Jay Shah
Mumbai
Summary
Dynamic Accounts Manager with expertise in transaction banking at ICICI Bank Ltd, excelling in client relations and business development. Proven track record in financial data analysis and dispute resolution, driving successful onboarding and tailored solutions for corporate clients. Adept at managing risk and enhancing service delivery in high-pressure environments.
Overview
13
13
years of professional experience
Work History
Accounts Manager Transaction Banking
ICICI Bank Ltd
Mumbai
11.2023 - 08.2024
- New Client Acquisition: New current account opening and onboarding new clients. Maintained up-to-date knowledge of banking regulations, products, and services offered by the bank.
- Client Relationship Management: Building and maintaining relationships with corporate clients, understanding their specific financial needs, and providing tailored solutions.
- Product and Service Delivery: Managing and delivering transaction banking products, such as cash management, trade finance, and payment solutions.
- Business Development: Identifying new business opportunities, acquiring new clients, and expanding the bank's transaction banking portfolio.
- Risk Management: Assessing and mitigating risks associated with transactions, including fraud prevention and compliance.
Corporate Finance Analyst
Tata Consultancy Services
Mumbai
09.2019 - 11.2023
- Monthly financial review & analysis of TCS Asia Pacific geography subsidiaries.
- Tracking & identifying reasons for Income statement and balance sheet variances.
- Preparation & finalize financial statements (IRS & Local GaaP) of TCS subsidiaries, ensuring quality and timelines.
- Actively connect and liaise with onsite finance heads to understand key developments, decisions taken in the entity for accounting implication.
- Preparing and analyzing schedules and register for MIS reporting.
- Actively liaise with the statutory auditors on an ongoing basis and coordinate with respective stakeholders to resolve and close all issues on timely manner.
- Coordinating for preparation of extensive data bank of questions and answers covering the TCS annual report for AGM.
- Assist in resolving intercompany reconciliation differences on monthly basis.
Senior Relationship Manager
Tata Consultancy Services
Mumbai
03.2011 - 08.2019
- International Branch Service – Ensuring providing quality service to customers Visiting in Citibank/Suncorp & Bank of Queensland branch's across Australia.
- Met demands of busy collections/Customer Service group by performing high volume of daily calls.
- Taking Inbound calls ensuring providing an accurate solution within TAT.
- Handling grievances raised by the customer to Banking Ombudsman Australia.
- Interviewed customers to determine reasons for delinquency, source of income to build solutions for financial issues.
- Resolved complex customer enquiries, disputes and complaints.
- Ensuring compliance with Regulatory requirements for Commercial Bank business.
- Collaborated with product specialist and process experts for implementing better customer experience.
Education
Master of Business Administration - Finance
ITM-GROUP OF Institution's
Kharghar (Navi Mumbai) 2016
Bachelor of Commerce - Commerce
VIVA College of Arts Science and Commerce
Virar, MH2010
Higher Secondary School Certificat - Commerce
Viva College of Arts Science and Commerce
Mumbai, MH2007
Secondary School Certificate -
MGM Academy High School
Mumbai, MHSkills
- NCA specialist for international banking
- Client relations management
- Dispute resolution
- Team leadership
- Process training
- Financial data analysis
- Oracle and SAP proficiency
- Trade finance expertise
- Account management
- Accounts payable and receivable management
Education
other,other,other,other
Accomplishments
- Promoted from Process Associate to Senior Relationship Manager and now working as corporate Finance Analyst.
- Developed Applications like Hardship Calculator for better customer experience,
- Created and developed critical Finance Tools like Variance Worksheet, UBR UER Register to atomize daily activities in order to consistently exceed quality and productive Outcome.
- Improved CSAT reviews by successfully handling customer complaints and implementing monthly training with team.
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Gujarati
Native
Native
Timeline
Accounts Manager Transaction Banking
ICICI Bank Ltd
11.2023 - 08.2024
Corporate Finance Analyst
Tata Consultancy Services
09.2019 - 11.2023
Senior Relationship Manager
Tata Consultancy Services
03.2011 - 08.2019
Master of Business Administration - Finance
ITM-GROUP OF Institution's
Bachelor of Commerce - Commerce
VIVA College of Arts Science and Commerce
Higher Secondary School Certificat - Commerce
Viva College of Arts Science and Commerce
Secondary School Certificate -
MGM Academy High School
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