Experience

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  Yes bank

  Nov 2012 - Oct 2014

  Client relationship partner

  *Responsible for NTB (Current and Savings accounts) , fixed deposits and all Wealth, Investments products. *Regular interactions with customers.*Service oriented.*Revenue generation via Trade Forex and business/retail Assets products.

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  Kotak mahindra bank

  Nov 2014 - Feb 2018

  Trade relationship manager (tfx)

  *Managed self sourced Trade EXIM portfolio. *Source NTB of Trade EXIM and High value current accounts*Regular interactions with client for Regular trade transactions. *Responsible for Sales and follow up till disbursement of Working Capital (LC, BG, LCBD, PCFC, FCTL, etc.)with WC- RM.*Responsible for Sales of Travel Cards and LRS.

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  Indusind bank

  Mar 2018 - Aug 2020

  Emerging corporate - rm - tfx & bbg

  • Worked in Emerging Corporate vertical, handling Trade and Forex transactions of all the corporate and business clients.• Handling transactions like EPC, PCFC, SBLC, Buyers Credit, Trade Credits, Forward contracts of BBG clients.• New acquisition of trade and Working Capital Limit clients, opening current accounts and their on boarding.• Nourishment and ring fencing of mapped portfolio and book deepening by increasing the wallet share through trade and forex fee and other various products and services.• Responsible for mitigating attrition rate of the customers by providing attachments like CMS, Working Capital Limits and General Insurance hence ensuring their stickiness to the bank.• Cross selling various products of the bank like credit cards, life and general insurance and other products.• Responsible for educating clients on various legal policies from RBI from time to time and guiding them on the documentation involved in Trade transactions. Show less

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  Axis bank

  Sept 2020 - May 2021

  Commercial banking group - rm - tfx & sme

  *Acquisition of high value and trade forex current accounts in the branch segment. *New acquisition of trade and Working Capital accounts and their on- boarding. *Nourishment and ring fencing of mapped and sourced portfolio by increasing the wallet share through trade and forex fee and CA balance and other various products and services.*Increased penetration of trade and Forex business into Current & Savings Account with proper co-ordination with respective teams or group along with the cross selling of wealth products.*Responsible for mitigating attrition rate of the customers by providing attachments products/services like Trade Finance/ Forex, CMS, POS / Payment Gateway solutions, doorstep banking and digital activation. *Exploring potential for new to bank liability customer acquisition through referral from group companies / business associates (dealer/vendors etc.) of portfolio customers.*Maintain continuous customer engagement through customer visits/profiling /contacts, and proactively resolve customer issues / queries.*Action on central triggers / initiatives on enhancements, cross sell and portfolio monitoring.*Managing escalation from customers and ensuring resolution is attained for customer escalations & logged issues.*Involvement in trade forex transactions like PCFC, Buyers Credit, Trade Credits, Forward contracts and LC-BG for working capital (SME) clients. Show less

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  Icici bank limited

  Jun 2021 - now

  Account manager - transaction banking group