Diwakar Kumar

Experience

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  ICICI Bank

  Sept 2021 - Oct 2022

  TRADE DESK OFFICER

  Roles & Responsibilities• First Level of Scrutinize & process the submitted documents like LC, BG, Export/ Imports, /LC Advising/ Confirmation/ Issuance/ SBLC/ Collections/ Bill Discounting, Payments etc.• Ensure to minimise no. of Trade transaction rejection by Trade CPU. Handling of rejections/queries raised by Trade CPU. Assisting spoke branches in handling and managing trade transactions.• Adherence defined TAT for Trade Products.• Reduce/Eliminate customer complaints by providing superior services.• To ensure that the transaction complies with all the regulatory requirements under the current RBI guidelines in addition to the banks internal policies and procedures.• Good understanding of RBI & FEMA regulations and UCPDC.• Liaise with other departments in relation to transactions being handled.• Manage transaction follow-up and record updates accordingly• Follow up with customers/RM/TC for closure of outstanding EDPMS and IDPMS.• Regular interaction with relevant stakeholders for implementation of new products/policies/guidelines and improving operating efficiency & customer satisfaction.• Handling back office related activities in an efficient manner.• Assist in transactional regulatory checks as required.• Assist the monitoring team in following up matters with clients as required Show less

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  Banking Sales Job

  Oct 2022 - Dec 2023

  Commission Sales Associate
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  ICICI Prudential AMC Ltd

  Dec 2023 - now

  Relationship Manager

  Role PurposeRole is to maximize sales by planning and implementing organization strategies/activities to achieve the given targets through the set of distributors in retail business Internal Focus-Branch Relationship Team, Channel team.External Focus Distributors, InvestorsKey Accountabilities• Responsible for Sales from assigned distributorsResponsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochure).mailers, group meetings with distributors/clients of distributorsResponsible for providing best in class service to distributorsShould be sensitive to the needs of distributors in terms of Product Updates. Query resolution and ensure proper follow up etc.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive businessGather market intelligence and find out the strategies to counter the competition in the marketCreate brad awareness by organizing events, cor conferences product sessions for distributors for top-of-the-mind recall • Ensuring that the distributors are trained on all products and Operational procedures and informed on the Regulatory Changes on regular basis Show less