Swift
Pragya Trivedi
Manager- Trade Customer Service
Noida
Summary
Dynamic banking professional with over 6 years of experience in Indian private banks, specializing in trade finance operations and retail banking. Proven ability to manage complex trade finance queries while adhering to global standards and ensuring compliance with RBI regulations and reporting. Recognized for exceptional client relationship management, process control, and policy implementation, consistently receiving positive feedback from both RBI and internal audits. As a Certified Credit and Finance Executive (CCFE), possesses comprehensive knowledge of ICC publications, including UCP 600 and URC 522, along with a strong understanding of FEDAI, FEMA, and RBI guidelines.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Manager- Trade Customer Service Officer
Axis Bank
07.2023 - Current
- Efficiently manage trade-related transactions, including direct and advance import/export, as well as inward and outward remittances, catering to both retail and corporate clients.
- Ensure swift issuance of bank guarantees, optimizing turnaround time to enhance client satisfaction.
- Proactively regularize pending shipping bills and bills of entry, ensuring compliance with regulatory requirements.
- Facilitate seamless customer onboarding by handling registration and activation on online trade platforms.
- Collaborate with the Trade Finance Center and other central processing teams to streamline transaction processing and improve operational efficiency.
Relationship Manager- Commercial Banking Group
Axis Bank
11.2022 - 06.2023
- Drive acquisition of new SME clients by delivering tailored corporate banking solutions while maintaining exceptional service standards.
- Strengthen client relationships and enhance wallet share by offering a comprehensive suite of corporate banking products, including Trade & Forex, Cash Management Services (CMS), and SME loans.
- Ensure full compliance with KYC and banking legislation to uphold regulatory standards and mitigate risks.
- Maintain accurate records of all client interactions and engagement activities through the CRM system to enhance relationship management and business growth.
Deputy Manager- TDO/TDM
ICICI Bank
07.2018 - 03.2020
- Manage end-to-end trade transactions, including direct and advance import/export, as well as inward and outward remittances, ensuring seamless processing and compliance.
- Expedite the issuance of bank guarantees, optimizing turnaround time to enhance client confidence and operational efficiency.
- Proactively regularize pending shipping bills and Bills of Entry, mitigating risks and ensuring regulatory compliance for clients.
- Collaborate with key service units like the Global Trade Services Unit (GTSU) to deliver high-quality, client-centric trade solutions.
Deputy Manager- ETRG RM
ICICI Bank
01.2017 - 06.2018
- Acquire new clients for trade finance and forex solutions, expanding the customer base.
- Activate and engage existing clients to initiate and enhance their trade and forex transactions.
- Make strategic, cost-effective decisions that drive revenue growth and operational efficiency.
- Conduct regular branch and client visits to strengthen relationships and resolve customer queries promptly.
- Ensure strict compliance with internal policies and external regulations governing trade finance activities.
Education
PGDB - Banking And Finance
Manipal University
12.2017
Bachelor of Arts - English
Patna Women's College
04.2001 -
Skills
- A1/A2 payment processing
- Inward remittances
- Export/import compliance under URC 522
- EDPMS compliance expertise
- Issuance of bank guarantees
- Issuance of letters of credit
- Operational efficiency management
- Client relationship management
Certification
SP Certified, IRDAI
References
On Request
Awards
Winner in the ETRG (Elite Trade Relations Group) RM category. For the 'Mission 150 Cr.' Revenue generation target from the SES segment clients involved in international trade., 07/01/18, Certificate of Accomplishment, Received the appreciation from the bank for exemplary performance in achieving targets in TDO (Trade Desk Officer) category for regularization of a record number of export bills., 12/01/18, Certificate of Appreciation, Received appreciation for a consistent NPS (Net Promoter Score) of 10 and positive feedback from clients for resolution of queries in the TDM (Trade Desk Manager) category., 07/01/19
EXTRACURRICULAR ACTIVITIES
Senior Belt in Karate
WEBSITE, PORTFOLIO AND PROFILES
www.linkedin.com/in/pragya-trivedi-8b9429141
Software
Finacle
Tradex
Murex
Timeline
Manager- Trade Customer Service Officer
Axis Bank
07.2023 - Current
Relationship Manager- Commercial Banking Group
Axis Bank
11.2022 - 06.2023
Deputy Manager- TDO/TDM
ICICI Bank
07.2018 - 03.2020
Deputy Manager- ETRG RM
ICICI Bank
01.2017 - 06.2018
Bachelor of Arts - English
Patna Women's College
04.2001 -
PGDB - Banking And Finance
Manipal University
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