Co-Op Financial Planning

SHRIKANT PATHAK

***-* ***** **-**. Soc. Pvt. Lt,

Nityanand Nagar, Email -- *******.*****@*****.***

Mira Road,East, Thane – 400 107,INDIA HP-- +91-810*******

QUALIFICATION

Total 16 Years of Global experience in Banking and Finance, Management.

KEY SKILL AREAS

Banking Team Management Process Management of Forex compliance.

COMPETENCY FORTE

Joined as a BBRM in year 2008 and after that got transfer in to Forex & Investments

Recognized as Star and Leader performer consecutively.

Established a new Forex branch at Borivali- W

Managed and increase in accuracy level from 10% to 90% through standardization.

EXECUTIVE HIGHLIGHTS

Achieved the all Targets thereby receiving appreciation letter, certificate, Trophy from the BANK

(Axis Bank ltd )

Achieved more than INR 9 Cr. fee income Exch+ Comi. in FY 13-14 and my individual target was 4.20 Cr.

Attained 100% success rate in timely submission of MIS of accounts.

FUNCTIONAL ACCOUNTABILITY

Initiated of process leading process efficiency. Reduced cycle time for job process

Streamlined client query and regularized statutory Audit

Analyzing and reporting job profitability and Compliance branch wise product wise. Managing team of 30 people. Ability to work under pressure.

Managed an increase a new client to the Bank

Conducted 100% statutory audits within timelines and with no issues reported by auditors

Managed BOE and FBFP report and update to the client and management reporting while ensuring corporate governance compliance as required by management.

Managed booking and cancellation of forward contracts with client

Booking a client Rate .

Bringing a Credit proposal .

EXPERIENCE AND PROFESSIONAL DEVELOPMENT

PartnerPartner

Meta4 Forex · Full-timeMeta4 Forex · Full-timeJan 2015 - Present · 10 yrs 6 mosJan 2015 to Present · 10 yrs 6 mosMumbai, Maharashtra, India · HybridMumbai, Maharashtra, India · Hybrid

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Strategic Advisor Forex Compliance Government Liaison Land Licensing & Auctions Wealth & Fund Management Loan Syndication

As a Partner, I work at the intersection of finance, compliance, and government liaison—serving a wide portfolio of clients ranging from listed companies to high-net-worth individuals and private corporates. My expertise lies in delivering end-to-end solutions that drive business growth, regulatory compliance, and strategic financial planning.

I advise and manage forex compliance for corporate clients, ensuring alignment with evolving regulatory frameworks. In addition, I offer specialized services such as land licensing, leveraging strong networks across various government departments to expedite approvals and facilitate smooth execution. I also assist in high-value property and land auctions under government and bank directives, acting as a trusted intermediary.

On the investment and wealth side, I’ve served as a strategic advisor to several listed companies, helping them manage their funds, optimize returns, and scale operations. My work in loan syndication—arranging funding solutions for both private and corporate entities—adds another layer of value to my clients' growth journeys.

With a rare blend of regulatory knowledge, financial acumen, and public-private sector connectivity, I bring a results-driven, trusted approach to every engagement. I'm now open to exploring strategic roles or partnerships where I can continue to create impact at scale.Strategic Advisor Forex Compliance Government Liaison Land Licensing & Auctions Wealth & Fund Management Loan Syndication As a Partner, I work at the intersection of finance, compliance, and government liaison—serving a wide portfolio of clients ranging from listed companies to high-net-worth individuals and private corporates. My expertise lies in delivering end-to-end solutions that drive business growth, regulatory compliance, and strategic financial planning. I advise and manage forex compliance for corporate clients, ensuring alignment with evolving regulatory frameworks. In addition, I offer specialized services such as land licensing, leveraging strong networks across various government departments to expedite approvals and facilitate smooth execution. I also assist in high-value property and land auctions under government and bank directives, acting as a trusted intermediary. On the investment and wealth side, I’ve served as a strategic advisor to several listed companies, helping them manage their funds, optimize returns, and scale operations. My work in loan syndication—arranging funding solutions for both private and corporate entities—adds another layer of value to my clients' growth journeys. With a rare blend of regulatory knowledge, financial acumen, and public-private sector connectivity, I bring a results-driven, trusted approach to every engagement. I'm now open to exploring strategic roles or partnerships where I can continue to create impact at scale.

AVP Trade & Forex AVP Trade & Forex

Axis Bank · Full-timeAxis Bank · Full-timeJan 2006 - May 2014 · 8 yrs 5 mosJan 2006 to May 2014 · 8 yrs 5 mosMumbai, Maharashtra, India · On-siteMumbai, Maharashtra, India · On-site

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Former Head – Trade & Forex, Western Cluster Business Development Client Acquisition Leadership

As the Head of Trade & Forex for the Western Cluster, I led a high-performing team of 12 professionals and was instrumental in driving revenue growth by onboarding and managing key corporate clients. My core focus was on expanding the bank’s trade and forex portfolio by identifying high-potential opportunities and building strategic relationships with large businesses across sectors.

With a strong background in trade finance, foreign exchange solutions, and client servicing, I consistently delivered measurable outcomes—both in terms of client acquisition and revenue generation. I take pride in fostering a results-driven culture, mentoring my team, and navigating complex client needs with a consultative approach.

I’m now looking to bring this experience and passion for strategic growth to a new challenge. If your organization is looking for someone to lead business development in trade, forex, or financial services—let’s connect.Former Head – Trade & Forex, Western Cluster Business Development Client Acquisition Leadership As the Head of Trade & Forex for the Western Cluster, I led a high-performing team of 12 professionals and was instrumental in driving revenue growth by onboarding and managing key corporate clients. My core focus was on expanding the bank’s trade and forex portfolio by identifying high-potential opportunities and building strategic relationships with large businesses across sectors. With a strong background in trade finance, foreign exchange solutions, and client servicing, I consistently delivered measurable outcomes—both in terms of client acquisition and revenue generation. I take pride in fostering a results-driven culture, mentoring my team, and navigating complex client needs with a consultative approach. I’m now looking to bring this experience and passion for strategic growth to a new challenge. If your organization is looking for someone to lead business development in trade, forex, or financial services—let’s connect.

Assistant ManagerAssistant Manager

ICICI Bank · Full-timeICICI Bank · Full-timeApr 2003 - Dec 2005 · 2 yrs 9 mosApr 2003 to Dec 2005 · 2 yrs 9 mosMumbai, Maharashtra, India · On-siteMumbai, Maharashtra, India · On-site

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Business Banking Branch Management Corporate Current Account Acquisition Relationship Management

In my role within the Business Banking division, I was responsible for managing operations and business development across three key branches in the Mumbai region. My primary focus was on acquiring new current accounts from companies, enabling them with tailored banking solutions that supported their operational and financial goals.

Through a deep understanding of corporate banking needs and a strong local network, I consistently exceeded acquisition targets and strengthened the bank’s footprint in the region. I worked closely with business owners and financial decision-makers to provide customized offerings, driving both client satisfaction and business growth.

This hands-on experience in frontline banking and relationship management has sharpened my skills in client engagement, cross-selling, and revenue generation. I'm now looking forward to leveraging this experience in a dynamic environment that values growth, strategy, and client-centricity.Business Banking Branch Management Corporate Current Account Acquisition Relationship Management In my role within the Business Banking division, I was responsible for managing operations and business development across three key branches in the Mumbai region. My primary focus was on acquiring new current accounts from companies, enabling them with tailored banking solutions that supported their operational and financial goals. Through a deep understanding of corporate banking needs and a strong local network, I consistently exceeded acquisition targets and strengthened the bank’s footprint in the region. I worked closely with business owners and financial decision-makers to provide customized offerings, driving both client satisfaction and business growth. This hands-on experience in frontline banking and relationship management has sharpened my skills in client engagement, cross-selling, and revenue generation. I'm now looking forward to leveraging this experience in a dynamic environment that values growth, strategy, and client-centricity.

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Sales and Marketing

Assistant ManagerAssistant Manager

YES BANK · Full-timeYES BANK · Full-timeAug 2002 - Mar 2003 · 8 mosAug 2002 to Mar 2003 · 8 mosMumbai, Maharashtra, India · On-siteMumbai, Maharashtra, India · On-site

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Corporate BankingCorporate Banking

Senior Sales ExecutiveSenior Sales Executive

ABN AMRO Bank N.V. · Full-timeABN AMRO Bank N.V. · Full-timeFeb 1998 - Apr 2002 · 4 yrs 3 mosFeb 1998 to Apr 2002 · 4 yrs 3 mosMumbai, Maharashtra, India · On-siteMumbai, Maharashtra, India · On-site

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sourced home loan clients, and credit cards, and all the sales assets of banking.

EDUCATION

B.COM PU University

IT SKILLS Microsoft Office Finical

PERSONAL

Date of Birth: 1st January, 1977

Current CTC :

Shrikant Pathak Mumbai

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