HAMVEER SINGH
New Delhi
Summary
Trade sales and financial services operations professional with 16+ years of experience supporting trading clients and managing client relationships. Developed procedures and workflows to enhance operational efficiency, compliance, and customer service standards. Applied analytical, negotiation, and communication skills to improve sales execution and relationship outcomes.
Overview
1
1
Language
1
1
Certification
16
16
years of professional experience
Work History
Product Sales Manager
AU Small Finance Bank Limited
04.2024 - Current
- Acquired new customers through joint visits and calls with RM and CBM staff, effectively pitched trade products to prospective clients.
- Acquired customers for exim business and managed their portfolios to maintain strong relationships.
- Focused on exim and trade income for various trade and forex products, achieving business targets for limit-based clients.
- Oversees Imports/ Exports/bil discounting, Bank Guarantees & LCs / Buyer's Credit/ FDI/ODI/ ECB, Currency Sale/Purchase, Forex Cards, FCY DDs, inward and outward Remittances etc.
- Activated existing customers on RTFX products, training staff and portfolio owners to effectively pitch trade products during daily interactions.
- Collaborated with the processing team to develop new trade products for the system.
- Carried out enhanced due diligence on the customers referred by the branch to determine their suitability for trade products from a FEMA and TBML perspective.
- Reviewed customer profiles to match suitable banking products and offers.
- Trained staff on product features and customer handling techniques. on product features, sales scripts, and customer handling.
Trade Sales Manager
HDFC Bank Limited
09.2021 - 04.2024
- Achieved RTFX income targets by meeting business objectives for all Trade & Forex products.
- Ensured each of the mapped branches meets its RTFX income target. Ensuring each managed portfolio in the mapped branches becomes active on RTFX products.
- Managed retention of customers using RTFX products, ensuring seamless delivery of customer requirements and satisfaction.
- Conducted joint visits and calls with branch staff to acquire new customers for RTFX product offerings.
- Initiated customer activation on RTFX products. Educated branch staff and portfolio owners on product features for daily customer interaction.
- Carried out enhanced due diligence on the customers referred by the branch to determine their suitability for RTFX products from the FEMA and TBML perspective.
- Oversaw imports, exports, bank guarantees, LCs, buyers credit, FDI, ODI, ECB, A2 remittances, currency sale/purchase, forex cards, FCY DDs, and inward and outward remittances.
Trade Finance operation Manager
HDFC Bank Ltd.
06.2017 - 09.2021
- Functional Responsibility of Entire Trade Desk for Corporate Clients
- Verified and processed documents for import, export, outward remittance, bank guarantees, and letters of credit, ensuring compliance and accuracy.
- Managed lodging, amendment, and payment of collection and LC bills, ensuring timely and error-free operations.
- Verification of all types of trade documents and resolves the discrepancy through customer interaction.
- Providing support to Retail Corporate, Emerging Corporate Group, Business banking and Retail clients; utilizing HDFC Bank's Trade Finance products.
- Engaged with clients to identify needs and gather feedback, maintaining adherence to TAT norms.
- Checking daily swift messages pertaining to export bills. Inform clients about refusal / acceptance messages received
- Checking Nostro Accounts for export bills realizations, informing customers and reporting the transactions to Treasury as per customer instructions.
International Business Development Manager
Jaquar And Company Pvt. Ltd
Gurugram
06.2013 - 06.2017
- Handling sales and allied activities for the whole Asia pacific and Africa continent.
- Developed distributor and dealer networks in overseas territories, facilitating company growth and expanding market reach.
- Coordinated product launches with regional sales teams and channel partners.
- Analyzing the market potential / market size in the assigned territory, strategies of the competitor and suggesting the measures to enhance the sales in the assigned territory.
- Developed the process for sales operations and implementation.
- Coordinated and negotiated special prices and relevant project areas.
- Fully involved and responsible for targets from the beginning to the end of the project in the following area.
- Reviewed international pricing, contracts, and trade terms for business proposals.
- Built relationships with architects, consultants, and project specifiers in target markets.
- Tracked competitor activity and market trends for overseas business planning.
- Researched local competition in target countries to develop competitive advantages for the company's products or services.
- Coordinated logistics for shipments of goods between countries.
- Organized trade shows and conventions to promote company products abroad.
Officer in Trade Finance Department
ADFC Corp (Subsidiary of HDFC Bank Ltd.)
08.2010 - 06.2013
- Verified and processed documents for import, export, outward remittance, bank guarantees, and letters of credit.
- Verified all types of trade documents and resolved discrepancies through customer interaction, minimizing errors and improving document accuracy.
- Scrutinized the daily received documents at the trade desk and sent to the compliance team for processing, ensuring adherence to regulatory standards.
- Managed the lodging, amendment, and payment processes for collection bills and LC bills
- Supported retail corporate, emerging corporate group, business banking, and retail clients by utilizing HDFC Bank's trade finance products, enhancing client satisfaction.
- Ensured accuracy in all operations to support efficiency – Flawless/Timely/Consistent and adherence to TAT norms.
Education
BCA (Bachelor of computer application) -
Dr. B.R.A University
Agra, U.P.01-2009
10+2 -
U.P Board
Allahabad01-2006
10th -
U.P Board
Allahabad01-2004
Skills
- Trade finance sales
- Trade compliance
- Cross-border trade
- Regulatory compliance
- Portfolio management
- Sales strategy development
- Product training delivery
- Business analytics
- Full sales cycle
Personal Information
- Title: TRADE AND FINANCE PROFESSIONAL
- Date of Birth: 1990-07-17
Certification
- Foreign Exchange Operation (CFE) by IIBF
- Business analysis (BA) by InteractX
PERSONAL DETAIL
Languages: English and Hindi
Languages
English
Elementary (A2)
A2
Timeline
Product Sales Manager
AU Small Finance Bank Limited
04.2024 - Current
Trade Sales Manager
HDFC Bank Limited
09.2021 - 04.2024
Trade Finance operation Manager
HDFC Bank Ltd.
06.2017 - 09.2021
International Business Development Manager
Jaquar And Company Pvt. Ltd
06.2013 - 06.2017
Officer in Trade Finance Department
ADFC Corp (Subsidiary of HDFC Bank Ltd.)
08.2010 - 06.2013
BCA (Bachelor of computer application) -
Dr. B.R.A University
10+2 -
U.P Board
10th -
U.P Board