Amit Surve
Borivali East
Summary
A results-driven finance professional with over 28 years of experience in sales and operations, specializing in Trade Finance, Cash Management, NBFIs, General Banking. Currently serving as a Senior Director in Financial Institutions at Emirates NBD, managing FI-related business across India, Bangladesh and Nepal. Recognized for exceptional organizational, communication, and leadership skills.
Managing complex occupational issues while meeting business objectives. Strong operational skills and solid experience regulating policies and managing budget expenditures. Collaborates with management teams and stakeholders to uphold company vision.
Overview
18
18
years of professional experience
Work History
Senior Director – Financial Institutions
Emirates NBD Bank
10.2015 - Current
- Onboarded new FI relationships, including PSU banks, private banks, and NBFIs
- Achieved revenue targets through asset growth, transaction banking and cross sell treasury products
- Developed cross-border remittance relationships and managed credit risk tie-ups
- Leveraged relationships to secure non-fund business, including LC advising and discounting, Bank guarantees
- Developed strong relationships with key industry partners, fostering collaboration and mutual growth opportunities.
- Achieved departmental goals by developing and implementing strategic plans and initiatives.
- Leveraged professional networks and industry knowledge to strengthen client relationships.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Head – Public Sector FI and Insurance
Kotak Mahindra Bank Limited (ING Vysya Bank Ltd)
09.2010 - 09.2015
- Expanded relationships with insurance clients, banks, and financial institutions, achieving significant revenue growth
- Launched a liabilities campaign, increasing average float balance from INR60M to INR1,200M
- Secured mandates for e-payments with LIC, NIC, and Oriental Insurance Corporation
- Introduced new revenue streams through re-insurance business flows from PSU insurance companies
- Structured and executed repo deals and foreign currency lending for public sector banks
- Built strong relationships with public sector banks and their overseas branches
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Strengthened communication skills through regular interactions with others.
Senior Relationship Manager – Trade Finance Marketing
ING Vysya Bank Ltd
05.2008 - 08.2010
- Managed corporate clients with turnovers exceeding INR15 billion across Western India
- Oversaw a portfolio of renowned clients, including Reliance Industries, L&T, and JSW Steel
- Facilitated cross-selling of treasury and cash management products
- Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
- Developed new banking relationships with business prospects.
Trade Product Sales Manager
ICICI Bank Ltd
09.2006 - 05.2008
- Managed 15 corporate relationships and provided customized trade finance solutions
- Maximized wallet share and utilized sanctioned limits for trade finance customers
- Coordinated with RBI for client approvals
- Built strong relationships with clients, resulting in repeat business and increased revenue.
- Established trust-based relationships with key accounts by maintaining consistent communication channels and addressing their unique needs.
Education
Postgraduate - Human Resources
Narsee Monjee Institute of Management Studies
Mumbai01.2005
Bachelor’s Degree - Arts
University of Mumbai
Mumbai01.1995
Skills
- Collaborative leadership
- Team management
- Client Management
- Regulatory Compliance
- Business Development
- People Management
Training
- FEDAI Workshop on Trade Finance.
- Documentary Credits Training at RBI’s Banking Training College.
- Structured Trade Finance Workshop by TRC.
- Leadership Training by Dale Carnegie Institute, Mumbai.
Accomplishments
- GEM Award: For exceptional performance in setting up Emirates NBD’s first branch in Mumbai.
- Deal of the Year (2012–2013): For securing the LIC mandate at ING Vysya Bank.
- Organized Trade Finance Seminars for corporate clients at ING Vysya Bank.
- Detected and prevented a fraud incident at Bank of Tokyo-Mitsubishi, earning a “Certificate for Alertness.”
Timeline
Senior Director – Financial Institutions
Emirates NBD Bank
10.2015 - Current
Head – Public Sector FI and Insurance
Kotak Mahindra Bank Limited (ING Vysya Bank Ltd)
09.2010 - 09.2015
Senior Relationship Manager – Trade Finance Marketing
ING Vysya Bank Ltd
05.2008 - 08.2010
Trade Product Sales Manager
ICICI Bank Ltd
09.2006 - 05.2008
Postgraduate - Human Resources
Narsee Monjee Institute of Management Studies
Bachelor’s Degree - Arts
University of Mumbai
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