Vasantha Dunnapothula

- Manage a high-value portfolio of High-Net-Worth (HNI) individuals and corporate clients across wealth
management and investment advisory functions.
- Provide customised banking solutions and facilitate cross-border trade finance operations using a customer 360
approach.
- Act as strategic financial partner to support portfolio growth and long-term client relationship management.

- Generated and qualified B2B leads through digital channels including WhatsApp Business API.
- Presented tailored business solutions to prospective clients and supported sales pipeline management.
- Improved customer engagement through structured digital communication campaigns and client follow-ups.

- Defined and prioritised a roadmap of 20+ product features for a property listing and CRM platform, aligning with
business objectives and customer requirements.
- Conducted user requirement analysis and collaborated with cross-functional teams to improve product usability.
- Contributed to launch strategy planning and customer feedback analysis.