Manager
Kotak Mahindra Bank Ltd
Total years of experience :21 years, 1 Months
Product Sales Manager (PSM) July '13-till date
* Driving branch Channels like Sales, Privy, Wealth and TASC in achieving the FX and Trade targets of the designated retail branches
* Meeting clients and identifying income opportunities.
* Conducting training session for all channels.
* Timely review of targets with Area Managers and Regional branch heads.
* Keeping the channels and branches updated for any new products, RBI circulars and guidelines.
* Identifying clients for fund and non-fund based limits.
Scrutinizing the document for the statutory requirement in line of the RBI guidelines.
Making visits to the clients for any operational issues and passing on the feedback to the reporting authority for further improvements.
Issuance of Shipping Guarantees, Delivery orders.
Ensuring TAT and error free submission of MIS reports.
Ensuring timely submission of Form A1, A2 and CA certificates to the centralized operations team.
Making bank visits.
Issuing Inland and foreign Letter of Credit.
Handling inward and outward collection bill and doing the follow up with the bank’s for timely payments.
Process improvement, TAT monitoring & reduction
HDFC Bank Nov '07-May '08
Deputy Manager in Trade Operation
* Processing international & domestic trade products like letters of credit, bills for collection/purchase/ negotiation.
* Issuing foreign currency Demand Drafts.
* Checking the regulatory compliance of all related products like export/import remittances.
* Processing all the requisite reports and returns submission to RBI by exporters/importers and the Authorized Dealers (the bank)
ICICI Bank Oct '06-Nov '07
Senior Officer in Trade Operations
* Processing all type of trade related customer transaction within the prescribed TAT (turnaround time) - Imports, Exports and all Inland Transactions.
* Advisory services to internal & external customers in terms of inward and outward remittance against imports and exports
* Submission of statutory & internal control returns
* Maintenance and capturing data base of trade activities
* Handling international & domestic trade products like letters of credit, bills for collection/purchase/ negotiation, Bank Guarantees
* Processing all the requisite reports and returns submission to RBI by exporters/importers and the Authorized Dealers (the bank)
XANSA (India) Ltd Jan '05-Sep '06
SME (Subject Matter Expert), for Experian (UK's largest Credit Reference Company)
* Doing Research of businesses in UK and Ireland.
* Looking after the data quality before handing it to the clients
* Training the new joiners in terms of process and data quality.
* Preparing audit sheets, generating daily reports and giving a feedback.
* Acting as a floor support in the absence of the Team Leader.
* Got promoted as a SME (Subject Matter Expert) in a span of one year.
* Always part of pilot process.
* Filling the weekly time sheets for the entire process for billing the client.
* Consistently meeting SLA's (Service Level Agreement) since the time of joining.
I-Energizer May '03-Dec '04
Senior CCE (Customer care executive) for Dell Financial Services
Delivered high quality response with utmost speed so that each Customer query is resolved in one contact.
Provided hands-on assistance to my team in case of process related problems.
Displayed high energy levels and the capability of handling projects independently.
Assisting team leader to coach new team members through call monitoring & feedback. Also monitored service levels for them.
Manage daily activities of the team in the absence of TL.
Working on assignments i.e. Report generation, data analysis etc.
Bachelor of Computer Application from APPEJAY Institute of Technology, Greater Noida (Affiliated to Agra University, Agra) in the year 2003
Intermediate from Cambridge School Noida in the year 2000 with First Division. High School from Cambridge School Noida in the year 1998 with First Division.