Venu Gopalan M

Experience

• 

  ICICI Bank

  Sept 2021 - Jun 2023

  • Ensure stability of income from existing set of clients and explore avenues for new income generation from existing as well as new clients• Add value to the client and stay ahead of the competition by structuring and implementing innovative deals in working capital, term loans and project finance• Use credit knowledge and knowledge of various products for deal structuring• Add value to the client and stay ahead of the competition by structuring and implementing innovative deals• Maintain relationships with business banking to originate business• Manage relationships with the customers by increasing the book size• Manage trade finance, and general blog operation for cash management services i.e., the working capital cycle of the company Show less Handling of financial portfolio of HNI clients and managing their investments.• Monitor and address HNI client's banking and Investment requirements• Focus on business development across liabilities, assets & fees to sustain and achieve growth in relationship value, revenues & improved client stickiness• Resolution of queries for all managed clients within TAT specified• Ensuring client contactability at all times through the updation of the latest contact details in all necessary systems. Regular contact with all mapped clients through weekly/monthly calls Show less

  • Business Loans Group Relationship Manager

    Aug 2022 - Jun 2023

  • Wealth Manager

    Sept 2021 - Aug 2022