Summary
Overview
Work History
Education
Skills
Accomplishments
Interests
Timeline
Generic
DEVESH LALWANI

DEVESH LALWANI

Manager- Kotak Mahindra Bank Ltd. - Commercial Banking (Working Capital -Commercial Vehicles)
Gee Gee Springs Apartments, flat no 1c, Gopalapuram Chennai 600086,TN

Summary

Talented Manager with expert client relationship handling, sales and organizational skills built during successful career of working for ICICI Bank Ltd. (Ex) and currently with Kotak Mahindra Bank Limited. Dedicated Banking professional with a history of being a one point solution to majorly working capital and business loans along with all other banking requirements of my clients.

Overview

4
4
years of professional experience
3
3
Languages

Work History

Manager- Kotak Mahindra Bank Ltd. - Commercial Ban

Kotak Mahindra Bank
09.2024 - Current
  • Responsible to manage a working capital book of Rs. 250 cr approximately of clients who are majorly involved with automobile dealerships and Logistics with an aim to increase book size YOY.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.

Relationship Manager - Business Banking Group

ICICI Bank Limited
11.2021 - Current
  • Responsible to cater to all working capital and capital expenditure requirements by providing working capital facilities like OD, CC, Term Loans, LC, BG etc for our existing clients or fresh clients who run a business.
  • Involved with following an end to end process of customer acquisition, checking loan eligibility, financial assessment, meeting customer requirements, closing deals with complete negotiation and documentation.
  • Dedicated to provide exceptional customer service with average loan disbursement of 5cr per month.

Deputy Manager - ICICI Wealth Management

ICICI Bank Limited
11.2020 - 11.2021
  • Joined ICICI Wealth Management department as a fresher and was enrolled under the Ascend Program as a Management Trainee.
  • Primary job was to upgrade HNI retail banking clients to ICICI Wealth Management and to source and open new ICICI Wealth Management savings and current accounts.
  • Majorly involved with selling and cross selling of all banking products with high focus on mutual funds, insurance and business loans to the clients which were mapped to me.

Investment Banking Intern

Ashika Capital Limited
10.2019 - 12.2019
  • Investment Banking Department: Worked to gather the entire master data base of HNIs, family offices, PE&VC funds and other investors
  • Learnt about various concepts relating to private equity deals, VC investments and Angel investments
  • Basic research of various investments made by PV & VC funds, HNIS etc. and where they have invested money.

Business Development Intern

Fedex Securities Private Limited
01.2019 - 03.2019
  • Merchant Banking Department, SME IPOs (Business Development): Learnt about the entire Small Medium Enterprise ( SME ) platform of stock exchange and companies that are listed on BSE and NSE, SME platform.
  • Worked towards convincing directors, CFOs etc of various companies to get themselves listed on the SME platform of stock exchange.

Intern

BIGWIGS TALENT SOLUTIONS PVT. LTD (HR)
07.2018 - 08.2018
  • Researched and identified suitable resumes as per client job specifications at Medium & Senior levels of management using using various portals/databases
  • Learnt how to function and use various online portals like LinkedIn, Naukri etc to select suitable resumes as per client job specifications
  • Provided support to the entire team in Talent mapping.

Education

Bachelor's of Management Studies -

H.R College of Commerce & Economics

CBSE (12th Grade) -

D.A.V Boys Senior Secondary School

CBSE (10th Grade) -

D.A.V Boys Senior Secondary School

Skills

Client relationship management

Accomplishments

  • Awarded 'Best Organizer Award' for outstanding contribution to the BMS course of H.R College of Commerce & Economics, 2017-2018.
  • Emerged as one of the top 20 winners of Ascend Stalwarts 4.0 at ICICI Bank Wealth Management. This was one of the contests which was held Pan- India by ICICI Bank for opening most number of NCA accounts, upgrades to Wealth Management and cross sell.
  • Awarded 'General Leadership Award' for outstanding contribution to the BMS course of H.R College of Commerce & Economics, 2018-2019

Interests

  • Sports and movies
  • Travelling
  • Public speaking
  • Extra curricular enthusiast

Timeline

Manager- Kotak Mahindra Bank Ltd. - Commercial Ban

Kotak Mahindra Bank
09.2024 - Current

Relationship Manager - Business Banking Group

ICICI Bank Limited
11.2021 - Current

Deputy Manager - ICICI Wealth Management

ICICI Bank Limited
11.2020 - 11.2021

Investment Banking Intern

Ashika Capital Limited
10.2019 - 12.2019

Business Development Intern

Fedex Securities Private Limited
01.2019 - 03.2019

Intern

BIGWIGS TALENT SOLUTIONS PVT. LTD (HR)
07.2018 - 08.2018

Bachelor's of Management Studies -

H.R College of Commerce & Economics

CBSE (12th Grade) -

D.A.V Boys Senior Secondary School

CBSE (10th Grade) -

D.A.V Boys Senior Secondary School
DEVESH LALWANIManager- Kotak Mahindra Bank Ltd. - Commercial Banking (Working Capital -Commercial Vehicles)