Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Timeline
Generic

KAMESHWAR VA

Senior Manager
Chennai

Summary

Professional in territory management with keen eye for strategic planning and customer engagement. History of driving market expansion and building lasting client relationships. Highly collaborative team player with sharp focus on achieving results and adapting to dynamic market trends. Known for effective communication and problem-solving abilities.

Performance-oriented Sales Leader offering exceptional record of achievement over 3 -year career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.

Overview

4
4
years of professional experience
5
5
years of post-secondary education
10
10
Certifications

Work History

Manager - Relationship Manager FIRST WEALTH

IDFC FIRST BANK LIMITED
06.2022 - 05.2024
  • Handled Book size 110 Crores which mostly consists Elite Savings and Elite Current Accounts &NRs.
  • Analyzed consumer needs and current market trends and potential partnership to co-design product.
  • Constant updation of product by doing competitor analysis within the market Trend and updating it to the strategy Team.
  • Cross -sell Of TPP Revenue Products.
  • Handled CMS Solutions Products for Current Account Customers.
  • Analyzed market data to develop sales strategies, and define product objectives for effective marketing communications plans.
  • Worked closely with the distribution team for on-ground support and deliver enablers as required.
  • Handled TFX Client and marking best rates for their TFX Remmitance.
  • Worked with tools such as Tablaue, Salesforce CRM, JIRA.
  • Handled CMS Solutions Products for Current Account Customers.

Territory Manager -Education Loans

IDFC FIRST BANK LIMITED
05.2024 - Current
  • Handle a team of 5 sales executives to achieve the targeted disbursement.
  • Handling an Asset book size 100 cr in education Loans
  • Generating business from different channels like DSA, Bank Branches and Digital.
  • Driven cross-sell of products like insurance etc..
  • Maintain team productivity through trainings and performance improvement.
  • Train partners on product & policy.
  • Recommending process changes in order to improve service efficiency and quality across the assigned area.
  • Recommending improvements to processes and policies across the Retail Banking business to drive operational efficiencies and high quality customer service.
  • Leverage in-house synergies through collaboration with internal stakeholders.
  • Managerial & Leadership Responsibilities.
  • Attract and retain best-in-class talent for key roles in their reporting structure.

Treasury Analyst -Internship

Northern Arc Captital
04.2021 - 08.2021
  • Overseeing day-to-day financial activities.
  • Documenting transactions and updating ledgers and the financials database.
  • Analyzing and interpreting financial data.
  • Preparing financial forecasts such as revenue, expenses, and loan estimations.
  • Developing cash management, investment, and risk mitigation strategies.
  • Providing financial advice on investments, loans, and liabilities.
  • Preparing and presenting regular treasury reports, budgets, financial documents, and strategies to management.
  • Implementing financial policies and procedures.
  • Maintaining financial management systems.
  • Ensuring that the organization is in compliance with all financial and legal regulations.

Education

POST GRADUATE DIPLOMA IN MANAGEMENT - Finance

ITM BUSINESS SCHOOL
Chennai, Tamil Nadu
01.2020 - 01.2022

BACHELOR OF COMMERCE - Finance

KUMARARANI MEENA MUTHAIH COLLEGE OF ARTS AND SCIENCE
Chennai, Tamil Nadu
01.2017 - 01.2020

Skills

JIRA

Certification

Advanced GST Practitioner course in MSME, 2020

Personal Information

Date of Birth: 12/22/99

Timeline

Territory Manager -Education Loans

IDFC FIRST BANK LIMITED
05.2024 - Current

Manager - Relationship Manager FIRST WEALTH

IDFC FIRST BANK LIMITED
06.2022 - 05.2024

Treasury Analyst -Internship

Northern Arc Captital
04.2021 - 08.2021

POST GRADUATE DIPLOMA IN MANAGEMENT - Finance

ITM BUSINESS SCHOOL
01.2020 - 01.2022

BACHELOR OF COMMERCE - Finance

KUMARARANI MEENA MUTHAIH COLLEGE OF ARTS AND SCIENCE
01.2017 - 01.2020
KAMESHWAR VASenior Manager