Aniket Deshmukh
Pune
Summary
Proven expertise in driving trade and forex business growth, notably at IDFC FIRSTBANK LTD, through strategic client counseling and robust marketing acumen. Excelled in portfolio management and client needs assessment, achieving significant customer acquisition targets. Skilled in fostering relationships and monitoring client behavior to surpass organizational goals.
Overview
13
13
years of professional experience
3
3
Certifications
Work History
Trade and Fx Counsellor
IDFC FIRSTBANK LTD
Pune
09.2022 - Current
- The role entails acting as a single point of contact for all trade related (forex, cross border, domestic trade products etc.)
- The role bearer would be responsible for acquiring and driving the trade relationship.
- Jointly working with all vertical of Bank and providing Fx related services and managing exiting FX trade base customer portfolio of the bank
- Handling of day in day out current account as well as Capital account trade transactions
- Post current account transaction compliance, Monitoring of EDPMS/IDPMS of the forex branches.
- Working Jointly with customer and their intermediary CA CS FEMA consultant for acquiring and driving capital accounts deals (FDI ODI ECB Dividend payments)
- Monitor Compliance of all statutory and regulatory requirements pertaining to capital account forex business
- Coordinating with intermediaries CA CS Law Firms FEMA- consultant of Clint's for FDI Reporting at (FIRMS FC-GPRS, FC-TRS, LLP-I LLP-II ESOP DDR DI INVI ) to be done with stipulated timeline
- Handling of OD Transaction at AD UIN generation, transaction reporting again UIN, and monitor fulfil obligation Indian entity /individual such as submission of share certificate and APR
- Support team in achieving customer acquisition plan - Joint and independent call with (sales team) RH, BM, SM & SOs - Undertake training of sales and relationship team as subject matter expert - Cultivate relationships with individual and corporate customers to achieve organization goal
Sr. Manager TFX Product Sales
KOTAK MAHINDRA BANK LTD
Pune
01.2020 - 08.2022
- Worked with Kotak bank ltd as Product Sales Manager Trade forex.
- Managing TFX business of NTB & ETB customers of branches at PCMC & Pune for working with branch banking & Sales asset Channel to boost TFX business.
- Closely monitoring Trade acquisition team sale channel for new quality of NTB fx business
- Providing TFX Training to all vertical in bank customer transaction monitoring and work closely with customer and branch employees for EDPMS/IDPMS to avoided overdue outstanding of SB , BOE
- Post capital account TFX transaction follow-up with customer intermediary for RBI reporting FC-GPR Form FC, LLP from
- Maintaining good relationship with all stockholders of bank work jointly to achieve organization TFX fees target.
Chief Manager -EC RM
INDUSIND BANK LTD
08.2017 - 01.2020
- Handled end to end portfolio management (existing and new) customer responsibility from FX trade customer meeting to till on boarding.
- Managed Forex, and Trade business of bank for Aurangabad, Nashik and Jalna,Sangli kolhapur
- Structuring the needs of customers through a variety of solutions including fund base and non-fund-based facilities
- Also used to manage Capital account transaction FDI ODI trade back asset products (FCTL FCDL PCFC EPC) for exiting as well new customer base of bank.
- Meeting with (Owner Promoter Director) NTB ETB NTFX accounts, customer and provide them need base solutions.
Manager /TXBRM
AXIS BANK LTD
Aurangabad
01.2014 - 08.2017
- Working with Axis bank ltd as transaction banking RM with managing Forex, and Trade CMS business & trade back assets product portfolio of bank for Aurangabad Jalna
- Drive product & marketing initiatives launched by central product team.
- Service trade related queries & requirement of clients by liaising Ops/product/central team
- Role was responsible for income and FCY through-put target set for the TFX products for the respective branches/business being supported.
Ass. Manager/ Sales
KOTAK MAHINDRA LTD
03.2011 - 01.2014
- Working with Kotak bank ltd as core sales retail banking CA Acquisitions with managing High value customer, and other liability products, and assets
Education
PGP (Marketing + International Business) - undefined
Indira Institute Of Management Pune
BSC - undefined
Amravati University
Skills
MARKETING / INTERNATIONAL BUSINESS
Certification
IIBF –Certification in Foreign Exchange - 08/2022
Maritalstatus
Married
Currentcity
Pune
Timeline
Trade and Fx Counsellor
IDFC FIRSTBANK LTD
09.2022 - Current
Sr. Manager TFX Product Sales
KOTAK MAHINDRA BANK LTD
01.2020 - 08.2022
Chief Manager -EC RM
INDUSIND BANK LTD
08.2017 - 01.2020
Manager /TXBRM
AXIS BANK LTD
01.2014 - 08.2017
Ass. Manager/ Sales
KOTAK MAHINDRA LTD
03.2011 - 01.2014
PGP (Marketing + International Business) - undefined
Indira Institute Of Management Pune
BSC - undefined
Amravati University
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