
Mani Narayanan
Banking Assistant

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About me
ASIAN INSTITUTE OF MANAGEMENT, MANILA PHILIPPINES
Education

CFA Institute
-Level 2 candidate Finance
AMERICAN ACADEMY OF FINANCIAL MANAGEMENT, U.S.A
2022 - 2023Chartered Wealth Manager WEALTH MANAGEMENT CERTIFIEDChartered Wealth Management course covering personal finance, invetment planning and estate planning

St.Josephs College of Arts & Science
1989 - 1992Bachelors Degree in Science Biology/Biological Sciences, General First ClassActivities and Societies: Member of Sports Club

IIM Calcutta
2010 - 2011Senior management program general managementActivities and Societies: SMP ALUMNI

Asian Institute of Management
2012 - 2012Master in Management Finance 3.8/5.0The Masters in Management is a leadership program that focuses on building skills in strategy and general management. The program covers 500 case studies across different industries and verticals and is more practitioner oriented with a student led case discussion. This exposes students to more real life situations compared to a traditional lecture based method.The course also requires completion of management research report (MRR) and an internship .
Experience

ANZ GRINDLAYS BANK
Jun 1992 - May 1998Banking AssistantWorked in the Credit Administration unit (CAU) of the corporate bank which supported the account managers. Responsible for MIS and profitability reporting, loan documentation and preparation of internal and RBI reports Automated the customer profitability statements for corporate bank by converting manual spreadsheet reporting to a Business Performance Management system (BPMS). This improved the accuracy of reporting and standardized the customer profitability reporting systems.

BANK MUSCAT SAOG
Jun 1998 - Mar 2001Banking ExecutiveHandled corporate bank proposals and performed credit analysis for working capital and term finance line of credit requirementsDesigned documentation systems for maintaining loan documentsMIS monitoring and tracking profitability for corporate bank

Capital International Services
Apr 2001 - Feb 2003Manager - Cards Services InboundLed and managed a staff of 15 people for both cards services and backline operationsCompleted a six sigma project and Green Belt Certified

Infosys BPO limited
Feb 2003 - Apr 2006Senior Process ManagerSuccessfully transitioned and stabilized operations for a US retail bank call centre Completed a six sigma project and reduced variation in Average Handle time (AHT) between teams by 25 % Right sized production and support staff on a mortgage servicing account and delivered a gross margin of 60 % against target of 45 % for the mortgage accountPromoted from Process Manager to Senior Process Manager in October 2005

Sutherland Global Services India Private Limited
May 2007 - Dec 2011Associate Vice PresidentLed a large US Mortgage origination account Streamlined processes, spans of control and rightsizing of support staff on the mortgage account Successfully launched a Life Insurance account for a US client and met all metrics at the transition and steady state stages. Transitioned voice based processes in the mortgage underwriting space to Manila as part of Business continuity planning for the client and Co-ordinated with managers and staff from multiple sites across India, Philippines & US.Reduced fatal error penalties on the mortgage account Worked with other business functions to solution design new business proposals, completed RFI/RFP’s to help company obtain new business Promoted from Director to Associate Vice President Show less

Asian Institute of Management
Jan 2012 - Dec 2012MASTER IN MANAGEMENTFull time student at AIM MANILA, graduated in December 2012

Self-employed
Jan 2013 - nowFRANCHISE OWNER- ANANTA GROUP OF SPAS
Licenses & Certifications
- View certificate

CFA INSTITUTE USA
CFA InstituteJun 2018
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