Vaibhav Bhatia

• Acquisition of foreign subsidiaries/MNCs (IT & ITES/Digital) and companies in the Ecommerce and Digital space, including startups across industries/new-economy companies.
• Market knowledge and experience in Mid-market / SME segment Liabilities, transaction banking business, Cash management, FX and Trade, Cash Backed WC lending and BG issuance.

• Drive product & marketing initiatives launched by central product team.
• Service trade related queries & requirement of clients by liaising with operations/product/central team.
• Responsible for income and foreign currency throughput target set for the trade forex products for the respective branches/clusters.
• Support team in achieving customer acquisition plan through joint and independent call with sales team.
• Impart training to sales and relationship team as subject matter expert.
• Cultivate relationships with individual and corporate customers.
• Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms.
• Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers.
• Recommend process changes in order to improve service efficiency and quality across the branch network.
  

• New Client Acquisition : Acquire new Current Account primarily for Foreign Trade and offer business banking solutions and products like Trade Services, Cash Management Services, Business Lending etc.
• Product Fitment / Solution Delivery : Offer tailor made banking solutions to customers, Including LC, BG, PCFC, EBN, Supplier / Buyers Credit, Post Shipment Credit and Cash management Services.
• Revenue Generation : Plan and monitor execution of strategies for generation of all Liability and asset Income, Trade Income, NII by offering business banking solutions and products like Trade Services, Cash Management Services, Business Lending etc.
• Relationship Management : Maintaining CXO level relationships with SME clients with 50cr to 1000cr portfolio size to create business opportunities so that important and big customers are provided with best of the services in best of the TAT.
• Sales Team Productivity Management : Ensuring sales team Productivity on all Products and updating their knowledge on products through Trainings.
• Compliance: Ensure that the processes are being adhered to and transactions happen as per banking/government procedures and rules.
• Seminars / Event Management: Organize and manage various events on Trade & Forex related subjects.
• Training/Coaching: Train team members to acquire expertise on domain knowledge required to create customer delight

• Involved in a Presales role, which involves activities like demos to prospects, technical presentations, and preparing POCs.
• Preparation of business documents like Functional Design Document, Business Requirement Document.
  •Use of automation tools to build wireframes.
• Implementation and configuration of functional requirements like chat management, Web self-service, reports using analytics, etc.
• Providing end-to-end pre- and post-live support.
  •Training agents and administrators by providing end to end offsite and onsite training to make them understand the system and its various flows.
  •Involve in conference calls with client and participating in weekly project status calls with the client.
  •Responsible for project tracking through JIRA (project management tool) and creating end of sprint reports for the business team.

Developed automated test scripts, reducing manual testing efforts and enhancing efficiency.