The role entails acting as a single point of contact for all trade related (forex, cross border, domestic etc.) products for the region/branches assigned to. The role bearer would be responsible for acquiring and driving the trade relationship and providing Fx related services and support as an individual contributor or through the branch team contributing to the larger branch banking channel objectives.Roles & ResponsibilitiesKey / Primary Responsibilities of the Role - List the primary deliverables'- Drive product & marketing initiatives launched by central product team- Meet and service trade related queries & requirement of clients by liaising with Ops/product/central team- Drive product & marketing initiatives launched by central product team- Responsible for income and FCY through-put target set for the TFX products for the respective branches/business being supported- Manage the portfolio quality - digital activation, product penetration, AMB balance, desired value- Support team in achieving customer acquisition plan- Joint and independent call with (sales team) RH, BM, SM & SOs- Undertake training of sales and relationship team as subject matter expert- Cultivate relationships with individual and corporate customers- Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality normsSecondary Responsibilities - List the deliverables other than primary, but essential for the role'- Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers- Recommend process changes in order to improve service efficiency and quality across the branch network- Regularly update about Trade and Fx transactions'

Responsible for meeting all branch-banking objectives and overall branch supervision. Ensure achievement of overall Branch Targets by generating business and cross sales. Key Customer Relationship Management & supervision of all High Net Worth customer programs.

Responsible member of the team for assisting individuals with analyses of current portfolios, suggestions for new asset allocations and implementations of planning strategies. Customized short-term and long-term financial risk/Financial modeling/Credit risk management plans to meet clients’ needs. Assisted clients with comprehensive planning.Research/Business modeling/valuation of new plans/clientsCustomized investment planCustomer engagement programs.Generating and maintaining reports /Data maintenances/ sales report Some of the products offered to clients were Mutual Funds, Portfolio Management Service, Structured Products, Life Insurance, General Insurance, Health Insurance, Venture capitalist fund, etcHandling Promoters/ founders/CEO/CFO personal account for investments Accountable for income generation month on month basis.Maintaining current/saving balances/ New client acquisition/Lead Generation/ Open Market calls.Accountable for identifying sales opportunities with current and potential clients by evaluating their needs to increase customer satisfaction.Accountable for maintaining data quality by performing/implementing pro-active checking procedures for on-going process and execute historic data checking/correcting exercises.Investment policy check report, portfolio performance monitor, liquidity and income monitor, portfolio asset & credit rating analysis and AUM reports.Monthly & Quarterly portfolio review, portfolio benchmarking, Risk analysis and portfolio rebalancing.

 Corporate Client acquisition for treasury management  Responsible for planning, developing and implementing Need Analysis and Risk Analysis Making Investment Policy for corporate clients  Providing the transactional support Analyzing various Events and reports like Market Report, Altus, Treasury report, Fixed Income Reports and Macroeconomic monitoring, MF performance monitoring. New Product Offers and Recommendations. Model Portfolios. Investment policy check report, portfolio performance monitor, liquidity and income monitor, portfolio asset & credit rating analysis and AUM reports. Monthly & Quarterly portfolio review, portfolio benchmarking, Risk analysis and portfolio rebalancing. Customized investment plan Customer engagement programs.

 Responsible member of the team for assisting individuals with analyses of current portfolios, suggestions for new asset allocations and implementations of planning strategies. Customized short-term and long-term financial risk management plans to meet clients’ needs. Assisted clients with comprehensive planning. Accountable of all loans like- LAP,Home Loans, Limits, LAS.NCAs Some of the products offered to clients were Mutual Funds, Portfolio Management Service, Structured Products, Private Equity, REIT,Life Insurance, General Insurance, Health Insurance, Venture capitalist fund, Financial Planning, IPOs, NCDs, Corporate Bonds, Tax Free Bonds, Corporate FDs, Secondary Market Bonds. ETC Accountable for identifying sales opportunities with current and potential clients by evaluating their needs to increase customer satisfaction. Research/Business modeling/valuation of new plans/clients. Portfolio Health Check up  Created market-specific materials to promote a variety of financial services; collected and analyzed client data in development of effective specialized case analysis and financial strategies. Investigated and developed new stock recommendations. Tracked existing holdings and prospective investment initiatives. Accountable for maintaining data quality by performing/implementing pro-active checking procedures for on-going process and execute historic data checking/correcting exercises. Responsible for creating the new class and respective month’s contracts for the futures and updating the last trading date (LTDT)/Expiry date to make available to the customers on a timely manner. Work effectively within the team and been proactive to identify and resolve problems Maintaining data quality and accuracy to meet the requirements of data policy and code of conduct of the company.

Working on the Processing software as an end-user and preparing the Individual tax returns for Federal and State filing purposes. •Working out complex calculations in order to arrive at taxable income. These include different Accruals, Provisions matching, Depreciation Calculations for tax Purposes and Partner allocations. Also filing extensions, collecting raw financial data and making a tax allocation schedules.•Using in-house research databases and Tax Code to locate applicable rulings, citations for federal and state level queries.•Preparing accurate and referenced support work-papers using MS Excel and Adobe Acrobat involving various Excel tools.•Handling multiple engagements and clients under tight deadlines and working under a rigid Compliance methodology to provide excellent client service.•Constant Communication with US based seniors and managers to provide status updates, open items details, roadblocks and asking for assistance.•Self Review and error elimination for a High Quality work product

 Responsible member of the team for assisting individuals with analyses of current portfolios, suggestions for new asset allocations and implementations of planning strategies. Customized short-term and long-term financial risk/Financial modeling/Credit risk management plans to meet clients’ needs. Assisted clients with comprehensive planning. Accountable of all loans like- Auto, LAP, WC, Home Loans, Limits, OD, Gold loan LAS, FOREX, Forwar Booking BG,LC BG ETC. Life cycle of loans Research/Business modeling/valuation of new plans/clients/CRM  Generating and maintaining reports like Audit/ Risk/clearing /Data maintenances/ sales report Compliance ,CMS/Clearing/Inward/outward cheque /Compliance, Inward/outward remittances  Some of the products offered to clients were Mutual Funds, Portfolio Management Service, Structured Products, Life Insurance, General Insurance, Health Insurance, Venture capitalist fund, credit cards, Demat etc Accountable for income generation month on month basis. Maintaining current/saving balances/ New client acquisition  Accountable for identifying sales opportunities with current and potential clients by evaluating their needs to increase customer satisfaction. Accountable for maintaining data quality by performing/implementing pro-active checking procedures for on-going process and execute historic data checking/correcting exercises.

 Responsible member of the team for assisting individuals with analyses of current portfolios, suggestions for new asset allocations and implementations of planning strategies. Customized short-term and long-term financial risk management plans to meet clients’ needs. Assisted clients with comprehensive planning. Accountable of all loans like- Auto, LAP, WC, Home Loans, Limits, OD, Gold loan LAS, FOREX, Forwar Booking BG,LC BG ETC. Life cycle of laons CMS/Clearing/Inward/outward cheque /CRM  Generating and maintaining reports like Audit/ Risk/clearing /Data maintenances/ Valuations, ECI report, Ratio analysis, Market research Some of the products offered to clients were Mutual Funds, Portfolio Management Service, Structured Products, Life Insurance, General Insurance, Health Insurance, Venture capitalist fund etc. Accountable for identifying sales opportunities with current and potential clients by evaluating their needs to increase customer satisfaction. Research/Business modeling/valuation of new plans/clients  Created market-specific materials to promote a variety of financial services; collected and analyzed client data in development of effective specialized case analysis and financial strategies. Accountable for maintaining data quality by performing/implementing pro-active checking procedures for on-going process and execute historic data checking/correcting exercises. Work effectively within the team and been proactive to identify and resolve problems Maintaining data quality and accuracy to meet the requirements of data policy and code of conduct of the company.