• Diverse working knowledge in financial planning , Budgeting and cash flow activities of the organisation. • Assessed and evaluated financial performance of organisation with regard to long term operational goals, budgets and forecasts.• Prepared financial reports on a weekly, monthly and yearly basis.• Managed and overseen the daily operations of the accounting department .• Monitored and analysed accounting data , produced financial reports and statements. • Established and enforced proper accounting methods , policies and principles.• Suggested the company with cost effective solutions and strategies that helped in increasing company's performance.

• To ensure acquisition & value based building for the new " YES BANK first business product and Forex Trade program". Led the team to acquire customers in the identified segments. • To identify, build, and deepen relationships to gain incremental wallet share of the high value segment through a superior customer experience.• To ensure high value enhancement through acquisition & deepening in the mapped portfolio • To provide a differentiated customer experience that supports YFB value proposition. Execute integrated sales, service and relationship strategies to support growth and retention of customers.• To recognize and understand a client's global banking needs in order to provide holistic financial solutions in collaboration with the PSM• To focus on profile based cross selling of value added products such as Trade Forex , CMS, POS , Payment gateway solutions, doorstep banking, working capital / loan needs , OPDT and family SA.

• Acquisition of new customers • Enhancing the relationship of customers by cross selling products and services as per the profile and need of the customer • Key Responsibility areas in sales ( Acquiring , Enhancing, Deepening and retention) • Retain customers by excellent customer service , Generate referrals from existing customers and premier acquisition channel.

• Achieved target matrix through quality recruitment and training of insurance advisors • Developed Business segments as per company strategy and compliance • Recruited team of Insurance advisors as per the corporate strategy and train them.• Exceeded Sales and growth targets • Ensured compliance with internal and external regulations • Prepared and analysed investment proposals & monitored investment portfolio performance • Worked with credit policy and under writing teams on leverage and lending policies.

• Prepare documents such as Letter of credit, CAD, commercial invoices etc• Coordinate between logistics teams such as procurement, transportation and warehousing to ensure efficient, timely and cost effective support to the customers.• Manage dispatch reports and shipment status.• Coordinate with customers to ensure desired logistics objectives , priorities and schedules are met and communicated to the management • Track and monitor priority requests, verify packing lists , bill of lading and other documents.• Update database and other reporting tools to maintain visibility of shipment status.