Chief Manager(RM) – Institutional & Government Banking and Private Banking - ICICI Bank Ltd - Chennai
(2022-05-11 - 2025-05-19)
Private Banking experience: Primary nature of work is to procure HNI clients CASA accounts, Investments products like Demat accounts, Mutual Funds, Equities, Bonds, Fixed Deposits and all asset products.
Servicing
Existing portfolio clients and penetrating their Family Banking relationship through key members accounts through all 360 products. Coordinate with Branch Managers, RM and other groups concern like Icici Securities, ICICI Prudential RM for better service to clients. Institution & Government Banking Experience: Primary nature of work is to procure TASC and Government Business through Branch channel like Educational Institutions (School, Colleges), Healthcare Institutional like (Hospitals & Medical Colleges), Government Business like (Municipal Corporation accounts), Trust account, CSR accounts, Employee and Family Benefits accounts.
Completely
New to Bank acquisition role to procure accounts through CMS Products and Lending opportunities, Familiar with API Products, Payment gateway, KYC Documents. Geography covered from Porur, Poonamallee, Sriperambadur, Kancheepuram, Oragadam, Vellore, Walajabad. Coordinate with Regional Heads, Branch Managers, RM and other groups concern
Manager (SM) – CASA - IDFC First Bank Ltd - Chennai
(2021-04-01 - 2022-04-06)
- Ensuring attainment of business targets (Savings, current account, NRI, and Salary & TASC) by coordinating with Sales Team, Cluster Branch Manager and Branch Manager.
- Experienced in Team Handling towards generating CASA Leads, Add on Products, Cross Sell Products, 14 Members Team Handled in AXIS Bank Ltd, Koyambedu Branch from 2011-13.
- Building HNI/Wealth Customer/Client's relationships through networking and explaining policy and procedures of the product.
- Identifying prospective clients, generating business from the existing clients, thereby achieving business targets.
- Extending more service to existing customers and taking references from existing customers for new business.
- Handling complete Retail Liabilities. Dealing with software companies, Construction Company, textile industry, electrical goods & computer peripherals etc.
- Following up with the market trends.
- Responsible for building customers for products like overdraft facility, business loans & trade finance (Inward remittance, outward remittance, EEFC, bank guarantee and letter of credit).
- Responsible for Assets business (PL/AL (CV)/HL/JL/LAP/OD).
- Responsible for selling the third-party products (LI/GI/SIP/MF/Gold coins).
- Cross selling from setting exiting database of customers.
- Responsible for Attachments products & CASA value.
- Supporting Branch overall GL.
Direct Selling Agent - Own Business - Chennai
(2019-07 - 2020-03)
Direct Selling Agent Business for Home Loan, LAP, CV, Auto Loan. Business stopped due to Covid19 lockdown extension from March 2020 to March 2021 (12 months gap).
Deputy Manager (SM) – Commercial Vehicle Loans (CTG, Assets) - HDFC Bank Ltd - Chennai
(2014-09-14 - 2019-07)
Primary Nature of work is Procuring Commercial Vehicle leads through HDFC Bank branches from the geography of Kilpauk to Thiruvallur district, after the generating the leads, Files have been moved for Sanction and disbursements. Leads generation to till disbursement ensure and take care of customer requirements.
- Primarily Handling 40+ Branches in Chennai, Generating Commercial Vehicle Leads and Assets Leads through HDFC Branches from (Branch Manager, RM's and Front Desk Officers).
- Experienced in Team Handling to get Target Segment customers in Transport Industry and Generating leads from Branch Banking, 10 Members Team Handled for Generating Assets Lead, File Approval Process and Disbursement Process.
- Also, Generating Leads from Commercial Vehicle Dealers in Chennai and Outstation Location
- Servicing Existing Commercial Vehicle Portfolio Customers
- Handled all Kind of CV Loan Vehicle Segment – ULCV, LCV, HCV, UCV
- Engaging with All CV dealers in Chennai
- Achieving Assets targets by year on year by segment wise.
- Ensuring attainment of assets & Liabilities business targets (Savings, current account.)
- Cross selling the products CASA, GI and other assets products etc.
- Following up with the market trends.
- Responsible for building customers for products like overdraft facility, EMI.
- FY 18-19, we achieved all branches FINCON targets.
Deputy Manager (SM) – Institutional Business - ING VYSYA Bank - Chennai
(2013-09-12 - 2014-09-10)
- Ensuring attainment of business targets (Savings & current account) from customers by coordinating with Cluster Solutions Manager and Branch Managers.
- Responsible for sourcing business from TASC, Govt Institutions, Banks, Companies and other Institutional segments.
- Building HNI/Wealth Customer/Client's relationships through networking and explaining policy and procedures of the product as well handling their services.
Deputy Manager (BSM) – CA/SA, ASSETS - AXIS BANK Ltd - Chennai
(2011-05 - 2013-09)
Primary nature of work is to procure Current accounts, Savings Accounts, Institutional Banking Accounts, Life Insurance, General Insurance and across all Asset Products on the monthly target's basis.
- Experienced in Team Handling towards generating CASA Leads, Add on Products, Cross Sell Products, 14 Members Team Handled in AXIS Bank Ltd, Koyambedu Branch from 2011-13.
- Building HNI/Wealth Customer/Client's relationships through networking and explaining policy and procedures of the product.
- Identifying prospective clients, generating business from the existing clients, thereby achieving business targets.
- Extending more service to existing customers and taking references from existing customers for new business.
- Handling complete Retail Liabilities. Dealing with software companies, Construction Company, textile industry, electrical goods & computer peripherals etc.
- Following up with the market trends.
- Responsible for building customers for products like overdraft facility, business loans & trade finance (Inward remittance, outward remittance, EEFC, bank guarantee and letter of credit).
- Responsible for Assets business (PL/AL (CV)/HL/JL/LAP/OD).
- Responsible for selling the third-party products (LI/GI/SIP/MF/Gold coins).
- Cross selling from setting exiting database of customers.
- Responsible for Attachments products & CASA value.
- Supporting Branch overall GL.
Asst Sales Manager – CA/SA, ASSETS - AXIS BANK Ltd - Chennai
(2009-06 - 2011-05)
Sales Executive – SA/CA - AXIS BANK Ltd - Chennai
(2007-08 - 2009-05)
