AAKASH SHARMA
Greater Noida
Summary
Experienced Cluster Head specializing in Retail Fee Income and Forex with a proven track record of managing multiple branches and driving revenue growth. Skilled in leadership, relationship building, cross-selling, and strategic planning within the banking sector. Adept at training staff, understanding customer behavior, and developing new revenue streams.
Overview
13
13
years of professional experience
Work History
Cluster Head Fee (Retail & Trade Forex)
Axis Bank Ltd
Greater Noida
05.2017 - Current
- Managing 36 branches with responsibility for driving Trade Forex, Retail Forex, and fee income business, ensuring revenue growth and portfolio penetration.
- Working closely with Branch Banking, Relationship Managers & Trade teams for acquisition and deepening of Importer, Exporter, Corporate & SME relationships.
- Driving Trade Forex products including Import Payments, Export Realisation, Letter of Credit (LC), Bank Guarantee (BG), Buyers Credit, Trade Remittances & Documentary Trade transactions.
- Identifying client forex exposure and coordinating with Treasury teams for FX Spot, Forward Contracts, Hedging Solutions and Treasury pricing support.
- Supporting clients in cross-border transactions, FEMA/RBI compliance, LRS, outward & inward remittances, and NRI forex services.
- Analysing client business flows to increase forex wallet share, trade throughput, and fee-based revenue generation.
- Training branch teams on Trade Forex products, regulatory guidelines, customer identification, and cross-selling opportunities.
- Developing new revenue opportunities from NTB, ETB & New-to-Forex customers through focused client engagement.
- Working on banking platforms including Tradex, Intellect, Finacle, PCS and CRM systems.
Asst. Manager
Bookmyforex
Gurugram
09.2016 - 04.2017
- Spearheaded vendor management and corporate sales initiatives, exploring new revenue opportunities for the firm.
- Corporate sales
- Researching on new areas for revenue generation for company
Branch Incharge
Centrum Direct Ltd
Gurugram
08.2015 - 08.2016
- Directed a team of 10 employees in a Forex branch, driving corporate, HNI, and bulk sales, enhancing the branch's performance in currency, cards, and remittances.
Relationship Officer
American Express India Ltd
Bangaluru
12.2013 - 10.2014
- Excelled in corporate and HNI sales, leveraging third-party partnerships to meet sales targets.
Education
Certificate Course in Foreign Exchange -
FEDAI & IIBF
03-2022
Certificate Course in Foreign Exchange Individual -
FEDAI & IIBF
06-2021
PGDM - Marketing
ITM Business School
Bangaluru 06-2014
Management Trainee
Thomas Cook India Ltd
Bangaluru 06-2013
BBA -
Institute of Management Studies (IMS)
Ghaziabad 06-2012
XII -
CBSE
04-2009
Class X -
The Maan School
04-2006
Skills
Leadership
Fee Income Strategy
Cross-sell Enablement
Forex Management
Sales Strategy
Bancassurance & Investment Products
Customer Behavior Analytics
CRM, Tradex, PCS Software Proficiency
Languages
Hindi
First Language
English
Proficient
C2
Timeline
Cluster Head Fee (Retail & Trade Forex)
Axis Bank Ltd
05.2017 - Current
Asst. Manager
Bookmyforex
09.2016 - 04.2017
Branch Incharge
Centrum Direct Ltd
08.2015 - 08.2016
Relationship Officer
American Express India Ltd
12.2013 - 10.2014
Certificate Course in Foreign Exchange -
FEDAI & IIBF
Certificate Course in Foreign Exchange Individual -
FEDAI & IIBF
PGDM - Marketing
ITM Business School
Management Trainee
Thomas Cook India Ltd
BBA -
Institute of Management Studies (IMS)
XII -
CBSE
Class X -
The Maan School