VENKATESH PITCHIAH THEVAR
Thane West
Summary
Skillfully obtaining corporate and making Tie up with the sources of banking channels Competent administrative professional supporting underwriting process with effective document evaluation, report writing and file management skills, proficient in issuing quotes, gathering details and reviewing renewal requests. Hardworking proficient in collecting and reviewing documents , analyzing evidence and preparing reports. Decisive and flexible professional in background of accomplishment in the operation.
Overview
8
8
years of professional experience
Work History
Senior Officer
Development Bank of Singapore ( DBS Bank Ltd )
CST FORT
07.2024 - Current
- Acquiring New Corporate ( New to Bank ) Salary Account in the identified segment and reference generation from the specified catchment area
- Preparing Wish list of Customers through Promotional Activities
- Meet and exceed the defined targets of new customer acquisitions month on month by analyzing transaction banking needs of the customers
- Engage and maintain relationship with the top management and promoters of the client on regular basis
- Overseeing of various portfolios and ensuring that the onboarding process is done thoroughly
Deputy Manager
Kotak Mahindra Bank
Thane
03.2021 - 06.2024
- Prospects and qualify new sales leads with the corporates
- Schedule meeting and presentation with corporates
- Create, plan and deliver presentation on company products
- Track all sales activities in company CRM system and keep updating account information regularly
- Maintain well developed pipe line for prospects
- Coordinate with other team members and departments to optimize the sales effort
Senior Specialist in Overseas Management
Sterling Talent Solution
Thane
06.2016 - 07.2018
- Interpreted Clients needs and introduced service to fit specific requirements
- Allocating the files to closing verification department, Achieved by reducing turn around time upto 30% on weekly basis
- Assist client and applicant to continue the order firmly
- Closing per day in the number of 250 to 300 orders, costing approx 200k to 300k INR and ensure quality
- Collaborate with team to develop and implement best practices and accomplish all teams goal
Education
MBA - Finance
DY Patil College of Management
01.2024
Investment Banking Profession -
Imarticus
01.2020
B.com -
Mumbai University
01.2016
Skills
- Dynamic Problem Solving
- Investment Banking
- Discounted Cash Flow Analysis
- Multiple Base Analysis
- Research
- Market Screening
- Email Marketing
- Tracking and Reporting
- Vendor Data Management
Timeline
Senior Officer
Development Bank of Singapore ( DBS Bank Ltd )
07.2024 - Current
Deputy Manager
Kotak Mahindra Bank
03.2021 - 06.2024
Senior Specialist in Overseas Management
Sterling Talent Solution
06.2016 - 07.2018
MBA - Finance
DY Patil College of Management
Investment Banking Profession -
Imarticus
B.com -
Mumbai University
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