AMIT TIWARI

🔹 Business Leadership & Strategy

• Lead Retail & Trade Forex across multiple branches/clusters within the Circle
• Lead a team of Sales Manager, ensuring achievement of revenue, profit, and volume targets
• Identify new business opportunities and ensure effective market penetration
• Conduct periodic reviews and ensure alignment of team objectives with business goals

🔹 Sales & Business Development

• Drive acquisition of retail clients for forex products such as Outward Remittance, Travel Cards and Structured product like NRI Pro, Reverese Pro
• Develop and expand Trade Finance Services, including Inward/Outward Remittances, LC, BG, and Export/Import finance
• Monitor branch-level sales and provide strategic direction for cross-selling and up-selling opportunities
• Build strategic relationships with Corporate Clients, Exporters/Importers, and HNIs

🔹 Compliance & Risk Management

• Ensure strict adherence to RBI, FEMA, AML, and internal compliance norms

🔹 Customer Experience & Relationship Management

• Resolve high-level customer grievances and ensure quality service delivery
• Ensure service excellence and customer retention across retail forex and trade clientele

🔹 Client Relationship Management

• Manage a portfolio of Priority Banking clients, ensuring high levels of customer satisfaction and retention
• Serve as the one-point contact for all banking and investment needs of HNI customers

🔹 Sales & Revenue Generation

• Cross-sell and up-sell bank products including mutual funds, insurance, term deposits, home loans
• Achieve monthly and quarterly sales and revenue targets through focused relationship management
• Drive client acquisition through referrals, personal networking, and leads from branches and campaigns

🔹 Compliance & Risk Management

• Ensure compliance with internal and regulatory guidelines, including KYC/AML norms
• Monitor portfolio performance and manage risk appropriately

🔹 Customer Experience

• Deliver high-quality service and proactive support to ensure premium client experience
• Handle service requests, complaints, and escalations with speed and professionalism
• Engage with clients through periodic calls, in-person visits, and appreciation events

🔹 Client Acquisition & Onboarding

• Source new customers for Demat and trading accounts through direct sales, referrals, digital channels, and branch walk-ins

🔹 Sales & Target Achievement

• Achieve monthly acquisition targets for Demat and trading accounts
• Promote value-added services like margin trading facility (MTF), IPO investments, research subscriptions, and call & trade features

🔹 Customer Education & Activation

• Educate clients on stock market basics, platform usage (mobile & desktop), and transaction procedures
• Conduct product demos or webinars to drive platform adoption and usage

🔹 Compliance & Documentation

• Ensure complete and accurate customer documentation as per SEBI and internal guidelines