Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic
Rahul Aher

Rahul Aher

Transaction Banking- Trade Sales
Pune

Summary

Possess in-depth knowledge of asset and liability products/services, including: Digital Payments and Collection Solutions, Foreign Trade, Letters of Credit, Inland Bill Discounting, Current Account and Capital Account Transactions.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Relationship Manager– Trade Sales

SBM Bank (India) Limited
08.2023 - Current

- Develop and maintain strategic alliances with Chartered Accountants (CA) and Associations to generate additional fees and balances.

- Identify and pursue new business opportunities, generating additional business for the bank

- Provide trade-related services to clients, including Trade Finance and Trade Forex.

- Foster and maintain relationships with existing alliances, renewing agreements based on business potential.

- Ensure adherence to compliance policies and procedures.

Offer international banking facilities, including:
- Working Capital Requirement
- Project Financing
- Foreign Trade
- Letter of Credit
- Inland Bill Discounting

Commercial Banking Group- Relationship Manager

Axis Bank Limited
06.2022 - 08.2023
  • Deliver business growth by increasing key metrics such as asset size, Net Interest Income (NII), and Fee Income.
  • Strive to become the customer's trusted, primary banker by cross-selling a range of retail and wholesale banking products and solutions.
  • Achieve a balanced growth strategy by sourcing new, high-value business opportunities while retaining and deepening relationships with existing clients
  • Manage and optimize multiple lead generation channels, including branches, product teams, sales channels, and others, to drive business growth.
  • Serviced trade clients, providing a range of trade-related services, including Trade Finance and Trade Forex solutions.
  • Serviced all clients, providing digital payment and collection solutions to streamline their financial operations.
  • Offered a range of specialized banking facilities, including:International Banking, Working Capital Financing, Project Financing, Foreign Trade Finance, Letters of Credit, Inland Bill Discounting

Trade Relationship Manager

Kotak Mahindra Bank Ltd.
06.2021 - 05.2022
  • Managed Commercial Accounts (CA), Trade, and Foreign Exchange (Forex) accounts for a diverse client base.
  • Provided Working Capital solutions and Loan facilities to customers, driving business growth.
  • Oversaw a portfolio of trade customers, generating revenue through trade income and cross-selling of other products.
  • Managed working capital requirements for customers, offering tailored solutions including:
    - Pre-shipment Credit Facility (PCFC)
    - Pre-export Credit Limit (PCL)
    - Overdraft/Current Account (OD/CC)
    - Letters of Credit (LC)
    - Bank Guarantees (BG)
    - Facilitated seamless wire transfers, Liberalized Remittance Scheme (LRS) payments, and other trade services.

Accounts Manager- Transaction Banking Group

ICICI Bank Ltd
02.2019 - 05.2021
  • Source new corporate relationships for the bank, expanding our client base and revenue streams.
  • Understand and analyze client requirements, tailoring product and service offerings with competitive pricing.
  • Drive revenue growth from existing relationships, identifying opportunities for cross-selling and upselling across the assigned territory.
  • Provide end-to-end trade-related services to clients, including Trade Finance and Trade Forex solutions.
  • Offer Digital Payments and Collection Solutions to trade clients, streamlining their financial operations.
  • Deliver comprehensive banking facilities, encompassing International Banking, Working Capital Requirements, and Project Financing.

Education

MBA - Marketing

Savitribai Phule Pune University
Indira Institute Of Management, Pune
04.2001 - 04.2019

Bachelor of Engineering - Mechanical Engineering

Savitribai Phule Pune University.
Sanjivani College Of Engineering, Kopargaon
04.2001 - 04.2016

Skills

Customer Portfolio Management

Certification

Certificate in international Trade Finance by IIBF

References

  • Mr. Bhushan Patil, Accounts Manager- ICICI Bank Ltd, 8600722296
  • Mr. Abhishek Sonavane, IIM Rohtak Alumni, 7977226028

Timeline

Certificate in international Trade Finance by IIBF

01-2024

Relationship Manager– Trade Sales

SBM Bank (India) Limited
08.2023 - Current

Commercial Banking Group- Relationship Manager

Axis Bank Limited
06.2022 - 08.2023

Trade Relationship Manager

Kotak Mahindra Bank Ltd.
06.2021 - 05.2022

Accounts Manager- Transaction Banking Group

ICICI Bank Ltd
02.2019 - 05.2021

MBA - Marketing

Savitribai Phule Pune University
04.2001 - 04.2019

Bachelor of Engineering - Mechanical Engineering

Savitribai Phule Pune University.
04.2001 - 04.2016
Rahul AherTransaction Banking- Trade Sales