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Summary
Overview
Work History
Education
Skills
Languages
Timeline

Sreeram P.R

Bengaluru
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
2020-03 - 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
2016-07 - 2020-01
  • 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
2016-01 - 2016-07
  • 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
2013-11 - 2016-01
  • 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
2007-04 - 2010-03

Higher Secondary

Bangalore North Education Society
2005-06 - 2007-03
Skills

    Sales Management(Corporate sales)

Account Management(Portfolio Management)

Relationship Management(Portfolio Management)

Stakeholder Management(Cross-functional collaboration)

Languages

English

Malayalam

Hindi

Kannada

Tamil

Timeline

MNC Coverage RM – Wholesale Banking

Axis Bank Ltd
2020-03 - Current

CBG Relationship Manager

Axis Bank Ltd
2016-07 - 2020-01

Trade Relationship Manager

Kotak Mahindra Bank Ltd
2016-01 - 2016-07

Asst Branch Manager - CA

HDFC Bank Ltd
2013-11 - 2016-01

B.B.M Sales And Marketing Education

Acharya Institute Of Management & Sciences
2007-04 - 2010-03

Higher Secondary

Bangalore North Education Society
2005-06 - 2007-03