Rohit Shankar - CSC®

Experience

• 

  State Bank of India

  Nov 2016 - Jul 2023

  • Managed proprietary interbank portfolio, optimizing trading positions, quoting competitive rates, and guiding corporate clients about the market trends and overall environment to enhance the bank's market share in the foreign exchange business.• Conducted data-driven financial analysis and streamlined budgeting and reporting, contributing to efficient day-to-day treasury operations.• Collaborated with finance and treasury teams, aligning activities with corporate finance goals for strategic coordination in executing financial transactions. Show less • Achieved over 150% of the credit and deposit budget for F.Y. 2020-21.• Led and assisted the team with the tailored sales of mutual funds, life insurance policies and financial planning of customers. • Contributed to creating a diverse and equitable work environment by leading five staff members by participating in performance development, organizing team meetings to track performance, and managing yearly budgets and agendas.• Identified opportunities for operational and business improvements, scheduled and organized customer experience meetings to take feedback and improve the overall customer experience.• Liaison with other corporate and government bodies to enhance business and loan portfolios. Doorstep banking initiatives to strengthen the reach of banking to the general public. Show less • Collaborated effectively with team members to streamline operations and enhance customer service.• Inspected the lending and business portfolio accounts as a risk mitigation procedure and verified compliance with the regulatory and bank guidelines as a pre-audit diagnostic measure.• Conducted thorough customer due diligence in adherence to bank’s risk management and procedures.• Achieved and exceeded assigned goals as a Customer Satisfaction Officer by promoting digital banking solutions and consistently executing business processes accurately and within established time frames. Show less

  • Manager Derivatives(foreign exchange)

    May 2022 - Jul 2023

  • Collections Manager

    May 2021 - Apr 2022

  • Branch Manager

    Mar 2019 - Apr 2021

  • Probationary Officer

    Nov 2016 - Feb 2019
• 

  Scotiabank

  Apr 2024 - now

  Financial Advisor