CHAITANYA JOGI
Bangalore
Summary
Detail-oriented Trade Finance and Wealth Management Professional with 5 years in corporate banking and client relationship management. Currently serving as M2 - Trade RM at focusing on HNI/SME client portfolios and trade finance transactions. Skills include managing letters of credit, bank guarantees, and ensuring compliance with RBI and FEMA regulations.
Overview
5
5
years of professional experience
Work History
Trade and Wealth Manager
ICICI BANK LTD
Bangalore
04.2021 - Current
- Managed trade finance products for corporate clients, ensuring compliance with regulations.
- Managed trade finance operations and ensured compliance with regulatory requirements.
- Developed relationships with clients to understand their trade finance needs and requirements.
- Cross-sold trade finance products, FX services, and insurance solutions, contributing to overall business growth.
- Executed cross-currency treasury deals via FX-Online platform to optimize client FX requirements.
- Achieved monthly trade income targets consistently through NTB and ERV growth.
- Achieved 100% compliance with zero escalations in trade transactions through meticulous oversight and adherence to regulations.
- Maintained 100% compliance with RBI and FEMA regulations and internal audit standards.
- Coordinated with operations team to ensure timely closure of transactions, including LC issuance, amendment, BG handling, and shipping bill compliance, enhancing transaction efficiency.
- Promoted digital banking platforms for trade & wealth clients, reducing manual dependency and improving client experience.
- Enhanced Wealth and Trade portfolio through strategic initiatives.
- Coordinated with clients to facilitate smooth transaction processes and documentation.
- Reviewed and processed trade-related documents to ensure accuracy and completeness.
- Managed daily banking operations and ensured compliance with policies.
- Implemented process improvements to streamline banking procedures.
- Coordinated with departments to resolve customer inquiries efficiently.
- Maintained accurate records of transactions and customer interactions.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Developed and implemented strategies that increased customer satisfaction and loyalty through targeted initiatives.
- Analyzed market trends to identify potential risks and opportunities in trade transactions.
- Analyzed customer feedback data to develop action plans for improving services offered.
- Coordinated cross-departmental projects to ensure timely and successful completion.
- Reviewed and processed trade-related documents to ensure accuracy and completeness.
Education
Mater of Business Administration -
ICFAI Business School (IBS)
BangaloreB. Tech -
Aditya Institute of Technology And Management College
SrikakulamNRI College -
NRI College
VizagSantragachi Mixed High School -
Santragachi Mixed High School
KolkataSkills
- Trade compliance
- FCRM
- CRM
- IDPMS
- EDPMS
- Icegate
- SWIFT
- Omni flow
- FX online
- Power BI
- Microsoft Office Suite
- Client onboarding
- Client onboarding
Languages
- English
- Hindi
- Bengali
- Telugu, Proficient (C2)
- English, Proficient (C2)
- Hindi, Proficient (C2)
- Bengali, Intermediate (B1)
Languages
Telugu
Proficient
C2
English
Beginner
A1
Hindi
Proficient
C2
Bengali
Intermediate
B1
Timeline
Trade and Wealth Manager
ICICI BANK LTD
04.2021 - Current
Mater of Business Administration -
ICFAI Business School (IBS)
B. Tech -
Aditya Institute of Technology And Management College
NRI College -
NRI College
Santragachi Mixed High School -
Santragachi Mixed High School