Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

MANSI AGARWAL

Strategic Alliances & Partnerships
Bengaluru

Summary

Organized and enthusiastic professional who effectively identifies and resolves complex financial issues, thrives in fast-paced and ever-changing business environments. Proficient in product management & financial analysis. Presently looking for a career opportunity to utilize skills towards the growth of the organization.

Overview

6
6
years of professional experience
5
5
years of post-secondary education

Work History

Manager- Lending Partnerships

Paytm
05.2023 - Current
  • -Onboarded 6 new lenders (NBFCs, Banks, Fintechs) over span of 6 months across various products like Personal loans, Business Loans, Merchant Loans, Gold Loans etc and managed entire integration process
  • -Managed lending portfolio, including Personal Loans & Merchant Lending , disbursing an average of 2000 crores monthly
  • -Collaborated and managed relationships with various banks and NBFCs to cater to their daily business requirements for billing, compliance etc
  • - Coordinated partner go-live initiatives, acting as liaison between lenders and internal stakeholders including product, risk, compliance, and legal teams etc

Manager- Lending Partnerships

Bajaj Finserv Direct Limited
7 2022 - 05.2023
  • Responsible for end-to-end tasks from strategic planning partnerships, pitching partnership proposals, negotiations, deal closure, liaising with various teams, analysis, and reporting
  • Identifying Partnerships and Alliances for scaling up lending partnership business through market research and feedback
  • Detailed financial and business analysis of prospective partners
  • Forging strategic partnerships and alliances and work alongside tech teams for integration
  • Work closely with cross-functional teams (Legal, Product, Sales, and Finance) to set up operational framework, processes, and draft partnership agreements
  • Liaison with internal marketing/sales team in driving partner outreach programs/lead gen efforts and conversions
  • Developed and maintained relationships with partners and through account deepening
  • Accomplished multiple tasks within established timeframes.

Portfolio Manager (Small Enterprise Banking)

YES Bank Ltd
05.2021 - 07.2022
  • Managing portfolio of loans having outstanding value of Rs 256 Cr
  • Detailed financial and business analysis of proposals and preparation of credit risk assessment reports
  • Ensuring quality of portfolio by looking out for initial stress signs by having annual internal audit of accounts
  • Analyzing business model and financial infrastructure of small and mid-sized corporates
  • Maintaining compliance with internal controls and government regulations
  • Co-coordinating and strategizing with product to enhance features of existing products as per customer requirements
  • Keeping check on getting all required loan documentation and key contracts in place while onboarding account
  • Collaborating cross-functionally with sales, management, and other departments to maintain effective operations
  • Team Management
  • Monitoring delinquent account holders to collect and reconcile accounts through approved channels.

Deputy Manager (Business Banking Group)

HDFC Bank Ltd
07.2018 - 05.2021
  • Preparation of CAM with detailed analysis of company along with KYC management
  • Financial statement analysis and credit risk rating analysis
  • Generating reports, charts, and tables on financial information via MS Excel and Tableau
  • Perform financial reporting and financial forecasts
  • Provide inputs for monthly and quarterly business reviews in a timely manner
  • Growing the portfolio size by 25% by constantly creating the need for enhancement to customers
  • Understand and analyzed the requirements and release of corporate lines in S&A tool for tracking transactions
  • Preparation of monthly, quarterly, and annual MIS along with analysis, budgets for the company along with comments and insights at monthly review to senior management.

Education

Post-Graduation Diploma in Management: Finance & International Trade -

Institute of Management Development & Research
Pune
07.2016 - 05.2018

B.Com: Commerce -

BSA College
Mathura
06.2012 - 05.2015

Skills

  • Financial Analysis and Credit Operations

  • Strong stakeholder management

  • Team Management

  • Strong computer skills – Microsoft Office: Word, Excel, PowerPoint / Open Office

  • Working experience on Risk Assessment Modelling tool like RAM and CRM and Probe 42

  • Strong KYC and AML knowledge with system checks by CIBIL , CRISIL , Internal De-Dup & Flex Cube(oracle)

  • Hands on experience working on JIRA & CONFLUENCE

Accomplishments

  • Achieved 2nd of 5 rating band in HDFC for FY19 and FY20.
  • Qualified and awarded at the “LI Business Competition”
  • Constantly the Highest score achiever in the 2nd and 3rd quarter in Pune region.
  • Secured 90 percentile in MBA Competitive Exams.

Timeline

Manager- Lending Partnerships

Paytm
05.2023 - Current

Portfolio Manager (Small Enterprise Banking)

YES Bank Ltd
05.2021 - 07.2022

Deputy Manager (Business Banking Group)

HDFC Bank Ltd
07.2018 - 05.2021

Post-Graduation Diploma in Management: Finance & International Trade -

Institute of Management Development & Research
07.2016 - 05.2018

B.Com: Commerce -

BSA College
06.2012 - 05.2015

Manager- Lending Partnerships

Bajaj Finserv Direct Limited
7 2022 - 05.2023

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MANSI AGARWALStrategic Alliances & Partnerships