Summary
Overview
Work History
Education
Skills
Timeline
Profile Snapshots & key functional Areas
Academic
Generic

Amrita Bhadra

Chennai

Summary

Dynamic professional with over 17 years of experience in managing diverse functions, including client servicing, banking operations, and banking solutions across retail and commercial products. Proven track record of success with reputable companies in various sectors, particularly in banking services and retail markets. Currently serving as the Affluent Service Head for Kotak Mahindra Bank Ltd, overseeing operations for TNK and APT locations. Expertise in driving client satisfaction and operational excellence while fostering strong relationships within the banking industry.

Overview

18
18
years of professional experience

Work History

Priority Service Head for Tamilnadu & Kerala Locations – Consumer Banking

Kotak Mahindra Bank Ltd
11.2022 - Current

Key Responsibilities

  • Handling a team Service Managers across Chennai, Coimbatore and Kochi exclusively for customer service.
  • Handling a niche set of clients with Bank requirements across various products.
  • Providing appropriate solutions and meeting customer’s needs.
  • Focusing on resolving queries, account opening, processing service requests, identifying complaints and TAT and FTR in mind.
  • Cross-selling Banking products such as – Banking products, Credit cards, Forex cards and Digital products.
  • Maintaining and adhering to Audit prerequisites.
  • Driving NPS scores for the locations


Achievements

  • Have been in the top 10 Service Supervisor MIS for achieving high KRA score in 2 consecutive Appraisals.
  • Have been awarded for highest no. of Digital penetration in South Location across Bangalore, Hyderabad and TNK.
  • Have achieved Audit top rating every quarter, across all 3 locations.
  • Have been the highest contributor of Credit Card sourcing in South for the month of October 2023.
  • Have been rated Exceptional Achiever in 1st Appraisal – FY2023-24.
  • Have been rated Achiever in 2nd Appraisal – FY2024-25.

Affluent Service Head for TNK & APT Locations

Kotak Mahindra Bank Limited
04.2025 - Current
  • Continuing to work with an existing team of 7 members across TNK and additionally supporting and managing 7 member team in Hyderabad, for Affluent Segment clients.


Senior Insignia Service Manager – Retail - Branch & Business Banking

Rathnakar Bank Limited
05.2021 - 10.2022

Key Responsibilities

  • Handling a niche set of clients and providing exclusive customer service.
  • Providing appropriate solutions and meeting customer’s needs.
  • Thorough knowledge of the process and operations.
  • Focused on building relationship values across products.
  • Cross-selling Banking products such as – FD/RD, Credit cards, Locker, LI & GI, MF, LRS, Asset Leads, Forex cards and Digital products.

Associate Relationship Manager - Assistant Manager – Fund Accounting - Operations

Franklin Templeton Investments
09.2019 - 04.2021

Key Responsibilities

  • Handling existing vendors’ relationships, supporting Franklin Templeton Operations service.
  • Coordinating end to end with the Vendor and Internal Clients for agreements.
  • Understanding and supporting other departments with requirements of Vendor functions.
  • Arranging for reviews between Vendors and Internal Clients.
  • Maintaining/reviewing the Vendor pricing and services through monthly charts and ppts.
  • Checking daily invoices provided by the Vendors, whether in line with the agreements and the services provided for the month.

Priority Senior Service Relationship Manager – Consumer Banking

Kotak Mahindra Bank Limited
12.2013 - 09.2019

Key Responsibilties

  • Handling a niche set of clients and providing exclusive customer service.
  • Providing appropriate solutions and meeting customer’s needs.
  • Over achieving customer’s expectations with over exceeding services.
  • Thorough knowledge of the process and operations.
  • Focused on building relationship values across products.
  • Cross-selling Banking products such as – Banking products, Credit cards, Forex cards and Digital products.


Achievements

  • Have been awarded for Hall of Fame – Certificate of Excellence for being the Highest KRA Insignia SRA – August 2015.
  • Have been awarded for Hall of Fame – Certificate of Excellence for being the Highest KRA Insignia SRA – October 2015.
  • Have been awarded for Certificate of Achievement – for being the Runner Up in Highest CSI Score YTD 2014-15.
  • Have been awarded for winning the CASA contests – for the Highest CASA values – 2017.
  • Have been awarded for Certificate of Achievement – for opening the Highest number of Associate Accounts in the region - YTD 2017-18.
  • Have been a winner in multiple contests – Highest KWTC values, Highest TD values, Highest number of Group Holding Products sold.

Customer Service Executive – Consumer Banking – Branch Banking

The Royal Bank of Scotland N.V.
11.2009 - 11.2013

Key Responsibilities

  • Providing appropriate solutions and meeting customer’s needs.
  • Over achieving customer’s expectations with world-class service.
  • Thorough knowledge of the process.
  • Cross-selling Banking products such as – Insurance and Investments.


Achievements

  • Have been one of the top executive to have met 100% client walk in on a daily basis.
  • Have been recognized by the bank for exceptional client service.
  • Have received 100% for customer service feedback.
  • Have contributed 100% with the team on the monthly client request closures.
  • Have been awarded for outstanding contribution towards Client Service.

Senior Customer Service Executive – Retail Banking

InteLenet Global Services (Barclays Bank PLC)
11.2008 - 08.2009

Key Responsibilities

  • Providing appropriate solutions and meeting customer’s needs.
  • Over achieving customer’s expectations with world-class customer service.
  • Meeting the team and individual targets for the month.
  • Cross-selling Insurance, Credit Cards and other banking products marketed by Barclays Bank PLC.


Achievements

  • Have been awarded for the Best Team for the month of January 2009 – for cross-sold products.
  • Have been awarded for the Best Team for the month of February 2009 – for top advisors.
  • Have been awarded for the Best Team for the month of March 2009 – for cross-sold products.
  • Have been awarded for the Best Team for the month of April 2009 - for cross-sold products.
  • Have been awarded for the Best Team for the month of May 2009 - for cross-sold products.
  • Have been awarded for the Best Performer for the month of December 2009 - for top advisors.

Merchandiser – Home Style Products

Fabindia Overseas Pvt. Ltd.
12.2007 - 11.2008

Key Responsibilities

  • Handling customer queries and services.
  • Handling a team of sales staff at the retail outlet.
  • Maintaining and Designing the Showroom layout.
  • Driving the team to achieve sales targets.
  • Cross-selling various other products marketed by Fabindia Overseas Pvt. Ltd.


Achievements

  • Have contributed 100% in the growth of the new store.
  • Have done the highest cross selling in the state.
  • Have introduced new decors and home arrangements for which have been recognized by the management and the customer.
  • Have provided prompt services for receiving and delivery of products.
  • Have been extremely alert in providing a vast range of home products that are suitable for the customers.

Education

Bachelor of Arts - English Literature, French Literature, Biology

Sri Aurobindo International Centre of Education
Puducherry
10-2007

12th -

Sri Aurobindo International Centre of Education
Puducherry
10-2004

10th -

Sri Aurobindo International Centre of Education
Puducherry
10-2002

Skills

  • Resourceful in maintaining relationship with clients and internal stakeholders, to achieve and deliver quality services
  • Leading, nurturing and monitoring team performances to ensure efficiency and to foster a dynamic environment to work in
  • Multilingual communication skills
  • Familiar with Excel, Word, Tally, and PowerPoint

Timeline

Affluent Service Head for TNK & APT Locations

Kotak Mahindra Bank Limited
04.2025 - Current

Priority Service Head for Tamilnadu & Kerala Locations – Consumer Banking

Kotak Mahindra Bank Ltd
11.2022 - Current

Senior Insignia Service Manager – Retail - Branch & Business Banking

Rathnakar Bank Limited
05.2021 - 10.2022

Associate Relationship Manager - Assistant Manager – Fund Accounting - Operations

Franklin Templeton Investments
09.2019 - 04.2021

Priority Senior Service Relationship Manager – Consumer Banking

Kotak Mahindra Bank Limited
12.2013 - 09.2019

Customer Service Executive – Consumer Banking – Branch Banking

The Royal Bank of Scotland N.V.
11.2009 - 11.2013

Senior Customer Service Executive – Retail Banking

InteLenet Global Services (Barclays Bank PLC)
11.2008 - 08.2009

Merchandiser – Home Style Products

Fabindia Overseas Pvt. Ltd.
12.2007 - 11.2008

Bachelor of Arts - English Literature, French Literature, Biology

Sri Aurobindo International Centre of Education

12th -

Sri Aurobindo International Centre of Education

10th -

Sri Aurobindo International Centre of Education

Profile Snapshots & key functional Areas

  • Sound knowledge of different market segments and expertise at tapping prospects, analyzing their requirements.
  • Highly motivated, positive, committed and goal-oriented, with a high level of flexibility and resourcefulness.
  • A strong communicator and team building skills with ability to grasp new concepts quickly and utilize them in a productive manner.
  • A keen planner, strategist & implementer with demonstrated abilities in devising marketing activities and accelerating business growth.
  • Excellent networking skills, good interpersonal skills with ability to build rapport.

Academic

  • Subject majored in:
  • English: - Chronological study of English literature.
  • - Study of Contemporary English literature.
  • - Writing based on observations and experiences.
  • - Writing based on the reading of short stories and short novels; comparative fiction and drama and other related projects.
  • French: Language study and translation and writing based on observations and experiences.
  • Biology: Study of Human Physiology and Genetics.
  • Study of Sri Aurobindo’s works.
Amrita Bhadra