Business Banking Development

AK

Antu Kochappan

M: 901-***-**** E: *********@*****.***

Carrington Oak Line S, Collierville, TN, 38017

PROFESSIONAL SUMMARY

SKILLS

Revenue-generating sales and portfolio management professional with a consistent history of exceeding targets across diverse client segments. Extensive expertise in optimizing customer satisfaction and driving sustainable growth.

• Financial and sales management

• Performance metrics and goal-setting

• Portfolio Management

• Team Management

• Planning and implementation

• Business Development

• Client / investor relations

• Operations management

WORK HISTORY

MANAGING DIRECTOR

Cactus corporate services provider Dubai, UAE

Role and Responsibilities:

• Advisory and Consultation for incorporation of business in Dubai

• Public relationship management such as visa services for individual and companies

• Business banking account opening supports and consultation

• Marketing management and feasibility study for new startup companies. ACCOUNT MANAGER 12/2017 to 06/2020

Emirates Islamic Bank Dubai, UAE

Business Banking

Role and Responsibilities:

• Acquire new clients with focus on high value deposit customers to achieve budgeted revenue and maintain profitable SME liability/deposits relationships which will help to meet the individual and unit targets

• Manage in absence of the Unit Head, a team of RM/RO/CSRs and provide leadership to Business Banking RMs and ROs to acquire and grow relationships selectively and satisfy transactional needs of Business Banking customers

• Undertake regular reviews of the assigned SME customer portfolio and update KYC to ensure compliance with regulatory requirements

• Generate maximum revenue through Forex, Trade and Takaful products

• Ensure effective utilization of accounts opened to maximize liabilities targets identified (Casa, Fixed Deposits).

• Identify loss making customers and devise ways to improve their profitability

(cross-selling, up-selling or encourage to leave - Exit). Continuously seek to increase revenue margins to be generated from customers. RELATIONSHIP MANAGER 06/2013 to 12/2017

United Arab Bank Dubai, UAE

SME/Corporate liabilities

Roles and Responsibilities:

• To manage and retain relation with high-net-worth SME and emerging corporate clients

• Maintain the high value transaction book and maximize the incremental liability.

• Sourcing maximum NTB clients along with high value liabilities and fixed deposit.

• To proactively manage risk to ensure an appropriate balance between risk and return is achieved in the book.

RELATIONSHIP MANAGER 01/2009 to 09/2014

RAK Bank Dubai, UAE

Wealth Management

Roles and Responsibilities:

• To manage and retain relationship with high net worth emerging corporate clients.

• Maintain the high value transaction book and maximize the incremental liability.

• Generate maximum revenue through Wealth management products such as Bonds, Sukuks etc. through leverage and conventional/unit links products.

• Sourcing maximum NTB clients along with high value liabilities and fixed deposit. OVERSEAS EXPERIENCE

Birla Sun life Insurance Co. Pvt.Ltd

Senior Unit Manager (Banc Assurance) (2008 – 2009) MetLife India Insurance Co. Pvt. Ltd

Channel Sales Manager (Banc Assurance) (2004 – 2008) Eureka Forbes Ltd

Team Leader (2001- 2004)

EDUCATION

MBA FINANCE & MARKETING 04/2008

Sikkim Manipal University, India

BACHELOR of COMMERCE Accounting 04/2001

University of Calicut, India

CERTIFICATIONS

International Certificate in Wealth Management – Level 3 07/2012 CISI (U.K)

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