Jaikumar Shetty Email & Phone Number

Mumbai, Maharashtra, India

• To achieve income target on entire range of Trade services consisting of Imports / Exports / Letter of Credit - Local and Foreign / Bank Guarantees - Local & Foreign / Buyer's Credit / Suppliers Credit / Foreign Direct Investment (FDI) / Overseas Direct Investment (ODI) / Local Bills, etc. • Achieving branch objectives and Portfolio Penetration on Retail Fx products under LRS as well as for non-residents comprising of Inward and Outward Remittances, Purchase and Sale of FCY Cash, FCY… Show more • To achieve income target on entire range of Trade services consisting of Imports / Exports / Letter of Credit - Local and Foreign / Bank Guarantees - Local & Foreign / Buyer's Credit / Suppliers Credit / Foreign Direct Investment (FDI) / Overseas Direct Investment (ODI) / Local Bills, etc. • Achieving branch objectives and Portfolio Penetration on Retail Fx products under LRS as well as for non-residents comprising of Inward and Outward Remittances, Purchase and Sale of FCY Cash, FCY DD, Traveller's cheques, etc, • Detailed market scoping of segments / industries in the respective catchments.• Transaction Execution, Product Knowledge, Innovation and Providing Solutions.• Monitor and ensure requisite operations and Risk Mitigation, Monitoring and Portfolio Quality• Training and Capacity Building: Identify the knowledge gaps in branch staff on Trade and Forex products and services and train them accordingly. Show less

Mumbai, Maharashtra

• Manage Commercial / Trade relationships in business banking segment.• Acquire New Trade / Corporate Finance and Forex clients.• Conduct regular branch and client visits and resolve customer queries.• Manage trade related transactions and manage and enhance existing relationship with Trade customer.• Collaborate with Trade Desk and Operations team to ensure clients receive quality service.• Ensure Compliance to Internal & External Guidelines on trade… Show more • Manage Commercial / Trade relationships in business banking segment.• Acquire New Trade / Corporate Finance and Forex clients.• Conduct regular branch and client visits and resolve customer queries.• Manage trade related transactions and manage and enhance existing relationship with Trade customer.• Collaborate with Trade Desk and Operations team to ensure clients receive quality service.• Ensure Compliance to Internal & External Guidelines on trade Finance activities• Responsible for acquiring Asset clients (Working Capital Limit setting, LCBD (Bill Discounting backed with Letter of Credit), Channel Financing) for Mumbai region. Show less

Mumbai Area, India

1. Responsible for new client acquisition in Trade Finance and Forex (FX).2. Responsible for acquiring Asset clients (Working Capital Limit setting, LCBD (Bill Discounting backed with Letter of Credit), Agricultural Finance) for Mumbai region.3. Achieving Trade / Forex (FX) revenue targets.4. Product Expertise in both Fund and Non Fund based products like Pre and Post - shipment Finance, Buyer’s Credit & Suppliers Credit, Bank Guarantees, Letter of Credit (Advising… Show more 1. Responsible for new client acquisition in Trade Finance and Forex (FX).2. Responsible for acquiring Asset clients (Working Capital Limit setting, LCBD (Bill Discounting backed with Letter of Credit), Agricultural Finance) for Mumbai region.3. Achieving Trade / Forex (FX) revenue targets.4. Product Expertise in both Fund and Non Fund based products like Pre and Post - shipment Finance, Buyer’s Credit & Suppliers Credit, Bank Guarantees, Letter of Credit (Advising, Confirmation and Discounting).5. Collaborate with Treasury Sales dealers to enhance cross selling of allied FX Products like Forward Contracts, etc. Show less

Mumbai Area, India

1. Generation of new sales ideas and initiatives for Corporate Finance and Trade Finance team for Mumbai region.2. Client Acquisition and Relationship Management - Responsible for the growth of the portfolio. 3. Assist in implementing corporate funding strategy, evaluating the Company's financial structure and identifying various options and sources of capital including refinancing of existing facilities.4. Review investment proposals and conduct financial due diligence… Show more 1. Generation of new sales ideas and initiatives for Corporate Finance and Trade Finance team for Mumbai region.2. Client Acquisition and Relationship Management - Responsible for the growth of the portfolio. 3. Assist in implementing corporate funding strategy, evaluating the Company's financial structure and identifying various options and sources of capital including refinancing of existing facilities.4. Review investment proposals and conduct financial due diligence and prepare summary presentations for their review.5. Follow-up with Banks and Financial Institutions on Corporate and Project Funding arrangements.6. Monitor the Business Plan and Forecast for deviations and escalate to Executive Management as necessary.7. Cross sell “Structured Trade Financial” products like LCBD, Export Bill Discounting, Buyers Credit and Suppliers Credit for raising funds (both foreign and domestic) at competitive rates to help clients resolve their short term liquidity issue, reduces their cost of borrowing and increase their profitability.8. Managing relationships with the Clients, Banks and Financial Institutions. Show less

Mumbai Area, India

1. Executing OTC derivative contracts traded between top 14 banks of the world. 2. I worked as point of contact between Front Office (traders, trade support group and legal) and external clients.3. Helping the firm in achieving various global regulatory targets by resolving economic and legal issues on the trade by consulting various affecting parties.4. Identify risk issues, escalate where appropriate & provide assistance in resolving.

Mba, Finance

B Com, Accountancy

Class Xii; Hsc; Higher Secondary

Class X; Ssc; Higher Secondary