Ishani Dua
Product Sales Manager- Trade Finance
New Delhi
Summary
Since it comes to defining myself, I am person of vision who is pragmatic enough to plan in the moment. In my capacity I have ensured that new clients will grow into a royal customer base. To my success professionally there are many accolades in terms of achievements, rewards and initiatives in all of which is support of a great organization with supportive hierarchy. I have been instrumental in acquiring banking relationship of Corporate dealing in Foreign Trade and Forex at Kotak my entrepreneurial nature. Doing something new drives me. Learning something new sustains me. Therefore, I am always in lookout of problems.
Overview
2025
2025
years of professional experience
2022
2022
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Product Sales Manager- Trade Finance
Kotak Mahindra Bank
New Delhi
09.2021 - Current
- Achieving targets: Meeting assigned targets for branches and channels
- Identifying opportunities: Identifying opportunities for TFX, Assets and market opportunities to target companies and industries
- Interacting with branches: Interacting with branches and channels, and assisting relationship managers and branches in closing deals
- Training: Identifying training needs and training branch banking teams to sell products
- Demonstrating systems: Demonstrating systems to branches and prospective clients
- Liaising with operations: Liaising with operations to ensure seamless deal execution and ongoing administration
- Tracking progress: Tracking the progress of achievements, solutions and training branches on them
- Working with stakeholders: Working with various stakeholders to drive the business for Trade Fx and Capital Account Transaction and adding Working capital customers for Band Guarantee ,Letter of Credit , PCFC ,Buyer's credit , War limits etc.
- Analysed market trends to identify new product opportunities, leading to a 20% expansion of product range.
RELATIONSHIP MANAGER-Trade Finance & Business Banking
ICICI BANK LTD.
New Delhi
7 2018 - 09.2021
- Responsible for managing self-employed segment clients who are mainly into Export and Import with portfolio size 40cr in Punjabi Region(Delhi)
- Contributed to 40% of team revenue in FY’21
- Role includes acquisition of Corporate customers for Forex and Trade Services
- Retaining existing clients and enhancement of Trade/Forex business
- Dealing with the customers doing Import and Exports of goods and services
- Giving them deals for exchange of currencies so have market knowledge of different currencies
- Dealing with trade related requirements of the clients like bank guarantee, letter of credit etc
- Handling customer queries both at personal banking and business banking level
- Key deliverables are:-
- Automation of business transactions to Digital Modes for 95% clients in managed base
- Service delivery to SME customer through facilitating cross border transactions through industry specific solutions under the guidelines laid down by Regulator for specific compliances checks
- Develop new relationships with customers to increase revenue
- Enhance Trade revenue by increasing penetration (Wallet share) of existing trade clients
Data Processing Executive
Oberthur Technologies India Pvt. Ltd.
07.2015 - 03.2017
- Working on centralized system
- Input/output data receive/delivery and check
- Coordinate technically for new product introduction
- Identify error which occur during Automation Testing process of SIM cards and solve them
- Working on Microsoft dynamic AX-ERP Business Software
Education
PGDB -
Manipal University
BanglorePGDCA - undefined
IGNOU
BCA -
Jamia Hamdard University
08.2011 - 08.2014
12th -
CBSE
New Delhi 04.2009 - 03.2010
10th - undefined
CBSE
Skills
- Relationship building
- Customer services
- Sales
- RISK Assessment
- Performance improvement stratergis
- Customer engagement
- Performance improvement strategies
- Performance improvement stratergis
- Customer engagement
Personal Information
- Father's Name: Manoj Dua
- Date of Birth: 01/19/93
- Gender: Female
- Marital Status: Married
Certificates and awards
- Award for exemplary performance, Zonal Head Mr. Gaurav Arora, 2019
- Award for Rising star performance, Zonal Head Mr. Gaurav Arora, 2019
- IRDA Certified
- National certificate in modular employable skills in computer fundamentals, MS-Office
Extracurricular Activities
Participated in group dance in Annual fest at college and school level. Participated in stage play in school. Won 1st prize in All rounder award in 2012. Got zonal certificate in group folk song in 2007.
Disclaimer
I, Ishani Dua do hereby affirm and declare that above statement of mine is true and correct to the best of my knowledge & nothing has been concealed therein., Present
Certification
National certificate in modular employable skills in computer fundamentals, MS-Office
Timeline
Product Sales Manager- Trade Finance
Kotak Mahindra Bank
09.2021 - Current
Data Processing Executive
Oberthur Technologies India Pvt. Ltd.
07.2015 - 03.2017
BCA -
Jamia Hamdard University
08.2011 - 08.2014
12th -
CBSE
04.2009 - 03.2010
PGDCA - undefined
IGNOU
10th - undefined
CBSE
National certificate in modular employable skills in computer fundamentals, MS-Office
RELATIONSHIP MANAGER-Trade Finance & Business Banking
ICICI BANK LTD.
7 2018 - 09.2021
PGDB -
Manipal University
Similar Profiles
Sharath PapineniSharath Papineni
Product Manager at Kotak Mahindra BankProduct Manager at Kotak Mahindra Bank
Siddesh GSiddesh G
Area Sales Manager at Kotak Mahindra Bank Ltd.Area Sales Manager at Kotak Mahindra Bank Ltd.
RAJAT SINGH CHAUHANRAJAT SINGH CHAUHAN
Assistant Manager at Kotak Mahindra BankAssistant Manager at Kotak Mahindra Bank