A diligent, resourceful & results driven professional with over 4+ years of banking experience with passion for delighting customers using latest technology while contributing to business growth. Strong experience in Mutual Funds sales, Portfolio Management, developing business strategy, leveraging on interpersonal, time management & educating skills to achieve corporate goals & cultivate client loyalty. A Strong advocate of putting customer first and in developing, increasing customer connectivity via expanded engagement delivering added value to the customer and the organization. Relevant Banking & FI Skills: Payment Gateways, Relationship Building, Portfolio Management, AML Compliance, Mutual Funds, Data Analysis, Financial Reporting, Risk Management, Cash Flow Analysis SOFT SKILLSProblem Solving, Leadership, Critical Thinking, Collaboration, Team Work, Active Listening, Empathy, Communication
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Anti-Money Laundering ConsultantTangerineHyderabad, In -
Fiu Triage ManagerTangerine Jan 2023 - PresentGreater Toronto Area, Canada -
Senior Aml InvestigatorScotiabank Jun 2021 - Jan 2023 -
Senior Investment SpecialistScotiabank Apr 2020 - Jun 2021Toronto, Ontario, Canada -
Merchant Relationship Manager Ecomm | Business AdvisorHdfc Bank May 2018 - Aug 2019Hyderabad, Telangana, India- Targeted small and medium scale enterprises to identify targets for the bank’s newly launched merchant ecommerce platform - Improved market share by 14% and over achieved target yearly volume by 34%- Coached and mentored a team of 5 supporting their career progressions - Acquired, retained and expanded relationships with clients, learning their needs and recommending mutually beneficial solutions - Provided Payment Solutions to clients and helped client on boarding onto the e-commerce platform- Collaborating with product partners and colleagues to assess customer needs, plan product offerings and deliver appropriate solutions- Identified potential problem accounts/relationships, recommended appropriate actions to mitigate risk and protect banks interests - Achieved high client retention rates via active relationship management- Attained high product penetration rates via maximising cross selling opportunities- Adhered to established structures and processes for credit, risk and operational management - Ensured risk monitoring and compliance adherence by the client- Supported Channel Management and staff training across various departments -
Client Relationship Manager | Financial AdvisorHdfc Bank Mar 2015 - May 2018Hyderabad, Telangana, India- Managed a portfolio of High Net worth Individuals and Corporates including Stocks, Mutual Fund sales and Investment management- Independently led advisory teams for transformative engagement of HNI clients with increased profits- Mined passive customers to identify requirements, untapped opportunities and educate them with relevant financial/investment advice- Adhered to banking regulations, AML & KYC mandates mitigating regulatory and operational risks- Led /Contributed to pursuit of securities sales, consulting offerings and internal initiatives with focus on client portfolio growth- Engaged in cross selling all of the banks offerings such as Trade Forex, Investment Advisory, Payments and Cards, Deposits and lending, etc.- Led engagements in cross-functional delivery model working with product teams and functional team to develop effective solutions- Ensured all customer concerns and complaints are satisfactorily resolved through a structured approach using various business solutions, consulting tools and available methodologies -
Marketing InternJohnson Matthey Feb 2014 - May 2014
Sai Teja K Education Details
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Marketing/Marketing Management -
All Saints High School,Hyderabad
Frequently Asked Questions about Sai Teja K
What company does Sai Teja K work for?
Sai Teja K works for Tangerine
What is Sai Teja K's role at the current company?
Sai Teja K's current role is Anti-Money Laundering Consultant.
What schools did Sai Teja K attend?
Sai Teja K attended Ibs Hyderabad, Sri Sathya Sai Institute Of Higher Learning, All Saints High School,hyderabad.
Who are Sai Teja K's colleagues?
Sai Teja K's colleagues are Catrina Graham, Jonathan Yung, Eniola Oladimeji, Kaitlin Boyd, Joey Firelli, Josa Ramsa, Mevin Tanakoor.
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Sai Teja K
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Sai Teja K
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Sai Teja K
Hyderabad
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