SREEDEV NAIR
Bangalore
Summary
Relationship manager with extensive experience in client relationship management and financial analysis. Proven ability to enhance customer satisfaction and loyalty through customized banking solutions, leading to increased product adoption. Strong team player with expertise in regulatory compliance and cash management services, contributing to business growth and operational efficiency.
Overview
17
17
years of professional experience
Work History
Relationship Manager | Corporate Banking Group
HDFC Bank
Bangalore
12.2024 - Current
- Acquired new clients, significantly expanding business reach across Karnataka and Anantapur.
- Oversaw portfolio of subsidiaries for global corporations operating in India.
- Collaborated with cross-functional teams to enhance customer satisfaction for new banking clients.
- Worked alongside various groups to implement innovative solutions and industry best practices.
Relationship Manager | New Economy Group
RBL BANK
Bangalore
12.2021 - 12.2024
- Acquired and managed relationships with e-commerce and startup clients across South India, enhancing client portfolio.
- Oversaw P&L for new economy lending portfolio at RBL Bank in South India.
- Increased wallet share through strict adherence to regulatory standards and procedures, fostering client trust.
- Coordinated with risk, treasury, transaction banking, legal compliance, and branch operations to streamline service delivery.
Relationship Manager | Enterprise Banking
IndusInd Bank
Bangalore
10.2020 - 12.2021
- Forged strategic partnerships and acquired new clients, increasing wallet share in South India.
- Developed robust client base in bank’s e-commerce technology and startup sectors, driving revenue growth.
- Established alliances with startups, private equity, venture capital, law, and audit firms.
- Worked with product teams to design solutions that attract low-cost deposits.
- Performed market research on emerging economy groups to optimize product offerings.
Relationship Manager | Capital Markets Group
IndusInd Bank
Kochi
09.2018 - 09.2020
- Managed client accounts for capital and commodity market clients, addressing diverse banking needs.
- Acquired new clients and enhanced income from existing relationships in Kerala and Tamil Nadu.
- Secured mandates for cash management services, tax mandates, and low-cost deposits, strengthening client partnerships.
- Conducted credit appraisals and industry analysis to enhance risk management strategies.
- Performed financial analysis to assess funding limits for clients effectively.
- Resolved post-sanction issues related to documentation, security creation, and compliance.
- Collaborated with legal, risk management, treasury, transaction banking, and branch operations teams.
- Delivered tailored products and services to meet specific client requirements, improving overall client satisfaction.
Relationship Manager | Wholesale Banking Group
ICICI Bank
Kochi
10.2014 - 08.2018
- Generated income through new client acquisition and management of existing capital market relationships.
- Oversaw client account management for capital market clients in Kerala, fulfilling various banking product needs.
- Secured mandates for cash services, tax compliance, and low-cost deposit (CASA) solutions, enhancing client satisfaction.
- Coordinated with credit department to facilitate timely renewals of credit facilities and approvals, supporting client needs.
- Monitored accounts to ensure compliance with financial and non-financial covenants, mitigating risks and maintaining client trust.
Privilege Banker | Retail Banking Group
ICICI Bank
Bangalore
01.2011 - 10.2012
- Acquired retail and corporate clients, expanding banking services reach.
- Managed portfolio of mapped clients, addressing diverse banking needs effectively.
- Facilitated NRI current account forex and trade transactions for branch customers.
- Liaised with support groups to deliver exceptional customer service.
Asset Desk Manager | Retail Asset Product Group
ICICI Bank
Bangalore
09.2008 - 12.2010
- Acquired new retail asset product customers, expanding bank portfolio.
- Cross-sold liability products to retail asset customers, enhancing collaboration between support teams.
- Liaised with product groups to ensure prompt disbursal and servicing of client accounts.
- Managed sales executives to effectively address diverse customer needs for personal and home loans.
Education
MASTER OF BUSINESS ADMINISTRATION - Banking and Finance
NIIT UNIVERSITY
BACHELOR OF ENGINEERING - Mechanical Engineering
MVJ COLLEGE OF ENGINEERING
Skills
- Verbal and written communication
- Interpersonal skills
- Proactivity
- Self-motivation
- Team collaboration
- Business development
- Credit analysis
- Analytical thinking
- Client relationship management
- Financial analysis
- Regulatory compliance
- Cash management services
Timeline
Relationship Manager | Corporate Banking Group
HDFC Bank
12.2024 - Current
Relationship Manager | New Economy Group
RBL BANK
12.2021 - 12.2024
Relationship Manager | Enterprise Banking
IndusInd Bank
10.2020 - 12.2021
Relationship Manager | Capital Markets Group
IndusInd Bank
09.2018 - 09.2020
Relationship Manager | Wholesale Banking Group
ICICI Bank
10.2014 - 08.2018
Privilege Banker | Retail Banking Group
ICICI Bank
01.2011 - 10.2012
Asset Desk Manager | Retail Asset Product Group
ICICI Bank
09.2008 - 12.2010
MASTER OF BUSINESS ADMINISTRATION - Banking and Finance
NIIT UNIVERSITY
BACHELOR OF ENGINEERING - Mechanical Engineering
MVJ COLLEGE OF ENGINEERING