Velavan M
Madurai
Summary
Experienced professional in SME relationship management, dedicated to driving client success and fostering business growth. Proven ability to identify and capitalize on new business opportunities while upholding the highest standards of client service. Recognized for collaborative approach, reliability, and adaptability to evolving needs, with a strong focus on strategic planning and effective communication. Determined leader with over 7 years of experience assisting clients with financial planning processes and evaluating financial data, bringing dynamic collaboration and exceptional decision-making skills to the table.
Overview
7
7
years of professional experience
Work History
Portfolio Relationship Manager - Institutional Banking Group 4
DBS Bank India Limited
Madurai
12.2019 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Incremental Target in Book size of the portfolio
- Specialized in Fund based secured Facility ( OD ,CC , TL ,DOD) and Non Fund based facility (PCFC, LC , BG)
- Complete the assigned lead from mapped branches and acquire new client from open market
- Analyzed applicants' financial status and credit and property evaluations to determine loan feasibility.
- Investigated and evaluated customers for creditworthiness and potential risk factors.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Handling the Portfolio of the Client with Renewals , Enhancement and Irregularity
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Sales Relationship Manager - Working Capital and Business Loan
Axis Bank
Madurai
01.2018 - 12.2019
- To lead the size of 10 members team and manage the assigned branches for lending
- To Complete the assigned Disbursement target from my vertical and the month target is 3 crores disbursement
- Specialized in Fund based secured Facility ( OD ,CC , TL ,DOD) and Non Fund based facility (PCFC, LC , BG)
- Assigned respective target to team members
- Periodically give the training to team members and assigned branch staffs
- To keep the MIS of Disbursement and track the repayment assigned irregularities cased should track and do the collection
- Complete the assigned lead from mapped branches and acquire new client from open market
- To check the eligibility and documentation from login to till disbursement
- Handling the Portfolio of the Client with Renewals , Enhancement and Irregularity
- Team Size: 10
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Education
Master of Business Management -
Madurai Kamarajar University Evening college
Madurai12.2021
Post Graduate Dipolama - Banking and Finance
Manipal University
Banglore12.2017
Bachelor Degree - Instrumentation Engineering
Adhiyamaan College of Engineering
Hosur12.2014
H.SC (XII) -
Kendriya Vidyalaya
Narimedu, Madurai12.2010
SSLC (X) -
Kendriya Vidyalaya
Narimedu, Madurai12.2008
Skills
- Client relationship management
- Market Insights
- Compliance adherence
- Effective Communication
- Product knowledge
- Client retention strategies
- Client Support Expertise
- Analytical skills
- Cross-Functional Teamwork
- Risk analysis
- Performance improvements
- Results-driven attitude
Languages
- English
- Tamil
- Hindi
Personal Information
- Pan Number: BFCPV7054P
- Date of Birth: 11/25/92
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Disclaimer
I hereby declare that the information provided above is true to the best of my knowledge and belief.
Timeline
Portfolio Relationship Manager - Institutional Banking Group 4
DBS Bank India Limited
12.2019 - Current
Sales Relationship Manager - Working Capital and Business Loan
Axis Bank
01.2018 - 12.2019
Master of Business Management -
Madurai Kamarajar University Evening college
Post Graduate Dipolama - Banking and Finance
Manipal University
Bachelor Degree - Instrumentation Engineering
Adhiyamaan College of Engineering
H.SC (XII) -
Kendriya Vidyalaya
SSLC (X) -
Kendriya Vidyalaya
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