Samyak Meshram

Relationship Manager @ICICI Bank

Pune, IN

Managed a portfolio of 18 SME and corporate clients worth ₹170 crores, and identified new revenue opportunities• Setting up digital transformative solutions such as Cash Management Services (CMS), Tally plugins, InstaBIZ• Maintained CEO/CFO relationships with key clients, driving business development and expanding the client base• Led trade finance, optimizing working capital cycles and ensuring timely execution of financial solutions• Delivered financial solutions based on detailed analysis of client financials, including P&L, ratings, and key metrics• Increased profitability by meeting targets, cross-selling products, ensured client service standards & compliance to RBI guidelines designed for business banking and lending operations• Managed end-to-end customer onboarding in banking, ensuring regulatory compliance through KYC and CRILC checks• Structured and executed working capital, term loan, and project finance deals, using credit expertise to deliver tailored solutions