Summary
Overview
Work History
Education
CORE COMPETENCIES
Technical Skills
Accomplishments
Timeline
Generic
MANSI AGARWAL

MANSI AGARWAL

________________________________________
Pune

Summary

Organized and enthusiastic professional who effectively identifies and resolves complex financial issues, thrives in fast-paced and ever-changing business environments. Proficient in product management & financial analysis. Presently looking for a career opportunity to utilize my skills towards the growth of the organization.

Overview

5
5
years of professional experience
4
4
years of post-secondary education

Work History

Manager- Strategic Alliance & Lending Partnerships

Bajaj Finserv Direct Limited
Pune
07.2022 - Current
  • Responsible for end-to-end tasks from strategic planning partnerships, pitching the partnership proposals, negotiations, deal closure, liaising with various teams, analysis and reporting.
  • Manage all aspects of ongoing partnerships, building trust and ensuring value creation for both sides.
  • Identifying Partnerships and Alliances for scaling up the lending partnership business through market research and feedback.
  • Forging strategic partnerships and alliances and work alongside tech teams for integration.
  • Responsible for on-boarding affiliates and other marketing agencies for lead generation and work closely with them to drive the set of KPIs and KRAs.
  • Work closely with cross-functional teams (HR, Legal, Product, Sales, and Finance) to set up operational framework, processes and draft partnership agreements.
  • Liaison with internal marketing/sales team in driving partner outreach programs/lead gen efforts and conversions.
  • Developed and maintained relationships with partners and through account deepening.
  • Accomplished multiple tasks within established timeframes.

Manager

YES Bank Ltd
05.2021 - 07.2022
  • Analysis of various commercial and retail products to evaluate their utility value
  • Co-coordinating and strategizing with product to enhance features of existing products as per customer requirements
  • Promote use of different online platforms and applications for various products to ensure improved digitalization
  • Analysis and Documentation
  • Management and analysis of various MIS reports to ensure compliance with internal and external regulations
  • Translating the business requirements, strategies and goals into final online solution for limit utilization in SME / Corporate segments
  • Team Management
  • Supporting the team to effectively achieve desired business targets while providing quality service to the clients
  • Ensuring effective communication and co-ordination among different teams as well as members within a team to provide excellent customer solution, Business Development and market interaction to acquire working capital clients
  • Analyzing the business model and financial infrastructure of the small and mid sized corporates
  • Detailed financial and business analysis of the proposals and preparation of credit risk assessment reports
  • Coordinating with various teams to provide smooth operations for the customers
  • Monitoring delinquent account holders to collect and reconcile accounts through approved channels
  • Maintaining compliance with internal controls and government regulations
  • Ensuring the quality of portfolio by looking out for the initial stress signs
  • Collaborating cross-functionally with sales, management and other departments to maintain effective operations.

Deputy Manager

HDFC Bank Ltd
07.2018 - 05.2021
  • Preparation of CAM with detailed analysis of company along with KYC management
  • Financial statement analysis and credit risk rating analysis
  • Generating reports, charts, and tables on financial information via MS Excel and Tableau
  • Perform financial reporting and financial forecasts
  • Provide inputs for monthly and quarterly business reviews in a timely manner
  • Growing the portfolio size by 25% by constantly creating the need for enhancement to customers
  • Involvement in building iteration items
  • Understand and analysed the requirements and release of corporate lines in S&A tool for tracking transactions
  • Preparation of monthly, quarterly and annual MIS along with analysis, budgets for the company along with comments and insights at monthly review to senior management

Education

Post-Graduation Diploma in Management - Finance & International Trade

Institute of Management Development & Research
07.2016 - 03.2018

B.Com - Commerce

BSA College
06.2012 - 04.2015

CORE COMPETENCIES

Financial Analysis and Credit Operations
• Analysis of financial statements using Excel to determine the financial strength of new and existing clients.
• Studying different trends observed from financial analysis.
Product Management
• Analysis of various commercial and retail products to evaluate their utility value.
• Co-coordinating and strategizing with product to enhance features of existing products as per customer requirements.
• Promote use of different online platforms and applications for various products to ensure improved digitalization.
Analysis and Documentation
• Management and analysis of various MIS reports to ensure compliance with internal and external regulations.
• Translating the business requirements, strategies and goals into final online solution for limit utilization in SME / Corporate segments.
Team Management
• Supporting the team to effectively achieve desired business targets while providing quality service to the clients.
• Ensuring effective communication and co-ordination among different teams as well as members within a team to provide excellent customer solution

Technical Skills

  • Strong computer skills – Microsoft Office: Word, Excel, PowerPoint / Open Office
  • Working experience on Risk Assessment Modelling tool like RAM and CRM. and Probe 42
  • Strong KYC and AML knowledge with system checks by CIBIL , CRISIL , Internal De-Dup & Flex Cube(oracle)

Accomplishments

  • Achieved 2nd of 5 rating band in HDFC for FY19 and FY20.
  • Qualified and awarded at the “LI Business Competition”
  • Constantly the Highest score achiever in the 2nd and 3rd quarter in Pune region.
  • Secured 90 percentile in MBA Competitive Exams.

Timeline

Manager- Strategic Alliance & Lending Partnerships

Bajaj Finserv Direct Limited
07.2022 - Current

Manager

YES Bank Ltd
05.2021 - 07.2022

Deputy Manager

HDFC Bank Ltd
07.2018 - 05.2021

Post-Graduation Diploma in Management - Finance & International Trade

Institute of Management Development & Research
07.2016 - 03.2018

B.Com - Commerce

BSA College
06.2012 - 04.2015
MANSI AGARWAL________________________________________