Sonarani M
Bangalore
Summary
Results-driven banking professional with six years of experience in the banking sector. Delivered value through strong customer relationships and effective financial solutions, contributing to organizational growth and personal career advancement.
Overview
6
6
years of professional experience
Work History
Trade sales manager
HDFC Bank Limited
Bengaluru
2022.04 - 2025.10
- Complete life cycle management of the customer (acquisition, on-boarding, portfolio, activation and attrition management).
- Management of Trade & High Value SME customers for their Business Banking requirements.
- Enhanced trade revenue by increasing wallet share of existing trade customers through tailored relationship management.
- Facilitated customer trade transactions, ensuring efficient straight-through processing for improved transaction speed.
- Acquisition of new trade and high value liability customers.
- Increase CA balances of managed customer by increasing customer through put.
- Upsold treasury solutions, including forwards and options, to enhance trade customer offerings.
- Conducted due diligence on customer and transaction to meet AML and regulatory requirements for trade transactions.
- Analyzed applicant's financial status, credit and property evaluation to determine feasibility of granting loans.
Relationship Manager DM II – Forex Department
ICICI Bank Limited
Bangalore
2019.06 - 2023.10
- Possess knowledge in banking applications like FINACLE, SWIFT, FCRM, Trade factory, Omni flow & IGRS. Build and maintained Relationship with Trade Existing and New clients while providing a high level Expertise.
- Networked with Business leaders and Executives to identify client within the local community.
- Managed all trade transactions efficiently to prevent escalation issues.
- Resolving trade query‘s in time to customers.
- Assisted branch in achieving income targets through trade and landings (BLG, SMEG Buyer credit, PCFC & FCTL).
- Work on Branch ERV and NTB book to grow month and month MAB.
- Ensured compliance was consistently maintained according to regulations.
- Guided customers on trade upgrades and banking requirements.
- Work on Domestic Trade and handling transaction like BG, LC&LCBD.
- Daily interacting with Branches to discuss on trade& forex and participating in huddles.
- Executed FX-Online deals for cross-currency transactions in Treasury Services.
- Handling Import& Export transaction (Inward& outward remittance).
- Giving training/guiding to customer about our digital platform’s and it helps to save the time in visiting branch and as well paper work.
- Engaged customers through a comprehensive approach, fostering loyalty and strengthening relationships.
- Coordinated with clients to ensure timely submission of compliance documents.
- Facilitated monthly trade activation initiatives to increase staff engagement and participation.
- Recognized by peers/superiors for always exceeding organizational objectives, proficient in developing efficient teams that excel.
- An adept communicator with a proactive approach and ability to work with team, which helps in achieving high level of business efficiency.
- Demonstrated ability to effectively plan, coordinate & meet deadlines.
- Self-driven, able to prioritize tasks and implement changes smoothly.
Education
MCOM - Marketing
Bangalore University
01.2022
MBA -
Visvesvaraya Technological University
01.2019
BCOM -
Bangalore University
01.2017
PUC -
Department of Pre-University Education
01.2014
S S C L -
Karnataka Secondary Education Examination Board
01.2012
Skills
- Project management
- Logical reasoning
- Adaptability
- Logical reasoning
- Good communication
- Team player
- Team player
Languages
- English
- Kannada
- Hindi
Disclaimer
I do hereby declare that the above-mentioned particulars are true to best of my knowledge and belief.
Personal Information
- Date of Birth: 04/29/96
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Timeline
Trade sales manager
HDFC Bank Limited
2022.04 - 2025.10
Relationship Manager DM II – Forex Department
ICICI Bank Limited
2019.06 - 2023.10
MCOM - Marketing
Bangalore University
MBA -
Visvesvaraya Technological University
BCOM -
Bangalore University
PUC -
Department of Pre-University Education
S S C L -
Karnataka Secondary Education Examination Board