Nikhil Sehgal

Client Relationship Management:

1. Develop and maintain relationships with corporate clients, understanding their needs and business challenges.

2. Act as the primary point of contact for assigned clients, providing excellent customer service.

3. Regularly meet with clients to review their financial status and present appropriate financial products and

services.

Portfolio Management:

1. Manage a portfolio of corporate clients, including risk assessment, credit analysis, and account maintenance.

2. Monitor client accounts to ensure compliance with banking policies, regulations, and credit limits.

3. Identify and address potential risks within the portfolio, proposing solutions where needed.

Business Development:

1. Identify and pursue new business opportunities to expand the portfolio and increase revenue.

2. Cross-sell corporate banking products such as loans, treasury services, trade finance, and cash management

services.

3. Collaborate with internal teams to structure deals that meet clients’ needs and maximize bank profitability .

Financial Analysis and Credit

Assessment:

1. Conduct financial analysis and credit assessments of clients, preparing credit memos and proposals.

2. Prepare credit monitoring arrangement (CMA), Credit arrangement memorendum (CAM) and present credit

applications to the credit committee for approval.

• . Looking after institutional and business projects. Major targeted customers are electrical contractors, builders and turnkey customers.
• . Handling sales figure of 40k monthly to 300k annually.
• . Major key role keep communication track of contractors, ensuring that all client inquiries are handled professionally
• . Tracking and handling all current approved projects
• . Taking care of all negotiations with customers at best guaranteed price.

• . Tracked, analyzed and monitor technology performance metrics
• . Learned about different parts, application and process of manufacturing of motors
• . Worked as a consultative of motor parts, including commercial and industrial use

• . Supervised and looked after channel partners
• . Created market and customer-specific marketing solutions for managed brands
• . Developed marketing plans based upon extensive research and prospects targeted