Summary
Overview
Work History
Education
Skills
Languages
Skills
Timeline
Generic

Alexius Francis

Mumbai

Summary

Dynamic Senior Manager at ICICI Bank with a proven track record in business development and project management. Expert in strategic planning and cross-functional collaboration, delivering innovative solutions that elevate customer engagement and satisfaction.

Overview

10
10
years of professional experience

Work History

Senior Manager

ICICI Bank
Mumbai
09.2022 - Current
  • Identified over 1,200 GCC across India while collaborating with cross-functional teams for onboarding.
  • Organized Nastech 2023 in partnership with Nasscom, reaching eight cities.
  • Worked on CXO project to provide comprehensive banking coverage for MNC BFSI executives.
  • Facilitated onboarding of entities to meet corporate banking requirements.
  • Developed and implemented strategies to improve operational efficiency, reduce costs, and increase productivity.
  • Created detailed reports on project progress for senior management review.
  • Directed cross-functional teams in developing innovative solutions to complex problems.

Associate Director

Prudent Corporate Advisory Services Ltd
Chennai
03.2020 - 09.2022
  • Established key procedures for teams preparing documentation, models and presentations.
  • Met and collaborated with existing and prospective clients to ascertain financial goals, and provide recommendations on investment solutions.
  • Over achieved the targets by 130% every quarter.
  • Used multiple channels to reach out to clients and corporate.
  • Generate, maintained and closed pipeline for the assigned territory.
  • Prospecting to given region to penetrate accounts.
  • Following-up with deals till closure.

Relationship Manager

ICICI Bank Wealth Management
Chennai
06.2015 - 03.2020
  • Managed functions related to client acquisition campaigns; acquired the investment relationship from both salaried and self-employed clients
  • Coordinated with salary team for corporate specific campaigns; acquired clients constitutes around 50% of the overall mapped client base currently
  • Maintained regular contact with the mapped client base through emails, phone calls and meetings to ensure the maximum wallet share of the customer
  • Developed and maintained proper record of all the interaction with the client and resolved queries of all mapped clients within specified TAT
  • Conducted risk profiling of all mapped clients for better advisory on investment needs
  • Ensured need based product approach towards clients and regular reporting of product penetration

Education

PGDM - Finance and Marketing

Loyola Institute of Business Administration
Chennai

Commerce

St. Joseph’s College
Trichy

Skills

  • Business development
  • Project management
  • Client relationship management
  • Cross-functional collaboration

Languages

English and Tamil

Skills

  • Sales developmentes development
  • Client acquisition
  • Reporting & Documentation

Timeline

Senior Manager

ICICI Bank
09.2022 - Current

Associate Director

Prudent Corporate Advisory Services Ltd
03.2020 - 09.2022

Relationship Manager

ICICI Bank Wealth Management
06.2015 - 03.2020

PGDM - Finance and Marketing

Loyola Institute of Business Administration

Commerce

St. Joseph’s College
Alexius Francis