Sridhar Krishnamoorthy
Branch Manager
Chennai
Summary
Seasoned and versatile professional with 18 years of experience inclusive of 14 years in the Banking Industry; significant exposure to diversified:
● Wealth Management & Financial Planning
● Client Relationship Management and Business development
● Expertise in market analysis, investment strategy and portfolio management.
● Business Banking and Investments Solutions to Small & Micro Enterprises
● Trade Financing Solutions and Trade Operations to EXIM clients
● Versatile in Centralized Operations and Branch Operations
● Adroit in Business Loans and Working Capital facilities
Overview
18
18
years of professional experience
5
5
years of post-secondary education
Work History
Senior Branch Manager
CSB Bank Ltd
Chennai
01.2021 - Current
- Resolved issues relating to IBA impacting sales management and business operations.
- Implemented service improvements to enhance sales cycle.
- Increased branch revenue by 30% through Gold Loan and CASA and reducing NPA.
- Surpassed sales targets 100% in LI, CASA, Loans and Gold consistently and maintained solid top 5 rankings for 2 years.
- Received Zonal and Pan India recognition award for Life Insurance and Gold Loan.
- Elected for London and Switzerland international training summit and many more domestic training programs.
Senior Branch Manager
Yes Bank Ltd
Chennai
08.2020 - 01.2021
- Engaged employees in business processes with positive motivational techniques.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Instrumental in providing Financial Planning and Investment solutions to Corporates and Directors.
- Structured and finalized secured and unsecured loans.
- Providing Leadership and direction to grow team portfolio and increase revenue.
Branch Manager
ICICI Bank Ltd
Chennai
04.2010 - 08.2020
- Managed HNI customers of 400 CRV in client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Boosted sales by 200% and exceeded sales target by employing consultative sales tactics and superior customer care.
- Develop and Implement a wealth transfer plan that reflects the wishes of the client and the needs of the family.
- Assisted clients in making beneficial and strategic decisions regarding investments, financing and leveraging financial products.
- Pioneered in providing 360ο Banking and financial needs of the clients and making Primary Banker to the clients.
- Instrumental in providing Financial Planning and Investment solutions to Corporates and Directors.
- Opened 3 new branch and established market presence to drive growth and profitability.
- Handled more than 9 wealth branches as a Branch Manager in entire experience.
- In entire 10 years, overall rating : 8 years 1 rating and in 2 years rated as 2.
- Influential in acquiring new clients with excellent market standing; well versed in doubling the AUM.
- Assessing and focusing on BSC (Branch Score Card) parameters like CASA, fixed Deposit, TPP, Sales, Service Index, loans and quality of processing of transactions as well as greening of employees.
Senior Financial Analyst
RR Donnelley & Sons Pvt Ltd
Chennai
05.2007 - 04.2010
- Provided strategic planning advice and financial oversight for corporate stakeholders.
- Reviewed statistical information to determine financial trends for use in investment planning.
- Developed corporate investment strategies to drive growth and security.
- Serviced core banking operations for Bank of Ireland.
- Handled POFS, Experian, TXQ tools for banking and credit verifications.
- Analyz portfolio reports of the customers for loan processing.
- Handled various projects from Fannie Mae, Freddie Mac, Bank Of Ireland, Bank of America, and Capstone.
Financial Analyst
Zenta
Chennai
07.2005 - 05.2007
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
- Performed Operating Statement Analysis Report for a standardized financial review performed quarterly and annually to guide investor.
- Handled property valuation, loan processing, rent roll review, appraisal report preparation.
- Evaluated debt service coverage ratio to enable investors performance of a loan and underlying collateral
Education
Bachelor of Science - Biochemistry
Ramakrishna Mission Vivekanandha College
Chennai 06.2002 - 05.2005
MBA - Banking And Finances
Alagappa University
Chennai 08.2012 - 05.2014
Skills
Wealth Management & Financial Planning
undefinedTimeline
Senior Branch Manager
CSB Bank Ltd
01.2021 - Current
Senior Branch Manager
Yes Bank Ltd
08.2020 - 01.2021
MBA - Banking And Finances
Alagappa University
08.2012 - 05.2014
Branch Manager
ICICI Bank Ltd
04.2010 - 08.2020
Senior Financial Analyst
RR Donnelley & Sons Pvt Ltd
05.2007 - 04.2010
Financial Analyst
Zenta
07.2005 - 05.2007
Bachelor of Science - Biochemistry
Ramakrishna Mission Vivekanandha College
06.2002 - 05.2005
Similar Profiles
Rahul SoodRahul Sood
Head Debt Management – Business Banking Assets at CSB Bank LtdHead Debt Management – Business Banking Assets at CSB Bank Ltd
SOJAN MATHEWSOJAN MATHEW
Branch Head : Dy Vice President at CSB BANK LTDBranch Head : Dy Vice President at CSB BANK LTD
Bindu AjayanBindu Ajayan
Zonal Credit Head (Micro & SME) - South 3 at CSB Bank LtdZonal Credit Head (Micro & SME) - South 3 at CSB Bank Ltd
HARI V MENONHARI V MENON
Branch Manager at CSB BANK LTDBranch Manager at CSB BANK LTD
Maruthu PandiMaruthu Pandi
Apps Software Development, Associate at AthenahealthApps Software Development, Associate at Athenahealth