Sukeshi Rohatgi
Bengaluru
Summary
Dynamic Commercial Banking Relationship Manager with a proven track recordof 8 years, excelling in client relationship management and revenue growth strategies. Specialised in trade remittances, Non trade transactions -LC/BG/SBLC,CMS Solutions, Trade Complaince- EDPMS/IDPMS working capital. Passionate about delivering exceptional client experiences and strategic financial advisory.
Overview
8
8
years of professional experience
Work History
Commercial Banking Relationship Senior Manager
AXIS BANK
BENGALURU
03.2021 - Current
- Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring high levels of customer satisfaction, retention, and loyalty
- Focus on specialized banking products including Trade & Forex, Bank Guarantees (BG), Letters of Credit (LC), Capital Account Transactions (FDI/ODI), funding facilities such as Working Capital limits, Lease Rental Discounting (LRD), Export Credit (Pre & Post Shipment Finance), Foreign Currency Term Loans (FCTL), and Channel Financing
- Facilitate credit requests by ensuring all loan documentation aligns with the bank’s credit policy; perform primary financial statement analysis and prepare one-pagers for further review by credit analysts
- Collaborate with internal teams (e.g., credit, treasury, CMS, trade processing unit) to deliver seamless, high-quality client experiences, ensuring smooth operational processes and timely service
- Maximize profitability by acquiring and managing high-revenue-generating accounts, such as EEFC, RERA, ESCROW, FCNR, Dividend, Share Capital, and SNRR (Special Non-Resident Rupee) accounts
- Conduct extensive research and analysis, including company profile and industry analysis, to identify new prospects and gather valuable client information to enhance service offerings
- Ensure strict compliance with bank policies, procedures, regulations, and laws, maintaining high standards of operational integrity and reducing risks
ELITE TRADE RELATIONSHIP MANAGER
ICICI BANK LTD
BANGALORE
06.2017 - 02.2021
- Managed Trade & High-Value SME customers, providing end-to-end business banking solutions tailored to meet client needs
- Oversaw the complete life cycle management of customers, including acquisition, onboarding, portfolio management, account activation, and attrition management
- Drove trade revenues by increasing wallet share of existing trade customers, ensuring deeper product penetration and stronger customer relationships
- Focused on acquiring new trade and high-value liability customers, expanding the bank’s portfolio and enhancing client engagement
- Facilitated customer cross-border transactions, Cash Management Solutions (CMS), and ensured straight-through processing, optimizing the efficiency of financial transactions
- Addressed customers’ financing requirements by referring pre-shipment and post-shipment finance cases to appropriate Credit Business Groups
- Performed due diligence on customers and transactions to meet Anti-Money Laundering (AML) and regulatory requirements, ensuring compliance with trade transaction rules
- Monitored and actively reduced pending compliance issues such as bill of entry and export bills, ensuring timely resolution of any transaction-related challenges
Education
MBA - BANKING & FINANCE
ICFAI BUSINESS SCHOOL
KOLKATA01.2017
EXECUTIVE LEVEL -
INSTITUTE OF COMPANY SECRETARIES OF INDIA
KOLKATA01.2014
BBA - FINANCE AND ACCOUNTING
TECHNO INDIA UNIVERSITY
KOLKATA01.2013
Skills
- Client Relationship Management
- Business Development & Strategy
- Cash Management & Trade Finance Solutions
- Compliance & Regulatory Knowledge and KYC
- Credit Risk Assessment & Analysis
- Portfolio Management
- Financial Advisory & Planning
- Negotiation Skills
- Team Leadership & Collaboration
- Market Research & Trend Analysis
- Good Analytical skill
Affiliations
- Dancing
- Handicrafts
- Paintings
Accomplishments
- Recognized as the Highest Contributor in SME Loan Disbursement FY 24-25, South, achieving top-tier performance in driving loan disbursement volumes within the region
- Achieved Best Performance in Axis Bank FY23-24, securing Pan-India Rank #2 for outstanding contribution to business growth and portfolio management across the bank.
- Awarded Multiple Awards for Contribution Towards Various Cross-Sell Products & Forex Revenue, recognizing exceptional performance in driving revenue through cross-selling and forex solutions during my tenure at ICICI Bank.
- Gold Medalist in all three years of Graduation (BBA), consistent performance across all years.
Personal Details
- Date of Birth -7th August, 1992
- Language Known- English, Hindi
- Nationality- Indian
Timeline
Commercial Banking Relationship Senior Manager
AXIS BANK
03.2021 - Current
ELITE TRADE RELATIONSHIP MANAGER
ICICI BANK LTD
06.2017 - 02.2021
MBA - BANKING & FINANCE
ICFAI BUSINESS SCHOOL
EXECUTIVE LEVEL -
INSTITUTE OF COMPANY SECRETARIES OF INDIA
BBA - FINANCE AND ACCOUNTING
TECHNO INDIA UNIVERSITY
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