Present Assignment:

• Manage all trade customers in West and North Rajasthan, based in Jodhpur, overseeing clients with trade facilities along with the working capital teams.

Initiatives & Developments:

• Onboarded the first BBTFX customer (self-sourced) with a 1.9 Cr. AOC for Rubal-INR transactions, generating over 1.5 Cr. in revenue to date.
• Pioneered the first GML account in the Rajasthan region, with a series of 8-10 customers in the onboarding process.
• Onboarded the first Bullion customer with a PSR limit of 300 Cr., completing the first transaction of 5 tons of Silver Bars, generating 14+ Lac in revenue. This was the first PSR limit issued in the Rajasthan, Gujarat, and MP zones.
• Developed the largest fund-based book in Rajasthan, securing the biggest-ever EPC limit disbursement of 35 Cr.
• Onboarded the first Loan Against Import (LAI) customer in Rajasthan, with multiple additional clients in the pipeline.
• Identified and developed the WCDL FCY product opportunity in the mapped market, securing a series of customers.
• Disbursed Yes Strike limits (5+ limits in a row) for the first time across the entire zone since its launch.
• Grew monthly business from 25 Lac (seasonal) to 50 Lac (sustainable), enhancing revenue generation.
• Onboarded the highest number of self-sourced NTB Fund-Based Trade customers across the zone, generating 1.2 Cr. in revenue for FY 2023-24, ranking among the top 3 PAN India.

Profile Synopsis:

• Led the sales strategy for the Affluent Channel (Trade + Wealth) across mapped geographies, overseeing 140+ branches in West and North Rajasthan. Managed a team of 8 Relationship Managers, 2 Service Managers, and 7 Trade Desk Managers, servicing a customer base of 3,500+.

Responsibilities:

• Recruited and trained branch and trade teams on trade compliance and business development, focusing on portfolio growth and new-to-bank (NTB) customer acquisition.
• Promoted digital solutions to customers for their daily business needs, including online products like Trade OnLine, FX-Online, I-BIZ, and CMS.
• Delivered comprehensive solutions for FOREX products, including Forwards, FCNR, and credit facilities such as EPC, PCFC, and FCTL.

Responsibilities:

• Led the recruitment, training, and development of a team of Business Relationship Partners (BRPs) focused on acquiring EXIM (Export-Import) accounts and high-value current accounts.
• Launched and managed a lead generation campaign targeting IT sector customers involved in software sales, service, and development for cross-border markets.
• Coordinated with the Trade Manager to onboard customers for EXIM services, ensuring smooth TCP (Trade Customer Portfolio) implementation.

Responsibilities:

• Developed customer service standards and policies for the entire branch, overseeing a team operating in various customer service roles such as DBM, CSM, Officers, and cross-vertical Executives.
• Ensured compliance with regulatory requirements, including updates to policy adoption and maintaining records of discussions and correspondence.
• Collaborated with cross-functional managers to identify and implement improvements in customer service, sales, and business opportunities.
• Managed branch targets for CASA (Current Account, Savings Account) business sourcing, and ensured branch profitability.
• Led cross-sales initiatives to drive business growth, achieving team targets through focused relationship management.
• Expertly educated customers on the use of digital channels, including Net Banking, I-Mobile, and various in-branch applications such as Insta-Kiosk and CAM, enhancing customer experience and digital adoption.

Responsibilities:

• Generated TFX (Trade Finance and Forex) revenue avenues from a mapped portfolio, driving business growth across Forex & Trade-related solutions.
• Coordinated with Trade Operations Managers for daily Trade and Forex services, securing revenue by maintaining satisfactory margins in remittances and promoting portfolio growth.
• Ensured post-sales service excellence, activating customer accounts and minimizing depletion through careful selection of quality clients.
• Maintained strong relationships with functional heads across Branch Banking Channels, including Branch Managers, BBG, Sales, and other banking functions, ensuring smooth processing of all Forex-related transactions.