Pulkit Somani
Vice President & Regional Business Manager - Working Capital Group at Kotak Mahindra Bank
- Role
- Vice President & Regional Business Manager (New Acquisitions) - Working Capital Group at Kotak Mahindra Bank
- Location
- Surat, GJ, IN
- LinkedIn followers
- 500 followers
About Pulkit Somani
Having 18 yrs. of experience in Banking Sector various area include Priority Sector Lending/Agri Project & Working Capital Finance/Warehousing Receipt Finance/Agri Value Chain Lending/MSME/SME/Commercial/Corporate Banking etc. with demonstrated history and consistent track record of achieving the projected target and acknowledged by the Top Management. I am currently based in Surat as Regional Business Manager (New Acquisition) and taking care of entire MP & South Gujarat region and handling Team of ABM\'s, SRM\'s & RM\'s which in turn managing portfolio of clients spread across MSME & SME under Working Capital Group.Product handling include Fund Based Limit (Project & Working Capital/Commodity Finance) and Non-Fund Based limit (LC/BG etc.) and providing solutions and support from other banking products namely Trade/Fx, CMS etc.Expertise in • Business/New Market Development/Acquiring and retention of customer.• Team Management, Relationship management with customer centric & service oriented approach.• Execution/ Negotiation/Structuring and closure of deal.• Capable of understanding the financials and business of the client and structuring financial products offer as per client requirement within the process/compliance guideline of the organization.Key Result Area: Team Management, Portfolio Monitoring, Pre and Post Sanction process includes client profiling, sanctioning, negotiation, understanding credit & monitoring/legal/technical requirement etc.Specialties: •Commitment towards meeting deadlines / achieving targets•Ability to establish & maintain strong relationship with customers•Keenness and ability to learn & deliver•Ability to handle multiple assignmentsI m ready to discuss opportunities with forward looking organization that would benefit from my experience.
Experience
Vice President & Regional Business Manager (New Acquisitions) - Working Capital Group
Aug 2025 — Present
Education
Chetana Institute of Management & Research, Mumbai
PGDBM, Finance
2004 — 2006
HR College of Commerce & Economis, Mumbai
B.Com, Commerce
2001 — 2004
Skills
- Private Equity
- Branch Banking
- Derivatives
- Financial Analysis
- Credit Risk
- Investments
- Corporate Finance
- Credit
- Equities
- Working Capital Management
- Trade Finance
- Business Development
- Relationship Management
- Agri Commodity Finance
- Portfolio Management
- Loans
- Banking
- Mutual Funds
- Risk Management
- Team Management
- Retail Banking
- Finance
- Project Finance
- Commercial Banking
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