Sreeram P.R
Bengaluru,KA
Summary
Seeking a position to utilize my skills & abilities in an organization that offers professional growth while being resourceful, innovative & flexible. with over 7 Years of Experience in understanding corporate finance and Banking requirements. Looking forward to handling roles which emphasis on portfolio management.
Overview
5
5
Languages
5
5
years of post-secondary education
7
7
years of professional experience
Work History
MNC Coverage RM – Wholesale Banking
Axis Bank Ltd
Bangalore, Karnataka
03.2020 - Current
- Dedicated Coverage Group formed under Corporate Banking Vertical to cater to the needs of IT/ITES, FMCG and Technology Driven New Age Start-up / Business.
- Identifying client requirements and mapping gap to opportunity to Up-sell and cross-sell products to increase wallet share of MNC and start-up clients.
- Building, developing and cultivating lucrative relationships with key decision makers in the finance function through effective communication and exemplary interpersonal skills.
- Collaborate with cross-functional teams like products, technical, service to facilitate customer relationship.
- Prospecting and identifying potential new MNC customers and building contact for selling products to MNCs.
- SPOC for the Region handling 70 More Branches for generating new Business and opportunity under NEG segments.
CBG Relationship Manager
Axis Bank Ltd
Bangalore, Karnataka
07.2016 - 01.2020
- Dedicated Coverage Group for Handling Retail Corporate Accounts and crossselling of Banking Products.
- Acquisition of New Corporate Customers for Trade Forex Services & Working Capital.
- Manage all the credit clients with turnover upto Rs 250 Crs.
- To manage the credit products and also flow business like Fx, trade, payments, cash management, tax payments and also retail products like salary, trust services, forex, commercial card, credit cards etc.
- To increase product penetration in the existing and new client portfolios to enhance the value of relationship.
- Selling of trade products and services to existing and potential customers and generate additional business thereby increasing the bank’s market share.
- Maintaining and monitoring updated compliance documentations as per bank’s policies and RBI circulars.
Trade Relationship Manager
Kotak Mahindra Bank Ltd
Chennai , Tamil Nadu
01.2016 - 07.2016
- Portfolio management and Acquiring New to bank Customers who are dealing in International Trade.
- Acquire quality Corporate Accounts Customers who are dealing in International Trade.
- Identify target markets and Segments Ensure to increase the market share in your region.
- Increase the Trade and FX income for the regions.
- Commission and Rates to be fixed and monitored.
- Activate the first trade transaction. Smooth handover of the customer to the Branch operations team.
- Cross-sell Forward contracts Coordinate with the TPV and BCA Channel and activate the trade transaction for the accounts sourced.
Asst Branch Manager - CA
HDFC Bank Ltd
Bangalore, Karnataka
11.2013 - 01.2016
- Team and Portfolio Management, Acquisition of new corporate customers to the Bank, migration to direct banking channels and also services rendering such as Trade Finance/FX, Credit Facility.
- Achievement of new acquisition value and number plan for retail current accounts for branch.
- To monitor CA-Sales team productivity and drive Business.
- Ensure Catchment Profiling for potential opportunity.
- Understanding the customer business and prepare customer profile Focusing on ‘Profile-based selling’.
- Customer migration to direct banking channels, depending on customer need and Transaction preference.
- Exploring potential for new to bank liability customer acquisition – through referral from group companies, business associates (dealer/vendors etc.) and saving accounts of portfolio customers.
- Maintain continuous customer engagement through customer visits / contacts, and pro actively resolve customer issues / queries.
Education
B.B.M - Sales And Marketing Education
Acharya Institute Of Management & Sciences
Bengaluru 04.2007 - 03.2010
Higher Secondary
Bangalore North Education Society
Bengaluru 06.2005 - 03.2007
Skills
Sales Management(Corporate sales)
Account Management(Portfolio Management)
Relationship Management(Portfolio Management)
Stakeholder Management(Cross-functional collaboration)
Timeline
MNC Coverage RM – Wholesale Banking
Axis Bank Ltd
03.2020 - Current
CBG Relationship Manager
Axis Bank Ltd
07.2016 - 01.2020
Trade Relationship Manager
Kotak Mahindra Bank Ltd
01.2016 - 07.2016
Asst Branch Manager - CA
HDFC Bank Ltd
11.2013 - 01.2016
B.B.M - Sales And Marketing Education
Acharya Institute Of Management & Sciences
04.2007 - 03.2010
Higher Secondary
Bangalore North Education Society
06.2005 - 03.2007