PINKESH JAIN
Mumbai
Summary
A Solution driven Professional Banker with 16+ years of experience in SCF/RF/Open account Finance having lead cross-functional teams in the development and delivery of Product/process Innovations driving the achievement of business goals. Seeking opportunities to utilize the experience/knowledge for the growth of the organization and self.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Delivery Head
Veefin Solutions Ltd
Mumbai
07.2024 - Current
- Currently managing delivery of SCF LOS & LMS platform to 8 NBFCs/Banks.
- End-to-end project delivery - from requirement gathering, project execution, to delivery of SCF platform to NBFCs/Banks.
- Create an end-to-end Delivery Project Plan.
- Foster partnerships with customers and stakeholders.
Vice President, Lead Business Analyst/PO - Trade Loans and SCF Technology
CITI Canada Technology Services ULC
Mississauga
11.2022 - 05.2024
- Collaborate with Business, Risk & Operations for generating new requisites for enhancement and providing detailed requirement to Technology for development
- Enhancing and rolling out CSF platform to new countries as part of Country Rollout plan
Client Manager, Transaction Risk Management (TRM)- Receivable Finance Services
HSBC
Toronto
07.2021 - 11.2022
- Managing a portfolio having aggregate limit of CAD 508 M
- Liaising with client to ensure maximum utilization of Facility, thereby increasing the revenue
- Training and on-boarding new client onto the RF facility
- Ensure timely annual renewal of the RF facility by updating and submitting RF template to the Head TRM
Assistant Manager, Credit Controller - Receivable Finance (RF) Services
HSBC
Toronto
01.2020 - 06.2021
- Monitor and control a portfolio having aggregate limit of CAD 330 M
- Set-up new processes and process realignment to reduce operational errors and revenue leakage
Vice President - Product, Operations & Portfolio Management, Supply Chain Finance
Centrum Financial Service Ltd.
Mumbai
02.2018 - 08.2019
- Core team member in successful takeover of SCF business of approximately INR 700 crs from L&T Finance Ltd.
- Successful set-up of Operations team for managing Supply Chain Finance asset book of INR 760 crs.
- Worked closely with senior management on strategy and business development to grow the supply chain finance asset.
- Anchor, Dealer, and Vendor onboarding for the SCF program.
Senior Vice President - Product, Supply Chain Finance
YES Bank Ltd.
Mumbai
10.2015 - 01.2018
- Managed SCF product lifecycle, including Factoring, Forfaiting, Dealer Finance, Vendor Finance, Receivable Finance, SID, and PID.
- Awarded Best New Product Launch in 2015-16 within Trade and Supply Chain Finance Division for Factoring.
- Expanded the bank's network from 0 to 14 banks/financial institutions through FCI - Factor Chain International.
- Trained over 200 RM & PSM across various business verticals for supply chain finance products.
Assistant Vice President, Receivable and Open Account Finance
HSBC
Mumbai
02.2008 - 10.2015
- Managed a portfolio of INR 3000 crs that consisted of supply chain finance products like Vendor finance, Dealer finance, and Receivable finance products like Factoring, Open account Finance & SID.
- Key team member for the implementation of the IFAI system.
- Awarded twice for Outstanding performance (Year 09-10 and 10-11) for successful management of India Operations.
Executive, Cash Management
Citigroup Global Services Ltd.
Mumbai
05.2006 - 12.2007
- Management of PAN India Vendors to ensure timely MIS and cheque deposits to the account of 50+ corporate clients of CITI BANK
Education
Master in Management Studies - Marketing
University of Mumbai
04.2006
Bachelor of Management Studies - Marketing
University of Mumbai
03.2004
Skills
- Product Management
- Client and Account Management
- Operations Management
- Business Analysis
- Service Delivery
- Business process re-engineering
Certification
- SAFe 6 POPM
- Chartered Associate of Indian Institute of Banking (CAIIB)
Personal Information
Nationality: Canadian
Productdomain
- Receivable Finance
- Supply Chain Finance
- Open Account & Structured Trade Finance
Timeline
Delivery Head
Veefin Solutions Ltd
07.2024 - Current
Vice President, Lead Business Analyst/PO - Trade Loans and SCF Technology
CITI Canada Technology Services ULC
11.2022 - 05.2024
Client Manager, Transaction Risk Management (TRM)- Receivable Finance Services
HSBC
07.2021 - 11.2022
Assistant Manager, Credit Controller - Receivable Finance (RF) Services
HSBC
01.2020 - 06.2021
Vice President - Product, Operations & Portfolio Management, Supply Chain Finance
Centrum Financial Service Ltd.
02.2018 - 08.2019
Senior Vice President - Product, Supply Chain Finance
YES Bank Ltd.
10.2015 - 01.2018
Assistant Vice President, Receivable and Open Account Finance
HSBC
02.2008 - 10.2015
Executive, Cash Management
Citigroup Global Services Ltd.
05.2006 - 12.2007
Master in Management Studies - Marketing
University of Mumbai
Bachelor of Management Studies - Marketing
University of Mumbai
Similar Profiles
Vivek S. YadavVivek S. Yadav
Product Manager/ Sr.Business Analyst at Veefin Solutions PvtProduct Manager/ Sr.Business Analyst at Veefin Solutions Pvt
SAGAR KAMBLESAGAR KAMBLE
Sr. Software Developer at Veefin Pvt LtdSr. Software Developer at Veefin Pvt Ltd
Prathamesh Mangesh PatilPrathamesh Mangesh Patil
Technical Lead at Veefin Pvt LtdTechnical Lead at Veefin Pvt Ltd