Anish Kumar Email & Phone Number

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

Primary point of contact with all Financial Institutions (FIs) and leverages these relationships for better synergies and newer opportunities. Responsible for managing all key bank relationships, defending and growing revenues from this segment.  Managing and enhancing entire banking relationship with all PSU Banks, Private Banks, Foreign Banks, Major co-operative banks and Credit Rating Agencies  Close coordination with Treasuries of PSU banks, Private Banks for resource raising through Term Money, CDs and FDs Regular and close coordination with PSU Banks, Private Banks and Foreign Banks for Cash Management tie-ups, non-fund trade finance business limit sanctions Close coordination Banks/Financial Institutions for identifying and executing structured Finance transactions through both PTC, Direct Assignment Route and Inter-Bank Participation Certificates (IBPCs). Sourcing bulk deposits from Co-operative Banks and building a deposit franchise for the Bank. Identifying new relationships and sourcing bulk deposits from them Close coordination, discussion on important data’s, building and managing strong relationships with Rating agencies. Support ratings review and annual surveillance of outstanding instruments and external Rating of the Bank.

Mumbai, Maharashtra, India

• Acquire & manage portfolios of Mid-Size & Large Corporates for Wholesale Liability Business to acquire CASA & TD• Guide Relationship Management teams in research and analysis on industries/clients/ markets• Ensure the provision of value added products and services to existing, potential customers who seek banking relationships for Wholesale Liabilities with the bank & monitoring their performance• Strive to maintain continuous compliance of the policies/procedures with prevailing practices /regulations pertaining to Wholesale Liability Banking promulgated by the respective regulators(viz. RBI as well as other regulators in jurisdiction).• Lead the development of ‘early warning systems’ that highlight possible risk deterioration in the Business portfolio, in order to allow for timely corrective action. Also, monitor critical portfolio caps at required intervals and take prompt action in coordination with Risk when required to uphold the quality of the portfolio.• Oversee the development and subsequent implementation of annual plans by the team & ensure achievement of pre-set targets/objectives, including but not limited to business growth & expansion.

Mumbai , India

Role 1 : Relationship Manager (Commercial Banking)Duration : May 2014 to July 2019Description : Grow Client’s Wallet share with Bank - responsible for liability, trade and forex portfolio growth primarily through NTB'so Manage Corporate Clients and meet their needs o Handling inbound and outbound both transactions such as FDI, ODI, ECB, LO, BO set up support required for approval. o Revenue objectives by acquiring, growing and retaining profitable Commercial clients customers within acceptable risk parameters. o In addition, contribute toward achieving team’s overall target and delivering optimal portfolio return. Role 2 : Portfolio Manager (SME)Duration : April 2013 to 30th April 2014Description : Grow customer portfolio size by deepening existing Customer Relationships.o Retain existing highly valuable customers; Grow share of wallet with the bank through focused relationship management activitieso Provide advice on potential financial solutions based on identified needso Resolve client queries without further escalationo Analyse financial requirements of customer and match with banks product offeringso New to Bank Acquisition of liability customers with focus on trade and foreign exchange transactions. o Refer highly satisfied customers to generate saleso Analyse and review potential business to ensure maximum profitability.

Dubai , Uae

Mumbai , India

Pune , India

Role 1. Customer Service Officer (Forex & Trade Desk.) Description: Look into foreign currency needs of clients, Taking Forex. Deals from treasury. Making new tie-ups with corporate and fulfillment of their requirements.Role 2. Demat Services Single Point of contact for Demat Services. Provide information to walk-in investors and generating sales Leads.Investments such as Bonds, Mutual Funds, Life Insurance,General insurance ,Pure Gold, Fixed & Recurring deposits.Role 3. Customer Service Officer (Teller) Provide Banking Services and handling query's of Customers and Ensure smooth run of cash transactions on a daily basis and increase the service standards.Provide Banking Services to walk-in customers for savings.A/c, Salary A/c, Fixed Deposits etc.

Worked as a co-coordinator and helped conduct various events and ensure smooth operations.

Management Development Program, Organizational Leadership

Workshop

Mba, Financial Markets

Bachelor Of Commerce (Bcom), Banking And Financial, 1St Class

Hsc; 12Th, Banking & Finance; Information Technolgy, 1St Class

Icse, 10Th Board