Nikhil Verma

Demonstrated expertise in import and export trade, including customs clearance logistics, and documentation, with a thorough understanding of regulations and compliance requirements

Proficient in managing delinquent customers by addressing their compliance and providing effective solutions to ensure timely transactions

Collaborates effectively with cross-functional teams to ensure the smooth processing of transactions, from order management to shipment and delivery.

Accountable for maintaining a high level of compliance with banking regulations and policies, including KYC, AMI, risk management and other industry-specific standards.

Managing trade and forex functions, including specific aspects like Letter of Credit, Overdraft Facilities, and Packing Credit/Post-shipment (PCFC)

Client acquisition and retention strategies, successful event execution to attract and retain clients, and the continuous development of trade and forex business opportunities.

Conducted regular meetings with clients to discuss their requirements and offered appropriate solutions.

Assisted cilents in Identifying their needs and provided suitable solutions to meet their requirements.

Sourced and generated leads by active networking and making outbound calls

Utilized CRM software to track all client information, including contact details, sales history, and preferences

CASA in Banking

Maintained existing relationship with client

Create new relationship with client

Handling queries of client

Find new business opportunities

Cross Sell Products

Current Account Attachments

Enhanced sales operations through development of new sales strategies, cold calling, dista app techniques and customer follow-up.

Responded to customer needs by answering questions and providing detailed information about Products.

Opening current account saving account and current account attachments