Vinayak Bhat
Senior Relationship Manager
Bengaluru
Summary
Senior Business Development Manager having 10+ years of rich experience in developing new businesses through B2B Enterprise sales and directly engaging with Directors, CXOs, CEOs, MD & Senior level decision makers of the corporate. Closely work with Big4 Consulting Firms, Law-Firms, India Entry Firms, Chartered Accountants and Company Secretaries to enhance the banking services and support in terms of commercial banking Products that include executing FDIs, ODIs, M&A, PE/VC, Escrow related deals, Custody solutions, and structured solutions to their clients. Having extensive experience in India Entry Services for GCCs / Foreign Subsidiaries and about banking products, practices, regulatory standards, and guidelines. Having good experience on cash backed WC lending and BG issuance.
Overview
12
12
years of professional experience
4
4
years of post-secondary education
5
5
Certifications
3
3
Languages
Work History
Senior Associate & Relationship Manager - Institutional Banking Group, IBG3
DBS Bank
1 2023 - Current
- Relationship Manager covering a portfolio of MNCs (Primarily Foreign subsidiaries/ GCCs /IT & ITeS/Digital) and companies in the Ecommerce and Digital space, including start-ups across industries/new-economy companies
- Extensive engagement with top and mid-tier CA/CS/Law Firms/ Big4 Advisory/ VC firms to generate business opportunities on GCCs/ Foreign Subsidiaries/ PEVC investment /Escrow deals/M&A execution
- Market knowledge and experience in Mid-market / SME segment Liabilities, transaction banking business, Cash management, FX and Trade, Cash Backed WC lending and BG issuance
- Understanding of AML and KYC requirements, regulatory environment especially for FDI, ODI, Funds, FPI, AIF's etc
- Understanding of regulatory guidelines on banking issued by RBI, local laws and regulations that impact businesses in general.
Imperia Client Relationship Manager
HDFC Bank
05.2018 - 12.2022
- ICRM OF 150 ULTRA HNW groups including Small and Mid-corporate with 240crs portfolio size in Retail Branch Banking
- Responsible for service and sales, Upward Revenue generation, CASA, deposits and WC loan disbursement
- Responsible for Acquiring & Managing Small and Mid-Corporate on Executing FDI's, ODI's, Escrow related deals and Handle Trade, Forex, FIRC, EDPMS KYC, SVR, FCGPR filing & day to day transaction banking support
- Closely worked with Chartered accountants and Company secretaries in the market to get the references
- Directly engaged with the MD, Directors, CXO's, CEO's & Senior level decision makers of the corporate to convert the discussion into a mandate.
Sales Officer
Canara HSBC Oriental Bank of Commerce Life Insurance Company
11.2016 - 05.2018
- Worked as Sales Officer in Canara HSBC OBC Life Insurance Ltd, Penetrating Insurance sales at Canara Bank (Financial Management advisory)
- Handled 3 Canara Bank Branches in Bangalore and Helped Branches to achieve Insurance targets
- Enhanced sales operations through development of new sales strategies, cold calling techniques and customer follow-up.
Financial Services Consultant
Reliance Life Insurance Company Limited
05.2012 - 05.2015
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes and sales got increased by 15%.
Education
eMDP on Professional Certificate Program - Business management
Indian Institute of Management, Kozhikode
Kerala 12.2021 - 05.2022
Post Graduate Diploma - Banking and Management
TimesPro
Bangalore 04.2016 - 05.2016
BSc - PCM
MES's M M ARTS AND SCIENCE COLLEGE SIRSI
Sirsi 01.2012 - 04.2015
Skills
Sales Techniques
Result interpretation
Performance Improvement
Time management abilities
Teamwork and Collaboration
Strategy Development
Certification
Certified Anti-Money Laundering Investigator (CAMI)
Awards
- MDRT Qualfier 2021
- MDRT QUALIFIER 2022
- CEO Club
Timeline
Certified Anti-Money Laundering Investigator (CAMI)
08-2023
Certificate Course on FEMA
04-2023
Certification in AML and KYC
10-2022
eMDP on Professional Certificate Program - Business management
Indian Institute of Management, Kozhikode
12.2021 - 05.2022
Imperia Client Relationship Manager
HDFC Bank
05.2018 - 12.2022
Sales Officer
Canara HSBC Oriental Bank of Commerce Life Insurance Company
11.2016 - 05.2018
Post Graduate Diploma - Banking and Management
TimesPro
04.2016 - 05.2016
Financial Services Consultant
Reliance Life Insurance Company Limited
05.2012 - 05.2015
BSc - PCM
MES's M M ARTS AND SCIENCE COLLEGE SIRSI
01.2012 - 04.2015
Senior Associate & Relationship Manager - Institutional Banking Group, IBG3
DBS Bank
1 2023 - Current
AMPI- NISM VA
IRDAI
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