Madhavan V
Chennai
Summary
Proven success in Corporate Salary and CASA acquisition, driving growth through effective client relationship management and cross-selling strategies. Committed to compliance and strategic onboarding, resulting in increased account activation and enhanced client satisfaction.
Overview
2
2
Languages
3
3
years of post-secondary education
4
4
years of professional experience
Work History
Business Development Executive
Karur Vysya Bank Ltd
Chennai
05.2023 - Current
- Corporate Acquisition: Prospected and onboarded companies for corporate salary tie-ups, delivering presentations to HRs and corporate decision-makers to establish partnerships.
- CASA Portfolio Growth: Consistently drove New-To-Bank (NTB) growth in Savings and Current Accounts to increase overall branch deposit volumes.
- On-Site Drives: Executed payroll onboarding drives at corporate offices, activating accounts and facilitating adoption of digital banking (DLite app/NetBanking) for employees.
- Cross-Selling: Leveraged salary account relationships to effectively cross-sell Fixed Deposits, Insurance, Mutual Funds, and credit products, enhancing client portfolio diversification.
- KYC & Compliance: Ensured 100% adherence to RBI guidelines, anti-money laundering (AML) standards, and KYC documentation during customer onboarding.
Office Assistant
Margadarsi Chits Pvt Ltd
Chennai
05.2022 - 04.2023
- Managed daily office operations and ensured smooth workflow across departments.
- Coordinated meetings and scheduled appointments for team members and management.
- Assisted in maintaining accurate records and filing systems for client transactions.
Education
Bachelor of Arts - Financial Accounting & Advanced Accounting
New Prince Shri Bhavani Arts And Science College
Kancheepuram 06.2014 - 04.2017
Skills
- Corporate salary acquisition: Driving volume growth in Current Account and Savings Account (CASA) mobilization by onboarding corporate salary mandates, managing corporate tie-ups, and expanding low-cost deposit bases
- Savings & Cross-Sell Penetration: Maximizing customer lifetime value by cross-selling high-margin third-party products (life insurance, health coverage, term deposits, and credit cards) to existing salary and savings account holders
- Sales pipeline management: Managing end-to-end sales pipelines, cold calling corporate decision-makers, and executing pitch presentations to consistently meet or exceed monthly cross-sell targets
- Client management: Building long-term corporate and retail client networks to boost account retention, encourage salary account conversions, and ensure steady balance maintenance
- Client need analysis: Identifying individual client financial needs during account onboarding to recommend tailored retail liabilities and insurance products
- Asset origination: Sourcing and processing retail asset products—including personal loans, auto loans, home loans, and credit cards—to meet comprehensive individual and business credit requirements
- Core Skills & Key Points
Languages
Tamil
First Language
English
Intermediate (B1)
B1
Affiliations
- CASA & Corporate Mobilization: Drive Current Account and Savings Account (CASA) growth by pitching corporate decision-makers, securing employer salary mandates, and expanding the low-cost deposit base.
- Asset & Loan Origination: Source and pipeline retail credit products—including personal, auto, and home loans—evaluating customer eligibility to deliver tailored financing solutions.
- Third-Party Cross-Selling: Maximize wallet share across portfolio accounts by cross-selling high-value third-party products, including life/health insurance policies, term deposits, and credit cards.
- Relationship & Portfolio Management: Manage key corporate and individual client relationships, providing end-to-end service from onboarding to loan sanction to ensure long-term retention.
- Cross-Functional & Team Leadership: Collaborate effectively with internal credit, risk, and branch operations teams while actively participating in team sports and continuous professional learning to maintain a sharp, adaptable mindset.
Professional Engagement & Pursuits
- Community Financial Literacy: Volunteer in financial awareness drives, educating local community members and small business owners on basic digital banking safety, structured savings, and fundamental credit products.
Competitive Team Sports: Active participant in local cricket leagues, leveraging team play to sharpen strategic decision-making, discipline, and performance under pressure.
Continuous Professional Learning: Actively pursue self-paced training and industry certifications focused on evolving retail wealth products, liability management, and insurance frameworks.
Corporate CSR & Event Coordination: Assist in planning and executing internal corporate social responsibility (CSR) initiatives and employee engagement sports tournaments to foster cross-team collaboration.
Analytical Interests: Track sports performance analytics and financial market trends, building observational discipline and data interpretation skills outside of core work hours.
Timeline
Business Development Executive
Karur Vysya Bank Ltd
05.2023 - Current
Office Assistant
Margadarsi Chits Pvt Ltd
05.2022 - 04.2023
Bachelor of Arts - Financial Accounting & Advanced Accounting
New Prince Shri Bhavani Arts And Science College
06.2014 - 04.2017