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    Harkesh Garg: Assistant Manager

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    Priya Rahul Kalra
    Harkesh Garg is an Assistant Manager with over 2 years of experience in trade finance and operations at IndusInd Bank. He has expertise in managing client relationships and portfolios, import/export services, and ensuring compliance. Previously, he worked at Axis Bank focusing on trade products and SME lending. He holds an MBA in Finance and Marketing and is pursuing the CFA qualification.

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    Harkesh Garg: Assistant Manager

    Uploaded by

    Priya Rahul Kalra
    30 views3 pages
    Harkesh Garg is an Assistant Manager with over 2 years of experience in trade finance and operations at IndusInd Bank. He has expertise in managing client relationships and portfolios, import/export services, and ensuring compliance. Previously, he worked at Axis Bank focusing on trade products and SME lending. He holds an MBA in Finance and Marketing and is pursuing the CFA qualification.

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    Harkesh Garg is an Assistant Manager with over 2 years of experience in trade finance and operations at IndusInd Bank. He has expertise in managing client relationships and portfolios, import/export services, and ensuring compliance. Previously, he worked at Axis Bank focusing on trade products and SME lending. He holds an MBA in Finance and Marketing and is pursuing the CFA qualification.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    30 views3 pages

    Harkesh Garg: Assistant Manager

    Uploaded by

    Priya Rahul Kalra
    Harkesh Garg is an Assistant Manager with over 2 years of experience in trade finance and operations at IndusInd Bank. He has expertise in managing client relationships and portfolios, import/export services, and ensuring compliance. Previously, he worked at Axis Bank focusing on trade products and SME lending. He holds an MBA in Finance and Marketing and is pursuing the CFA qualification.

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    © All Rights Reserved
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    of 3

    HARKESH GARG

    ASSISTANT MANAGER
    Trade Operations~ Client Relationship Management~ Compliance
    Industry Preference: MNCs
    Location Preference: Delhi/NCR, Mumbai & Pune

    harkesh.garg@gmail.com +91 9015922971

    Assistant Manager
    IndusInd Bank
    Profile Summary
    Developed and maintained strong relationships with large and medium-sized
    Corporate clients; MBA (Finance & Marketing) professional offering nearly2
    Personal Details years of experience in Banking Industry in Trade Finance
    Date of Birth:19th
    November 1989 Expertise in managing the operations with key focus on profitability by
    Languages Known: ensuring the optimal utilization of resources
    English & Hindi
    Address :H/No. 49, 3rd Proficiency in managing client portfolio according to guidelines that reflected
    floor, Front Portion, Pocket marketing &credit policies as well as money laundering rules &regulations of
    15/A, Sector 24, bank
    Rohini, New Delhi
    110085 Resourceful in building a very strong & robust department, penetrating and
    retaining the client base by focusing on wealth and asset products

    Wealth of expertise entails import services like: Import Advance Payments,


    Import direct Payment, Import Bill Collection, and Buyers Credit

    Know-how of trade finance with competency in recommending appropriate


    treasury strategy to the clients, based on their business

    A keen communicator with honed interpersonal, analytical and problem


    solving skills
    Career Timeline

    2014-2015 Since 2015


    Core Key Account Management Trade Finance

    Competencies Client Relationship Management Reporting & Documentation

    Trade & Forex Management Compliance

    Work Experience IndusInd Bank, CP, New Delhi as Assistant Manager-Trade Finance
    Key Result Areas:
    Sine Jul15
    Administering all Trade Finance Products including Letters of Credit (L/C),
    Documentary Collections, Reimbursements, Guarantees and Trade Loans
    (Refinance / Discounting)
    Maintaining excellent relations with existing Trade Finance customers;
    developed and structured relations with new customers
    Tackling issue of Import Letters of Credit (L/Cs)
    Playing a key role as a member of the Outward Remittance
    Supervising day-to-day processing and customer service activities of
    Trade Services with the primary purpose of meeting service standards
    and resolving customer queries & complaints
    Ensuring that Payment Tracer to Foreign Banks for non receipt of the
    credits in nostro a/cs for various export realization is sent in timely
    manner
    Entirely managing import collections including processing of inward bills,
    marking acceptance, processing Free of Payment bills, undertaking
    legalization of documents, issuing delivery orders under collection,
    processing and settling inward cheques

    Highlights:
    Received appreciation from the upper management for Excellent
    Customer Service provided to different customer segments of bank at
    different levels whenever required in the 2016
    Successfully prepared and verified SWIFT (series, payment) messages
    for Customer Payments &Cheques, FOREX, Collection & Cash Letters,
    Documentary Credits & Guarantees, and so on
    Ensured that any discrepancies in documents presented were referred to
    the customer / beneficiary / presenting bank within 5 (number) working
    days and dealt in a timely manner
    Implemented departmental Trade Finance procedures and manuals that
    Dec14-Jul15
    led to benefits such as timely processing of transactions & proper
    maintenance of records & completion of work within time frame

    Axis Bank, Shalimar Bagh as Assistant Manager


    Key Result Areas:
    Managed Trade & Forex products such as Import & Export of goods &
    services like Inward & Outward Remittances, Advance Import Payment,
    Documents sent on Collection, Direct Import Payment, Letter of Credit
    Programmes & (LC), Pre-shipment Finance, Buyers Credit
    Engaged in Small & Medium Enterprise (SME) credit facility & Overdraft
    Certifications (OD) & Cash Credit (CC) Limit
    Pursuing Chartered Financial Analyst Program (CFA Level 1) Candidate
    Successfully completed:
    NCFM Module - Financial Market: A Beginners Module
    NCFM Module - Mutual Funds: A Beginners Module
    NCFM Module Equity Derivatives: A Beginners Module
    IT Skills NISM Series VA: Mutual Fund Distributor Certification Examination
    (AMFI)
    NISM Series VI: Depository Operations Certification Examination
    Wealth Management from National University of Singapore (NUS)
    Certificate in Trade Finance from IIBF
    Advance Certification in Financial Modeling from EduPristine

    MS (Word, Excel, PowerPoint)
    SAP Finance & Controlling (FICO)

    Extracurricular Active member of Rotaract Club of SIES (Nerul) College of Arts, Commerce
    and Science
    Activates Bagged International Rotary Youth Leadership Awards
    Represented Maharashtra in the 24th National Baseball Championship
    Represented Maharashtra in the West Zone Baseball Championship
    Won the Sports Personality of the Year Award in 2010 in SIES (Nerul)
    Awarded as Player of Year of the tournament in the event called HOME
    RUN
    Led logistics team in college management event called Sharpshooters-
    08, 2009
    Academic Details Post Graduate Diploma in Banking & Services from Manipal Academy of
    Banking, Bangalore in 2014 with 8.5CGP
    MBA (Finance & Marketing) from Indian Institute Of Planning and
    Management (IIPM), New Delhi in 2012 with 70%
    BMS from SIES, Nerul Navi Mumbai, Mumbai University in 2010 with 68%
    12th from St. Marys Junior College, Vashi, Maharashtra Board in 2007
    with 75%
    10th from St. Lawrence High School, Vashi, Maharashtra Board in 2005
    with 56.13%

    Skill Set Change


    Agent Collaborato Communicat Planner Thinker
    r or

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