Client Relationship Officer
Nexus Financial Services
Total years of experience :14 years, 1 Months
Key Result Areas:
Successfully achieved the assigned targets and generated profitable revenue on an average of around USD
60, 000 year on year to the company.
Meeting new prospects to uncover their insurance/investment needs and personal objectives in order to do a
proper financial planning for them which enables them to create wealth for themselves in future
Collect, consolidate and organize business needs from prospects and with the help of my strong analytical
skills, perform quantitative data analysis to design and recommend a solution that fulfills the needs &
objectives of each client
Constantly re-engineering the portfolio of the existing clients in order to safe guard their financial interest in
investments.
Providing a wide range of specialized advising on wealth management, investment planning, portfolio
management, business protection, personal insurance, group medical insurance, employee benefit schemes,
etc.
Excellent record of providing a consistent after sales services to the clients
Hands on experience of interaction with senior level client base & big corporate representatives.
EatCorp Company WLL
Key Result Areas:
Performing Daily, Weekly and Monthly Bank Reconciliation for 8 bank accounts, with total reconciliation of in
excess of 125 transactions a day. Formulated meaningful, accurate and timely monthly management reports
Supervised transactions to ensure proper accounting with established standards & Monitored and managed
book‐keeping principles, debt management, and computerized accounting software packages
Liaising with the concerned department supervisor for any discrepancies in the department report and bank
statement.
Handling statutory audit, attending to auditor queries and ensure compliance to regulatory requirements
Maintain excellent relationship with the bank accounts manager, in order to get quick responses from bank
Develop, maintain and analyze budgets, preparing periodic reports that compare budgeted costs to actual
costs.
Maintain & Review transactions and monthly reconciliation schedules and follow up on outstanding items
(Payments, Receivables, payables, etc.) for all subsidiaries and ensure it is up to date
Key Result Areas:
Conducting legal and financial Due Diligences for the purpose of acquiring financial assets from various Banks
and financial Institutions
Determining the acquisition price, structuring the acquisition deal, completing legal and other documentations
at pre and post acquisition stage. Negotiating one-time settlements with the borrowers & planning
restructuring of the operating units
Implementing the formulated resolution strategies using the procedures laid down under SARFAESI Act 2002
and rules framed thereunder
Key Result Areas:
Record and determine FX/Money Market/Derivatives transactions in line with client procedures and administer
client loan portfolio
Use Treasury Management System; ensure all daily liquidity needs are met for the client
Determine client cash position and complete required investment/borrowing to optimize utilization of cash
flows, conduct pre-advices and make settlements with the beneficiary banks. Identification, management and
escalation of issues to ensure minimal risk to the customer
Key Result Areas:
Processing & Quality Check (QC) of Financial & Non-Financial transactions
Reconciliation of daily Online Fund Transfers (Wires) at EOD
Sending reports to Cash Management team & funding request to clients & Research & Adjustments of Financial Transactions
Notable Achievements across Career
Successfully achieved the assigned targets and generated profitable revenue on an average of around USD
60, 000 each year to the company.
Attained target deadlines of Eatcorp for completing financial reporting in 2017
Reconciled discrepancies efficiently and quickly for customers which were acknowledged by the superiors.
While in Invent my team including me effectively conducted financial and legal due-diligences for over 150
non-performing financial assets (NPAs) resulting in efficient acquisition of quite a few of them
Expertise in conducting multiple due diligence, drafting legal agreements, creating and reviewing business
plans and financial models
Led cost saving initiative by formulating a legal tracker which tracks all the court hearing minor details
including date, time, place making conveyance easy and cost effective for all the employees of the company
Because of my determinant & sincere efforts, accounts turning as Bad Debts for the company, are going to be
resolved within a period of 5 years
While in Citigroup, observing my initiative nature and dedication towards work, was promoted as “Senior
Associate” within a span of only 18 months
Effectively handled the crucial treasury financial processes with minimum errors and no financial loss to the
company which attracted many appreciation mails from the clients of Citibank
My honesty towards work led me with extra responsibilities of conducting daily meetings, drafting minutes,
training new joinees, monitoring workflow, etc.
Contributed efficiently in completion of several target projects within the stipulated time given to our
department and always achieved more than the targets allotted to those projects
1st Class
1st Class
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