Kiran Sonawane

• Participated in local community activities to promote the brand's visibility and reputation.
• Oversaw daily operations of small business including customer service and financial management.
• Managed staff recruitment, hiring, training, and development.
• Advised employees on best practices regarding safety protocols and procedures.
• Negotiated contracts with vendors, suppliers and customers.
• Cultivated relationships with key stakeholders in the industry.
• Analyzed market trends to inform product offerings and pricing decisions.
• Developed business plans and strategies to grow small business.

• Client Relationship Management:
  Build and maintain strong relationships with clients, understanding their forex needs. Act as the primary point of contact for clients regarding forex transactions.
• Forex Advisory : Offer expert advice on forex markets, trends, and strategies.
  Help clients manage currency risks through hedging strategies and other financial instruments.
  Keep clients informed about market movements and how they impact their positions.
• Compliance and Risk Management : Ensure that all forex transactions comply with regulatory requirements. Monitor clients' trading activities to mitigate potential risks.
• Sales and Business Development: Develop and implement strategies to attract new clients and increase revenue from existing clients.Collaborate with sales teams to cross-sell other financial products that complement forex services

• Manage business banking operations with a focus on retail liabilities, including handling current accounts and foreign exchange transactions.
• Source and onboard high-net-worth individuals (HNI) for current accounts and trade forex acts, building strong relationships to drive business growth.
• Successfully cross-sell a range of financial products, including loans against property, general insurance, and home loans, to meet clients' diverse financial needs.
• Develop and implement strategies for transaction banking, optimizing processes, and enhancing service delivery.
• Organize and execute sales promotion activities to boost product visibility and client acquisition.

Client Acquisition: Sourced and secured current accounts from high-net-worth individuals (HNI), enhancing the client base and increasing revenue.

Channel Partner Recruitment: Recruited and managed channel partners, including Direct Sales Agents (DSA), Chartered Accountants (CA), and financial consultants, to expand market reach and drive sales.

Sales Promotion: Organized and executed sales promotion activities to boost product visibility and market penetration.

Cross-Functional Interaction: Collaborated with legal and operations units to ensure compliance, streamline processes, and resolve any operational issues.

Training and Development: Coordinated and delivered product training programs for all channel partners, ensuring they are well-informed and equipped to effectively promote products.

• Lead Generation: Generated high-quality leads through a team of tele-callers, ensuring a steady pipeline of potential clients.
• Team Management: Led and managed a team of five members, providing guidance and support to achieve sales and operational targets.
• Reporting: Prepared detailed and accurate rough CAM (Customer Account Management) reports, assisting in strategic planning and performance analysis.
• Customer Engagement: Effectively convinced customers of the profitability and ROI of ICICI Bank’s financial products, enhancing customer acquisition and retention.

• Responded to customer requests for products, services, and company information.
• Implemented and developed customer service training processes.
• Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
• Responded proactively and positively to rapid change.
• Cross-trained and backed up other customer service managers.
• Met customer call guidelines for service levels, handle time and productivity.