SANTOSH KUMAR VENKATRAMAN
Woodbridge,Ontario
Summary
A result-driven professional with 17 years of experience in Sales and Business Development, specializing in large corporate relationships and CXO relationship management. Adept at relationship management with a track record of consistently exceeding targets. Proven ability to develop joint business plans in complex, ambiguous environments, influence/collaborate across organizations, and drive business success for the customer.
Overview
16
16
years of professional experience
Work History
AVP - Debt Advisory Services
Finneo
05.2023 - Current
- Established and executed sales strategies targeting medium and large-sized commercial real estate property owners, including REITs and Pension Fund Advisory Groups
- Implemented robust cold call, email, and LinkedIn marketing strategy, resulting in substantial business leads
- Familiarity with Google Ad Solutions and similar digital advertising platforms
- Developed short- and long-term sales strategies, building over $300.0 MM pipeline within 6 months.
Senior Consultant
CGI
05.2022 - 04.2023
- Managed, oversaw, and streamlined Business Banking application support across Canada
- Acted as primary contact for application users, clarifying commercial loan systems, business processes, and policies
- Developed efficiencies within processes, acting as Subject Matter Expert for systems utilized by business banking personnel.
Senior Client Relationship Manager
Bank of Nova Scotia
07.2021 - 05.2022
- Strategized and identified prospects in target markets, developed sales pipelines, and qualified opportunities based on high-level due diligence
- Managed customer portfolio of 25 clients, achieving 90% of a $32.0MM target within 6 months
- Coordinated origination to funding across various stakeholders internally and externally.
Senior Account Manager
Business Development Bank of Canada
09.2019 - 07.2021
- Identified and developed new business opportunities for financing and consulting, focusing on acquisition
- Managed portfolio mix of 45 complex clientele, ensuring effective relationship management
- Analyzed, negotiated, and prepared proposals by applying thorough analytical processes.
Relationship Manager
BMO Bank of Montreal
03.2018 - 08.2019
- Qualified for CAD 1.5MM limits within 4 months of training and exceeded expectations
- Managed portfolio of 105 clients across various industries, sourcing new business through referrals and contributing to community development.
Vice President - Commercial Banking
Yes Bank Limited
01.2012 - 07.2017
- Managed team of 3 Relationship Managers and grew a portfolio of USD 52.0 MM and revenue of USD 3.0 MM
- Responsible for acquisitions of new clients while maintaining a balance between marketing initiatives, asset quality, and product profitability.
Regional Manager - Bank Loan Ratings, Mid Corporate Group
CRISIL Limited
08.2008 - 01.2012
Education
Digital Marketing Strategies -
Kellogg School of Management
Illinois03.2024
MBA (Finance) -
Sri Sathya Sai Institute of Higher Learning
India03.2007
Skills
Revenue Generation
Client Relationship Management
Account Management
B2C Marketing
Cold calling abilities
Languages
English
Native or Bilingual
Timeline
AVP - Debt Advisory Services
Finneo
05.2023 - Current
Senior Consultant
CGI
05.2022 - 04.2023
Senior Client Relationship Manager
Bank of Nova Scotia
07.2021 - 05.2022
Senior Account Manager
Business Development Bank of Canada
09.2019 - 07.2021
Relationship Manager
BMO Bank of Montreal
03.2018 - 08.2019
Vice President - Commercial Banking
Yes Bank Limited
01.2012 - 07.2017
Regional Manager - Bank Loan Ratings, Mid Corporate Group
CRISIL Limited
08.2008 - 01.2012
Digital Marketing Strategies -
Kellogg School of Management
MBA (Finance) -
Sri Sathya Sai Institute of Higher Learning
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