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Sharath Kumar M

Deputy Manager

723 followers

Bengaluru, Karnataka, India

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Timeline
About me
Manager - Working Capital @Axis bank
Education
- Krupanidhi School of Management - Bangalore, India
  2017 - 2020
  B.com Finance, General
  Persued B.com in specialising Marketing and Finance
- MYRA School of Business
  2020 - 2022
  PGDM MBA 3.03/4
  Activities and Societies: Student affair committee: President Pursuing PGDM in specializing in Marketing and Analytics
Experience
- HDFC Bank
  Jun 2022 - Oct 2023
  Deputy Manager
  * Managing the portfolio book, which includes of NRE/NRO, HNI clients.* Working with CRM, Oracle Flexcube, Tableau for daily banking process.*Wealth management, PMS (Portfolio Management).*Handling Mortages, LAP(Loan Against Property), LAS (Loan Against securities), Working capital loans.* Acquistion of new start-ups and companies.* Identifying Individuals insurance, corporate insurance leads and follow up for closures.* Generating business in the vertical of B2B, B2C, corporate sales.* Ensuring to use AML and KYC in daily process. Show less
- Axis Bank
  Oct 2023 - now
  Commercial Lending Specialist
  * Commercial Banking Group* Products handled: Working capital limit, Dropline OD, Letter of credit, Bill discounting, CCOD, Lease rental discounting (LRD), Bank guarantee.* Handling portfolio of Channel financing facility.* Credit rating, Legal valuation etc..* Balancehseet Anlaysis, gearing ratio and analysing limit to fund.
Licenses & Certifications
- CIBOP ( Certified Investment Banking Operation Professional ) Certified by LSEG (LONDON STOCK EXCHANGE GROUP)
  Imarticus Learning
  Apr 2023
- Certified Insurance Consultant License (Life & Health), Individual
  IRDA
  Sept 2022
- AMFI [Mutual Funds Distribution - V A]
  National Institute of Securities Markets (NISM)
  Mar 2023