Pradeep Patil
Investment Banker
Bengaluru
Summary
Proactive manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.
Overview
8
8
years of professional experience
7
7
years of post-secondary education
6
6
Certifications
Work History
Senior Deputy Manager
ICICI Bank (Wealth & Trade )
4 2023 - Current
- Monitor and address HNI clients banking and Investment requirements
- Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client to reach his short term and long-term investment goals
- Provides clients with advice and services in the areas of Mergers & acquisitions, financing, corporate equity fund raising
- Focus on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
- Conduct risk profiling of all mapped clients for better advisory on investment needs
- Resolution of queries of all mapped clients within TAT specified
- Management of Commercial/ Trade & Current Account relationships in business banking segment Acquire New Trade Finance and Forex clients
- Acquisition of Corporate customers for Forex and Trade Services
- Retain existing clients and enhancement of Trade/Forex business
- Manage trade related transactions
- Collaborate with several General Service departments e.g
- GTSU (Global Trade Service Units) to ensure clients receive quality service
- Ensure Compliance to Internal & External Guidelines on trade Finance activities.
Business Development Associate
BYJU'S
06.2022 - 02.2023
- As a Business Development Executive-I was responsible as an individual contributor, working in a team of go-getters to help spread the BYJU's way of Learning in India & abroad
- Showcasing the unique features of BYJU's to students and parents in personalized sessions and was responsible for mentoring/ counselling and sales
- SAAS - BYJUS the learning app, Sales, Marketing, Managing Financial transactions, building good customer relationships, Organizations growth was my main task to do
- Counselling students across the globe, be it IB Board, ICSE Board, CBSE Board, State Board (according to their mental capabilities : VIA psychometric test)and enrolling them in BYJUS was the day today activity
- Achieving the target of 4-5 lakhs per months is what it takes to be in BYJUS and successfully completing 42 lakhs till now in 8 months being on of the most successful BDA on UPGRADES vertical floor.
Sales Manager
Kailasratna Elevator Pvt Ltd
05.2019 - 06.2022
- To monitor & follow up overall activity of sales & marketing of elevator products
- To make strong position of company in market by market analysis and marketing strategies
- To arrange the promotional activities
- To enhance the business by identifying new sources for business
- Daily follow up and business development assistance to 22 Sales executives under my team
- To train the sales personnel in up-gradation and maintenance of products
- To communicate and liaison with the customer on regular basis and maintain good relationship with them
- To increase business with existing customers and customer satisfaction
- Setting the sales target
- Finalizing the sales orders and providing loans through external lending partners.
Store Manager
FNP
01.2017 - 04.2019
- Developing store strategies to raise the customers' pool, expand store traffic and optimize profitability
- Meeting sales goals by training, motivating, mentoring and providing feedback to store staff
- Ensuring high levels of customers satisfaction through excellent service
- Managing Inventory, financial transactions and day today sales activities.
Education
Postgraduate Program in Strategic Sales Management., Sales, Distribution, and Marketing Operations, General -
Indian Institute of Management, Indore
01.2022 - 01.2022
Master of Science - MS, Environmental Science - undefined
SSVPS Science College, Dhule
05.2019 - 08.2021
Bachelor of Science - BSc, Chemistry - undefined
Rayat Shikshan Sansthas S.M.Joshi Arts, Commerce & Science College, Hadapsar, Pune 411028
04.2016 - 05.2019
Diploma in Computer Engineering., Computer Engineering - undefined
Government polytechnic Dhule
04.2012 - 03.2014
Skills
New Business Development
Certification
Machine learning - Analytics Vidhya
Timeline
Business Development Associate
BYJU'S
06.2022 - 02.2023
Postgraduate Program in Strategic Sales Management., Sales, Distribution, and Marketing Operations, General -
Indian Institute of Management, Indore
01.2022 - 01.2022
Sales Manager
Kailasratna Elevator Pvt Ltd
05.2019 - 06.2022
Master of Science - MS, Environmental Science - undefined
SSVPS Science College, Dhule
05.2019 - 08.2021
Store Manager
FNP
01.2017 - 04.2019
Bachelor of Science - BSc, Chemistry - undefined
Rayat Shikshan Sansthas S.M.Joshi Arts, Commerce & Science College, Hadapsar, Pune 411028
04.2016 - 05.2019
Diploma in Computer Engineering., Computer Engineering - undefined
Government polytechnic Dhule
04.2012 - 03.2014
Senior Deputy Manager
ICICI Bank (Wealth & Trade )
4 2023 - Current
Similar Profiles
SIMA SHREEWASTAWSIMA SHREEWASTAW
Deputy Manager at ICICI Bank - Wealth & TradeDeputy Manager at ICICI Bank - Wealth & Trade
Nandini NachiarNandini Nachiar
Relationship Manager at ICICI Bank Wealth ManagementRelationship Manager at ICICI Bank Wealth Management
Santhosh GSanthosh G
CHIEF RELATIONSHIP MANAGER at ICICI SECURITIES LTD - WEALTH MANAGEMENT TEAMCHIEF RELATIONSHIP MANAGER at ICICI SECURITIES LTD - WEALTH MANAGEMENT TEAM
Praveen CPraveen C
Senior Software Engineer at L&T Technology ServicesSenior Software Engineer at L&T Technology Services
Hemendu JoshiHemendu Joshi
Lead Technology Manager – Creative Technology & Innovation Management at UnileverLead Technology Manager – Creative Technology & Innovation Management at Unilever