Sumity Chopra
20+ Years with DBS & HSBC | Portfolio & Relationship Management Leader | Driving Liabilities Growth, Trade Finance & Client Success
- Role
- Portfolio Manager North India at DBS Bank
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Sumity Chopra
With over two decades in banking and financial services, I have built a career around…
Experience
Portfolio Manager North India
Apr 2022 — Present · Gurugram, IN
Spearheaded NTB liabilities growth and trade finance expansion, delivering record client acquisitions and revenue growth while strengthening DBS’s footprint in North India. Value Offered Expanded liabilities portfolio through new client acquisitions across accounts, deposits, and transaction banking solutions. Increased trade finance revenues by sourcing trade accounts and delivering structured solutions in LCs, BGs, Forward Contracts, and FX transactions. Secured client loyalty by providing advisory on capital and current account transactions, tailoring solutions to business needs. Strengthened compliance and risk control, ensuring flawless adherence to KYC norms, RBI regulations, and internal audit standards. Raised branch productivity by training staff on transaction banking products and cross-selling techniques, resulting in higher engagement and revenue. Key Highlights Consistently exceeded liabilities sales targets, securing high-value NTB (New-to-Bank) clients across trade, FX, and operating accounts. Increased trade finance revenues by successfully structuring and delivering solutions in Letters of Credit, Bank Guarantees, and Forward Contracts. Enhanced client retention and wallet share through tailored advisory on current and capital account transactions. Achieved zero operational lapses by enforcing strict compliance with RBI norms and internal audit standards. Improved branch productivity by training and mentoring staff, which directly translated into higher client engagement and revenue contribution
Education
Delhi University
Commerce
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