excellence in Processes• Channel Strategy & Virtual RM Deployment• Strategic Partnerships & Alliances• Regulatory Compliance & Risk Governance• Process Re-engineering & Operational Optimization• Cross-functional Leadership (Sales, Ops, Risk, Tech)
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