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Mayur Sampat
Self Statement
Intend to build a career in the financial services sector within the area of finance with committed & dedicated people, willing to work in the field of finance as a key player in challenging & creative environment.
Professional/Academic Qualifications
Degree | Institution | Percentage% | Year |
PGDBFS (Post Graduate Diploma in Banking & Finance) | IFBI | 70.00% | 2009 |
MBA – Finance | Gujrat University | 59.50% | 2008 |
Bachelors in Commerce | Gujrat University | 65.00% | 2005 |
H.S.C | Gujrat State Education Board | 74.83% | 2002 |
S.S.C | Gujrat State Education Board | 70.00% | 2000 |
Areas of Expertise
Banking
§ Independently handling all day to day transactions of Trade – Forex.
§ Managing cross selling of banks product like Mutual Fund, General Insurance and life Insurance etc.
§ Overseeing a wide gamut of banking functions for Administration, Mutual Fund Products and Stock Invest etc.
§ Dealing with the Deposits, Accounts, Clearing, Documentation, correspondence, Miscellaneous & Marketing sections and monitoring all types of Foreign Exchange Transactions including Trade Credit etc.
§ Managing the overall functioning of processes, identifying improvement areas and implementing adequate measures to maximize customer satisfaction level.
Client Relationship Management
§ Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms.
§ Ensuring that highest service standards are maintained for servicing of clients and maintaining minimum turn-around-time.
§ Building and maintaining healthy business relations with major clients, ensuring customer satisfaction by achieving delivery & service quality norms.
Professional Experience
INDUSIND BANK – EC-CSE in Anand Branch (January 2010 to September 2012)
§ Generation of Revenue from Trade Forex transactions & Taking rates from Treasury.
§ Processing of all documents of Export & Import transactions and Service Calling on Inactive/Active Exim Accounts.
§ Liasioning and making Forward Contracts & Buyers Credit for all the customers.
§ Coordinating with various departments including treasury & forex team.
§ Providing Training to all the staff members on software and conducting soft skill programs for bank.
§ Organizing event in the branch & conferences for various clients.
§ Providing support to senior marketing staff in developing and implementing marketing communication program.
§ Account opening of NRI clients, Understanding the client requirements, discussing & planning the finance strategies with them.
§ Welcome Calling, Account opening & Completing KYC Norms.
KOTAK MAHINDRA BANK LIMITED – Relationship Officer (June 2008 to April 2009)
§ Responsible for branch CASA acquisition and TPP selling to the mapped customer.
§ Give prompt reply & personal attention to customer query
§ Welcoming customer by calling and let the customer aware about the different flavour of product bank is offering.
§ DP Account Opening -Handling Customer Interaction
§ Continuously monitor accounts, identify problem areas and take corrective actions.
§ Customer Interface and solving all the queries of clients.
Projects Handled & Achievements
§ Mutual Fund Awareness among IFA’s & MF”s in relation to Financial Market” with Prudent Corp. Adv. Ser. Limited, Rajkot for a month in 2008.
§ “Credit Card as an effective payment mode” with SBI Cards, Ahmedabad in 2007.
§ Attended “Confluence- 2007” an International annual management summit organized by IIM- Ahmedabad.
§ Core Committee Member of “MEDHA” – A College Bi-monthly periodical.
§ Part of organizing committee member at “Sirraj 2006”.
§ Won 3rd prize in B-Quiz at B.K School of Management Studies – Ahmedabad.
§ Participated and Won many competitions like business quiz, management games, drama and dance competitions.
Areas of Interest
Treasury – Forex Banking, Client Servicing, Corporate Communication, Public Relations.
Personal Information
· Male, Single
· Address – 14/1 N S Road, Navi Mumbai – 420102.
· Contact no. – +91 9876543210; 022-2525 2525.
· Date of Birth – October 30, 1987
· Languages Known – English, Hindi & Gujarati.
· Hobbies – Travelling, Shopping, Cooking, Listening to Music and Communicating with all.
· Computer Skills – Windows, DOS operating system, MS Office, Tally 7.2.
· References – available on request.
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