Punit Bhatnagar

Background

About Punit Bhatnagar

I am a Banking and Financial Services Professional with over 15 years of experience in branch management, client relationship building, wealth management, and compliance oversight. Recently, I completed my Project Management studies at Algoma University, equipping me with formal knowledge of PMBOK and Agile practices to complement my hands-on leadership experience. In my banking career, I have successfully: Launched and scaled new operations, including growing a branch portfolio from $0 to $10M in the first year. Managed multimillion-dollar client portfolios for HNI and Ultra HNI customers, providing tailored financial and risk management solutions. Led cross-functional teams (4–40 staff) to achieve business growth, compliance, and service excellence. Executed small-scale banking projects, such as branch launches, compliance audits, digital onboarding processes, and training programs for 500+ employees. What sets me apart is my ability to combine strategic project planning with strong banking expertise, ensuring that business initiatives are delivered on time, within scope, and aligned with client needs. Now, I am eager to leverage my banking background and project management skills in roles such as Project Coordinator, Banking Project Manager, Branch Manager, or Relationship Manager, where I can contribute to both operational growth and structured project success. If you’re seeking a professional who blends banking expertise, leadership, and newly acquired project management knowledge, I’d be glad to connect.