Summary
Overview
Work History
Education
Skills
Certification
Languages
Birthdate
Hobbies and Interests
Timeline
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Shivam Saxena

Shivam Saxena

Kolkata

Summary

Results-driven Trade Relationship Manager with over 2 years of experience in managing client relationships, developing trade finance solutions, and driving revenue growth. Proven track record of delivering tailored financial products and services to meet client needs, enhancing client satisfaction, and expanding market share. Skilled in strategic planning, risk assessment, and cross-functional team leadership.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Deputy Manager II

ICICI Bank
06.2022 - Current
  • Managing the portfolio of CASA & Trade Clients with the book value of 700 Million
  • Responsible for generating fee income from trade clients
  • Expertise in handling banking operations and ensuring trade compliance by supervising Import & Export bills regularization
  • Handling inward and outward remittances
  • Focusing on advisory of non fund based products like LC( Letter of credit ), BG(Bank guarantee), PCFC & WCDL to clients
  • Performed in cross functional capacity managing and increased assets book by disbursing Business loans of the organization
  • Proficient in utilizing FINNACLE (by Infosys) for trade transactions and financial operations.

Marketing and Sales Division

EASYDAY CLUB - FUTURE RETAIL LTD.
05.2021 - 08.2021
  • Driving & managing the sales process from targeting and prospecting to closing the sale
  • Mentoring the team members to meet the team revenue targets
  • Dealing with customers queries and complaints.

Accounts and Stock Manager

KFC - YUM RESTAURANTS INDIA PVT. LTD.
07.2017 - 06.2018
  • Tracking and monitoring inventory and developed processes to maximize efficiency
  • Inspected the level of business supplies and raw materials to identify shortages
  • Recorded daily deliveries and shipments to reconcile inventory.

Education

MBA - MARKETING AND FINANCE

EASTERN INSTITUTE FOR INTEGRATED LEARNING IN MANAGEMENT
06.2022

B.COM - ACCOUNTANCY

PRAFULLA CHANDRA COLLEGE - SOUTH CITY (EVENING)
08.2016

Skills

  • Time Management
  • Team Work
  • Negotiation & Deal Closing skills
  • MS - Office
  • Portfolio Management
  • Leadership
  • Export & Import financing
  • Trade Finance expertise
  • Trade Operations
  • Decision-making capabilities
  • Performance Improvements
  • Sales Strategies
  • Customer Relations
  • Product and service knowledge
  • Lead Generation

Certification

  • AMFI, 04/2024
  • TALLY AND BASICS OF MS-EXCEL, 09/2016 - 02/2017
  • GOOGLE FUNDAMENTALS OF DIGITAL MARKETING, 12/2020 - Present

Languages

English
Hindi
Bengali

Birthdate

02/27/95

Hobbies and Interests

  • Sports
  • Travelling
  • Music
  • Cooking

Timeline

Deputy Manager II

ICICI Bank
06.2022 - Current

Marketing and Sales Division

EASYDAY CLUB - FUTURE RETAIL LTD.
05.2021 - 08.2021

Accounts and Stock Manager

KFC - YUM RESTAURANTS INDIA PVT. LTD.
07.2017 - 06.2018

MBA - MARKETING AND FINANCE

EASTERN INSTITUTE FOR INTEGRATED LEARNING IN MANAGEMENT

B.COM - ACCOUNTANCY

PRAFULLA CHANDRA COLLEGE - SOUTH CITY (EVENING)

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