Pooja Dubey
Gurgaon
Summary
Dynamic Sales Manager with a proven track record at Indusind Bank Ltd, excelling in forex revenue growth and team leadership. Expert in sales management and negotiation, adept at expanding customer bases and exceeding sales targets. Skilled in training development and pipeline management, ensuring compliance with RBI guidelines and fostering strong client relationships.
Overview
6
6
years of professional experience
Work History
Sales Manager
Indusind Bank Ltd
Gurgaon
11.2023 - Current
- Identify potential clients interested in retail forex , including retails , NRI and affluent customers.
- Develop strategies to expand the retail forex customer base.
- Build and maintain relationships with existing clients for repeat business and referrals.
- Promote forex trading products and services to achieve sales targets.
- Ensure clients are informed about forex regulations and compliance.
- Provide training to team members on RBI guidelines.
- Resolve client queries related to forex transactions and trading platforms.
- Excellent interpersonal and negotiation skills.
- Analytical skills to interpret market trends and advise clients.
- Knowledge of compliance requirements and risk management in forex transactions.
WTO Trade Finance Centre/Dept Import
Axis Bank Ltd
Mumbai
08.2022 - 10.2023
- Maker of import transaction (Advance remittanve and direct bill)
- Processing of transaction timely.
- Followup with the branches for queries regarding import payments through mails.
- Handling miscellaneous Queues for rectifying error in the transactions.
- Worked on improvement of system for faster and easlier remittance. (TRADAX).
- Working on creation, cancellation and amendment of SWIFT as per foreign banks Intruction and queries.
Senior Relationship Manager
ICICI Bank Ltd
Navi Mumbai
07.2019 - 07.2022
- Building and maintaining relationships with NRI clients.
- Acting as a single point of contact for NRI clients for all their banking and financial needs.
- Understanding the unique requirements of NRI clients based on their location, income, and financial goals.
- Promoting specialized NRI products such as NRE (Non-Resident External) and NRO (Non-Resident Ordinary) accounts, FCNR (Foreign Currency Non-Resident) deposits, and remittance services.
- Ensuring adherence to RBI (Reserve Bank of India) guidelines and international banking regulations.
- Assisting clients with KYC (Know Your Customer) documentation, account opening, and other formalities
Education
Bachelor of Arts - ARTS- Economics Hons
Kolhan University
Jamshedpur07-2016
Skills
- Sales Management
- Forex Revenue
- Sales Team Training
Team Management
Training Development
Solution Selling
Pipeline management
Additional Education
- Post Graduate Diploma in banking & Finance- ICICI Manipal Academy (14.02.2019- 14.05.2022)
Timeline
Sales Manager
Indusind Bank Ltd
11.2023 - Current
WTO Trade Finance Centre/Dept Import
Axis Bank Ltd
08.2022 - 10.2023
Senior Relationship Manager
ICICI Bank Ltd
07.2019 - 07.2022
Bachelor of Arts - ARTS- Economics Hons
Kolhan University