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Wednesday, July 11, 2012

K V Kamath@ ICICI Bank


Yet another state run leviathan that was just on the verge of being labeled a corporate dinosaur. These are the words which perhaps best summarize the status that ICICI Bank had in 1996. A development banking corporation that lent to large enterprises and was a term lender with little or no people, process and pace to serve the Indian economy which had opened up in the early 1990s. In walked a technocrat armed with a BS in mechanical engineering from REC Surathkal, Karnataka, an MBA from IIM Ahmedabad and the method to madness of a scientist.who turned things around for ICICI Bank with a magic wand.
    What did the turnaround taste so good? Today ICICI Bank is India’s largest private sector bank with assets worth more than $60billion, more than 700 branches and 4000 ATMs. Following was the recipe of the turnaround- 
       1)  “No Mainframes” – While Mckinsey stresses so much on the structure Kamath actually did the reverse by deleting it from his dictionary. He said no to rigidity in thought processes. The ship was about to sink and so the captain tried steering it to safety shores. With his back against the wall he encouraged every employee to take risk, ideate, incubate in team meetings and finally execute the plans. So the message was clear innovate or perish!

    2) Leverage information technology- The world was speeding and staying slow was staying foolish. Volume of transactions and the velocity of money would only go up by automating the system. Thus appeared core banking services, an astounding 1000 ATMs and an online stock trading terminal that was set rolling in just 90 days!
   
     3) Need for speed- On hearing about the 90 day rule for the first time at a seminar in New York, Kamath benchmarked the same for his corporation. At a time when there were less than 100 ATMs across the country , Kamath went mad and asked his engineers to build a system of 1000 ATMs in the very first year . More over net banking was introduced for the first time. And thus the early bird caught the worm!    

   4) Power to the customer- The public sector undertaking banks had so many branch offices. To this Kamath thought on Einstein’s words- “I do not need to know every thing. I only need to know where to find it when I need it.”
The brick and mortar model of banking required the customer to walk in. The new system aimed at changing this and hence the banking automation took the bank to the customer that too on his fingertips. Today branch transactions account for 15%, ATMs for 48% and call centers for 5%.
5)Consumer Credit- When no one saw it coming, Kamath saw it. Retail lending for cars, automobiles, and durables. This was a turf left defenseless and the forwards struck bang on it.
6) Alms for shanties- Some 600 million people live in 600 districts of India who are unbanked. The next big thing is to first deliver savings products to them to build a market from the scratch, then channelize their savings to rural to investments so that the wheel turns a full round and then rolls on. One thing leads to the other- a chain reaction. And with service costs being high and lock in periods being high, IT along with MFIs will again be his bet against the brick and mortar model .