
Jagannath G
Assistant Manager

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About me
Senior consultant
Education

PSG Institute of Management
2010 - 2012Finance Finance, General
Experience

Axis Bank
Jan 2015 - Nov 2016Assistant ManagerMarketing/ Branding• Initiate Corporate presentations about the products to the corporate employees- by conducting presentations, role-plays real time activities• Encouraging customer into digital banking- thereby initiating the brand. • Initiating marketing strategies to brand axis products- mutual funds Credit cards CASA• Promote axis products to the salaried and savings customers- Mobile app, broachers pamphlets• Work with marketing team to initiate/ conduct programs during special days to promote the product• Making suitable customizations for the product after getting the feedback from the customers • Initiating regular campaigns at the corporate and at various outlets Customer Relations- Corporate:• Chun Management and Retention management• Managing Corporate transactions- interbank bulk remittance, inward and outward settlements.• Handling the corporate customer requests, processing the requests.• Resolving the corporate complaints and issues raised through online/ closing the complaints with the TAT, by contacting the corporate related to the issue• Visiting the corporate for service related queries, setting up stalls, for service related issues. • Get regular feedback about the newly product launched, corporate views and need for change in the product noted down for further customization Sales: • Target based KRA in Accounts, Insurance and Trading products• Acquisition of High Value Corporate Accounts(CA) and Savings Accounts (SA) and Corporate Salary Accounts• Cross selling of financial products to the sourced corporate accounts, as per the requirement of the customer in the corporate.• Cross selling of Life Insurance, General Insurance, Trading accounts and mutual funds Banking Operations: All Retail banking operations ;like Cash, RTGS NEFT, Customer requests, Custodians for Deliverables, Locker, Audit compliance Show less

Standard Chartered
Nov 2016 - Sept 2018Service ManagerBranch Banking operations, Client Risk assessment, Portfolio Management

HDFC Bank
Sept 2018 - Jul 2022HNI client relations portfolio management
Trade Finance Manager
Nov 2020 - Jul 2022Service Manager private banking
Sept 2018 - Nov 2020

ORACLE FINANCIAL SERVICES SOFTWARE LIMITED
Aug 2022 - nowSenior Consultant
Licenses & Certifications

CERTIFIED INTERNATIONAL TRADE FINANCE - CITF
IIBF
CERTIFIED COURSE IN FOREIGN EXCHANGE-CCFE
IIBF
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