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Prashant V. Patkar
Address: 3/B Ameyanand Co-op Hsg Scty, Near Kirti College, Kashinath Dhuru Road, Dadar,
Mumbai - 400 028 India.
Telephone:+91 22 24225261 Cell phone no.: 982020 7308
Date of Birth: December 01, 1971
Email: prashantpatkar@hotmail.com
EDUCATION:
Master of Business Administration in Finance (June 1994)
Institute for Technology and Management, Kharghar, Navi Mumbai.
Summer Intern (July 1993 - August 1993)
Kotak Mahindra Finance Limited, Mumbai, India.
Project in consumer finance.
• Added new clients, corporate accounts through finance schemes.
• Managed all client-related documentation for disbursements of loans.
Bachelor of Commerce in Accounts and Auditing (April 1992)
Lala Lajpatrai College of Commerce and Economics
University of Mumbai
JAIIB- 2009
WORK EXPERIENCE:
Organisation – ICICI Bank Ltd.
Designation – Chief Manager
Duration – November 2008 – Till Date
Current Assignment: International Financial Institutions Group (IFIG)
Role – Product Manager: Trade Credits (TC), Foreign Outward Bank Guarantees (FOBG),
Banker’s Acceptance in Foreign Currency (BA)
Leading a 4 member team for managing trade products viz. Buyer’s credit, Supplier’s credit,
Reimbursement Financing, FOBG and BA.
Deliver the fee target for the above trade products for the group. Generated Income of INR
900 Mn for FY 15 from the above trade products
Collaborate with various Business groups – Corporate Banking, Commercial Banking,
SMEAG etc. for utilization of the trade lines of their customers for the above trade products.
Engage with Financial Institutions/Counter Parties i.e. MNC Banks, Indian Bank Overseas
Branches for fixing lines and Pricing for the processing of the trade products.
Facilitate signing of Trade Loan agreements/ Letter of Undertaking formats with the Counter
Parties by coordinating with Corporate Legal, Compliance and AML teams.
Meet Counter party representatives to design and offer trade product suite to the customers of
the bank.
Meet the customers of various business groups to showcase IFIG capability in providing trade
finance solutions.
Basic knowledge of key Competitor Banks in the market and the product offered by these
banks.
Prepare and review the Product and Process notes for enhancing the existing process as per
the defined framework.
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Monitor the team performance to ensure the handling of transaction queries and processing
the transaction within TAT.
Engage with internal control groups with trade subject matter expertise as and when required
Tracking and claiming of income product wise and there are no leakages.
Focus on arranging BA for IFIG originated Trade Asset and supporting refinancing
requirements of the banks overseas branches.
Ensure the team is updating and publishing MIS for submission to Senior Management.
Previous Assignment: Commercial Banking Group
Role – Account Manager
To increase fee and float income by actively marketing Trade products, FX flows, Clean
Collections and CMS among existing customers of the bank.
Facilitate with Relationship Manager to explore new business opportunities for deepening
relations with existing customers.
Monitor Limit utilization and identify customers with low utilization to enhance trade limits.
To facilitate transactions in minimum turnaround time for the customers and monitor the
service levels on an end-to-end basis.
To co-ordinate with product team to provide structured Trade solutions to clients as per their
requirements
To maintain reports of income/commissions earned, products sold, current accounts sourced.
Account relationship currently with Videocon Group, Bharat Petroleum Corporation Ltd,
Hindustan Petroleum Corporation Ltd, Mastek Ltd, Gannon Dunkerley Ltd, Balkrishna
Industries Ltd, IMRB.
Role - Team Leader- Exports
Responsible for the Export Desk of Mega Branch- Backbay Reclamation contributing to 45 % of
the banks export portfolio.
Leading a 6 member team responsible for providing solutions to export oriented clients.
Ensure detailed scrutiny of the documents submitted by the clients and monitor the processing
of export transactions for the day.
Issuance of BRC/ GR waiver Certificate and recovery of the charges.
Ensure timely realization of Export Inward remittances under correct purpose codes and
against deal ID or rates.
Resolving the discrepancies raised by the trade processing unit by enhancing the knowledge
through circulars, sanctioned credit limits/notes and also by interacting with clients.
Resolving client grievances by understanding his requirements and provide products/services
permitted within the system.
Verify if the transactions processed are regulatory and audit compliant, inform the client about
the irregularities and ensure the regularization within the time lines.
Sending reminders for overdue export bills, lodgment of export documents for advance
remittance received against export. Follow-up for closure of GR waiver.
Interacting with customers for understanding pending issues related to Export bill write off,
change in purpose code, bill realization. Representing the matter to internal compliance for
early resolution.
Additional Responsibilities
• Managing the internal audit of the branch,
• Liaising with the respective groups of the branch and the concurrent audit team for
resolving the audit queries.
• Handling correspondence received by the bank from RBI, DGFT etc.
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• Responding to notices served on the Customers and received by the bank from various
authorities’ viz. Tax authorities, government authorities etc.
Organisation – Centurion Bank of Punjab Ltd. (Now HDFC Bank Ltd.)
Duration – May 2005 – October 2008
Designation – Senior Manager – Trade Finance Sales
Role - Trade Sales
Responsible for generating Trade Finance business including new-to-bank clients.
Identifying, negotiating and finalizing trade opportunities with existing and new accounts.
Handling Mumbai portfolio of corporates viz. United Phosphorus Ltd., Kingfisher Airlines,
Emerging Corporates/SME’s namely DIC India Ltd., Asian Electronics Ltd, Mangalam Drug
and Organics Ltd., A.S. Moloobhoy and Sons, Rexnord Electronics and Controls Ltd.
Deepening relations with the existing customers of the bank for utilisation of trade finance
NFB limits set up by the bank.
Handle Inward remittances/ Outward remittances and Collection business.
Arrange Buyers’ Credit for Import customers.
Responsible for developing Trade Finance product brochure for the bank.
Assigned preparation of monthly Trade Finance news bulletin.
Involved in MIS for Trade Finance related revenues for the bank.
Organisation – Dun and Bradstreet Information Services India Pvt. Ltd.
Duration – September 2000 – May 2005
Designation – Strategic Account Manager
Role – Business Development
Responsible for sales of Risk Management products to banks and corporates in the region of
Maharashtra and Goa.
Forge alliance with Trade Promotion Councils, Industrial Associations and organisations for
promoting D&B services.
Conduct seminars and training sessions to spread awareness of D&B products.
Identify new clients for revenue growth.
Manage, negotiate and develop relationships with various levels of management in the
identified client.
Monitor receivables and control DSO (Days of Sales outstanding).
Maintain monthly reports and profile customers.
Organisation - DHL Worldwide Express (A division of AFL Ltd.)
Duration - October 1997 – August 2000
Designation – Territory Manager - Sales
Role - Sales
Manage major accounts comprising of domestic banks, financial institutions and other
corporate houses.
Maintain and build business relationships with the clients.
One-point contact between DHL and clients for sales, service and billing.
Prepare tender responses and high value proposals.
Follow up inquiries and finalise sales.
Negotiate and sign of agreements for new and existing clients.
Update client lists, submit reports and interact with operations.
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Organisation – Sunrise Securities Limited
(A category I Merchant Banker of Lunar Group of Companies)
Duration – July 1994 - August 1997
Designation - Corporate Executive (Financial Services)
Job Profile:
Involved in investment banking activities by marketing financial instruments like Fixed
deposits, Non convertible debentures, bonds for leading Public sector undertakings, Non
banking finance companies and manufacturing companies.
Establish and expand new banking tie-ups for the company.
Develop business for the company in the area of corporate finance like bills discounting
attested by LCs and inter-corporate deposits.
COMPUTER SKILLS:
Conversant with I-Core (Finacle) Core Banking Solution
AWARDS:
Winner of the best Sales associate of Dun & Bradstreet for the Year 2003 for the South East
Asian region.
TRAININGS:
1. Attended one day workshop on Incoterms-2011 by ICC and Standard Chartered Bank
2. Attended one-week orientation workshop on FOREX conducted by FEDAI.
3. Attended a 2-day in-house Workshop on Professional selling skills conducted by National
Training Manager DHL.
4. Attended SPIN Program conducted by NIS SPARTA.
5. Attended Listening and Negotiation Skills Workshop conducted by EXPERENTIA.

Prashant_Patkar__CV_April_2015

  • 1.
    1 of 4 PrashantV. Patkar Address: 3/B Ameyanand Co-op Hsg Scty, Near Kirti College, Kashinath Dhuru Road, Dadar, Mumbai - 400 028 India. Telephone:+91 22 24225261 Cell phone no.: 982020 7308 Date of Birth: December 01, 1971 Email: prashantpatkar@hotmail.com EDUCATION: Master of Business Administration in Finance (June 1994) Institute for Technology and Management, Kharghar, Navi Mumbai. Summer Intern (July 1993 - August 1993) Kotak Mahindra Finance Limited, Mumbai, India. Project in consumer finance. • Added new clients, corporate accounts through finance schemes. • Managed all client-related documentation for disbursements of loans. Bachelor of Commerce in Accounts and Auditing (April 1992) Lala Lajpatrai College of Commerce and Economics University of Mumbai JAIIB- 2009 WORK EXPERIENCE: Organisation – ICICI Bank Ltd. Designation – Chief Manager Duration – November 2008 – Till Date Current Assignment: International Financial Institutions Group (IFIG) Role – Product Manager: Trade Credits (TC), Foreign Outward Bank Guarantees (FOBG), Banker’s Acceptance in Foreign Currency (BA) Leading a 4 member team for managing trade products viz. Buyer’s credit, Supplier’s credit, Reimbursement Financing, FOBG and BA. Deliver the fee target for the above trade products for the group. Generated Income of INR 900 Mn for FY 15 from the above trade products Collaborate with various Business groups – Corporate Banking, Commercial Banking, SMEAG etc. for utilization of the trade lines of their customers for the above trade products. Engage with Financial Institutions/Counter Parties i.e. MNC Banks, Indian Bank Overseas Branches for fixing lines and Pricing for the processing of the trade products. Facilitate signing of Trade Loan agreements/ Letter of Undertaking formats with the Counter Parties by coordinating with Corporate Legal, Compliance and AML teams. Meet Counter party representatives to design and offer trade product suite to the customers of the bank. Meet the customers of various business groups to showcase IFIG capability in providing trade finance solutions. Basic knowledge of key Competitor Banks in the market and the product offered by these banks. Prepare and review the Product and Process notes for enhancing the existing process as per the defined framework.
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    2 of 4 Monitorthe team performance to ensure the handling of transaction queries and processing the transaction within TAT. Engage with internal control groups with trade subject matter expertise as and when required Tracking and claiming of income product wise and there are no leakages. Focus on arranging BA for IFIG originated Trade Asset and supporting refinancing requirements of the banks overseas branches. Ensure the team is updating and publishing MIS for submission to Senior Management. Previous Assignment: Commercial Banking Group Role – Account Manager To increase fee and float income by actively marketing Trade products, FX flows, Clean Collections and CMS among existing customers of the bank. Facilitate with Relationship Manager to explore new business opportunities for deepening relations with existing customers. Monitor Limit utilization and identify customers with low utilization to enhance trade limits. To facilitate transactions in minimum turnaround time for the customers and monitor the service levels on an end-to-end basis. To co-ordinate with product team to provide structured Trade solutions to clients as per their requirements To maintain reports of income/commissions earned, products sold, current accounts sourced. Account relationship currently with Videocon Group, Bharat Petroleum Corporation Ltd, Hindustan Petroleum Corporation Ltd, Mastek Ltd, Gannon Dunkerley Ltd, Balkrishna Industries Ltd, IMRB. Role - Team Leader- Exports Responsible for the Export Desk of Mega Branch- Backbay Reclamation contributing to 45 % of the banks export portfolio. Leading a 6 member team responsible for providing solutions to export oriented clients. Ensure detailed scrutiny of the documents submitted by the clients and monitor the processing of export transactions for the day. Issuance of BRC/ GR waiver Certificate and recovery of the charges. Ensure timely realization of Export Inward remittances under correct purpose codes and against deal ID or rates. Resolving the discrepancies raised by the trade processing unit by enhancing the knowledge through circulars, sanctioned credit limits/notes and also by interacting with clients. Resolving client grievances by understanding his requirements and provide products/services permitted within the system. Verify if the transactions processed are regulatory and audit compliant, inform the client about the irregularities and ensure the regularization within the time lines. Sending reminders for overdue export bills, lodgment of export documents for advance remittance received against export. Follow-up for closure of GR waiver. Interacting with customers for understanding pending issues related to Export bill write off, change in purpose code, bill realization. Representing the matter to internal compliance for early resolution. Additional Responsibilities • Managing the internal audit of the branch, • Liaising with the respective groups of the branch and the concurrent audit team for resolving the audit queries. • Handling correspondence received by the bank from RBI, DGFT etc.
  • 3.
    3 of 4 •Responding to notices served on the Customers and received by the bank from various authorities’ viz. Tax authorities, government authorities etc. Organisation – Centurion Bank of Punjab Ltd. (Now HDFC Bank Ltd.) Duration – May 2005 – October 2008 Designation – Senior Manager – Trade Finance Sales Role - Trade Sales Responsible for generating Trade Finance business including new-to-bank clients. Identifying, negotiating and finalizing trade opportunities with existing and new accounts. Handling Mumbai portfolio of corporates viz. United Phosphorus Ltd., Kingfisher Airlines, Emerging Corporates/SME’s namely DIC India Ltd., Asian Electronics Ltd, Mangalam Drug and Organics Ltd., A.S. Moloobhoy and Sons, Rexnord Electronics and Controls Ltd. Deepening relations with the existing customers of the bank for utilisation of trade finance NFB limits set up by the bank. Handle Inward remittances/ Outward remittances and Collection business. Arrange Buyers’ Credit for Import customers. Responsible for developing Trade Finance product brochure for the bank. Assigned preparation of monthly Trade Finance news bulletin. Involved in MIS for Trade Finance related revenues for the bank. Organisation – Dun and Bradstreet Information Services India Pvt. Ltd. Duration – September 2000 – May 2005 Designation – Strategic Account Manager Role – Business Development Responsible for sales of Risk Management products to banks and corporates in the region of Maharashtra and Goa. Forge alliance with Trade Promotion Councils, Industrial Associations and organisations for promoting D&B services. Conduct seminars and training sessions to spread awareness of D&B products. Identify new clients for revenue growth. Manage, negotiate and develop relationships with various levels of management in the identified client. Monitor receivables and control DSO (Days of Sales outstanding). Maintain monthly reports and profile customers. Organisation - DHL Worldwide Express (A division of AFL Ltd.) Duration - October 1997 – August 2000 Designation – Territory Manager - Sales Role - Sales Manage major accounts comprising of domestic banks, financial institutions and other corporate houses. Maintain and build business relationships with the clients. One-point contact between DHL and clients for sales, service and billing. Prepare tender responses and high value proposals. Follow up inquiries and finalise sales. Negotiate and sign of agreements for new and existing clients. Update client lists, submit reports and interact with operations.
  • 4.
    4 of 4 Organisation– Sunrise Securities Limited (A category I Merchant Banker of Lunar Group of Companies) Duration – July 1994 - August 1997 Designation - Corporate Executive (Financial Services) Job Profile: Involved in investment banking activities by marketing financial instruments like Fixed deposits, Non convertible debentures, bonds for leading Public sector undertakings, Non banking finance companies and manufacturing companies. Establish and expand new banking tie-ups for the company. Develop business for the company in the area of corporate finance like bills discounting attested by LCs and inter-corporate deposits. COMPUTER SKILLS: Conversant with I-Core (Finacle) Core Banking Solution AWARDS: Winner of the best Sales associate of Dun & Bradstreet for the Year 2003 for the South East Asian region. TRAININGS: 1. Attended one day workshop on Incoterms-2011 by ICC and Standard Chartered Bank 2. Attended one-week orientation workshop on FOREX conducted by FEDAI. 3. Attended a 2-day in-house Workshop on Professional selling skills conducted by National Training Manager DHL. 4. Attended SPIN Program conducted by NIS SPARTA. 5. Attended Listening and Negotiation Skills Workshop conducted by EXPERENTIA.