Summary
Overview
Work history
Education
Skills
Certification
LANGUAGES
Accomplishments
Timeline
Generic
YESU VADAPALLI

YESU VADAPALLI

LONDON,UK

Summary

Dynamic and customer-focused Banking Relationship Manager with over 3 years of experience in the loans and credit division of leading Indian banks. Proven track record in managing retail and SME client portfolios, credit underwriting, and achieving lending growth targets. Skilled in building long-term client relationships, cross-selling banking products, and ensuring full compliance with KYC/AML standards. Seeking to contribute my lending and relationship expertise to a UK banking environment, with a focus on client management, business growth, and service excellence.

Business Management student demonstrating strong analytical thinking and communication skills, with a focus on business strategy. Proficient in Microsoft Office, research methodologies, and data reporting. Committed to gaining professional experience and contributing to organizational growth.

Meticulous bookkeeper with advanced accounting, mathematical and sage,xero software expertise. Successful at keeping accounts current and accurate for compliant financial record keeping. Well-organized, diligent and focused professional.

Overview

4
4
years of professional experience
1
1
Certification

Work history

Bookkeeper

future connect
london, uk
11.2025 - 01.2026
  • Updated records in sage,xero softwear to keep account totals correct and current.

Relationship Manger

DCB Bank
Guntur
2023.11 - 2024.05
  • Managed a portfolio of 30 clients with loan exposure exceeding 1 crore
  • Advised clients on personal, home, and business loan products; achieved 120% of annual lending targets in FY2024
  • Conducted credit appraisals and risk analysis to recommend appropriate loan structures
  • Worked closely with underwriting and operations teams to ensure timely loan disbursals and compliance
  • Delivered consistent customer satisfaction ratings above 95%, maintaining long-term client relationships
  • Trained new staff on lending systems, documentation, and customer engagement best practices

Assistant

Platinum Finance and Services
Guntur
2022.03 - 2023.11
  • Assisted in developing and maintaining retail customer relationships
  • Supported loan application processing, credit documentation, and KYC verification
  • Cross-sold credit cards, insurance, and savings products to increase client portfolio profitability
  • Coordinated with internal departments to resolve client issues promptly

Education

MSc - management with pdp module

Bpp university
London, UK

Skills

Innovative business strategies

  • Business operations understanding
  • Financial literacy
  • Market research and analysis
  • Project coordination
  • Data interpretation and reporting

Sage 50

VAT advising

Xero software knowledge

Certification

  • AAT LEVEL 2

LANGUAGES

English Advanced

Accomplishments

  • Exceeded Lending Targets: Managed a client portfolio exceeding ₹1 crore, achieving 120% lending targets FY2024.
  • High Customer Satisfaction: Delivered customer satisfaction ratings consistently above 95% over six months.
  • Effective Staff Training: Trained 5 staff members, improving their efficiency by 30%.
  • Increased Cross-Selling: Cross-sold 50% more products, increasing client profitability significantly.

Timeline

Bookkeeper

future connect
11.2025 - 01.2026

Relationship Manger

DCB Bank
2023.11 - 2024.05

Assistant

Platinum Finance and Services
2022.03 - 2023.11

MSc - management with pdp module

Bpp university
YESU VADAPALLI