Abhijeet Desai
Sales Leadership
Thane
Summary
To provide effective and efficient solutions by learning & development which would help the team to achieve optimum growth and render help to increase overall productivity with self-development. BRIEF OVERVIEW Outstanding ability to work on a diverse team independently. Strengths : - Good communication skills - A strong decision-maker - Organizational abilities and a team-leader - Problem solving and leadership skills - An excellent analytical mind - Highly inquisitive and keen to learn new things.
Overview
8
8
Languages
5
5
years of post-secondary education
16
16
years of professional experience
Work History
Location Manager
Kotak Mahindra Bank
08.2021 - Current
- To manage a team of 15 + Trade Relationship Managers for hard core sales to aquire and on board hard core fx potential clients
- To be engaged in terms of continuous training and development for the team with the help of various stakeholders
- To manage the hygiene and the integrity within the team
- To travel to the multiple locations to scout and select appropriate ones to hunt the desired Sales
- Coordinated branch activities, optimizing resource allocation for improved efficiency.
- Implemented staff training programs to enhance customer service skills and operational knowledge.
- Analyzed branch performance metrics to identify areas for process improvement and strategic adjustments.
- Managed multiple projects simultaneously, effectively prioritizing tasks and maintaining strict adherence to deadlines.
- Built strong team through proactive recruitment and hiring strategies.
Product Sales Manager
Kotak Mahindra Bank Ltd
05.2020 - 07.2021
- To manage day-to-day transactions with regards to trade and fx of the set branches
- To handle capital account transactions, execute them in the desired manner as per RBI and the Bank's regulations
- To tie up with CAs/FEMA cousultants to get the better leads to fulfill the organizational goal to achieve FC income
- To train all the mapped branches (11 branches) on trade and fx.
Senior Select Relationship Manager EC
INDUSIND BANK LTD
11.2016 - 04.2020
- Generate trade and foreign exchange revenue through the mapped branches & book
- Activation of existing portfolio clients and also acquire NTB's
- Coordinate with departments such as Treasury, compliance, FIG, credit and other back end operational teams for transaction management
- Responsible for acquisition and activation of NTB's, monthly TFX revenue, execution and maintenance of forward contracts and trade finance limit utilization
- Cross sell of commercial assets (working capital and term loans)
- Support retail FX transactions at the branches
- Track trade related overdue and outstanding transactions and follow up the same towards closure
- Ensure compliance is adhered to in each trade transaction and report the same in case of discrepancy
- Ensure the various TAT's are adhered to related to BAU as well as complex transactions
- Track and report branch and vertical specific TFX income MIS to the management
- Regularize the discrepancy if any
Preferred Relationship Manager
HDFC BANK LTD
05.2015 - 09.2016
- One point contact for all requirements of High Net Worth customers in the Bank being a
- Preferred Relationship Manager
- Managing High Net Worth Customers of the Bank
- Sales targets spread across all Assets (LAP/LAS/BL/HL/PL/, Business Banking, Liabilities
- Forex, Credit Cards, Online trading etc
- (Over all 52 products)
- Preparing & managing the Core MIS of the Company for business analysis
- Acquisition & Servicing of High Net Worth customers
- Achieving the Business targets assigned in terms of selling, enhancing and upgrading the
- High Net Worth relationships through BSOs, Cams, & Associates
- Tracking BSOs, Cams & Associates for their productivity
- Liaising with various teams such as Product Team, Forex Teams etc for the betterment of offerings or best services to the customers
Relationship Manager
AMERICAN EXPRESS SERVICE INDIA LTD
09.2013 - 11.2014
- Mix of Institutional and HNI Customers- Setting up facilitation desks at offices with large employee base and rendering high-end lifestyle Credit Cards to affluent and High Net worth
- Individuals
- Ensuring customer service requisites and handling customer grievances effectively
- Generating large customer base and leads through networking among corporate and research on existing clientele
- Effective relationship building with businessman, CEOs, CFOs, MDs, Bollywood celebrities, etc
- To increase business through referrals
- Rendering ideas/marketing strategies to the product team for initiating enhancement of sales
Senior Officer
ICICI BANK LTD
08.2010 - 07.2013
- Responsible for training of all (new and existing) phone banking staff at the Unit on behavioral skills, products and processes
- Relationship building and policies of the bank to ensure best in class customer experience
- To ensure high quality of product and process knowledge amongst all staff in the unit through effective induction trainings and Refreshers as per defined timelines
- To ensure the phone banking staff focus on relationship building through innovative training delivery methods for absorption and implementation
- Conducting Service and Sales Product sessions at regular intervals to sustain focus at all times
- Ensure best in class scores and attendance across various tests / checks conducted externally and internally
- Assisting and training on-floor to new recruits for Service and business closing
- Conducting sessions on imparting changes in product process on regular basis with Unit
- Managers, Team Leaders and Trainers
- Designing new processes (based on customer feedback research and officer lookout) through project ‘Design for Service’
- Testing and ensuring smooth functionality of core application during migration/up-gradation
- Maintaining co-ordination between HR & Training Managers, UMs, CMs sand Liaising with compliance team to ensure customer data security
- Key involvement in bringing in new products and design new processes by conducting market research initiatives
- To ensure consistent high quality of interactions and customer engagement through calls and transactional accuracy at the unit through regular call monitoring and effective feedback sessions by self and team supervisors
- To ensure strict adherence to quality parameters in terms of relationship building, service delivery and process
- To drive a culture of high quality and professional discipline amongst the entire phone banking team
Education
Bachelor's degree - Commerce
Mumbai University
Bachelor Of Commerce - Finance
Mumbai University
MUMBAI 03.2005 - 03.2010
Skills
Hardcore Sales and Strategy to drive it
Client acquisition through self and drive it through the team
Adept knowledge to set up business and guide them
Capital account transactions
Management information systems reporting
AML compliance
Working capital finance
Letters of credit
Standby letters of credit
Import-export documentation
RBI regulations
Salesforce CRM
SWIFT messaging
Trade finance operations
Additional Information
- Best singer in Mumbai University Inter College Competition for the year 2009-10
- President of The Rotaract Club of Thane and social activities conducted for the Thane Town Wing 2010-11 Awarded as “The Best Rotaractor” for the year 2009-10
- Athlete at college to beat 100 mtr in 11 secs
- Top 3 Kho Kho Player in 2002-2004
- An astonishing volleyball setter 2004-2005
- A decent and enchanting Carrom player
- A thoughtful Chess Mate
- Good rival in table tennis
Timeline
Location Manager
Kotak Mahindra Bank
08.2021 - Current
Product Sales Manager
Kotak Mahindra Bank Ltd
05.2020 - 07.2021
Senior Select Relationship Manager EC
INDUSIND BANK LTD
11.2016 - 04.2020
Preferred Relationship Manager
HDFC BANK LTD
05.2015 - 09.2016
Relationship Manager
AMERICAN EXPRESS SERVICE INDIA LTD
09.2013 - 11.2014
Senior Officer
ICICI BANK LTD
08.2010 - 07.2013
Bachelor Of Commerce - Finance
Mumbai University
03.2005 - 03.2010
Bachelor's degree - Commerce
Mumbai University