Kaushik Mukherjee

Head of Product Execution & Implementation, Global Receivables and Trade

Wells Fargo · Charlotte, NC

Present

Spearhead the execution and implementation of Global Receivables and Trade products, ensuring compliance and operational excellence by leading a specialized product team, helping to developed product strategies as per client's need and enhanced product offerings, focusing on driving business growth.

Head of Global Receivables & Trade - Asia Pacific

Wells Fargo · Singapore

• Heading the Global Receivables & Trade (GRT) business in APAC, covering both FI and Corporate franchise, with an asset base of USD 5 Bn and revenue in excess of USD 50 Mn. • Leading and facilitating business transformation in Wells Fargo improving the cost-efficiency ratio of the business, reducing risk and improving compliance keeping in mind the changing regulatory environment in the region. • Streamlining the Trade Operations set up in APAC through effective relocation of processing centers from high cost to lower cost centers, while creating niche Trade Operations team in-market to support strategic clients of the bank. • Part of APAC leadership team representing GRT in various executive committee meetings for the region. • Promoting industry thought leadership for Wells Fargo through representation in various ICC, GTR, FCI, Assocham and other Trade Conference, as speaker or moderator, across the region.

Head of Trade - South & South-East Asia and Australia

Wells Fargo · Singapore

•Lead a team of 6 across multiple locations to support FI and Corporate clients providing trade processing and financing solutions. •Responsible for developing and growing a trade portfolio with an asset size of over USD 3 Bn and revenue potential in excess of USD 35 Mn. •Setting up of the Corporate Trade franchise in Singapore branch servicing the core US subsidiaries and Asian MNC customers of the bank. •Project lead and coordinator in setting up of a bespoke trade service offering, named TradeAccelerate, in Singapore branch, supporting strategic corporate relationships of the bank. •Promote and drive digitization, automation and electronic trade initiatives in the region and organize regular training and seminar for bank’s clients. •Introduce innovative solutions to the corporate clients in terms of Interest reset on trade finance transactions, Corporate UPAS proposition and receivable management solutions to grow corporate trade business. •Partner with stakeholders in Wells Fargo C…

Senior Vice President

Wells Fargo · Hong Kong

Regional Trade Sales Manager - Indian sub-continent and Hong Kong. •Lead a team of 5 team members and manage trade portfolio having asset of USD 1 Bn and revenue in excess of 20 Mn. •Leading the Trade Insourcing program out of Hong Kong with client base of large global and regional banks. Growing the Trade Insourcing business globally by supporting acquisition of new clients. •Grown the trade insourcing and financing programs in India sub-continent and made it a USD 15 Mn trade revenue market for the bank. •Have participated in various Asia level committees in relation to Risk, Compliance and Governance as representative of Trade. •Involved in product development and marketing materials for the bank partnering with Legal, Compliance, Credit & Risk teams. •Organized seminars and events across markets in relation to Wells Fargo’s trade offerings and promote thought leadership and education in trade. •Actively involved in Trade Management Committee level discussions involving global strat…

Vice President

Axis Bank · Hong Kong

•Involved in the initial set up work for Hong Kong branch, pertaining to all internal and external business, product and regulatory approvals, requiring regular interactions with Reserve Bank of India (RBI) and Hong Kong Monetary Authority (HKMA). Being a part of Branch Management Team, provided leadership with regards to day to day functioning, governance, audit and compliance related matters in the branch. •Established of both Trade and Treasury functions at the branch. •Instrumental in setting up of Trade Asset distribution desk in Hong Kong, by identifying various counterparty banks in Asian region. Maintained relationship with more than 30 counter-party banks and distributed assets in excess of $1.50 Bn annually. •Built a team in Hong Kong branch to manage and grow trade business. This includes setting up of an outsourced trade back-office in India to support Hong Kong trade operations. •Responsible for FI relationships with the banks in Hong Kong, Taiwan, Korea and Japan. •Lead n…

Assistant Vice President

Axis Bank · Mumbai Area, India

•Maintained corporate relationships of 25 large corporate clients of the bank in Mumbai. •Products managed: Corporate Credit including term loans and working capital, local cash management, trade finance, treasury products and derivatives. •Total portfolio handled: INR 25 billion. Revenue generated : INR 100 million •Responsible for client on-boarding process, completion of CP and CS at pre and post disbursal stages, monitoring of timely security creation in conjunction with Credit Back Office operations, inspection and review of the manufacturing facility of the corporate. •Maintained close relationship with the CFO, COO and CEO of these corporate, being the one point contact representing the bank, to meet all its financing and banking requirements. •Cross selling of retail banking products to the relationship clients.

Assitant Vice President

Axis Bank · Mumbai Area, India

•In charge of foreign exchange business and lead a team of 7 team members handling trade operations in Fort Mumbai Branch, the largest branch of the bank, in India. •Responsible for meeting the planned numbers allocated for trade business, both interest and fee income, and maintain relationship with the corporate credit and trade clients of the branch. •Marketing trade products to new corporate clients and pursuing with corporate credit department at the branch for sanctioning of trade credit facilities to the prospective trade customers. •Responsible for overseeing internal and external audits at the branch for the division. •Represent Trade at zonal level in various internal trade and treasury management meetings.