Surraj Singh

About Surraj Singh

Experienced Support Associate with a demonstrated history of working in the financial services industry. Skilled in Customer Relationship Management (CRM), Management, Java, Networking, and Business Intelligence. Strong sales professional with a B.Tech focused in Computer Science & Engineering from Kirodimal Institute Of Technology. • Banking and financial services professional with 18+ years of experience across Trade Finance, Corporate & SME Banking, Client Servicing, Relationship Management, and Branch Operations within multinational banking environments, including HSBC and Standard Chartered.• Experienced in Trade Finance operations, cross-border transactions, working capital solutions, LC processing, and regulatory compliance, with exposure to corporate client servicing and transaction banking. • Track record in managing corporate and SME portfolios, supporting revenue growth, enhancing client relationships, and ensuring compliance with RBI, FEMA, AML, and KYC guidelines. • Skilled in stakeholder management, business development support, risk mitigation, process improvement, and delivering high-quality customer experience in fast-paced banking environments. • Recognized for cross-selling performance, operational excellence, and contributing to strategic business growth initiatives.

Experience

1. Client Manager

   HSBC

   Aug 2021 — Present · Bengaluru, IN

   Responsible for origination and execution of structured trade deals for portfolio MNC clients, supporting trade asset growth and increased product utilisation.• Partnering with Relationship Managers to deliver trade finance and working capital solutions, supporting clientacquisition, retention, and revenue growth.• Supporting clients with tailored trade solutions and services for working capital and liquidity management requirements.• Acting as the SPOC for GTS processing and client servicing, ensuring seamless execution and customer experience.• Handling discrepant documentation, IDPMS/BOE closures, and compliance in line with RBI and FEMA guidelines.• Analysing portfolio trends, client behaviour, and product utilisation to generate revenue insights and forecasts.• Preparing investment-grade pitch materials, portfolio reviews, and financial presentations supporting stakeholderdiscussions and business development initiatives.• Monitoring operational risk controls, service quality, and turnaround timelines to improve operational efficiency andservice delivery.• Managing end-to-end Trade Finance operations for corporate and multinational clients, including import/exporttransactions, Letters of Credit, collections, funding, and supply chain finance.Key Achievements• Achieved 100% Quality Assurance recognition from HSBC UK.• Recognized as Top Performer in GTS Sales BGE (2022).• Contributed to process improvement and operational efficiency initiatives

Education

• Kirodimal Institute of Technology, - India

  B.Tech, Computer Science & Engineering

  2001 — 2005

Skills

• Access
• Strategy
• Financial Risk
• Business Analysis
• Customer Service
• Management
• Banking
• Risk Management
• Team Management
• Programming
• Microsoft Office
• Credit
• Java
• Business Intelligence
• Customer Satisfaction
• Testing
• Crm
• Networking
• Credit Risk
• Computer Hardware