Vasanth D
Banking Operations Analyst
Coimbatore,TN
Work Preference
Summary
Finance professional with an MBA in Finance and hands-on experience in wealth management, client operations, and financial markets. Proven ability to manage high-value client portfolios, support compliance-driven processes, and improve operational efficiency. Seeking an Analyst – Operations / Risk / Compliance role at Standard Chartered Bank to build a strong foundation in banking operations and risk management.
Overview
2
2
years of professional experience
5
5
Certifications
2
2
Languages
Work History
Financial Consultant – Banking & Wealth (B2B Chann
Geojit Financial Services
07.2025 - Current
- Managed B2B banking channel partnerships for client acquisition, working closely with bank relationship teams to onboard and service retail and HNI clients.
- Acted as portfolio manager for bank-sourced clients, supporting investment execution across mutual funds, equity, and fixed-income products.
- Coordinated with banking partners on client documentation, onboarding checks, and service workflows, ensuring adherence to internal and regulatory processes.
- Supported client lifecycle management including acquisition, servicing, and retention, with a strong focus on process accuracy and turnaround time.
- Prepared MIS reports and performance summaries for internal review and partner banks, contributing to improved visibility and decision-making.
Client Relationship Manager – Wealth Management
ICICI Securities
06.2024 - 12.2024
- Managed total of 437 clients where 104 HNI client accounts with assets under management of approximately ₹27 Cr, ensuring adherence to internal processes and regulatory guidelines.
- Drove 15% growth in cross-selling opportunities through structured client engagement and needs analysis.
- Supported portfolio reviews across equity and fixed-income products, ensuring accurate execution and reporting.
- Improved customer experience by coordinating with internal operations teams to resolve service and transaction issues.
- Maintained detailed client documentation and supported compliance requirements related to onboarding and servicing.
Education
MBA - Finance And Marketing
Jansons School of Business
Coimbatore 04.2001 -
Bachelor of Engineering - Mechanical Engineering
Sri Ramakrishna Engineering College
Coimbatore 04.2001 -
Skills
Banking Operations & Client Lifecycle
KYC / AML & Regulatory Awareness
Portfolio & Wealth Operations Support
Risk & Process Control
MIS Reporting & Data Analysis (Excel)
Client Relationship Management
Equity, Mutual Funds & Fixed Income Basics
Certification
NISM 5A – Mutual Fund Distributor
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Bilingual or Proficient (C2)
Tamil
Upper intermediate (B2)
Software
Microsoft products
Timeline
Financial Consultant – Banking & Wealth (B2B Chann
Geojit Financial Services
07.2025 - Current
Client Relationship Manager – Wealth Management
ICICI Securities
06.2024 - 12.2024
MBA - Finance And Marketing
Jansons School of Business
04.2001 -
Bachelor of Engineering - Mechanical Engineering
Sri Ramakrishna Engineering College
04.2001 -