Summary
Overview
Work History
Education
Skills
Timeline
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Jay Shah

Jay Shah

Mumbai

Summary

Dynamic Accounts Manager with extensive experience at ICICI Bank Ltd, excelling in client relations and financial data analysis. Proven track record in driving new business through effective onboarding and cross-selling strategies. Adept at dispute resolution and team leadership, enhancing client engagement and satisfaction in transaction banking solutions.

Overview

13
13
years of professional experience

Work History

Accounts Manager Transaction Banking

ICICI Bank Ltd
Mumbai
11.2023 - 08.2024
  • Acquired new clients through current account openings and effective onboarding process
  • Managed account portfolios to ensure timely service delivery and client engagement.
  • Cultivated strong relationships with corporate clients and generated new business by cross-selling products like home loans, personal loans and Business Loans
  • Facilitated daily transactions, including payments, collections, and account management for a seamless experience.
  • Advised clients on transaction banking products such as cash management and trade finance solutions.
  • Identified new business opportunities including Letters of Credit and various financing options.
  • Promoted working capital solutions such as CC and OD limits to enhance corporate financing capabilities.

Team Leader | International Banking

Tata Consultancy Services
Mumbai
09.2019 - 11.2023
  • Managed loan applications from initial inquiry to final approval process.
  • Analyzed borrower financials to assess creditworthiness and loan eligibility.
  • Coordinated documentation collection from clients to support loan requests.
  • Reviewed credit reports to assess borrower risk and eligibility.
  • Performed periodic audits of existing customer accounts to ensure accuracy of information maintained.
  • Developed strategies for upselling services based on client feedback and trends.

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 Transactions.
  • Taking Inbound calls ensuring providing an accurate solution within TAT.
  • Handling grievances raised by the customer to Banking Ombudsman Australia.
  • Interviewed customers to determine the reasons for delinquency, the source of income, and to build solutions for financial issues.
  • Ensuring compliance with Regulatory requirements for Commercial Bank business.
  • Collaborated with product specialists and process experts to implement a 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, MH
2010

Higher Secondary School Certificat - Commerce

Viva College of Arts Science and Commerce
Mumbai, MH
2007

Secondary School Certificate -

MGM Academy High School
Mumbai, MH

Skills

  • 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

Timeline

Accounts Manager Transaction Banking

ICICI Bank Ltd
11.2023 - 08.2024

Team Leader | International Banking

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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Jay Shah