Bala Jyothi Kallakuri
Visakhapatnam
Summary
Dynamic and enthusiastic professional with over 15 years of experience in Trade products and services targeting in the field of Trade Finance with an organization of high repute offering challenging work profile. Gained overall experience in processing transactions within pre-set standardized turnaround times for all trade finance activities. Hands-on experience in Trade documentation, Products and Services. Have worked with banks core team on digitalization, process simplification and quality improvement projects
Overview
15
15
years of professional experience
Work History
Senior Manager
Axis Bank Ltd
06.2018 - Current
- Responsible for sourcing and onboarding new trade clients - SME –Mid corporate and Large Corporate clients. Handling inland/import LC and BG transactions and trade services like imports & Exports, export bills negotiations, buyer credits, retail transactions.
- Was part of UAT and Responsible for demo to clients to migrate to online inward remittance platform to convert to digital side and onboard all import customers to migrate TF Connect platform.
- Achieving the monthly targets on revenue, TAT, customer NPS &compliance related to the desk Providing solutions to clients like CIB, OIRM, NEO for Markets and Cash Management Services.
- Recommended and implemented successful strategies to maximize revenue from the trade clients onboarded .
- Brainstormed and developed sales strategies to achieve short and long term sales revenue objectives.
- Maintaining record-keeping to comply with regulatory guidelines
- Defining and implementing quality standards to assure very high level of customer satisfaction
- Demonstrated skills in establishing & maintaining cordial relationship with clients coupled with enhancing customer satisfaction levels
- Heading Forex and Trade operations team of 3 for the last 4 years
- Experienced in handling Capital Account transactions like FDI, ODI, ECB & BO/L and Monitoring process till FCGPR/FCTRS filling Monitoring all the office suspense FX accounts Handling of audit / inspection at branch for trade on Fortnightly, Monthly and Quarterly basis.
Manager
ICICI Bank Ltd
02.2018 - 05.2018
- CIBD – Trade Operations – CSM (Manager – I)
- Responsible for closing client deals along with Trade RM and Working capital RMs . Handled a 13 members team of Trade Service officers
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions for existing customers .
- Responsible for defining targets and objectives need to be communicated to other team members.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty among customers towards bank .
- Developed and maintained relationships with customers and suppliers through account development.
Manager
Indusind Bank Ltd
06.2009 - 01.2018
- Trade & Forex Operations – CSM (Manager)
- Cross-trained existing employees to maximize team agility and performance.
- Handled MSME , large corporate clients & Govt Clients across Andhra pradesh .
- Developed and maintained relationships with customers and suppliers through account development.
- Identified and communicated customer needs to supply chain capacity and quality teams.
Education
MBA - Marketing
Mysore University
Visakhapatnam, Andhra Pradesh01.2009
B.Sc - Electronics & Computers
Gayathri Degree Collage
Srikakulam, Andhra Pradesh01.2006
Skills
- Strategic Planning
- Talent Development
- Market Analysis
- Operations Management
- Cross-Functional Collaboration
- Partnership Development
- Corporate Communications
Accomplishments
- Received Axis Champion Award FY 22-23 for handling Highest Fx Volume with nil NFTR
- Received best Forex & Trade Operations Personal Award for the FY 20-21
- Have been awarded the best employee FY 23-24 for clearing the Regulatory Pendencies (EDPMS/IDPMS) for entire South Region
Languages
English
Telugu
Hindi
Key clients handled
- RINL
- MMTC
- DCI
- Sarda Metals
- Vedanta Limited
- Sandhya Marine
- Maithan Alloys & Deccan Ferro Alloys
Timeline
Senior Manager
Axis Bank Ltd
06.2018 - Current
Manager
ICICI Bank Ltd
02.2018 - 05.2018
Manager
Indusind Bank Ltd
06.2009 - 01.2018
MBA - Marketing
Mysore University
B.Sc - Electronics & Computers
Gayathri Degree Collage
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