Sanjay Lakule Email & Phone Number

Canada

Vancouver, Canada Area

Mumbai, Maharashtra, India

▪ Effectively managed existing portfolio of Asset based lending clients, ensured deepening and acquired new clients to exceed revenue and cross sell targets to deliver strong bottom line results▪ Visited client On-site to gain understanding and insights of their business objectives as well as operations▪ Ensured constant engagement with clients by offering sound financial advice and Products to meet client needs in order to deepen client relationships and deliver a delightful customer experience▪ Monitored existing portfolio by conducting periodic reviews to ensure Risk Management and appropriate due diligence as per the procedures to ensure continuous improvement approach.▪ Placed clients on Early Alerts for stricter monitoring and ensured timely De-risking as per the appropriate action plan to mitigate concerns/risks. ▪ Guided credit analysts to prepare credit proposals for renewal/enhancement of existing limits and Trained Service managers for continuous quality improvement.▪ Interacted with stakeholders of multiple markets/territories (Group colleagues/Businesses) to assist customers in leveraging the International/domestic network of the Bank.▪ Conducted presentations/Networking/Knowledge transfer sessions at different forums for Retail banking (Branch banking, Wealth Partners) and client/community to update about various financial services/products in order to build relationships and leverage network for new business development

▪ Effectively managed the existing portfolio of Asset Based Lending & liability clients; achieved revenue & formalized business strategies for exceeding sales targets with an Entrepreneurial spirit and vision▪ Acquired new customers to achieve revenue and referral targets▪ Established and grown long term relationship with existing as well as new clients by advising suitable financial solutions to support client needs and ensure brand loyalty▪ Assessed customer’s business model, margining, financial performance; prepared credit /finance proposals & presented to risk for approvals▪ Offered holistic advice to clients from Business as well as Personal wealth and its application perspective by partnering retail department specialists/branches across designated centers▪ Drove the business sales volume by Strategizing correct opportunity spotting to maximize revenue▪ Leveraged Clients/Business leaders and local Community Network to explore business opportunities in order to grow new business with influence.▪ Conducted training programs/ Informatory sessions on Business Banking products for other departments like Private & Retail Banking to build internal network and to acquire business through teamwork

▪ Acquired, managed and developed Business Banking customer portfolio and contributed towards the achievement of Assets and Liability targets in compliance with bank policies and guidelines

Master Of Business Administration (M.B.A.), Masters In Marketing Management

Bachelor Of Commerce - Bcom, Business/Commerce, General