Summary
Overview
Work History
Education
Skills
Certification
Languages
Affiliations
References
Timeline
Generic

Kashish Jain

Shimla

Summary

MBA (Marketing & Finance) graduate and SAP FI Certified Consultant with experience in banking, insurance, and financial operations. Strong background in client relationship management, sales, and ERP systems. Skilled in SAP S/4HANA Finance (FI) modules, MIS reporting, budgeting, and cross-functional collaboration. Open to opportunities in SAP consulting or in marketing and finance domains, where I can apply my technical and business expertise.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Deputy Manager

IndusInd Bank Ltd
03.2024 - 06.2024
  • Achieved 75–80% of monthly sales targets by cross-selling banking and financial products.
  • Reduced loan disbursal turnaround time by 15% by coordinating with credit teams.
  • Ensured regulatory compliance while onboarding 40–50 new customers monthly.

Associate Key Relationship Manager

ICICI Prudential Life Insurance Ltd.
02.2022 - 03.2023
  • Managed bancassurance partnerships across 4–5 branches.
  • Consistently achieved 85–95% of targets through client-centric insurance solutions.
  • Trained bank staff, boosting lead conversion rates by 20–25%.

Management Trainee

Jindal Stainless Ltd.
01.2019 - 02.2019
  • Assisted with MIS reporting, budgeting, and cost analysis.
  • Worked across procurement, finance, and logistics to streamline operations.

Education

MBA - Marketing & Finance

Himachal Pradesh University
Himachal Pradesh
01.2019

B.Com - Hons. Finance

Himachal Pradesh University
Himachal Pradesh
01.2017

Skills

  • General ledger management
  • Accounts payable and receivable
  • Asset and bank accounting
  • SAP FI-MM-SD integration
  • SAP Activate methodology
  • Management information systems reporting
  • Budget planning and analysis
  • Vendor relationship management
  • Financial documentation and reporting
  • Cross-selling strategies
  • Bancassurance solutions
  • Client acquisition and lead conversion
  • Customer relationship management
  • Compliance with KYC and AML regulations
  • Microsoft Excel proficiency

Certification

SAP Certified Application Associate – FI, Delphi Computech Pvt. Ltd., 07/01/25

Languages

English, Hindi
First Language
German
Beginner
A1

Affiliations

Cycling, Running, Meditation

References

Rajat Gautam Vaibhav Mittal

Sr.Consultant • Accenture • 9816347414

Sr.Consultant • Accenture • 9899042549

Timeline

Deputy Manager

IndusInd Bank Ltd
03.2024 - 06.2024

Associate Key Relationship Manager

ICICI Prudential Life Insurance Ltd.
02.2022 - 03.2023

Management Trainee

Jindal Stainless Ltd.
01.2019 - 02.2019

MBA - Marketing & Finance

Himachal Pradesh University

B.Com - Hons. Finance

Himachal Pradesh University
Kashish Jain