Summary
Overview
Work History
Education
Skills
Languages
Certification
Affiliations
Timeline
Generic
ROHIT JAIN

ROHIT JAIN

Mumbai

Summary

Detail-oriented banking professional with over 2 years of experience in control, monitoring, and back-office operations within wholesale and corporate banking. Skilled in risk assessment, compliance monitoring, reconciliation, transaction checks, and reporting. Adept at implementing internal controls to ensure regulatory compliance, operational efficiency, and fraud prevention.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Deputy Manager - Corporate CAD

YES BANK
Mumbai
06.2023 - Current
  • Conduct daily reconciliation of accounts and ledgers, resolving discrepancies in coordination with the back office.
  • Monitored loan and credit facilities to ensure compliance with the bank's internal policies and regulatory guidelines.
  • Reviewed transaction activity for early detection of operational risk, fraud, or policy deviations.
  • Generated and analyzed MIS reports and dashboards to track performance, exceptions, and compliance status.
  • Performed daily LDS reporting for corporate transactions, ensuring 100% compliance with RBI guidelines. Reconciled LDS data with core banking entries (Flexcube) to eliminate reporting mismatches.
  • Supported internal, statutory, and compliance audits by preparing exception reports, reconciliations, and control documentation.
  • Streamlined reconciliation processes, reducing TAT by 15%. Improved turnaround time for monitoring reports by 20% through process optimization.

Summer Finance Intern

HERO MOTOCORP
05.2022 - 07.2022
  • Analyzed key Financial ratios such as Return on Assets (ROA), Return on Equity (ROE), Current Ratio, Quick Ratio, Debt-to-Equity Ratio, and Gross Margin to evaluate the company's financial health.
  • Compared financial ratios and performance metrics with major industry competitors (e.g., Bajaj Auto, Suzuki, etc.) to identify strengths, weaknesses, and market positioning.
  • Gained insights into the two-wheeler EV market - market share of the companies, subsidies offered by different states, etc.

Education

PGDM - Finance -

Xavier Institute of Management And Entrepreneurship
Bangalore
04.2023

Bachelor of Commerce -

St. Andrew's College of Arts, Science, and Commerce
Mumbai
11.2019

Skills

  • MS Excel: pivot tables, VLOOKUP, and conditional formatting
  • Power BI: dashboard creation, data visualization, and MIS reporting
  • Control and operational management: transaction monitoring, exception reporting, reconciliations, and control register maintenance
  • Audit and reporting: MIS preparation, dashboard reporting, audit support, documentation of findings, and corrective actions
  • Soft skills: attention to detail, problem-solving, effective communication, stakeholder coordination, teamwork, and collaboration

Languages

  • English
  • Hindi
  • Bengali

Certification

Microsoft Excel - Finlatics (06/2025 - 07/2025)

  • Learned the basics of MS Excel, including data sorting and filtering through various formulas and functions.
  • Gained proficiency in making dynamic Excel dashboards and also practiced on sales, finance, and HR data.
  • Understand the usage of different forecasting methods through MS Excel for efficient decision-making.

Power Bi - SimpliLearn (08/2025 - 08/2025)

  • Successfully completed the Power BI for Beginners certification from
    Simplilearn.
  • Learned to import and clean data using Power Query, build data models with
    relationships and DAX, and design interactive dashboards with slicers, filters,
    and KPIs.
  • Gained practical exposure to publishing and sharing reports on Power BI
    Service to support data-driven decision-making.

Affiliations

Education Volunteer

AIESEC

Aug 2019 - Sep 2019

• Volunteered as part of AIESEC’s Global Volunteer Program, contributing to the United Nations Sustainable Development Goals (SDG 4 – Quality Education & SDG 10 – Reduced Inequalities).

• Conducted interactive classroom sessions, workshops, and extracurricular activities to enhance students’ knowledge in Sustainable Development Goals

• Designed and delivered lesson plans and engaging teaching materials, improving student participation and confidence.

Timeline

Deputy Manager - Corporate CAD

YES BANK
06.2023 - Current

Summer Finance Intern

HERO MOTOCORP
05.2022 - 07.2022

PGDM - Finance -

Xavier Institute of Management And Entrepreneurship

Bachelor of Commerce -

St. Andrew's College of Arts, Science, and Commerce

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