Varun S

Varun S

Followers of Varun S398 followers
location of Varun SBengaluru, Karnataka, India

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  • Timeline

  • About me

    Wealth Manager at Federal Bank

  • Education

    • Nehru Arts & Science College, Coimbatore

      2006 - 2009
      Bachelor's degree Computer Science
    • Kendriya Vidyalaya, Kudremukh

      2004 - 2006
    • Kendriya Vidyalaya, Gachi Bowli

      2000 - 2004
    • Kendriya Vidyalaya, Mankurd

      1996 - 2000
    • Kendriya Vidyalaya, Kanjikode

      1994 - 1996
  • Experience

    • Federal Bank

      Apr 2010 - now

      Branch Operations:-Managing sales target of Branch, Daily Cash Management, Analyzing daily reports. -Working knowledge of Banking Software Finacle. -Acquiring and retaining different segments of customers by maintaining robust relationship.-Deliver worthy solutions to the customers on assessment of their requirements.-Customer Relation Management.-Selling of third party products like Mutual Funds, Insurance etc.Compliance and Financial Inclusion:-Responsible to oversee Compliance in every aspect of Branch operations (Compliance officer).-Oversee Financial Inclusion drive in the area, Supervise Business correspondents, Imparting knowledge to rural customers on Opening Bank accounts, wealth creation etc. Credit Officer:-Understanding Credit requirements of clients which includes Retail/SME/ Agriculture-Processing of Retail, SME loans, Mortgage loans, Working Capital, Overdraft. -Preparation of credit proposals for various segments of clients like Retail , SME and presenting the same to regional Credit Hub for sanction after conducting discussion with borrower, doing risk analysis, feasibility study of the unit for which credit limit sought, in depth analysis of the financial statements, scrutinizing relevant documents , site visit and analyzing legal reports.-Loan Processing, Credit Appraisal, Security creation, Documentation, Post Credit Administration etc. Show less

      • HNI Wealth Manager

        May 2020 - now
      • Wealth Manager

        Apr 2019 - Apr 2020
      • Business Development Manager

        Apr 2018 - Mar 2019
      • Relationship Manager Priority Banking

        Apr 2016 - Mar 2018
      • Assistant Manager

        Apr 2010 - Mar 2016
  • Licenses & Certifications

    • Certified Associate of the Indian Institute of Bankers

      Indian Institute of Banking & Finance
      May 2013
    • Junior Associate Of Indian Institute of Bankers

      Indian Institute of Banking & Finance
      Nov 2011
    • Risk in Financial Services Level 3

      The Chartered Institute for Securities & Investment (The CISI)
      Jun 2021
    • NISM Series XIX-A AIF Cat I & II Distributors Certification Examination

      National Institute of Securities Markets (NISM)
      Mar 2025
  • Honors & Awards

    • Awarded to Varun S
      KMA Young Manager's Contest 2013 Kerala Management Association Feb 2013 Second Runners Up