Anshul Jain
Banking And Finance
Gwalior
Summary
Experienced Banking and Finance professional with over 13 years of experience in the Commercial Business industry. Demonstrated success in managing and growing client portfolios, developing financial strategies, and achieving revenue targets. Proven track record of building strong relationships with clients, colleagues, and stakeholders. Possesses strong analytical skills, attention to detail, and ability to handle complex financial transactions. Known for ability to identify opportunities for cost savings and revenue growth, resulting in a 15% increase in profits for previous organization. Skilled in financial analysis, risk management, and compliance. Highly motivated, results-driven, and committed to delivering exceptional service to clients.
Overview
14
14
years of professional experience
3
3
Certifications
2
2
Languages
Work History
Senior Manager
HDFC BANK LTD
02.2026 - Current
- Portfolio Management: Manage 30-40 Business Banking Group (BBG) credit relationships, ensuring high-quality loan portfolio maintenance and monitoring.
- Business Development/Sales: Achieve overall business targets on volumes and profitability, focusing on Working Capital, Trade Finance (LC/BG), and Cash Management Services (CMS).
- Credit Appraisal: Prepare Credit Approval Memos (CAM), perform in-depth financial analysis (Balance Sheet, P&L), and evaluate creditworthiness.
- Customer Engagement: Conduct regular client visits, understand business needs, and provide tailored financial solutions.
- Cross-Selling: Drive cross-sell of liability products, corporate salary accounts, and third-party products (TPP).
- Risk Mitigation: Ensure compliance with bank policies, monitor account health, and manage delinquency.
Regional Head Sales
ICICI BANK LTD
07.2024 - 04.2025
- Increased revenue by identifying new business opportunities and closing high-value deals.
- Improved regional performance by implementing strategic sales initiatives and effective team management.
- Expanded market presence with targeted marketing campaigns and strong customer relationship building.
- Mentored junior team members for career growth, contributing to a skilled and motivated workforce.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Selected and purchased supplies and equipment such as seed, farm machinery, and livestock.
Relationship Manager and Solution Manager
ICICI Bank Ltd
04.2019 - 06.2024
- Oversaw sales and finance operations for commercial vehicles, construction equipment, and medical equipment while directing working capital limit funding options including cash credit and overdraft for relevant segment clients.
- Managing end-to-end customer financial needs, offering strategic guidance to fulfill short and long-term objectives
Relationship Manager
ICICI BANK LTD.
11.2011 - 03.2019
- Champion 360 Degree Banking offer product based on customer needs in callobration with other Internal team members in the bank for suitable product offering.
- Enhance the portfolio quality within the policy of fair to customer and fair to bank.
- Directed sales professionals in executing strategies to enhance performance
- Created and carried out effective sales strategies
- met monthly and yearly goals
- Nurtured connections with key clients
- Performed market analysis to pinpoint strategic opportunities
- Directed commercial financing for vehicles and construction equipment, driving revenue growth.
- Facilitated funding for medical equipment purchases to improve operational capabilities.
- Implemented working capital finance strategies to optimize cash flow for businesses.
Education
MBA - Banking And Finance
01-2014
Bachelor - Pharmacy
05-2010
Skills
Leadership
Problem-solving
Teamwork
Adaptability
Communication
Financial planning
Risk profiling
Increase TRV of client
Certification
Charted Financial Expert, Frankfurt university (Germany) In depth knowledge related to Financial planning.
Timeline
Senior Manager - HDFC BANK LTD
02.2026 - Current
Regional Head Sales - ICICI BANK LTD
07.2024 - 04.2025
Relationship Manager and Solution Manager - ICICI Bank Ltd
04.2019 - 06.2024
Relationship Manager - ICICI BANK LTD.
11.2011 - 03.2019
Rajiv Gandhi Technical University (University of Technology of Madhya Pradesh) - Bachelor, Pharmacy
Manipal University - MBA, Banking And Finance