Abhishek Pandey
Product Sales Manager- CMS
New Delhi,Delhi
Summary
Accomplished financial services professional with over 7 years of diverse experience in corporate and transaction banking, CMS collection & payment solutions, CASA sales, and trade solutions. Demonstrated expertise in optimizing and managing high-value transactions, as well as driving revenue growth for the bank. Dedicated to providing exceptional service and consistently enhancing customer satisfaction levels.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
3
3
Languages
Work History
Product Sales Manager
Yes Bank Limited
Noida
11.2023 - Current
- Managing CA liability book for Large Corporate and Emerging Local Corporate Segment North India.
- To drive key business metrics specifically Fee income and Float by identifying and targeting potential corporate clients, and offering a comprehensive product portfolio that includes CMS collection solutions (cash, virtual A/cs, PG, digital banking solutions, TRA A/cs, API/H2H solutions and both capital and Non-capital escrows.
- Working closely with cross-functional teams such as Digital Banking, Retail, Private banking to generate fee income and float for the bank through tailor made solutioning and effective product positioning.
- Developing and maintaining relationships with existing/new clients to increase wallet share for the Bank.
- End to end execution of Capital account transactions such as IPOs, QIPs, Buybacks and Preferential issues in close collaboration with BRLMs and Merchant Bankers.
Accounts Manager - Transaction Banking
ICICI Bank Limited
New Delhi
02.2019 - 11.2023
- Managed relationship with big corporate and assigned portfolio of globally recognized corporate having turnover of more than 100.0 BN and responsible for corporate clients in Delhi-NCR and contributing directly to operating profit of the bank.
- Existing client relationship handling, customization of product attributes and product offerings vis-à-vis customer's profile, particular focus on acquisition of new clients for the bank.
- Successfully delivering end to end solutions to the clients in commercial products such as Letter of Credit, Bank guarantee, Bill discounting, Factoring etc. covering the ecosystem opportunities under 360 degree banking.
- Successfully managed Trade transactions including all current account transactions of corporate clients.
- Liaised with clients by using a consultative approach to tailor made investment needs of client based on their financial situation, objectives, return expectations and risk appetite.
- Skilled in improving processes and ensuring that customers receive the best service experience.
- Managed a diverse portfolio of accounts, demonstrating adaptability across various industries and client needs.
Education
PGDM - Finance & Marketing
Asian Business School
Noida 01.2017 - 01.2019
B.com - Hons.
University of Delhi
Delhi 01.2014 - 01.2017
Skills
- Trade finance
- Product knowledge
- Client relationship management
- Business development and planning
- Time management
- Sales presentations
- Customer engagement
- Digital Banking Solution
- Trade finance
Certification
Fundamentals of Credit, Corporate Finance Institute
Accomplishments
- Awarded Top performer trophy, ICICI Bank PAN India level for CASA contest in 2021.
- Awarded silver medal for Factoring contest by ICICI Bank ZH-TxB in 2022.
- Won Wholesale Banking Tax & Statutory Payment Contest by YBL in March 2025
- Won Wholesale Banking EPFO contest by YBL and awarded bronze medal by National Head-CMS
- Second rank in college round of Stock Mind Season 6 organized by ICICI Direct in Delhi NCR
Interests
Cricket
Travelling
Share market
Music
Internships
- AxeurTax, 05/2018, 06/2018, Internal Auditor intern
- Ajay Aaditya & Co. Chartered Accountants, 08/2015, 10/2015, Finance Trainee
Timeline
Product Sales Manager
Yes Bank Limited
11.2023 - Current
Fundamentals of Credit, Corporate Finance Institute
04-2020
Diploma In Digital Marketing, NIIT
04-2019
Diploma in Business Analytics, NIIT
04-2019
Executive Diploma in International Business, Oxford college, London
04-2019
Accounts Manager - Transaction Banking
ICICI Bank Limited
02.2019 - 11.2023
PGDM - Finance & Marketing
Asian Business School
01.2017 - 01.2019
B.com - Hons.
University of Delhi
01.2014 - 01.2017
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