Pooja Narkar

• Building the bank's current account book, Identify opportunities such as capital account transactions, escrow and asset transactions
• Managing a portfolio with complete ownership and continuously build a formidable relationship with the cooperates to drive agreed business growth and turnover
• Advisory services to MNC clients, startups, VC funds, law firms and CA firms and pitch for the bank products, along with competitive landscape mapping to stay ahead of the peers
• Evaluate credit proposal along with the risk team, analysis of spreadsheets, help in pricing of products and present the proposal for approval to the suitable management authority
• Worked on various deals with existing and new to bank clients involving escrow, capital accounts and fx transactions, providing end-to-end banking solution to acquisition by Google & Reliance
• Managing and growing a variety of clients, Assisting intermediaries on regulatory and FEMA, developing and strengthening new channels for the bank

Achievements

Awarded Best Relationship Manager, India in 2022 for bringing in new to bank deal of 1700Crs CASA

• New Client Acquisition, deepening of existing relationships and focus on revenue generation
• Multi-level relationship engagement across intermediaries, resulting in value proposition for the Bank on liability products like FDI/Escrow/ODI
• Risk Management & Operational Control
• Maintain a high standard of operational control including adherence to Risk Management and Compliance guidelines
• Keeping updated with RBI/FEMA circulars for its internal policies and procedures to mitigate financial loss and fraud within the bank
• Identifying areas of improvement with internal processes in place
• Report to Management/ Board the status of Business leads, customer complaints, pending issues in respect of the clients.

• Handling a portfolio of 50 odd corporate banking clients of turnover ranging from 25 Cr to 300 cr
• Responsible for Sourcing and Acquiring companies for liabilities products offered by the bank, The charter includes on-boarding & managing relationships with new MNC set-ups, Companies in IT/ITES, Logistics, Institutes, Import-Export sector to build a Current Account book and trade & forex income
• Responsible for regional target (Mid-Markets Mumbai) of 456Crs
• And NTB', working closely with Asset RM' and SRM' to increase traction in their individual portfolio and analyzing and monitoring current position of CASA numbers and publishing MIS
• Products covered include Cash Management Services including E-payments, E-collections, Dividend mandates and IPO, Corporate Investment products, Trade Finance, Forex and Corporate Salary Accounts
• Initiated banking relationships with several new client groups in the new role for full suite of products offered by the bank
• Single point of contact for all customers including acquisition, initialization and relationship management
• Mainly, focus on increasing wallet share of the bank wherever possible.

Achievement

Awarded for highest FX revenue GIFTcity SBLC deal

• Handling a portfolio of 60 odd corporate banking clients of turn over ranging from 10 Cr to 500 cr
• Responsible for developing the business by acquisition of new corporate & maintaining relationship with them
• Explore opportunity to sell all the liabilities products to enhance the value of the relationship
• Regularly conduct client events to strengthen the ties with Existing clients & also generate leads for New Business Acquisition & Increase No
• Of Clients activated on Alternate Banking Channels to ensure client stickiness
• Pass leads to appropriate assets group depending on client's requirement
• Focus on business development through quality sourcing for assets, liabilities & revenue generation through asset NII, fee income and trade & forex revenue from existing & acquired portfolio
• Liaising with Treasury & Trade operations team on a daily basis for transaction banking activities pertaining to Forex & Trade, CMS & Treasury Products
• Explore opportunity to sell all the liabilities products to enhance the value of the relationship.

• Event venue evaluation, on location management, guest management, handling publicity collaterals
• Competitive ad and News scanning, Competitive Website analysis, assistance on content finalization for newsletter, SOP and profile portfolios
• Maintaining a database, Making information memorandums and writing content for brochure.

• Building new corporate clients through database given, cold calls & email marketing
• Communicating with clients across India, Creating an awareness of a product
• Customer care calls to existing clients for more business
• Contribute substantially to consistently increase the Organization's revenue month on month
• Actively taking part in discussion with marketing so that effective campaigns could be developed to attract more customers
• Implemented high quality services, resulting in customer delight and optimum resource utilization for maximum service quality
• Use various different reporting tools to ensure a structured reporting format to send daily, weekly & monthly reports.