Experienced Branch Operations Manager with a track record of implementing successful customer service training programs and marketing campaigns resulting in increased customer satisfaction scores and revenue growth. Skilled in streamlining financial transaction processes, reducing transaction times, and improving accuracy. Proven ability to manage teams, reduce staff turnover, and implement cost-saving initiatives while maintaining compliance with regulatory requirements.
· Develop programs and curriculum for the employee of the organization for orientation and in-job training.
· Analyze the effectiveness of training and workshops to the employees and develop appropriate modification if needed
· Collaborate with the company’s management to identify training needs and schedule appropriate training sessions for employees
· Develop systems to monitor and ensure employees are performing their responsibilities according to the training
· Ensure the compliance of the company’s employees to cooperate with standards and procedures during training sessions
Performing direct supervisory duties in implementing and handling Corporate Trade Finance operations of leading Corporate Clients of the Bank and designing the Procedures of Operations.
· Provide efficient services to client in resolving their queries on products like import export and Forex transactions.
· Develop service level agreements (SLA’s)with internal units to improve TAT in processing of transactions efficiently.
· Ensure the process and controls in track of compliance with applicable rules and regulations.
· Evaluate existing /new products and services and serve recommendations to clients which result in efficiency of transaction execution.
· Advice the client on all possible trade finance products / related matters which result in business growth.
· Compile periodic MIS and conduct regular meetings with internal and external stake holders.
· Converse with RBI on queries and updates related with trade finance operations.
· Managing Trade and Forex operations and portfolio handling for High Net Worth Clients of the Bank.
· Working in collaboration with business unit heads to define the strategic direction and design of trade products shaping and ensured alignment with business requirements and enterprise priorities.
· Interacting with the clients to gather their feedback regarding the products’ utilities and disbursing the data for better features for the business units.
· Setting up Alternate Channel Intermediaries for different products and minimizing the dependence on each channel and monitoring the Cost of operations and increasing the profitability.
· Following the regulatory market trends & indicators to suggest the instruments and products that best suit corporate and banking interests.
· Booking of FX and Forward deals with recorded timelines and close monitoring with Mark to Market fluctuations of deals booked.
· Timely MIS reports on Trade Finance to the concerned units with respect to transactions and process parameters.
· Upward knowledge in operations, training and implementation of trade products i.e. Remittances, Hedging, Buyers Credit, Bank Guarantees, Letter of Credit, Import and Export Functions, Booking TFX deals, Asset Management.
· Responsible for interacting with treasure for special rates to final closure of transactions.