Sales Manager Customer Service

Mehak Keswani

E- Mail: ************@*****.***

LinkedIn: https://www.linkedin.com/in/mehak- keswani

Mobile: +1 (737) 334- 5972

DOB: September 10, 1988

Address: **** * ******** ***, ******, Texas 78745

PROFILE SNAPSHOT

• Chartered Accountant and Trade Finance Specialist with 11+ years of experience in banking industry

• Specialising in providing solutions for working capital requirements of MSME clients through structure trade finance products

• Leveraging digital offerings of bank to ensure seamless and superior client experience

• Advising clients on regulatory aspects of international trade to ensure compliance and mitigate risks associated with cross border transactions

• Proficient in driving business development for revenue generation to achieve organizational goals

• Experience in building and managing team of trade finance professionals to achieve business targets

• Effective communication and inter- personal skills with ability to interact with all stakeholders

• Applied knowledge of Uniform Customs Practices and Documentary Credits (UCPDC), Uniform Rules for Collection (URC) and Uniform Rules for Demand Guarantees (URDG) for domestic and international transactions

• Eligible to work in USA (L2 Approved Visa)

WORK EXPERIENCE

Regional Business Leader, North (Yes Bank Limited) Apr 2022 to Jan 2023

• Leading 3 Team Managers handling 18 Product Sales Managers spread across North India

• Travelling across locations in North India to identify upcoming markets with business potential

• Managing a funded and non- fund- based portfolio of INR 23 billion (USD 290 million) spread across industries like textile, polymer, pharma, infrastructure etc.

• Collaborating with FinTechs to provide tailor made banking solutions

• Liaising with industry trade associations to educate members about banking products and offerings for business development

• Coordinating with internal compliance team for new product development and process improvements to ensure exhaustive product offering and better client experience Regional Product Sales Manager (Yes Bank Limited) Apr 2019 to Mar 2022

• Supervising team of 8 Product Sales Manager across Delhi

• Driving team towards achieving defined parameters and business results

• Qualifying for rewards and recognition contests to drive business growth

• Identifying new avenues of revenue and lead generation

• Building strong relationship with all stakeholders to ensure synergy and exchange of cross functional skills

• Educating clients and employees on digital initiatives of the bank to improve turn- around time, reduce cost and improve user experience

Trade & Forex Product Sales Manager (Yes Bank Limited) Sep 2014 to Mar 2019

• Responsible for achievement of sales targets for Trade and Forex services for Business Banking segment

• Acquisition of new to bank clients with a focus on growing the Trade Finance portfolio

• Developing process improvements and new product ideas to achieve incremental cross sell and increased share of wallet

• Conducting regular training sessions to enhance the knowledge of relationship team on Trade and Forex

• Managing and retaining existing set of clients through regular engagement and superior service delivery

• Ensuring optimum utilization of limits for existing and new clients Trade Manager in Commercial Banking Group (ICICI Bank Ltd) Jan 2014 to Aug 2014

• Responsible for scrutinizing trade documents as per the guidelines prescribed under FEMA/RBI and resolving the discrepancies.

• Liaising between the branch and centralized trade operations unit and compliance team to help the team to provide hassle free customer service delivery.

• Obtaining project export approvals from compliance group for the clients executing overseas projects.

• Visiting clients for business development activities and encouraging the clients to use new products offered by the Bank.

Customer Service Manager in Commercial Banking Group (ICICI Bank Ltd) Jul 2011 to Dec 2013

• Handling outward remittances for import and non- import transactions and ensuring compliance with Foreign Exchange Management Act, 1999 and RBI Guidelines.

• Issuance and Amendment of Letter of Credits keeping in view guidelines of Uniform Customs Practices and Documentary Credits 600.

• Issuance and Amendment of Bank Guarantees

• Handling Export Documents under collection and under letter of credits

• Intimation of Foreign Direct Investment received by clients to RBI

• Experience in Capital Account Transactions and reporting

• Handling Corporate Clients and providing resolution to all their queries

• Ensuring compliance of KYC norms and Anti Money Laundering Norms

• Processing request of buyer’s credit transactions, disbursement of export packing credit etc.

• Visiting client for trade business development activities and ensuring high levels of service deliverables

Singla & Associates January 2007 to July 2010

Chartered Accountants, New Delhi

Article Assistant

• Performed Statutory and Tax audits of various client organizations ensuring Financial, Legal and Regulatory compliances

• Performed Internal Audit of a major hospital as a team member

• Statutory compliances of TDS, Service Tax, VAT etc. ACADEMIC ACHIEVEMENTS AND REWARDS

• Cleared CA Final, Inter and CPT in First Attempt

• Secured 13th rank in CA CPT all over India

• Secured second position in Delhi University in second year and awarded ICPF merit prize for academic excellence in the University examination held in April 2008

• Awarded Professor N.D. Kapoor Memorial Prize for academic excellence in the University examination held in April 2008

• Awarded Shri Rakesh Agarwal Prize for academic excellence held in April 2007

• Awarded Lt. Col. Arun Lakhani Memorial Award in Class XI for topper in Business Studies ACADEMIC QUALIFICATIONS

Degree University/Board Year Percentage

CA FINAL ICAI 2010 58.50

INTER ICAI 2008 64.17

CPT ICAI 2006 90.50

B.Com (Hons) Hansraj College - Delhi University 2006- 2009 84.29 S.S.C. CBSE 2005- 2006 93.80

H.S.C. CBSE 2003- 2004 84.00

• Completed FEDAI training on FEMA Regulations, Foreign Exchange Rates, Risk Management, Documentary Credit and Export Finance

EXTRA CURRICULAR ACTIVITIES

• Participated in NIE Debate Competition

• Secured first position in Recitation Competition (English) in Class X

• Secured first position in Recitation Competition (Hindi) organized by Engineers India Limited

• Member and Treasurer of Interact Club in school

• Conferred 2004 International Trade Summit Award by International Trade Development Centre

• Awarded Certificate of Appreciation for stupendous efforts in making Delhi- a beautiful Delhi

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