RAJAT PORWAL
TREASURY AND MARKET SALES
Bangalore
Summary
Dedicated professional seeking full-time position to utilize strong interpersonal skills, effective time management, and problem-solving expertise. Motivated to deliver exceptional results and contribute abilities in a dynamic work environment. Proven track record of success and eager to make valuable impact in role that values innovation and collaboration.
Overview
5
5
years of professional experience
4037
4037
years of post-secondary education
4
4
Certifications
2
2
Languages
Work History
TREASURY AND MARKET
AXIS BANK
11.2024 - Current
- Build and strengthen relationships with Corporate Clients across India in the Corporate for Treasury Products
- Constantly cover and engage clients with market views/solutions and enable smooth execution of trade with the client
- Bring new treasury relationships to the bank and enable conversion
- Analyzed market trends, interest rates and currency fluctuations to inform hedging strategies and financial decision making.
- Contributing to strategic planning and business development.
Manager - Trade Forex Operations
AXIS BANK
01.2022 - 10.2024
- Engaged collaboratively with cross-functional teams to spearhead strategic initiatives in payments and financial operations.
- Supervised the processing of payment lodgments, including import documentation, while ensuring compliance with regulatory standards.
- Converted complex business requirements into clear, actionable technical briefs, enhancing customer experience and journey mapping.
- Effectively managed customer limit requirements for financing solutions, optimizing pre-shipment and post-shipment processes.
- Established robust coordination among stakeholders to enable seamless operations and significantly enhance service delivery.
Relationship Manager
ICICI Bank
01.2020 - 08.2022
- Conducted comprehensive qualitative and quantitative analysis to gain insights into customer needs and optimize
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Enhanced credit risk management initiatives through effective stakeholder engagement and strategic oversight.
- Oversaw a large portfolio valued at ₹150 crores, providing strategic advisory on various financing solutions.
- Leveraged data-driven insights to develop compelling multi-channel marketing campaigns, significantly boosting customer engagement.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Education
PGDM - Banking And Finance
Manipal School of Banking
Bengaluru, India12-2019
B.Com (P) -
University of Delhi
Schooling - undefined
St. Joseph Sr. Sec. School
Skills
Professional Recognition
- Wall of Fame Selection, Recognized on the Wall of Fame for exemplary performance and significant contributions to the organization.
- Spokesperson for MNC Clients, Selected as the lead spokesperson for MNC clients, enhancing communication and fostering strong relationships.
Recognitions
- Award for Achieving Insurance Target, 2020
- Highest Numbers of Promoters Award, 2021
- Demat Account Opening Target Achievement Award, 2021
- Sparsh Event Award for Fraud Prevention, 2023
Accomplishments
- Award for Achieving Insurance Target — 2020
- Highest Numbers of Promoters Award — 2021
- Demat Account Opening Target Achievement Award —2021
- Sparsh Event Award for Fraud Prevention — 2023
PROFESSIONAL RECOGNITION
Wall of Fame Selection
Honored to be featured on the Wall of Fame for outstanding performance and contributions.
Spokesperson for MNC Clients
Chosen as the primary spokesperson for MNC clients, facilitating communication and engagement.
Certification
NISM
Timeline
TREASURY AND MARKET
AXIS BANK
11.2024 - Current
Microsoft- Power BI Data Analyst Associate
09-2024
Certificate Course in Foreign Exchange
01-2024
Manager - Trade Forex Operations
AXIS BANK
01.2022 - 10.2024
Relationship Manager
ICICI Bank
01.2020 - 08.2022
IRDA
08-2019
NISM
06-2019
Schooling - undefined
St. Joseph Sr. Sec. School
PGDM - Banking And Finance
Manipal School of Banking
B.Com (P) -
University of Delhi
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