Citibank
Content
Currently working with Citibank, Chennai as Manager – Client Acquisitions – Commercial banking (SME) as well as Personal Wealth Management (HNIs). Responsibilities include providing solutions in terms of Trade, Forex, Lending (Rupee based / Foreign Curreny) for Commercial banking clients and risk profiling, asset allocation & portfolio review solutions for the HNIs. My role entitles me to provide End to End Banking solutions for Clients which includes providing solutions in terms of Corporate Banking for the company to Salary accounts solutions for the employees, Business Lending (Cash Credit / Overdraft / PCFC/ Buyers Credit) for the Corporate to Personal Banking Requirements ( Credit cards / Home Loans / Mortgage Loans) for the management and the HNIs. Specialties:Commercial Banking, SME Banking, Trade Finance, Wealth Management
CLIENT ORIGINATION MANAGER – CITIGOLD – COMMERCIAL BANKING & WEALTH MANAGEMENT
Citibank India
October 2011 – Present (1 year 9 months)Chennai Area, India 1. Involved in acquisition of Commercial Banking clients in the SME segment with turnover greater than 10 crores for the Citigold Banking. 2. Assess the client needs and explore opportunities of business lending in terms of rupee based lending (OD/CC/Term loan) or Foreign Currency lending (PCFC / Buyers Credit). 3. Ensure that the profits earned through the Forex transactions and other cash management / Transaction banking services opportunities are maximized by the service value proposition delivered to the client. 4.Ensure that the clients are hand held during initial transition face for all the banking services from transaction banking to trade, corporate banking to employee’s salary account requirements of the client. 5.My job responsibility involves meeting my targets in acquiring new commercial banking relationship and also cross sell business lending / trade finance to existing clients and also acquire new clients for the same. 6.Providing foreign exchange services for exporters / importers like receivable management by providing hedging solutions like forwards / options.
CLIENT ORIGINATION MANAGER – – WEALTH MANAGEMENT
Citibank India
August 2010 – October 2011 (1 year 3 months)Chennai Area, India 1. Responsible for acquiring potential new to bank customers for personal wealth management by generating leads through channels, references, micromarketing activities, telecalling and other permissible databases. 2.Understand customer needs, explore and educate customer on financial needs arising at various life stages and offer structured wealth management solutions in terms of risk profiling, Asset allocation and Portfolio review services to meet their short term and long term needs. 3.Assets cross-sell opportunities (commercial banking / Business lending / Home loans / Mortgage Loans / credit cards) to the wealth management client are capitalized and the revenue generated by the business model is maximized through the acquisition of the right target segment for citigold Banking.
Sales Manager - Salary & TASC
ICICI Bank
October 2009 – August 2010 (11 months)Coimbatore Area, India 1.To Acquire large corporate in TASC & Salary segment and manage the relationship. 2.Manage a team of dedicated junior officers involved in managing acquisition and relationship management of both new to bank and existing clients across 3 clusters. 3.Actively involved promotions and customer service to achieve best results in profitability. 4.Designing and executing campaigns across clusters that provide a competition among the team and also ensures that the team is motivated and stays on track achieving the targets. 5.In-depth knowledge in the processes involved in banking especially for the TASC segment. 6.Proficient in training employees at acquiring business and in sales.
About Citibank India
Citi India was established 110 years ago in Kolkata. Citi is a very significant foreign investor in the Indian financial market. The total capital employed in Citi’s banking and financial services operations in India including retained earnings is in excess of USD 3 billion. As promoter-shareholder, Citi has played a leading role in establishing important market intermediaries with depositories, credit bureaus, clearing and payment institutions. It operates 42 full-service Citibank branches in 30 cities with over 600 ATMs across the country and is the employer of choice to over 7,800 people. Introducing new products/services to consumers: • First to offer 24-hour Phone and Internet banking and SMS alerts • First to launch a foreign currency denominated prepaid card, Citibank World Money Card (2002) • First to roll out SMS-to-Call and Click-to-Call, instantly connecting customers to Citibank officers (2012) • First to launch India’s first airline agnostic card, Citi PremierMiles (2012) • Offering exclusive digital banking experience to customers through our first Citi Smart Banking Branch (2012) • First brokerage house to launch Financial Information Exchange (FIX) protocol, the industry-driven international messaging standard, adopted by NSE (2010) • Pioneered Cash Management in 1986 • Launched market-first mobile-banking receivables solution, Citi Mobile Collect (2012)
Specialties
Consumer Banking & Credit, Investments & Insurance, Loans & Cards, Internet & Mobile Banking, Corporate & Investment Banking, Global Markets, Transaction Banking
Headquarters
C-61, Bandra Kurla ComplexBandra East Mumbai, Maharashtra400051 India
Website
http://www.citibank.com/india
Industry
Financial Services
Type
Privately Held
Company Size
5001-10,000 employees
Founded
1902
Further
CLIENT ORIGINATION MANAGER – CITIGOLD – COMMERCIAL BANKING & WEALTH MANAGEMENT
Citibank India
October 2011 – Present (1 year 9 months)Chennai Area, India 1. Involved in acquisition of Commercial Banking clients in the SME segment with turnover greater than 10 crores for the Citigold Banking. 2. Assess the client needs and explore opportunities of business lending in terms of rupee based lending (OD/CC/Term loan) or Foreign Currency lending (PCFC / Buyers Credit). 3. Ensure that the profits earned through the Forex transactions and other cash management / Transaction banking services opportunities are maximized by the service value proposition delivered to the client. 4.Ensure that the clients are hand held during initial transition face for all the banking services from transaction banking to trade, corporate banking to employee’s salary account requirements of the client. 5.My job responsibility involves meeting my targets in acquiring new commercial banking relationship and also cross sell business lending / trade finance to existing clients and also acquire new clients for the same. 6.Providing foreign exchange services for exporters / importers like receivable management by providing hedging solutions like forwards / options.
CLIENT ORIGINATION MANAGER – – WEALTH MANAGEMENT
Citibank India
August 2010 – October 2011 (1 year 3 months)Chennai Area, India 1. Responsible for acquiring potential new to bank customers for personal wealth management by generating leads through channels, references, micromarketing activities, telecalling and other permissible databases. 2.Understand customer needs, explore and educate customer on financial needs arising at various life stages and offer structured wealth management solutions in terms of risk profiling, Asset allocation and Portfolio review services to meet their short term and long term needs. 3.Assets cross-sell opportunities (commercial banking / Business lending / Home loans / Mortgage Loans / credit cards) to the wealth management client are capitalized and the revenue generated by the business model is maximized through the acquisition of the right target segment for citigold Banking.
Sales Manager - Salary & TASC
ICICI Bank
October 2009 – August 2010 (11 months)Coimbatore Area, India 1.To Acquire large corporate in TASC & Salary segment and manage the relationship. 2.Manage a team of dedicated junior officers involved in managing acquisition and relationship management of both new to bank and existing clients across 3 clusters. 3.Actively involved promotions and customer service to achieve best results in profitability. 4.Designing and executing campaigns across clusters that provide a competition among the team and also ensures that the team is motivated and stays on track achieving the targets. 5.In-depth knowledge in the processes involved in banking especially for the TASC segment. 6.Proficient in training employees at acquiring business and in sales.
About Citibank India
Citi India was established 110 years ago in Kolkata. Citi is a very significant foreign investor in the Indian financial market. The total capital employed in Citi’s banking and financial services operations in India including retained earnings is in excess of USD 3 billion. As promoter-shareholder, Citi has played a leading role in establishing important market intermediaries with depositories, credit bureaus, clearing and payment institutions. It operates 42 full-service Citibank branches in 30 cities with over 600 ATMs across the country and is the employer of choice to over 7,800 people. Introducing new products/services to consumers: • First to offer 24-hour Phone and Internet banking and SMS alerts • First to launch a foreign currency denominated prepaid card, Citibank World Money Card (2002) • First to roll out SMS-to-Call and Click-to-Call, instantly connecting customers to Citibank officers (2012) • First to launch India’s first airline agnostic card, Citi PremierMiles (2012) • Offering exclusive digital banking experience to customers through our first Citi Smart Banking Branch (2012) • First brokerage house to launch Financial Information Exchange (FIX) protocol, the industry-driven international messaging standard, adopted by NSE (2010) • Pioneered Cash Management in 1986 • Launched market-first mobile-banking receivables solution, Citi Mobile Collect (2012)
Specialties
Consumer Banking & Credit, Investments & Insurance, Loans & Cards, Internet & Mobile Banking, Corporate & Investment Banking, Global Markets, Transaction Banking
Headquarters
C-61, Bandra Kurla ComplexBandra East Mumbai, Maharashtra400051 India
Website
http://www.citibank.com/india
Industry
Financial Services
Type
Privately Held
Company Size
5001-10,000 employees
Founded
1902
Further
