Saravanan Ponmudi

Experience

• 

  Citi

  Oct 2011 - Mar 2013

  Relationship Officer

  • Marketed financial products to Citibank customers while managing their credit facilities.• Facilitated loan services for clients, ensuring timely follow-up on applications and inquiries.

• 

  ICICI Bank

  Jun 2013 - Aug 2014

  Relationship Manager

  • Cultivated clientele while marketing a comprehensive suite of consumer banking and investment products.• Actively participated in marketing initiatives, including road shows, conferences, and corporate events.• Implemented Customer Due Diligence measures and conducted ongoing transaction monitoring to ensure compliance with AML/CFT regulations and guidelines.

• 

  DBS Bank

  Dec 2014 - now

  • Building and nurturing relationships with clients, providing tailored advice on wealth preservation, growth, and investment opportunities.• Conducting in-depth financial analyses to create customized portfolios that maximize returns while managing risk.• Staying updated on market trends and economic developments to provide clients with timely insights and recommendations.• Collaborating with internal teams, including investment specialists and product managers, to deliver a comprehensive suite of banking and investment solutions.• Ensuring compliance with regulatory requirements and maintaining the highest standards of service and integrity. Show less

  • Treasures Relationship Manager

    Sept 2021 - now

  • Assistant Relationship Manager - Private Banking

    Feb 2017 - Sept 2021

  • Assistant Relationship Manager - Treasures Private Client

    Dec 2014 - Feb 2017