Pratik Sankhe
Product & Growth – Wealth Management | Sales Strategy, RM Enablement & Customer Journey | Forbes India Top 100 (2022) | IIM
- Role
- Product - Channel Manager - Private Banking at IDFC FIRST Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Pratik Sankhe
I work at the intersection of product, growth, and business strategy within the wealth management space. In my current role at IDFC FIRST Bank, I focus on driving business outcomes by improving journeys, enabling RM productivity, and designing sales and engagement strategies for affluent and HNI segments. My experience spans building and scaling customer programs, optimizing CRM-led workflows, and collaborating with cross-functional teams to drive adoption across investment and lending products. Prior to this, I worked in analytics and consulting, where I developed a strong foundation in data-driven decision-making and growth strategy. I am particularly interested in roles across product, growth, and strategy in fintech, wealth management, and digital banking, where I can improve customer experience and drive business impact.
Experience
Product - Channel Manager - Private Banking
Jan 2024 — Present · Mumbai, IN
Boosted sales and AUM growth through strategic initiatives, team collaboration, and data-driven campaigns, enhancing customer engagement and business performance.• Successfully driving Country Head-led initiatives, enhancing operational efficiency and strategic alignment in private banking.• Assisting PBG RMs with top customer portfolios, providing critical updates and insights to boost client engagement and retention.• Continuously analyzing data and key metrics to identify issues and support leadership in decision-making and strategy planning.
Education
Dwarkadas J. Sanghvi College of Engineering
Bachelor of Engineering, Electrical, Electronics and Communications Engineering
2015 — 2019
Indian Institute of Management Amritsar
Master of Business Administration - MBA
2020 — 2022
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