JAGADEESH V
Bangalore,KA
Summary
Dynamic banking professional with 17 years of comprehensive experience in Corporate and Wholesale Banking, Relationship Management, Business Development, and Structured Finance. Proven track record in building and scaling client portfolios across startups, multinational corporations, SMEs, and financial sponsors (PE/VC/AIF), demonstrating a strong ability to drive revenue growth. Expertise in liability management, structured products, digital banking solutions, cross-border transactions, and regulatory advisory enhances the delivery of innovative financial solutions. Adept at forging strategic alliances and leading cross-functional teams to achieve exceptional results in a competitive landscape.
Overview
17
17
years of professional experience
Work History
Team Leader – Partnerships & Alliances (South India)
Standard Chartered Bank
01.2025 - Current
- Pioneered the Partnerships & Alliances function as the first hire for South India, setting up the operating framework and strategic roadmap for liability-led business growth.
- Accountable for P&L and revenue generation, driving liability book expansion through partnerships and ecosystem engagement.
- Built strong alliances with Big4 consulting firms, Chartered Accountants, law firms, Venture Capital (VC) & Private Equity (PE) funds, GCCs, Chambers of Commerce, and professional associations to create sustainable sourcing channels.
- Designed & executed curated events, roundtables, and knowledge forums to position the bank as a trusted ecosystem partner and engage high-value clients & prospects.
- Developed partnership playbooks and go-to-market strategies to scale collaboration opportunities across industry ecosystems.
- Collaborated with internal business units to cross-leverage ecosystem relationships, contributing to liability growth, CASA acquisition, and fee-based income.
- Drove innovation in ecosystem engagement, creating differentiated client experiences and enhancing brand presence in the South India market.
- Established performance metrics, reporting frameworks, and governance models for partnership-driven sourcing to ensure profitable and sustainable business outcomes.
Relationship Manager – New Age Business (Ecom/Fintech/Startup)
KOTAK MAHINDRA BANK LTD.
01.2022 - 12.2024
- Lead banking relationships with New Economy clients, delivering working capital, structured finance, and investment advisory solutions.
- Partner with PE/VC funds and AIFs to support portfolio companies on debt funding and transaction banking.
- Drive technology-integrated CMS, UPI, and digital banking solutions, aligning with clients’ digital-first models.
- Provide guidance on cross-border transactions (FDI/ODI/dividend payments) and capital structuring.
- Support investment banking opportunities including M&A, IPOs, and liquidity management strategies.
Relationship Manager – Corporate Liability (Wholesale Banking)
KOTAK MAHINDRA BANK LTD.
05.2017 - 12.2021
- Managed composite banking solutions for large corporates, with focus on liability products, trade finance, and forex revenue growth.
- Built strong intermediary relationships with Big 4 firms, law firms, and consultancies to deliver client-focused solutions.
- Guided clients on regulatory compliance (FEMA/RBI/SEBI), enabling smooth cross-border operations.
- Cross-sold asset products including buyers credit, overdrafts, and packing credit to deepen client engagement.
- Delivered consistent NII and fee income growth by expanding NTB acquisitions and leveraging digital solutions.
Trade Relationship Manager – Retail Banking
KOTAK MAHINDRA BANK LTD.
04.2014 - 05.2017
- Acquired and managed NTB trade & forex clients, boosting CA balances and FX income.
- Drove cross-selling of structured fund and non-fund based products.
- Coordinated with internal teams for working capital structuring and client solutions.
CA Acquisition Manager – Assistant Manager (Retail Branch Banking)
CA Acquisition Manager – Assistant Manager (Retail Branch Banking)
12.2011 - 04.2014
- Delivered strong growth in current account acquisitions and cross-sold branch products including insurance.
- Strengthened client engagement by leveraging intermediary partnerships.
Senior Business Development Manager – Retail Branch Banking
ING VYSYA BANK LTD.
03.2011 - 12.2011
- Expanded CA portfolio and cross-sold retail banking solutions to strengthen branch revenue.
Senior Sales Executive – Retail Branch Banking
IDBI BANK LTD.
06.2008 - 02.2011
- Drove CASA acquisitions through direct sales, client engagement, and relationship building.
Education
MBA - Marketing
Periyar University
01.2014
BCA - undefined
Annamalai University
01.2010
Skills
- Corporate banking expertise
- Regulatory & Advisory: FEMA, ODI, FDI, ECB, guidelines
- Digital Solutions: CMS, UPI, Payment Gateways, Technology-integrated banking
- Investment Advisory: FD, MF, Structured Products, IPO,
PERSONAL DETAILS
Languages: English, Hindi, Kannada, Telugu, Tamil
Timeline
Team Leader – Partnerships & Alliances (South India)
Standard Chartered Bank
01.2025 - Current
Relationship Manager – New Age Business (Ecom/Fintech/Startup)
KOTAK MAHINDRA BANK LTD.
01.2022 - 12.2024
Relationship Manager – Corporate Liability (Wholesale Banking)
KOTAK MAHINDRA BANK LTD.
05.2017 - 12.2021
Trade Relationship Manager – Retail Banking
KOTAK MAHINDRA BANK LTD.
04.2014 - 05.2017
CA Acquisition Manager – Assistant Manager (Retail Branch Banking)
CA Acquisition Manager – Assistant Manager (Retail Branch Banking)
12.2011 - 04.2014
Senior Business Development Manager – Retail Branch Banking
ING VYSYA BANK LTD.
03.2011 - 12.2011
Senior Sales Executive – Retail Branch Banking
IDBI BANK LTD.
06.2008 - 02.2011
BCA - undefined
Annamalai University
MBA - Marketing
Periyar University