Jayesh Chauhan

• Engaging with Large Corporate for acquiring lending business by assessing financials & credit analysis (term loans, working capital, supply chain finance, FDI etc.)
• Ensuring coverage of various products to garner maximum wallet share by providing 360-degree corporate banking solutions
• Established strong synergy with internal teams such as private banking, transaction banking and retail to identify potential new clients.
• Ensuring stickiness by offering digital solutions, attachments & service support.

• Driven business banking piece on PBG current account base, by understanding the client need through arranging the lending & trade facilities to the corporate with the help of lending teams like SMEG, WBG etc.
• Identified opportunities for cross-selling other bank products and services, boosting overall revenue generation from business banking clients.
• Developed and improved Liability book growth by identifying potential through analysis, networking & acquiring new clients.
• Ensured timely resolution of complex customer issues by liaising with relevant departments and stakeholders.
• Identified gaps & implemented process improvements initiatives & driven various analytical MIS to improve the RM productivity.

Achievements:

• Onboarded 35 new current account in quarter of large group with high value funding.
• Did limit set up for two large corporate (a) 1.1bn INR with the help of MCG in Apr’22 & (b) 0.75bn INR with help of LCG in Mar’23.
• Participated & actively involved in P2C activity for PBG twice in four years.

• Acted as single point contact on the assigned SME portfolio for their entire banking needs & also managed customer queries and ensured prompt resolution.
• Enhanced existing base, acquired new clients which helped to generate additional revenue through foreign exchange & other fee income.
• Timely reviewed and updated the KYC by regularly meeting the clients & conduct risk profiling.
• Handled compliance & AML queries to maintain satisfactory account conduct.
• Played a crucial role in retaining valuable clients during bank's merger (FGB & NBAD) by addressing concerns proactively and providing expert guidance on relevant concerns.
• Was responsible for sourcing Merchant Finance & Business loans in FY 2013 – FY 2016.

• Responsible for sourcing conventional Life Insurance, Islamic Takaful and Wealth creation products.
• Conducted financial planning sessions with customers for their future financial needs.
• Enhanced customer relations by regularly updating investment status to customers on their investments.

• Acted as single point contact to HNI & Orphan clients by providing after sale services
• Conducted financial planning sessions with customers for their future financial needs.
• Handled queries & resolved it within specified TAT.
• Personally, looked into collection & renewal of premiums on the assigned base.

Achievements:

• Qualified for trip to international destination.
• Won Customer Appreciation Award for providing outstanding service.
• Won Super Sprinter trophy for the month.

• Responsible for sourcing Mortgages Loans.
• Also was responsible to sell cars & arrange finance on it. (FY 2008-09).
• Personally handled & ensured end to end closure of the deal.

Achievements:

• Become only person in the organization to sell 20 Cars at a time twice in a year.