Rajan Sharma
Finance Sales & Operations Professional
Jalandhar
Summary
A versatile finance and sales professional with demonstrated expertise in foreign exchange business development, excellent leadership and relationship management skills, strong customer focus. Serviced-focused General Manager dedicated to delivering positive customer experiences to promote loyalty and repeat business. Orchestrates optimal resource utilization to handle expected operational needs. Sales leader with sound judgment, good planning abilities and interpersonal communication strengths.
Overview
19
19
years of professional experience
3
3
years of post-secondary education
Work History
General Manager - Operations
Xotik Travel & Forex Pvt Ltd
9 2021
- Formulating with compliance head and implementing compliance policies and procedures to ensure adherence to applicable laws and regulations
- Keeping policies up to date with changes in laws and regulations and as per the company guidelines
- Providing regular training to employees on compliance-related matters
- Investigating instances of potential non-compliance and reporting to senior management
- Conducting regular internal audits to assess the effectiveness of policies
- Credit & Risk Compliance across all branches
- Induction & Refresher Forex training across all branches to ensure the entire team is working as per our/RBI guidelines
- Leading the Cross Sell product of Travel Insurance and ISIC - International Student Identity Card.
Branch head- Foreign Exchange
Wirecard Forex India Pvt Ltd
01.2021 - 09.2021
- Foreign Exchange and General Insurance business development
- As Sr
- Manager, develop a team of 5 competent professionals, establish and expand the Forex
- Delegate responsibilities, monitor and enhance performance of the team through guidance
- Formulate strategies and business plan and develop goals for acquiring forex business for the branch, monitor and operations and achieve the branch business targets
- Develop a network of Travel / Non Stocking Agents, identify clients and manage the business
- Interact and develop a database of the customers to comply with the RBI KYC Norms, proactively canvass the products
- Conduct regular stock audits and efficiently manage the funds
- Taxation and regulatory compliance
- Ensure regular compliance of Anti Money Laundering Regulations
- Audit and Compliance including Information System Audit/ Compliance
- Organize regular audit of the branch and ensure compliance of the audit observations
- Human Resources
- Manage a team of 5 branch employees and enhance their skills through personal guidance and training
- Major achievements: Competently managed the branch operations and consolidated the business, Achieved 100% of the Revenue Target.
Co Founder
Newlyte Brainery
12.2019 - 01.2021
- Sales and Marketing for New Admissions in IELTS, PTE, TOEFL
- Addition of New Agents for Leads and New Admissions
- Tie ups with Schools and Colleges for English & French Classes
- Using various Marketing tools for growth in the number of students in Academy
- Development of Study Material, Module for teaching faculty
- Helping in the creation of online classes with study materials for students and teaching faculty.
Branch head- Foreign Exchange
FCM travel Solutions Indi Pvt Ltd
09.2018 - 12.2019
- Foreign Exchange and General Insurance business development
- As Manager, develop a team of 4 competent professionals, establish and expand the Forex Business
- Delegate responsibilities, monitor and enhance performance of the team through guidance
- Formulate strategies and business plan and develop goals for acquiring forex business for the branch, monitor and operations and achieve the branch business targets
- Develop a network of Travel / Non Stocking Agents, identify clients and manage the business
- Interact and develop a database of the customers to comply with the RBI KYC Norms, proactively canvass the products
- Conduct regular stock audits and efficiently manage the funds
- Taxation and regulatory compliance
- Ensure regular compliance of Anti Money Laundering Regulations
- Audit and Compliance including Information System Audit/ Compliance
- Organize regular audit of the branch and ensure compliance of the audit observations
- Human Resources
- Manage a team of 4 branch employees and enhance their skills through personal guidance and training
- Major achievements: Competently managed the branch operations and consolidated the business, Achieved 100% of the Revenue Target.
Sr.Manager- Foreign Exchange
Thomas Cook (I) Ltd
03.2008 - 09.2018
- Foreign Exchange and General Insurance business development
- As Branch Manager, develop a team of 7 competent professionals, establish and expand the Forex business
- Handling 02 Branches, Hoshiarpur and Kapurthala
- Delegate responsibilities, monitor and enhance performance of the team through guidance
- Formulate strategies and business plan and develop goals for acquiring forex business for the branch, monitor and operations and achieve the branch business targets
- Develop a network of Travel / Non Stocking Agents, identify clients and manage the business
- Interact and develop a database of the customers to comply with the RBI KYC Norms, proactively canvass the products
- Conduct regular stock audits and efficiently manage the funds
- Taxation and regulatory compliance
- Ensure regular compliance of Anti Money Laundering Regulations
- Audit and Compliance including Information System Audit/ Compliance
- Organize regular audit of the branch and ensure compliance of the audit observations
- Regularly update the software/ hardware for efficient, safe and secure operations
- Human Resources
- Manage a team of 7 branch employees and enhance their skills through personal guidance and training
- Major achievements: Competently managed the branch operations and consolidated the business, Achieved 120% of the Revenue Target.
Deputy Manager
HDFC Bank
01.2008 - 03.2008
- Guided, motivated and worked closely with the 2 Associates for generating Banking Business, handled the cash transactions
- Expanded Current Account Base by Focusing on new acquisitions
- Persuaded prospective HNI’s for investments in Mutual Fund Products
- Managed the teller operations
- Major achievements: Expanded the Deposits, Current and Savings Account Base, increased banking business and improved the Banking Parameters of the Branch.
Asst. Manager
Thomas Cook (I) Ltd
01.2005 - 12.2007
- Channel Management (Non Stocking Agents)
- Extensively interacted with the local business community, identified potential business partners/agents and canvassed the Forex and General Insurance Products
- Interacted with clients, conducted background checks and generated information on the clients as per the RBI KYC Norms
- Audited and maintained a record of the stock
- Managed the funds and maximized returns
- Achieved the Assigned business targets
- Major achievements: Achieved 110% of the Revenue Target.
Sales Supervisor
Perfect Belts Private Ltd.
09.2002 - 01.2005
- Guided the sales representatives in achieving the sales targets by providing sales leads through competition mapping activities
- With a strong customer focus expeditiously resolved Customer Complaints and enhanced customer satisfaction
- Identified potential shops and promoted products through displays and achieved sales ahead of the deadlines
- Handled export documentation & correspondence
- Expanded business in North India, North- West, East India, and Nepal
- Managed the sales through a team of 5 sales representatives
- Major achievements: Consistently achieved the sales targets, cumulatively achieved 55% Sales growth from the designated areas
- Promoted the Brand at ‘Plastindia’ Exhibition in 2003
- Succeeded in negotiating an international order for a Client in ’Peru’ worth USD 90000.
Education
B.Com. Commerce, Second Class -
01.1999 - 01.2002
Class: Second Class
10+2 (CBSE), First Class - Commerce
Class: First Class
Skills
Team Leadership
Personal Information
- Date of Birth: 06/16/81
- Marital Status: Married
Languages
English
Hindi
Punjabi
Timeline
Branch head- Foreign Exchange - Wirecard Forex India Pvt Ltd
01.2021 - 09.2021
Co Founder - Newlyte Brainery
12.2019 - 01.2021
Branch head- Foreign Exchange - FCM travel Solutions Indi Pvt Ltd
09.2018 - 12.2019
Sr.Manager- Foreign Exchange - Thomas Cook (I) Ltd
03.2008 - 09.2018
Deputy Manager - HDFC Bank
01.2008 - 03.2008
Asst. Manager - Thomas Cook (I) Ltd
01.2005 - 12.2007
Sales Supervisor - Perfect Belts Private Ltd.
09.2002 - 01.2005
DAV College, Jalandhar - B.Com. Commerce, Second Class,
01.1999 - 01.2002
General Manager - Operations - Xotik Travel & Forex Pvt Ltd
9 2021
Dayanand Model School, Jalandhar - 10+2 (CBSE), First Class, Commerce
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