Vishal Jha
New Delhi
Summary
Results-driven professional with over three years of experience in the Fintech industry. Proven expertise in building and managing strategic client relationships, driving revenue growth. Adept at bridging the gap between client needs and technical solutions, with a strong focus on innovation, compliance, and achieving business objectives.
Overview
3
3
years of professional experience
Work History
Enterprise Relationship Manager | MIS Executive
Nearby Technologies pvt. ltd.
Mumbai
01.2024 - Current
- Client-Centric Solutions: Delivered tailored cash management solutions to enterprise clients, addressing their liquidity, payment, and treasury needs.
- Client Onboarding: Streamlined onboarding processes for enterprise clients, reducing implementation time while ensuring compliance and security.
- Digital Transformation: Promoted the adoption of digital cash management tools, such as APIs, real-time payments, and automated reconciliation systems.
- Performance Metrics: Tracked and reported KPIs such as client satisfaction, transaction volumes, and revenue growth to stakeholders.
- Regulatory Compliance: Ensured all cash management solutions adhered to global and local regulatory requirements, including AML and KYC standards.
- Data Management: Developed and maintained robust MIS systems to track and analyze cash management transactions, client activity, and revenue streams.
- System Integration: Collaborated with IT teams to integrate MIS tools with cash management services, ensuring seamless data flow, and real-time reporting.
Client Engagement Manager
RNFI Services Ltd.
New Delhi
02.2022 - 01.2024
- Built and maintained strong, long-term relationships with key clients.
- Developed and implemented strategies to identify upsell and cross-sell opportunities.
- Acted as the primary point of contact for clients and internal stakeholders, ensuring clear and consistent communication.
- Utilized CRM tools to track and analyze business trends, and provide actionable insights to improve engagement.
- Proactively addressed client concerns and resolved escalations, maintaining client satisfaction rate.
- Conducted highly productive meetings with customers, vendors and matrix partners.
- Conducted market research and reported on competitors.
Education
Bachelors in Computer Applications - Computer Science
Indira Gandhi National Open University
New Delhi, India12-2025
High School - Science Education
Govt. Co-Ed Sr. Sc. School
New Delhi, India12-2021
Skills
- Client Relationship Management
- Financial Acumen
- Stakeholder management
- Technical knowledge
- Market Awareness
- Strategic Thinking
- Data analysis
- Regulatory knowledge
- Problem solving
- Business development
Timeline
Enterprise Relationship Manager | MIS Executive
Nearby Technologies pvt. ltd.
01.2024 - Current
Client Engagement Manager
RNFI Services Ltd.
02.2022 - 01.2024
Bachelors in Computer Applications - Computer Science
Indira Gandhi National Open University
High School - Science Education
Govt. Co-Ed Sr. Sc. School
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