Pulket Sharma

Experience

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  HDFC Bank

  Jun 2016 - Feb 2019

  Relationship Manager

  Managing customer centric operations and ensuring customer satisfaction by achieving delivery timelines and service quality norms.Consulted with different verticals within the bank to resolve discrepancies and create effective solutions for the customer.Collaborating with senior management and negotiating settlements for the customer.Ensured oversight on operational activities including transaction accuracy and execution of compliance regulations and policies is in order. Setting Targets for revenue, profitability, volumes and customer satisfaction.Proactively worked with the product innovation team to build the next generation banking capabilities for customers.Analysed process determined client requirements and provide appropriate resources. Show less

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  YES BANK

  Feb 2019 - May 2022

  Transaction banking

  To recognise and understand client’s global banking needs in order to provide holistic CMS solutions. Advising clients on regulatory reporting and execution of transactions like FDI, ODI, ECB, Dividend payments etc. Knowledge of CLS settlements, CHAPS, RTGS NEFT and other types. Manage Export and Import related transactions like Import Advance, Direct Import, Import Bill Collection, Export Advance, Export Bill Collection etc. Providing fitting solution to reduce time lag in receipts and payments. Dealing in traditional and modern CMS facilities like Cash/Cheque/API integrations/QR Based solutions/Auto Pay Bulk Payment/UPI/NACH etc. Dealing in capital Market products such as Escrow/Nodal/Share Capital/RERA etc. Offering Collection and ERP integration solution to the customer. Show less

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  HDFC Bank

  May 2022 - now

  Foreign Exchange Consultant Trade Finance

  • Interact with prospects/clients to understand business requirements.• Consulting and analytic experience across process analysis, improvement, with industry best practice recommendation in payments.• Understand and negotiate needs and expectations of multiple stake holders and fostering a healthy relationship with key stake holders.• Experience in developing requirements, scope and design based on productroadmap and business needs.• Responsible to engage with clients across the stages of payment life cycle requirement gathering, mapping processes, solution architecture and implementation of payment solution.• Dealing with corporate clients and provide functional expertise, guide and instruct on transactions.• Capturing validating and documenting client’s requirements, ang making sure they are in line with the compliance of the transaction. Show less