VISHAKHA TAYDE
Senior Manager -Capital Accounts
Mumbai
Summary
A senior banking professional with 10 years of experience specializing in Strategic Flows, FEMA, portfolio & Wealth management and commercial banking. A strong history of building relationships with high-value accounts
Overview
10
10
years of professional experience
Work History
Senior Manager (Band M2)
ICICI Bank
12.2022 - Current
- Manage trade and capital account related transactions. Oversee large value transactions in Strategic flows/structured trade finance.
- Engaging with cross functional teams like Treasury, Operations , Credit, MNC for structuring deals
- Collaborate with several General Service departments e.g. GTSU (Global Trade Service Units) to ensure clients receive quality service
- Ensure Compliance to Internal & External Guidelines on trade Finance activities
- Building Strategies to track capital flows deals in India – FDI, FPI, etc. - from different news sources and target routing of capital flows with ICICI Bank
- Engaging with relevant stakeholders/influencers (Corporates CAs/Corporate Lawyers/Merchant Bankers/CS/RP) to channelize non vanilla cross border transactions
- Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
Wealth Manager
The CSB Bank Ltd
01.2020 - 11.2022
- Managed and monitored key liabilities portfolio of the branch with main focus on CASA growth.Also generating fee based income from TPP and advance growth from Gold Loans
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Focused on business development by nurturing and developing bank's relationship with key clients . Achieved growth in relationship value, revenues and improved client stickness
- Attended to banking needs of assigned HNI clients, making investment recommendations and other financial requirements, Played major role in increasing client base through New to Bank potential clients
- Awarded as best performing RM in Mumbai
Forex and Branch Operations Manager
The Catholic Syrian Bank Ltd
05.2015 - 12.2020
- Managed daily branch operations for optimal productivity and customer satisfaction in Ratnagiri, Surat and Chembur-Mumbai Branch
- Managed and monitored post disbursal of loan and Compliance of stipulated sanction conditions at Branch level
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Monitored financial transactions to detect any suspicious activity or potential fraud.
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
Credit Manager ( SME Credit)
The Catholic Syrian Bank Ltd
01.2014 - 04.2015
- Appointed as SME Credit Officer and worked at Kalyan, Bandra ,Vashi and Mulund Branch at Mumbai
- Entrusted with responsibilities of sourcing loan proposals, making unit visits, meeting clients, understanding their credit need preparation of credit note, submission of Appraisal notes to RO/HO.
Education
MBA - Dept of Management Studies
Pondicherry University
BE in Electronics and Telecommunication - Maharashtra Institute of Technology
Pune University
PGD in Strategic Digital Marketing - undefined
IIM Rothak
PGD in Foreign Trade - Department of International Business
Pondicherry University
PGD in Journalism & Mass Communication - Department of Mass Communication
Pondicherry University
Certificate in Digital Banking - undefined
IIBF
Skills
Excellent verbal and Interpersonal skills
Excellent communication skills
Analytical
Negotiation Skills
Time management skills
Due diligent
Intermediate knowledge of Ms Excel
Flair Knowledge of Trade Finance
Strategic Planning
Cross-Functional Collaboration
Timeline
Senior Manager (Band M2)
ICICI Bank
12.2022 - Current
Wealth Manager
The CSB Bank Ltd
01.2020 - 11.2022
Forex and Branch Operations Manager
The Catholic Syrian Bank Ltd
05.2015 - 12.2020
Credit Manager ( SME Credit)
The Catholic Syrian Bank Ltd
01.2014 - 04.2015
MBA - Dept of Management Studies
Pondicherry University
BE in Electronics and Telecommunication - Maharashtra Institute of Technology
Pune University
PGD in Strategic Digital Marketing - undefined
IIM Rothak
PGD in Foreign Trade - Department of International Business
Pondicherry University
PGD in Journalism & Mass Communication - Department of Mass Communication
Pondicherry University
Certificate in Digital Banking - undefined
IIBF
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