SREEJESH GOPAN profile photo 1 on Tal

SREEJESH GOPAN

Product Management| Business and Product Analytics | BBA (Hons) . SRM | CMA USA Aspirant

Bengaluru

< 1 year of work experience

City Union Bank Ltd.
Sep 20259 mosMay 2026

Kozhikode, Kerala, India

• Managed a portfolio of 80+ retail and business customers, ensuring high service quality and customer retention. • Analyzed customer financial profiles and transaction patterns to identify opportunities for cross-selling banking products and improving customer engagement. • Executed daily banking operations through TCS BaNCS while ensuring accuracy, compliance, and operational efficiency. • Supported AML and KYC verification processes, contributing to regulatory compliance and risk mitigation. • Collaborated with cross-functional teams to resolve customer issues and improve service turnaround times. • Maintained and reviewed customer records, financial documentation, and operational reports with high accuracy. • Guided customers on banking products and services based on their financial requirements, improving product awareness and customer engagement. • Demonstrated strong stakeholder management by coordinating between customers, operations teams, and branch management.

SREEJESH’s AI Stack

gemini
gemini
lovable
lovable
metaai
metaai
ChatGPT
ChatGPT
Figma Make
Figma Make

Education

Institute of Product Leadership

Certified Associate Product Manager, Product Management

Institute of Product Leadership

20262026
Imarticus learning

Certified Investment Banking Operations Program, Investments and Securities

Imarticus learning

20241 yr2025
SRM IST Chennai

Bachelor of Business Administration - BBA, Honours

SRM IST Chennai

20213 yrs2024

Join SREEJESH and 10k+ other professionals on

Tal Boss

Tal is the app where bosses meet engineers & builders directly, without middlemen

Download Tal Boss

SREEJESH GOPAN on Tal

Headline

Product Management| Business and Product Analytics | BBA (Hons) . SRM | CMA USA Aspirant

About

I'm an SRM Institute of Science and Technology BBA (Hons) graduate with a keen eye for the financial markets and investment banking. I wanted to increase my industry readiness, so I completed the Certified Investment Banking Operations Program by Imarticus Learning, which provided me with hands-on experience in the complete trade life cycle, risk and compliance, settlements, and financial instruments. My knowledge combined with the investment banking operations technical skills I have acquired has motivated me to pursue finance industry entry-level positions, where I can hone my skills and transform into a holistic finance professional. 🔑 Key Qualities: • Quick learner with strong analytical thinking • Attention to detail with a penchant for processes • Exceptional communication and working relations • Collaborative team member with an initiative-taking attitude • Effective life-long learners and passionate about self-development I am excited to embark on my journey, and am looking forward to the opportunity to contribute my enthusiasm, dependability, and robust work ethic to a finance team.

Location

Bengaluru

AI stack

gemini

lovable

metaai

ChatGPT

Figma Make

Work experience

Apprentice Relationship Manager at City Union Bank Ltd., Sep 2025 - May 2026 · 9 mos, Kozhikode, Kerala, India, • Managed a portfolio of 80+ retail and business customers, ensuring high service quality and customer retention. • Analyzed customer financial profiles and transaction patterns to identify opportunities for cross-selling banking products and improving customer engagement. • Executed daily banking operations through TCS BaNCS while ensuring accuracy, compliance, and operational efficiency. • Supported AML and KYC verification processes, contributing to regulatory compliance and risk mitigation. • Collaborated with cross-functional teams to resolve customer issues and improve service turnaround times. • Maintained and reviewed customer records, financial documentation, and operational reports with high accuracy. • Guided customers on banking products and services based on their financial requirements, improving product awareness and customer engagement. • Demonstrated strong stakeholder management by coordinating between customers, operations teams, and branch management.

Education

Certified Associate Product Manager, Product Management, Institute of Product Leadership

Certified Investment Banking Operations Program, Investments and Securities, Imarticus learning

Bachelor of Business Administration - BBA, Honours, SRM IST Chennai

SREEJESH GOPAN - Apprentice Relationship Manager in Bengaluru | Tal