Rohit Gadhari
Business Development Account Manager @ ICICI Bank | Capital Markets, Customer Service Operations
- Role
- Business Development Account Manager at ICICI Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Rohit Gadhari
Graduated with an MBA in Finance from Sydenham Institute of Management Studies in June 2023. Currently serving as Business Development Account Manager at ICICI Bank, actively involved in client acquisition, capital markets, and cross-selling CMS/CIB products. With a strong foundation in finance and mechanical engineering from Sardar Patel College of Engineering, contributes to strategic client onboarding and revenue growth. At ICICI Bank, collaborates with internal teams to deliver tailored custody, CMS, and banking solutions to clients while ensuring alignment with organizational goals. Brings a blend of technical and financial expertise to drive impactful results, fostering strong client relationships and supporting business development initiatives to meet and exceed organizational objectives.
Experience
Business Development Account Manager
Jun 2023 — Present · Mumbai, IN
Business Development and Capital Markets professional managing relationships with PMS, AIF, and institutional clients, combining client servicing, sales support, and operational execution to drive revenue growth and seamless client experience.• Manage a portfolio of PMS, AIF, and institutional clients with a cumulative corpus of INR 30+ Billion, overseeing banking, custody, and operational requirements while maintaining strong client relationships.• Drive new client acquisition (NCA) by identifying prospective fund houses, PMS managers, and institutional investors; supporting client pitches and converting opportunities into active banking and custody relationships.• Act as the primary relationship contact for clients, resolving transaction and operational issues while ensuring smooth coordination between internal teams such as custody operations, depository participants, and compliance.• Partner with sales, product, and custody teams to pitch and onboard clients for custody services, CMS solutions, and capital markets banking products, enabling revenue activation and long-term client engagement.• Identify opportunities to upsell and cross-sell CMS/CIB products, contributing to incremental fee income and float income generation.• Support institutional clients including global investors, facilitating banking services, regulatory documentation, and operational support for capital market transactions.• Streamline onboarding and servicing processes for PMS/AIF clients by coordinating with Depository Participants and securities services teams, reducing turnaround time and improving overall client experience.• Handle end-to-end client onboarding including documentation review, KYC/AML due diligence, and regulatory compliance aligned with SEBI, RBI, and FEMA guidelines.• Provide operational oversight for custody and banking transactions, ensuring accurate execution while maintaining regulatory and internal compliance standards.
Education
J.B.Ludhani Group of Schools
High school
Annasaheb Vartak College of Arts Kedarnath Malhotra College of Commerce and E S Andrades College of Science Vasai Road Dist Thane 401 202
Junior college, Science
Sydenham Institute of Management Studies, Research and Entrepreneurship Education
Master of Business Administration - MBA, Finance
Sardar Patel College of Engineering (SPCE),Mumbai
Bachelor of Technology, Mechanical Engineering
2015 — 2019
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