---
title: "SREEJESH GOPAN - Apprentice Relationship Manager in Bengaluru | Tal"
description: "Meet SREEJESH GOPAN, Product Management| Business and Product Analytics | BBA (Hons) . SRM | CMA USA Aspirant based in Bengaluru. AI stack includes gemini, lovable, and metaai."
image: "https://tal.club/meet/sreejesh-gopan/share-image"
---

# 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

[View the original profile](https://tal.club/meet/sreejesh-gopan)

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