Shashank Prabhakar
Relationship Manager (Trade Finance)
Gurgaon
Summary
Detail-oriented finance professional with 5 years of experience in transaction banking in Trade and FOREX (import & export payments). Successfully managing trade transactions, consistently delivering exceptional client service and enhancing operational efficiency. Strong analytical skills and deep understanding of trade regulations and compliance requirements. Proven track record in ensuring accuracy and compliance in all financial transactions.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
3
3
Certifications
Work History
Senior Manager
Kotak Mahindra Bank Limited
05.2024 - Current
- Handling customer's Import and Export transactions and help in processing the same in an effective and efficient manner
- Scrutinizing documents received from customers with respect to RBI & Banks internal guidelines
- Arranging necessary approvals for smoother processing of transactions
- Maintaining compliance and help the customers to update BOE and Export Bills time to time to adhere guidelines of DGFT and FEMA for International Import and Export
- Coordination with Relationship Managers, Customers & Backend team for resolution of client/backend queries
- Processing of requests of Bank Guarantee, Letter of Credit, LCBD, EFIRC & Bill handling (Inland/Foreign) under LC & Non-LC basis
- Ensuring high quality trade customer service by warranting error free and timely execution of trade transaction & resolution of customer complaints
- Demonstrated exceptional adaptability in navigating complex situations or rapidly changing environments with ease.
- Utilized data-driven insights to make informed decisions that resulted in higher returns on investments.
Assistant Manager - Trade Finance Operations
Woori Bank (Woori Financial Group)
12.2022 - 05.2024
- Assuring adherence to audit & regulatory compliance including timely regulatory reporting and concentrating on financial perspective
- Handling SWIFT message i.e
- MT103, MT202, MT700, MT707, MT732, MT734, MT752, MT754, MT756, MT799, MT199, MT791 and timely intimation to clients
- Handling of Letter of Credit I.e
- Advising, Amendment & BG issuance and amendment
- Handling LC Bill discounting (LC advising, Bill Collection, Marking Acceptance, Bill Negotiation, FD Margin, Bill Settlement), Discounting against Credit Line, PCFC issuance and settlement
- Handling of SFMS portal and preparation of SMFS messages
- Manually generating ORMs/IRMs in I/EDPMS portal & settlement of ORMs and IRMs against BOE/Shipping bills manually in I/EDPMS portal
- Administering general banking transactions including RTGS, NEFT, Account Opening, Inward-Outward remittances for corporate clients and individuals, cheque clearing, Fund Transfer, Depo A/C Reconciliation, Daily MIS Reports etc.
Relationship Manager, Corporate Banking
IndusInd Bank Ltd
08.2021 - 12.2022
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout resolution process.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
Branch Relationship Officer
Axis Bank Ltd.
09.2019 - 07.2021
- Handling teller cash operations (Cash - receipts, payments, indent, off-load and DD)
- Handling and processing of clearing, fund transfer, NEFT/RTGS request at branch
- Handling of foreign remittance transactions along with necessary documentation
- Onsite ATM cash loading & monitoring, preparation of MIS report BOD/EOD daily basis
- Demonstrated strong problem-solving abilities when addressing complex customer inquiries, providing solutions that led to increased satisfaction and trust.
- Played an integral role in achieving branch revenue goals by consistently meeting individual sales targets.
- Provided exceptional service during high-pressure situations, maintaining professionalism while resolving customer conflicts effectively.
Education
Post Graduation Diploma in Banking & Finance - Banking Service
Manipal University
Bangalore, Karnataka 12.2018 - 09.2019
Bachelor of Science - Zoology
BRABU, Mazaffapur
Muzaffarpur, Bihar 07.2011 - 07.2014
Skills
Compliance Awareness
Portfolio Management
Financial product knowledge
Cross-selling abilities
Price Negotiation
Problem-solving abilities
Certification
NSDL certification in Depository Operations
Experienceyears
5
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Assamese
Intermediate (B1)
Timeline
Senior Manager
Kotak Mahindra Bank Limited
05.2024 - Current
Assistant Manager - Trade Finance Operations
Woori Bank (Woori Financial Group)
12.2022 - 05.2024
Relationship Manager, Corporate Banking
IndusInd Bank Ltd
08.2021 - 12.2022
Branch Relationship Officer
Axis Bank Ltd.
09.2019 - 07.2021
Post Graduation Diploma in Banking & Finance - Banking Service
Manipal University
12.2018 - 09.2019
Bachelor of Science - Zoology
BRABU, Mazaffapur
07.2011 - 07.2014
NSDL certification in Depository Operations
Certification in NISM Mutual Fund Examination
Certification in IRDA
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