Suresh Pune India

Suresh

Investment Banking Trainer in Pune
Location
Pune, India
Trainer Since
October, 2000
Investment Banking
BFSI
Core Sales Skills
Location
Pune, India
Trainer Since
October, 2000
Investment Banking
BFSI
Core Sales Skills

Investment Banking Trainer in Pune

About Suresh

Suresh is a seasoned BFSI professional with an impressive 23-year career dedicated to finance and banking. Throughout his extensive journey, he has honed his expertise in Investment Banking, Retail Banking, and Corporate Banking. Suresh's unique blend of practical experience and a deep understanding of the financial domain makes him an invaluable resource in training and development. With a commitment to staying at the forefront of training methodologies, Suresh embraces modern tools and resources to deliver comprehensive and up-to-date training sessions.

Beyond his financial acumen, Suresh's training portfolio extends to behavioral skills. He believes that to thrive in the fast-paced banking world, professionals must possess a well-rounded skill set. This belief has driven him to conduct training sessions on soft skills, communication, decision-making, interpersonal skills, conflict management, and time and stress management. Suresh's training approach is not just about imparting knowledge; it's about equipping individuals with the skills and mindset needed to excel in the BFSI sector. With his wealth of experience and dedication to staying current, Suresh is a reliable guide for those seeking to navigate the intricate landscape of investment banking and financial services.

Suresh is a Corporate Trainer For

Investment Banking

Training Since:
March, 2009

BFSI

Training Since:
October, 2000

Core Sales Skills

Training Since:
November, 2009

Work Experience

Processing Officer

Banking, Financial Services and Insurance:
October, 2000 - October, 2022

Roles & Responsibilities

  • Responsible for receiving and processing foreign remittances, ensuring accuracy and compliance with regulatory requirements
  • Oversee the efficient processing of overseas payments, including verifying payment instructions, conducting necessary due diligence, and ensuring timely execution
  • Prepares SWIFT messages for international transactions and ensures prompt processing, adhering to SWIFT messaging standards and security protocols
  • Address inquiries and concerns from US clients about payments, transactions, and account activities, providing timely and accurate information to maintain client satisfaction
  • Maintains meticulous records of all processed transactions, ensuring they are organized and readily accessible for audit and reporting purposes
  • Updated regulatory requirements and internal policies, ensuring adherence to all relevant rules and regulations. Additionally, the Processing Officer may be responsible for generating reports related to processing activities and compliance status

Team Leader

Banking, Financial Services and Insurance:
January, 2003 - November, 2006

Roles & Responsibilities

  • Managed European Funds Transfer Payments and Settlements, ensuring accurate and timely processing while complying with regulatory requirements
  • Conducted thorough reconciliations of Nostro Accounts, identifying discrepancies and taking corrective actions as needed
  • Interacted with European clients, addressing their inquiries, providing exceptional customer service, and maintaining strong client relationships
  • Drafted SWIFT messages for secure and efficient communication, facilitating international transactions and maintaining compliance with financial standards and protocols
  • Supervised a team of professionals, providing guidance and support in executing tasks related to European funds transfer, reconciliations, client interactions, and SWIFT messaging
  • Regularly reviewed and improved operational processes to enhance efficiency and accuracy, contributing to the overall success of the team and its responsibilities

Deputy Manager

Banking, Financial Services and Insurance:
August, 2007 - March, 2009

Roles & Responsibilities

  • Managed daily reconciliation activities of Fund Accounting, ensuring accuracy and timeliness in reconciling financial data, transactions, and accounts
  • Handled client queries and their payments, effectively addressing client concerns and facilitating payment processing to maintain strong client relationships
  • Prepared and delivered MIS (Management Information System) reports, providing valuable insights and data to support informed decision-making within the organization
  • Conducted conference calls with relevant stakeholders, including team members, clients, and management, to discuss key financial matters, resolve issues, and ensure alignment with strategic objectives
  • Cooperated with the team to develop and implement process improvements, optimizing efficiency and accuracy in fund accounting operations
  • Assisted the Manager in supervising the day-to-day operations, including staff management, task allocation, and quality assurance, to ensure the smooth functioning of the department

Corporate Trainer

Banking, Financial Services and Insurance:
March, 2009 - present

Roles & Responsibilities

  • Conduct banking and finance-related training sessions, delivering up-to-date and comprehensive content to enhance participants' knowledge and skills in the financial industry
  • Provide sales and marketing-related training programs specific to Retail Assets, equipping participants with the latest strategies and techniques to excel in sales and marketing within this niche
  • Develop and update training materials, including presentations, manuals, and interactive exercises, to ensure the content remains relevant and engaging for the participants
  • Utilize various training methods, such as interactive workshops, case studies, and simulations, to create an engaging and dynamic learning environment for participants
  • Assess the effectiveness of training programs through evaluations, feedback, and performance assessments to continuously improve and tailor training content to meet participants' needs
  • Stay current with industry trends and best practices in Banking, Finance, Sales, and Marketing, adapting training content to reflect the latest advancements and market conditions

Skills

Communication Skills
Time Management
BFSI

Education

K P B Hinduja College of Commerce and Economics

Commerce:
1993-1997

Projects

Posts

Courses

Investment Banking
BFSI
Core Sales Skills

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