Ritesh Thakur Email & Phone Number

Mumbai, Maharashtra, India

India

Mumbai, Maharashtra

1. As a PSM and a member of the bank's Strategic Influencer Group – An Exclusive Initiative of MDO, which focuses on business alliances through the sale of CMS, Digital Banking, API Banking & Connected Banking products for acquisition of other business partnerships like IRP community, trusteeship companies and other merchant banking influencers in the IFIB segment throughout the MMR.2. Managing Escrow Sales, CMS and Digital Banking products for Domestic Large & Mid FIs, NBFCs, Fintech… Show more 1. As a PSM and a member of the bank's Strategic Influencer Group – An Exclusive Initiative of MDO, which focuses on business alliances through the sale of CMS, Digital Banking, API Banking & Connected Banking products for acquisition of other business partnerships like IRP community, trusteeship companies and other merchant banking influencers in the IFIB segment throughout the MMR.2. Managing Escrow Sales, CMS and Digital Banking products for Domestic Large & Mid FIs, NBFCs, Fintech Firms, Co-Operative Banks, Small Finance Banks, LIC CO-BO-DO. Overlooking Govt. Banking Business for SPSU & CPSU entities & ULBs for their liability business for the past 3 years. Also managing and deepening the CMS, API, Digital Banking and Transactional Banking Products penetration in the existing & new client base. 3. Co-ordinating with Product, IT, Legal, Compliance, Operations, Implementation and Retail Branch Banking team to ensure seamless execution of transactions, documentation & client servicing. Additionally, ensure that the large and mid-sized corporates receive customised solutions by coordinating above mentioned teams.4. Forming and maintaining long-term relationships with both ETB & NTB customers by providing appropriate financial advice to meet their needs and foster brand loyalty.5. Accountable for increasing the wallet share & achieving revenue budgets for CMS Fees, Portfolio Balances and Digital & API Banking Products through H2H, BBPS, UPI, BNA, POS, BTI & QR Code across IFIB segment for MMR.6. Accountable for the acquisition of fiduciary businesses such as trusteeship & ARC business, right issue, de-listing, buyback, dividend, IRP, structured escrow deals, securitisation trust & DA accounts etc.7. Accountable for the sales of custody-related goods and services such as AIFs, PMS, POA accounts, Corporate D-mat accounts, etc. as well. Show less

Mumbai Area, India

1. As a Key Account Relationship Manager, achieved Fees Budgets for CMS, Trade Finance (LC/BG), FX & Derivatives etc. 2. Nurtured & deepened relationship with significant Current Account customers of the Mumbai circle & achieved Turnover budget across product verticals3. Interfaced with key corporate customers like LIC CO-BO-DO, Co-Op Banks, NBFCs, Insurance Companies for increased market share and retention of active CMS mandates 4. Ensured customized solutions to Business… Show more 1. As a Key Account Relationship Manager, achieved Fees Budgets for CMS, Trade Finance (LC/BG), FX & Derivatives etc. 2. Nurtured & deepened relationship with significant Current Account customers of the Mumbai circle & achieved Turnover budget across product verticals3. Interfaced with key corporate customers like LIC CO-BO-DO, Co-Op Banks, NBFCs, Insurance Companies for increased market share and retention of active CMS mandates 4. Ensured customized solutions to Business Customers (MC and LC segments) by collaborating with the business development and product team at Central Office5. Ensured deeper penetration of the customer base on FX flows and derivatives product segment6. Held responsible for the achievement of Core Incremental CA CDAB, CA MAB, NTB CA budget for the Mumbai circle7. Held responsible to sell custody products & services like AIFs, PMS, POA A/cs, Corporate D-mat A/cs etc. Show less

Mumbai Area, India

1. As a Key Account Relationship Manager, acquired NTB clients and managed & developed existing SME/MC/LC customer’s portfolio 2. Held responsible to manage and provide quality banking experience & services to existing and NTB clients of the bank 3. Held responsible to manage day to day banking requirements of the clients 4. Provided the clients an access to the complex products of banking like CMS/FOREX/ Treasury/Investment/Escrow Banking etc. 5. Served the clients in their… Show more 1. As a Key Account Relationship Manager, acquired NTB clients and managed & developed existing SME/MC/LC customer’s portfolio 2. Held responsible to manage and provide quality banking experience & services to existing and NTB clients of the bank 3. Held responsible to manage day to day banking requirements of the clients 4. Provided the clients an access to the complex products of banking like CMS/FOREX/ Treasury/Investment/Escrow Banking etc. 5. Served the clients in their IPO/DIVIDEND distribution by giving them tailor-made products like PAYMENT and RECEIVABLE solutions 6. Promoted assets & other third party products as a cross sell mutual funds, general insurance policy, health & life insurance policies to branch to achieve designated sales target7. Held responsible to provide credit facilities to SME clients through business loans, personal loans, loan against properties, loan against shares, loans against rent discounting, bills discounting, LC discounting etc. Show less

Mumbai Area, India

1. As a TxB RM, acquired NTB clients and managed & developed existing SME/MC/LC customer’s portfolio. 2. Held responsible to manage and provide quality banking experience & services to existing and NTB clients of the bank. 3. Held responsible to manage day to day banking requirements of the clients. 4. Provided the clients an access to the complex products of banking like CMS/FOREX/ Treasury/Investment/Escrow Banking etc. 5. Served the clients in their IPO/DIVIDEND distribution… Show more 1. As a TxB RM, acquired NTB clients and managed & developed existing SME/MC/LC customer’s portfolio. 2. Held responsible to manage and provide quality banking experience & services to existing and NTB clients of the bank. 3. Held responsible to manage day to day banking requirements of the clients. 4. Provided the clients an access to the complex products of banking like CMS/FOREX/ Treasury/Investment/Escrow Banking etc. 5. Served the clients in their IPO/DIVIDEND distribution by giving them tailor-made products like PAYMENT and RECEIVABLE solutions. 6. Promoted assets & other third party products as a cross sell mutual funds, general insurance policy, health & life insurance policies to branch to achieve designated sales target.7. Held responsible to provide credit facilities to SME clients through business loans, personal loans, loan against properties, loan against shares, loans against rent discounting, bills discounting, LC discounting etc. Show less

Mumbai Area, India

1. As a BBRM, acquired NTB clients and managed & developed existing SME/MC/LC customer’s portfolio. 2. Held responsible to manage and provide quality banking experience & services to existing and NTB clients of the bank. 3. Held responsible to manage day to day banking requirements of the clients. 4. Provided the clients an access to the complex products of banking like CMS/FOREX/ Treasury/Investment/Escrow Banking etc. 5. Served the clients in their IPO/DIVIDEND distribution by… Show more 1. As a BBRM, acquired NTB clients and managed & developed existing SME/MC/LC customer’s portfolio. 2. Held responsible to manage and provide quality banking experience & services to existing and NTB clients of the bank. 3. Held responsible to manage day to day banking requirements of the clients. 4. Provided the clients an access to the complex products of banking like CMS/FOREX/ Treasury/Investment/Escrow Banking etc. 5. Served the clients in their IPO/DIVIDEND distribution by giving them tailor-made products like PAYMENT and RECEIVABLE solutions. 6. Promoted assets & other third party products as a cross sell mutual funds, general insurance policy, health & life insurance policies to branch to achieve designated sales target.7. Held responsible to provide credit facilities to SME clients through business loans, personal loans, loan against properties, loan against shares, loans against rent discounting, bills discounting, LC discounting etc. Show less

Mumbai Area, India

1. Acquired, Managed & Developed the Business Banking customer portfolio2. Held Responsible for complete solutions by providing various products to clients like Fixed Deposits, International Trade related transactions etc.3. Provided quality banking experience & services to customers4. Made sales to New to Bank customers, promote liability & cross sell third party & transaction banking products to achieve designated sales target

Mumbai Area, India

1. Acquired, managed & developing the Business Banking customer portfolio2. Held responsible for complete solutions by offering various products to clients like Current A/cs, Fixed Deposits, Trade and Forex, Lending Products etc.3. Acquired new customers to achieve revenue and referral targets4. Drove the business sales volume by strategizing correct opportunity spotting to maximize revenue5. Held responsible for acquisition of Von Gough Preferred Banking (VGPB), Diamond Banking… Show more 1. Acquired, managed & developing the Business Banking customer portfolio2. Held responsible for complete solutions by offering various products to clients like Current A/cs, Fixed Deposits, Trade and Forex, Lending Products etc.3. Acquired new customers to achieve revenue and referral targets4. Drove the business sales volume by strategizing correct opportunity spotting to maximize revenue5. Held responsible for acquisition of Von Gough Preferred Banking (VGPB), Diamond Banking clients Show less

Mumbai Area, India

1. Held responsible for acquisition of retail clients for Airtel Postpaid connections2. Handled retail sales management & Premium Dealership of Airtel3. Provided solutions with the help of operations teams 4. Resolved queries of after sales service5. Visited clients regularly and getting references for acquisition6. Prepared Daily Sales Reports for quality business