Sujeet Kotian
Trade Finance
Dubai
Summary
Experienced financial services professional dedicated to customer satisfaction. Expert in wealth management, financial planning and insurance products. Veteran Financial professional with talent for sales and service and fluency in both English and Hindi.
Overview
11
11
years of professional experience
Work History
Relationship Manager
HDFC Bank Ltd
Bangalore
01.2022 - Current
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Worked with retail and wholesale departments to facilitate communication and deliver personalized solutions to customers.
- Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
- Managing portfolio of 200+ high net worth (HNW) clients with ₹150 Crores in total assets
Consultant
Self Employed
Bangalore
05.2018 - 11.2020
- Understand the financial need & risk appetite of the client by recommending suitable products from the array of financial products like - Mutual Funds, PMS, PE, Bonds, Structured Products, equity, life insurance, real estate etc
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales
- Met with customers to provide information about available products and policies.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
Corporate Sales Manager
HSBC Bank
Bangalore
01.2017 - 03.2018
- Bringing in new to bank corporate salary accounts through corporate acquisitions and also building and maintain healthy relationship with existing corporates
- Cross sell retail asset products (personal loans and credit cards) of the bank to new and existing clients
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Exceeded goals through effective task prioritization and great work ethic.
- Organising and supervising constant corporate activities and events for cross sell opportunities.
Deputy Manager, Retail Branch Banking
Axis Bank
Bangalore
07.2014 - 01.2017
- Responsibilities (Branch Operations/Transaction Banking)
- Bringing in new to bank corporate accounts and supporting existing accounts, maintaining high standard of performance through exceptional customer service, attention to detail and through follow-up. Growing CASA for the branch
- Promote an array of banking products and services, deposit accounts and various loan and insurance needs. Consulting customers and identifying financial needs and recommending appropriate products and services
- Responsible for key Trust and Government business accounts
- Organizing constant corporate events for the benefit of these customers.
- Supervised and motivated 10 staff employees
- Performed statistical analyses to gather data for operational and forecast team needs
Trade Finance Officer - Global Trade Services
ICICI Bank Ltd
Mumbai
05.2012 - 06.2014
- Developed and deepened client relationships to cement profitable partnerships.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
- Orchestrated client-centered financial packages factoring in current market trends.
- Executed end-to-end trading processes in line with contractual terms to fulfill requirements.
- Helped optimize trade messaging, creatives and campaign targeting through testing approaches.
- Accurately processed routine financial transactions such as Payment of charges/commission for customers.
- Implemented contracts for different trade flows and supported trade strategies in line with business group strategy.
Education
PGDB - Banking
Manipal Manipal University
Bangalore, India2012
BBA - Finance And Marketing
SIES College of Arts, Science And Commerce
Navi Mumbai, India2010
HSC -
S.D.V Jr. College
Navi Mumbai, India2005
SSC -
Sacred Heart High School
Navi Mumbai, India2003
Skills
- Critical Thinking
- Asset Allocation
- Financial Advising
- Verbal and Written Communication
- Relationship Review Process
- Client Relationships
- Cold Calling
- Customer Follow-Up
- Consultative Selling Techniques
- Persuasive Negotiations
Timeline
Relationship Manager
HDFC Bank Ltd
01.2022 - Current
Consultant
Self Employed
05.2018 - 11.2020
Corporate Sales Manager
HSBC Bank
01.2017 - 03.2018
Deputy Manager, Retail Branch Banking
Axis Bank
07.2014 - 01.2017
Trade Finance Officer - Global Trade Services
ICICI Bank Ltd
05.2012 - 06.2014
PGDB - Banking
Manipal Manipal University
BBA - Finance And Marketing
SIES College of Arts, Science And Commerce
HSC -
S.D.V Jr. College
SSC -
Sacred Heart High School