Priyanka Kakkar Email and Phone Number

Look after working capital loans for SME devision . Area handled is Bareilly , Rudrapur and Moradabad.

I am working as relationship partner -emerging business banking group for yes bank . Where we look after the corporates having turnover between 15-100 Cr. My job s to analyse the financial of corporates and to figure out if the client is suitable for bank to lend limits and also to interact with corporates to understand their work cycle and analyse if we can add advantage to business model by lending working capital limits.

• Developing and maintaining portfolio of Business Banking Clients by providing solutions in areas of Trade Finance & For-ex Services, Cash Management and Treasury Services- advising on Exchange Risk mitigation with Forward etc.• Handling Embassies, Liaison/ Branch offices and Foreign Companies setting up their base in India.• Engaging with market influencers such as Chartered Accountants / Law firms / Trade Associations etc. using as a catalyst to pitch for on-going large deals in the… Show more • Developing and maintaining portfolio of Business Banking Clients by providing solutions in areas of Trade Finance & For-ex Services, Cash Management and Treasury Services- advising on Exchange Risk mitigation with Forward etc.• Handling Embassies, Liaison/ Branch offices and Foreign Companies setting up their base in India.• Engaging with market influencers such as Chartered Accountants / Law firms / Trade Associations etc. using as a catalyst to pitch for on-going large deals in the market and structuring transactions for IPO, FDI, Escrow accounts, etc. • Keeping abreast with the recent regulatory guidelines (such as RBI & FEMA) relevant to the industry.• Analyzing and tracking latest trends and providing inputs to fine tune sales and marketing strategies, working internally with product teams to customise banking products specific to each segment/ industry and presenting it further.• Lending being an integral KRA, working out Balance sheet Analysis, following compliance and facilitating cases on basis of guidelines. Raising funds through SBLC, Working Capital limits (Cash credit/Overdraft), Loan Against property, etc. Show less

• Acquisition - HNI client acquisition for Depositories and Wealth Management • Relationship Building - Deepen relationships to increase client portfolio thru investments in equity, debt & insurance products • Cross Sell - Cross sell of structured financial products, including PE & VC funds • Book Building - Increase Savings and Term Deposit book volumes • Revenue Incomes - Generate revenue thru asset-side products – Term Loans, Secured & Unsecured Business Loans… Show more • Acquisition - HNI client acquisition for Depositories and Wealth Management • Relationship Building - Deepen relationships to increase client portfolio thru investments in equity, debt & insurance products • Cross Sell - Cross sell of structured financial products, including PE & VC funds • Book Building - Increase Savings and Term Deposit book volumes • Revenue Incomes - Generate revenue thru asset-side products – Term Loans, Secured & Unsecured Business Loans • Acquisition of New Client • Cross sell third-party financial products • Business Loan Referrals • Carry out Sales-marketing Events for Data & Lead Generation Show less

• File processing. • Coordination between sales team and back office team. • Achieve targets planned across team. • Corporate tie-up activities in .• Understanding customer requirements through discussions. • Maintaining high service standards thereby reducing customer complaints. • Currently working in INDUSIND BANK as an Acquisition Manager in the in-house team of credit cards and PL. • Presently working on Client relations and selling of Paid & Free Corporate… Show more • File processing. • Coordination between sales team and back office team. • Achieve targets planned across team. • Corporate tie-up activities in .• Understanding customer requirements through discussions. • Maintaining high service standards thereby reducing customer complaints. • Currently working in INDUSIND BANK as an Acquisition Manager in the in-house team of credit cards and PL. • Presently working on Client relations and selling of Paid & Free Corporate credit cards and personal loan• Major job responsibility: Selling credit cards and Personal Loans by Maintaining long term relations. Show less