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Siddhartha

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Siddhartha

Siddhartha

Over two decades of experience in banking, finance, and product management

LeadershipPUNEOnline & Offline
Experience
5 yrs

About

A Career banker with keen eye for ROI - Return on influence. I follow a simple philosophy " Make things simple", if my participants can apply the changes in daily lives (talking to maids, fruit vendors, or at fuel stations), they have reaped the seeds of transformation for future.

Expertise

Training domains

Behavioral & Wellness
MindfulnessMental Health AwarenessWorkplace Wellness
Leadership & Management
First-Time ManagersMid-Level LeadershipConflict ResolutionPerformance ManagementChange Management
Sales
B2B SalesB2C SalesKey Account ManagementSales LeadershipChannel SalesSolution SellingConsultative Selling

Technologies

BankingADVRetail AssetsADVCollections and RecoveryADVService ExcellenceADV

Suitable for

LateralsManagersSenior ManagersFreshers

Experience

Sep 2023 – Sep 2025

Product Head

TVS Credit Services Ltd

Full-time · Chennai

Conceived and launched the Gold Loan vertical from scratch, owning the entire product lifecycle — from whiteboard ideation to market-ready solution. Built the full tech ecosystem including LOS, LMS, CRM, and mobile app interface, while ensuring compliance with RBI norms and internal audit controls.…

Apr 2021 – Aug 2023

Zonal Sales Head

Equitas Small Finance Bank Ltd

Full-time · Mumbai

Launching and activation of branches in NCR, Mumbai, ROM, Gujarat, Rajasthan & in MP-CG. Launched and activated 84 branches in 6 months. Empanelment and management of vendors i.e. Valuers, infra suppliers and IT vendors. Handling of infrastructure as well as training needs related to branch banking…

Mar 2011 – Sep 2017

Regional Business Manager

Kotak Mahindra Bank Ltd

Full-time · Pune

Headed Gold Loan business & credit across Maharashtra, MP, and CG; owned regional P&L. Founding member of Gold loans business Launched a Rural branch lead Gold loan model Recruitment, onboarding and training of Credit and Sales teams. Responsible for origination to NPA recovery of loan book Managed…

Aug 2008 – Feb 2011

Area Acquisition Head

HDFC Bank Ltd

Full-time · Pune

Managed 16 branches in South Maharashtra & Goa. Managed business development of CASA for South Maharashtra and Goa Delivered multi-product growth while ensuring KYC/AML compliance. Led FOS hiring, training, and performance tracking

Apr 2006 – Jul 2008

Sales Manager

Kotak Mahindra Bank Ltd

Full-time · Pune

Drove sourcing and disbursement of HL/LAP via DSA and Builder channels. Delivered business targets through cross-functional coordination and channel strategy

Training Programs

First Time Managers
Client Centricity
Change Management

Recommendations

I would like to thank you for building and delivering multiple training program @ Clix The course content prepared by his team and his delivery was inspiring and made sales force re-think and re-create the way they were doing business. He combines his talents as a speaker with his great listening skills and ability to teach complex concepts in a manner that easily understandable. His industry experience helps him talk the the language and use examples that participants can very easily relate. I endorse his delivery style and communication skills.
Neha Gupta, HR Lead, Clix Capital

Credentials

Certifications

Certified Master Trainer and Facilitator

CAMI - USA · 2021

NFNLP

NFNLP- USA · 2023

Education

  • BE- Electrical EngineeringBachelors

    RGPV- Bhopal · 1998-2002

  • PGDMDiploma

    IMDR- Pune · 2004-2006

Clientele

Ernst and YoungCredila Financial Services LtdHero FincorpMuthoot Housing FinanceSGS AnalyticsAllianz Technologies
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