VARSHA GOLANI
Abu Dhabi
Summary
Experienced Corporate Finance Professional with a demonstrated history of working in the Banking and Financial Service, Rating, Consulting and Investment Banking industry. Skilled in Financial Analysis, Team Management, Strategic Planning, Business Development, and Client Relationship Management. A Deal Maker with Strong Networking with varied stakeholders.
Overview
14
14
years of professional experience
Work History
Cluster Business Manager
Saraswat Bank
Ahmedabad
09.2024 - 04.2026
- Secured working capital loans from DSA, open market, and branch networks.
- Oversaw portfolio management for existing clients to enhance service delivery.
- Directed a team of relationship managers focusing on client engagement.
- Facilitated support functions aimed at expanding business opportunities.
Senior Manager
Yes Bank Ltd
Ahmedabad
04.2023 - 08.2024
- Key Result Areas:
- Leading initiatives for SME Banking across range of small tickets SME Funding to Large Ticket Structured deals & Portfolio acquisition
- Key initiatives deals are Business through channel partners / DSA, Branch, Co lending , Digital Partnership and Contact Center Business
- Lending Working Capital ,Secured OD/CC , Structure Funding , CGTMSE Finance
Territory Manager
IDFC First Bank
Ahmedabad
02.2020 - 03.2023
- Key Result Areas:
- Managing Home Loan Prime Business through DSA Channel Network
- Identifying channel partners and builders for company trade from various sources
- Tracking Channel Persistency for the zone, maintaining the number above 100%
- Formulating and analyzing reports relevant for Business Reviews
Assistant Sales Manager
Aditya Birla Capital
Ahmedabad
04.2018 - 01.2020
- Key Result Areas:
- Managed Home Loan, LAP & Industrial Profiles
- Identified and enlisted Channel Partners for the company and facilitated trade from various sources
- Catered to particular needs of diverse set of customers and managed HNIs
Relationship Manager
Indiabulls Housing Finance Ltd.
Ahmedabad
06.2015 - 03.2018
- Key Result Areas:
- Established successful trade relationships with Channel Partners
- Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans
- Managed the operations for ensuring the overall process of loan disbursement to clients
- Reviewed and ensured clients' document completion
- Achieved and tracked Sales Target on a monthly basis
Sales Intern
Aditya Birla Capital
Ahmedabad
06.2014 - 07.2014
- Successfully conducted Sales Promotion of Birla Gold Saving Plan in Birla Capital
Sales Executive
E-Procurement Technology Ltd.
Ahmedabad
07.2012 - 07.2013
- Key Result Areas:
- Identified consumers for sales in Digital Signature Certificate, SSL Certificate and provided Tender & Auction Information
- Managed prospective clients and completed after-sales services
Education
MBA - Marketing & Operations
B K School of Business Management, Gujarat University
Ahmedabad01-2015
Bachelor - Commerce (Accounting & Finance)
Somlalit College of Commerce, Gujarat University
Ahmedabad01-2012
H.S.C. -
Gayatri Vidhya Vihar, GHSEB
Ahmedabad01-2009
S.S.C. -
Gayatri Vidhya Vihar, GSEB
Ahmedabad01-2007
Skills
- Strategic Planning
- Leadership
- Communication
- Loan structuring
- Team Management
- Sales & Marketing
- Market Analysis
- Channel Management
- Lead Generation
- Relationship Management
- Business Development
- Sales Forecasting
- Client engagement
- Microsoft PowerPoint, Excel & Word
AWARDS & ACHIEVEMENTS
Best Relationship Manager Award in Pan India, Received “BOLE TO SALES” Award by overachieving the company target by doing highest number of Sales in Pan India, ‘Ace Power of One’ Award for extraordinary Performance from January to July, Won at every contest of all X-sell Products
Timeline
Cluster Business Manager
Saraswat Bank
09.2024 - 04.2026
Senior Manager
Yes Bank Ltd
04.2023 - 08.2024
Territory Manager
IDFC First Bank
02.2020 - 03.2023
Assistant Sales Manager
Aditya Birla Capital
04.2018 - 01.2020
Relationship Manager
Indiabulls Housing Finance Ltd.
06.2015 - 03.2018
Sales Intern
Aditya Birla Capital
06.2014 - 07.2014
Sales Executive
E-Procurement Technology Ltd.
07.2012 - 07.2013
MBA - Marketing & Operations
B K School of Business Management, Gujarat University
Bachelor - Commerce (Accounting & Finance)
Somlalit College of Commerce, Gujarat University
H.S.C. -
Gayatri Vidhya Vihar, GHSEB
S.S.C. -
Gayatri Vidhya Vihar, GSEB