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Preetam PGDBM XLRI

Preetam Modi is a manager at ICICI Bank, where he has worked since 2018. He has over 6 years of experience in banking, finance, and technology. Prior to ICICI Bank, he interned at Wipro in 2017 and worked at Cognizant Technology Solutions from 2013-2016. He holds a PGDBM from XLRI Jamshedpur and a B.E. in Electrical Engineering. He has strong skills in credit appraisal, relationship management, and business development. He has sanctioned over Rs. 4,000 million in new facilities and renewed over Rs. 15,000 million in ongoing facilities.

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Ramesh Gupta
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638 views1 page

Preetam PGDBM XLRI

Preetam Modi is a manager at ICICI Bank, where he has worked since 2018. He has over 6 years of experience in banking, finance, and technology. Prior to ICICI Bank, he interned at Wipro in 2017 and worked at Cognizant Technology Solutions from 2013-2016. He holds a PGDBM from XLRI Jamshedpur and a B.E. in Electrical Engineering. He has strong skills in credit appraisal, relationship management, and business development. He has sanctioned over Rs. 4,000 million in new facilities and renewed over Rs. 15,000 million in ongoing facilities.

Uploaded by

Ramesh Gupta
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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PREETAM MODI

Email: b16095@astra.xlri.ac.in | Phone: +91 9330910001 | LinkedIn


Degree Board Institute Year
PGDBM XLRI Jamshedpur XLRI Jamshedpur 2018
B.E. - Electrical Indian Institute of Engineering Science and Technology IIEST, Shibpur 2013
Work Experience
Relationship Management Manager, ICICI Bank – Large Clients Group Jun 2018 – Present
 Sanction credit facilities to large corporates based on financial modeling, business projections and credit note
Credit Appraisal
 Finalize terms and conditions, repayment schedule, loan securitization conferring various support teams

PREETAM  Liaise with client, legal team and various other stake holders to draft loan documents & execute loan processing
Project Monitoring MODI Business Management | 2016-18
 Monitor credit usage, ensure timely servicing of debt obligations; Identify & report against any kind of risks
Relationship  Coordinate with clients to ensure pre and post disbursal terms/conditions are adhered as decided in the contract
Management  Approach potential customers; Promote high-quality sales, supply and customer service processes
 Organized an event for Arteria attended by more than 60 large corporates to present channel financing product
Channel Financing
 Acted as a connection between product team and corporates to highlight features better and resolve queries
Team Management  Head a team of six people; manage task allocation, guide them on solving operational issues & on documentation
Key  Sanctioned fresh facilities of over ₹ 4,000.0 million, including one of the largest new client for the bank in FY2020
Transactions  Renewed on going facilities of over ₹ 15,000.0 million including enhancement given to existing clients
 Organized 28 salary camps; as a result more than 3,000 salary accounts have been shifted to ICICI Bank
Additional Sales  Increased monthly average cash flow routing through ICICI bank by more than 400% for more than 10 clients
Summer Intern, WIPRO Apr 2017- Jun 2017
Apr GTM
’17- Jun’17
Strategy,  Analyzed technology service provider’s role in Security software domain for product design and implementation
Security Software  Proposed action plan based on interaction with Gartner analysts, vendors and other functional teams
Artificial  Integrated applications of AI in security software products to solve unknown threats; proposed marketing plan
intelligence  Proposal has been implemented and the company has offered new services in this domain
Consulting  Recommended key improvements in Security Consulting post analysis of latest market trends
Programmer Analyst, Cognizant Technology Solutions Sept 2013 – Jan 2016
 Configured Siebel objects like Applets, Business Components & Objects in the application interface
Application
 Implemented & maintained critical user requirements by changing codes in server & browser scripts
Developer
 Fixed real time production issues after an extensive analysis of needs of the user information system
 Identified service requirements/ pain points by establishing personal rapport with potential and actual clients
Client Interaction
 Defined project scope and worked on enhancing feasibility; ensured bug-free program operation
Co-Curricular & Extra-Curricular Activities
 Six Sigma Green Belt - Identified the non-value added activities, created value stream mapping and created a
Certifications plan for improving delivery time for an e-commerce company named Salt n Soap
 Basics of Credit Appraisal by CRISIL – Financial analysis and credit risk monitoring
 Expansion Strategy for Brand Port Wi-Fi – collaborated with students from 6 different countries to design target
markets and best market entry mode, was selected for next international round
Live Projects
 Digital Marketing Plan, FinChikitsak  Visibility vs Sales, Tropicana & Red Bull
 Supplier Relationship Management, Agrico  SERVQUAL model, Brubeck Bakery
 National Finalist
 Samsung Edge - Proposed launch & market entry strategy into Air Cooler segment
 Cognizant CXO Challenge - Analyzed IT innovations in retail and defined business scope

Corporate Case  Campus Finalist


Competitions  ITC Interrobang - Framed market development strategy for Aashirvaad Sugar release control Atta
 Coke showcase - Designed creative communication ideas for Minute Maid Mosambi juices
 Airtel iCreate - Proposed a supplier sourcing strategy for implementing 4G network
 Tata Steel Steel-a-thon - Outlined market communication strategy for ‘Ezynest Modular Toilets’
 Vodafone Voyage - Formulated plan to increase new customer acquisition
 Senior Executive, InfraCom - Managed budget of ₹ 32.0 million & Digitized complaint management system
Positions of
 Event Head, WIRED - Organized 23 events with 4700+ footfall & garnered sponsorship of over ₹ 0.5 million
Responsibility
 Class Representative - Handled academic affairs for 4 years for a batch of 500 students during under graduation
 Developed distribution strategy of upcycled products for an NGO working for livelihood of rural women
Social Projects
 Spread awareness in tribal villages on Hindu Marriage Act by presenting plays, skits – Project Navodaya
Academic Achievements
Scholarship  Awarded merit scholarship amounting INR 24000 during under graduation
Comp. Exams  XAT 2016 – 99.883 %ile (among top 100 in India), CAT 2015 – 99.46 %ile, CET 2016 – 99.98 %ile
Languages Known – Hindi, English, Bengali, French (Beginner Level), Spanish (Beginner level)

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