Present Assignment:

• Managing Cash Trade & Forex (CTFX) portfolio for Commercial Banking clients across Rajasthan with added responsibility of Cash Management Services (CMS).
• Driving Commercial Banking solutions with focus on acquisition, revenue growth and client servicing.
• Partnering with Relationship and Product teams to enhance client experience and strengthen transaction flows.

Profile Synopsis:

• Oversaw Trade Finance & FX portfolio under Transaction Banking Group catering to mid-corporate and commercial clients.
• Led regional initiatives to strengthen client engagement, drive digital adoption, and cross-sell transaction banking solutions.

Profile Synopsis:

• Managed Trade & Forex business across West & North Rajasthan in coordination with Business Banking & Working Capital teams.
• Onboarded NTB clients with record disbursements in EPC, PCFC, GML and Loan Against Import.

Profile Synopsis:

• Onboarded first customer (self-sourced) with 1.9 Cr. AOC for Rubal-INR transactions with a whopping revenue of 1.25 Cr.+ FX Revenue till now.
• First Bullion Customer of Zone (Rajasthan, Gujarat & MP) onboarded with PSR limit of 300 Cr. and initiated transaction of 5 Ton Silver Bars with high revenue.
• Developed Fund Based book with biggest ever disbursement (Rajasthan) of EPC limit with 35 Cr.
• First Customer onboarded with Loan Against Import (Rajasthan).
• Explored WCDL FCY product opportunity in mapped market and developed series of customers.
• Disbursed Yes Strike limits (10+ limits in a row) first time since it was launched in entire Zone.

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.