Venkata Sivaraman U
Chennai
Summary
An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking opportunities to enhance abilities while contributing to company growth.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Priority Banking Relationship Manager
ICICI Bank
Chennai
04.2023 - 10.2024
- Responsible for providing financial solutions to the Priority customers and ensuring value-added services.
- Responsible for increasing the size of liabilities in the relationship by maintaining higher balances in the accounts of existing customers and enhancing customer profitability by capturing a larger share of the wallet.
- Responsible for deepening the existing relationships by cross-selling the bank's products and services, as well as third-party investment products.
- Updates Bank's internal systems like the Daily activity tracker - DAT, Customer Profiling, etc., for monitoring, accurate reporting, and MIS.
QA / Business Process Lead
Tata Consultancy Services
Chennai
07.2010 - 11.2022
- Lead a 10-member team, for which I am responsible for daily work allocations, attendance, and QA of work.
- Dealing with an urgent service request by the client and resolving it within the timeline.
- Having experience in updating SOPs as per client requirements.
- Handling additional activities of sending employees' activity reports and conducting team huddles.
- Answer customers' or clients' questions regarding any financial/management issues.
- Member in change management, as well as process improvement team.
- Perform the execution of check processing, balancing, invoice handling, as well as preparing and producing customers' work.
- Responsible to prevent terrorist financing by identifying and blocking transactions that involve individuals or entities that may be associated with designated terrorist organizations.
- Responsible for verifying the identity of customers and staff before they engage in any commercial activity with a company.
- Performing AML checks involves monitoring transactions for suspicious activities, such as large cash deposits or transfers to high-risk countries.
- A request will be received for the mortgage loan.
- Verification will be performed on the document before onboarding the mortgage.
- Completing all the requests and routing them to the solicitor.
- Leadership Skill: I am a person with good knowledge of the process, have the ability to manage a team in all situations.
- Understand the client aspect and deliver the result successfully.
- People Management Skill: Supervising a team of 10 members. Responsible for allocation of cases and completion of requests on SLA.
- Train the new joiner and create access for them.
- Unit Level Activity: Handle the weekly calls internally and with the client.
- Preparation of MIS reports on a weekly basis and shared them with the client.
Education
Bachelor of Computer Applications - Marks 78%
S.R.M University
Chennai, Tamil Nadu, India05.2010
High School - Matriculation - Marks 75%
Shri Natesan Vidyalaya Matriculaton School
Chennai, Tamil Nadu, India03.2007
Skills
- Time Management
- Report Preparation
- Adaptability
- Customer care experience
- Risk Assessment
- Process Improvement
- Communication Skills
- Adaptability and Flexibility
- Teamwork and Collaboration
- Microsoft Excel and PowerPoint
Hobbies and Interests
- Handling pets
- Drawing and painting
- Photography
- Cricket
Languages
- Tamil
- English
- Telugu
Certification
- Automation Testing, 2022
- Banking Card Operations, 2021
- Cards Risk Management, 2021
Personal Information
- Passport Number: V1286206
- Father's Name: Mr. R V Upendran
- Date of Birth: 06/19/90
- Gender: Male
- Nationality: Indian
- Marital Status: Single
Disclaimer
I, Venkata Sivaraman Upendran, hereby declare that the information contained herein is true and correct to the best of my knowledge and belief.
Timeline
Priority Banking Relationship Manager
ICICI Bank
04.2023 - 10.2024
QA / Business Process Lead
Tata Consultancy Services
07.2010 - 11.2022
Bachelor of Computer Applications - Marks 78%
S.R.M University
High School - Matriculation - Marks 75%
Shri Natesan Vidyalaya Matriculaton School
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