Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
References
Personal Information
Languages
Timeline
Generic

SAMEER BHAT

MUMBAI

Summary

Build my Carrier in a progressive organization In a leading position, that will provide me exciting opportunities to utilize my skills and experience in such way to add more value to the organization and learn to more.

Innovative Trade Desk Officer with experience in managing buy and sell orders, conducting market research, and ensuring compliance with trading regulations. Possess strong skills in risk analysis, decision making, and communication. Known for improving trading procedures to enhance efficiency and profitability. Fluent in several trading platforms, with a knack for swiftly adapting to new technology.

Overview

7
7
years of professional experience

Work History

TRADE DESK OFFICER

ICICI BANK LTD
MUMBAI
06.2023 - Current
  • Reviewed customer purchase orders and ensured accuracy of information prior to processing.
  • Researched and identified discrepancies in trade documents to ensure compliance with applicable regulations.
  • Maintained accurate records of all transactions, including imports, exports and shipments.
  • Handling queries of customer related to day to day Transaction in terms of bank guarantee, Outward Transaction.
  • Active Lobby Management and attending Customer.
  • Presention on Trade topics on Advance Import Payment,Bank Guarantee, Processing Import Payment,Letter of Credit, Processing Export Documentation and receiving payment.
  • Generated reports on trading activity for management review.
  • Processed payments from customers and suppliers using appropriate payment methods.
  • Coordinated with internal departments to facilitate the completion of trades within established timelines.
  • Negotiated terms of sale with suppliers based on current market conditions.
  • Developed and implemented strategies to optimize trading activities across multiple markets.
  • Monitored changes in international laws affecting import and export policies to ensure compliance with applicable regulations.
  • Assisted in resolving disputes arising from trade activities between customers, vendors and other stakeholders.
  • Evaluated foreign exchange rates for potential impact on trading activities.
  • Worked closely with customs brokers to ensure timely clearance of goods at ports of entry.
  • Facilitated communication between parties involved in a transaction.
  • Identified opportunities for cost savings through improved processes or vendor negotiations.
  • Discussed client financial options to keep customers informed regarding transactions.

SR.RELETIONSHIP MANGER

PIRAMAL FINANCE SALES AND SERVICE PVT LTD
12.2021 - Current
  • Company Overview: Manage DSA Home Loan sales in Mumbai location
  • Manage DSA Home Loan sales in Mumbai location
  • Achievement Of business Target other cross sell products like HL,BL,LAP And Asset Insurance
  • Deal confirmation Taken to The Customer For Disbursement
  • Build my Carrier in a progressive organization In a leading position, that will provide me exciting opportunities to utilize my skills and experience in such way to add more value to the organization and learn to more
  • Manage DSA Home Loan sales in Mumbai location

Sales Executive

HDB FINANCIAL SERVICES LTD
05.2018 - 06.2021
  • Company Overview: Ensures Target Achievement on sales of unsecured personal loan
  • Handling Branch customer Query
  • Acquisition and servicing of high network customers
  • Cross sale of Asset Project AL/BL/LAP/MF/HL/GL/LI/GI
  • Ensures Target Achievement on sales of unsecured personal loan
  • Handling Branch customer Query
  • Acquisition and servicing of high network customers
  • Cross sale of Asset Project AL/BL/LAP/MF/HL/GL/LI/GI

Sr.Sales Executive

HDB FINANCIAL SERVICES LTD
04.2019 - 05.2021
  • Company Overview: Ensures Target Achievement on sales of unsecured personal loan
  • Handling Branch customer Query
  • Acquisition and servicing of high network customers
  • Ensures Target Achievement on sales of unsecured personal loan
  • Handling Branch customer Query
  • Acquisition and servicing of high network customers
  • Ensures Target Achievement on sales of unsecured personal loan
  • Handling Branch customer Query
  • Acquisition and servicing of high network customers

Education

Software Testing -

Seed Infotech
01.2017

Bsc - Chemistry

03.2013

12 th - Science

Maharashtra Board
02.2010

10th -

Maharashtra Board
03.2008

Skills

  • MS CIT
  • Software Testing
  • Problem-solving capabilities
  • Customer Service
  • Relationship Building
  • Organizational Skills
  • Communication Skills
  • Service Sales

Accomplishments

  • Best Sales Executive Award, Won Best sales Executive Award in March 2019 For Doing 2.5 Cr Personal Loan Business.
  • Achieve Annual Branch Target, Achieve the Annual Branch Target within 9 months. 4.80 Cr.

Hobbies and Interests

  • Football
  • Cricket

References

Soujanya Jain, TSM,+91 93727 40639 Soujanya.jain@icicibank.com

Personal Information

  • Date of Birth: 11/02/92
  • Nationality: Indian
  • Marital Status: Married
  • Religion: Hindu

Languages

English
Intermediate
B1
Marathi
Advanced
C1
Hindi
Advanced
C1

Timeline

TRADE DESK OFFICER

ICICI BANK LTD
06.2023 - Current

SR.RELETIONSHIP MANGER

PIRAMAL FINANCE SALES AND SERVICE PVT LTD
12.2021 - Current

Sr.Sales Executive

HDB FINANCIAL SERVICES LTD
04.2019 - 05.2021

Sales Executive

HDB FINANCIAL SERVICES LTD
05.2018 - 06.2021

Software Testing -

Seed Infotech

Bsc - Chemistry

12 th - Science

Maharashtra Board

10th -

Maharashtra Board

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