Yashwant Rajora
INDORE
Summary
Corporate Banking Relationship Manager with experience of more than 5 years and expertise in managing high-value portfolios, delivering tailored financial solutions, and exceeding targets. Skilled in building strong client relationships and driving business growth.
Overview
5
5
years of professional experience
Work History
Business Banking-Working Capital Relationship Manager
HDFC BANK LIMITED
INDORE
06.2019 - Current
- Exploring leads generated by branches or through open market penetration
- Analyze industry, business profile, and working capital cycle.
- Offer various banking products for working capital requirements including Cash Credit/Overdraft, LC, BG, Buyers’ Credit, PSR Limit, Term Loan, Export Packing Credits, etc
- Based on the profile, needs, and financials offer a need-based product
- Presenting the proposal for approval to the authority.
- Negotiating on commercials including ROI and processing fees.
- Post conversion services and managing clients in the assigned portfolio.
Internship at Aditya Birla Capital
- Identify the target audience
- Analyze their Risk Profile
- Understand their goals
- Select the best Asset Allocation for the client’s portfolio
- Give a need-based product.
Audit & Office Assistant
KVNG & Associates
- Filing IT and TDS returns of clients
- Preparation of Accounts of clients
- Preparation of Finance Report (CMA).
Article Assistant
KVNG & Associates
- Filing IT and TDS returns of clients
- Preparation of Accounts of clients
- Assistance in Auditing
- Preparation of Finance Report (CMA).
Education
MBA - Finance
Institute of Management Studies, Devi Ahilya Vishvavidyalaya
Indore06-2019
Bachelor of Commerce - Accounting And Finance
Vikram University
Ujjain01.2016
CA-IPCC (Intermediate) Group I -
01.2014
Skills
- Financial Analysis
- Credit Risk Assessment
- Portfolio Management
- Negotiation
- Banking
Languages
Hindi, English
Additionalproficiencies
- Stock Market Analysis Training for 1 Month
- 1 Month IT Training in MS Office and Tally
Achievements and co-curricular activities
- Orientation Training for 40 Hours at ICAI
- General Management & Communication Skills Training at ICAI
- Part of U-19 Regional Level School Cricket Team
- Participated in the college round of StockMIND Season 6
- Gave lessons on Accountancy to students of class 11th, 12th, B.COM, BBA, M.COM and MBA
Timeline
Business Banking-Working Capital Relationship Manager
HDFC BANK LIMITED
06.2019 - Current
Internship at Aditya Birla Capital
Audit & Office Assistant
KVNG & Associates
Article Assistant
KVNG & Associates
MBA - Finance
Institute of Management Studies, Devi Ahilya Vishvavidyalaya
Bachelor of Commerce - Accounting And Finance
Vikram University
CA-IPCC (Intermediate) Group I -
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