Atin Mehrotra
Vice President - Treasury and Trade Solutions Onboarding
Mumbai
Summary
Banking professional with 15+ years of diverse experience in retail and commercial banking.
Rich experience (10 +years) in customer onboarding and digital banking product implementation
Customer onboarding specialist with experience in designing customer on-boarding journeys, documentation including smart forms, digital forms
Experience in product development, commercialisation, building of strategic alliances and customer life cycle management
Skilled in training and coaching frontline teams on product detail and processes
Overview
17
17
years of professional experience
Work History
VP - Treasury and Trade Solutions Onboarding
Citibank, NA
12.2021 - Current
- Leading the regional onboarding team of product implementation specialists for cash and trade solutions
- Key involvement in RFP discussions, solutioning, project planning with clients and internal stakeholders
- Currently working with client and stakeholders on latest API technologies for digital instant payments (UPI, IMPS etc.), SFTP / Host to Host based solutions, SWIFT integrations etc.
- Performing key role in product enhancements, designing of customised interfaces and related testings for new product roll outs
- Ensuring delivery of bespoke solutions within the timelines
VP-Product Implementation (Trade & Receivable Finance Products)
The Hongkong and Shanghai Banking Corporation Limited
7 2021 - 12.2021
- Implementing Trade & receivable finance solutions for Corporates and MNC clients at local and regional level
- Leading end to end implementation of digital solutions for trade services (including supply chain, internet banking services etc.)
- Key responsibilities include RFP discussions & presentation, digital documentation and setting up trade transaction service & solutions.
VP-Product Manager (Transaction Banking)
The Hongkong and Shanghai Banking Corporation Limited
07.2018 - 06.2021
- Managed liabilities / deposit products for the newly launched business segment within Retail Banking space
- Part of the core team which was involved in setting up of new business
- Key responsibilities included -developing, launching and commercialization of products as per AOP plans
- Designing of onboarding journeys and simplifying processes / modules for internal and frontline staff usage
- Customer Life Cycle Management (CLCM) - including brand awareness, creating recall value, managing complaints, activation
- Designing of promotional plans, marketing strategy and recognition plans for internal and external product promotion campaigns
- Representation and submission in various governance forums e.g
- EXCO, risk and regulatory forums etc
- Regular Monitoring of portfolio to ensure that revenue aligns with the forecast and AOP plan and is also within regulatory and internal risk appetites.
AVP Client Implementation
The Hongkong and Shanghai Banking Corporation Limited
03.2012 - 06.2018
- Implementation of Cash Management solutions for SMEs / Corporates / Global Banking / MNC clients at local and at regional level
- End to End activities - from Client onboarding process (Account Opening) up to handover of the relationship to support team
- Assisting the client in documentation(s) to avoid iterations and delays
- Maintained high quality service standards to maximize the revenue returns on the Deal(s)
- Leading internal projects to optimize the existing processes leading to an increase in productivity.
Asst. Manager Client Services-North & East India
The Hongkong And Shanghai Banking Corporation Limited
06.2008 - 02.2012
- Served Internal and External Customers, which included client onboarding and related maintenances
- Assisted customers in regulatory filings e.g
- FCGPR, AAC, ECB returns on an ongoing basis
- Assisted clients with respect to daily transactions banking related queries
- Responsible for Extracting various reports for the preparation & dissemination of MISs on Key Revenue Driver's
- Reports generation & dissemination, e.g
- Targets vs Achievements for the Sales Teams on Daily Basis
- Monitored and recorded the performances of NTBs (New to Bank) customers on monthly basis
- Extracted, Recorded& Reported of Revenue Achievements / Revenue Leakages for the region through MIS.
Relationship Officer, Consumer Loans
The Hongkong And Shanghai Banking Corporation Ltd.
07.2007 - 05.2008
- Managed a pre-credit appraisal process for the region and leading a team of 10 reviewer staff
- Key responsibilities include to screen the loan applications basis minimum credit parameters
Education
Skills
Team Building
undefinedInterests And Skills
Ability to absorb technical knowledge quickly. Good communicator with a focus on achieving goals. Effective Team building and leadership skills Good administrative skills. Solution provider and Prompt Decision maker. Good at creating spreadsheets, MIS and PPT
Academic Qualification
- B.Com. M.J.P.R., Bareilly University
- 10+2 St Paul's College-I.S.C. Board (CISCE) (Commerce Stream)
Personal Information
- Date of Birth: 07/29/82
- Marital Status: Married
Interests and Hobbies
Likes to explore and go on long road trips especially the one in hills. Cooks rustic North Indian / Mughlai non-vegetarian recipes on some weekends
Timeline
VP - Treasury and Trade Solutions Onboarding
Citibank, NA
12.2021 - Current
VP-Product Manager (Transaction Banking)
The Hongkong and Shanghai Banking Corporation Limited
07.2018 - 06.2021
AVP Client Implementation
The Hongkong and Shanghai Banking Corporation Limited
03.2012 - 06.2018
Asst. Manager Client Services-North & East India
The Hongkong And Shanghai Banking Corporation Limited
06.2008 - 02.2012
Relationship Officer, Consumer Loans
The Hongkong And Shanghai Banking Corporation Ltd.
07.2007 - 05.2008
VP-Product Implementation (Trade & Receivable Finance Products)
The Hongkong and Shanghai Banking Corporation Limited
7 2021 - 12.2021
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