Jagannath G

Jagannath G

Assistant Manager

Followers of Jagannath G993 followers
location of Jagannath GTamil Nadu, India

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  • Timeline

  • About me

    Senior consultant

  • Education

    • PSG Institute of Management

      2010 - 2012
      Finance Finance, General
  • Experience

    • Axis Bank

      Jan 2015 - Nov 2016
      Assistant Manager

      Marketing/ 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 2018
      Service Manager

      Branch Banking operations, Client Risk assessment, Portfolio Management

    • HDFC Bank

      Sept 2018 - Jul 2022

      HNI client relations portfolio management

      • Trade Finance Manager

        Nov 2020 - Jul 2022
      • Service Manager private banking

        Sept 2018 - Nov 2020
    • ORACLE FINANCIAL SERVICES SOFTWARE LIMITED

      Aug 2022 - now
      Senior Consultant
  • Licenses & Certifications

    • CERTIFIED INTERNATIONAL TRADE FINANCE - CITF

      IIBF
    • CERTIFIED COURSE IN FOREIGN EXCHANGE-CCFE

      IIBF