Rahul Jain is a finance management professional with over 10 years of experience in strategic planning, operations management, and business growth. He has expertise in accounting, cost reduction, and maximizing profits. Currently he is the Chief Marketing Manager for an IT software company focusing on marketing, sales, client relations, and data analysis. Previously he held roles as a Business Manager for a commercial bank and Senior Banker for a large UK bank where he specialized in equipment financing.
Professional profile of Lean Six Sigma Green Belt certified ITES Outsourcing Operations professional with 10+ years of expertise seeking assignments in establishing Operational Excellence in International Data Service , Contact Centre Processes and BPO Process Transitions.
Professional profile of Lean Six Sigma Green Belt certified ITES Outsourcing Operations professional with 10+ years of expertise seeking assignments in establishing Operational Excellence in International Data Service , Contact Centre Processes and BPO Process Transitions.
it shows some of the information that you are looking with. this will help to guide about this topic. This only for educational purposes especially to those teachers that are teaching in public and private schools. and, also to those students, you are free to download and use this as your visual aid.. thank you.. Miggy :)
Branch Banking Operations, Sales with Compliance & Marketing and Client Relationship Management
A keen planner, strategist & implementer in leading operations, devising marketing activities and accelerating the business growth
Proficient in handling all service activities, analyzing market trends & establishing healthy & prolonged business relations with clients.
• Competency in managing branch banking operations by ensuring that financials of the branch are under control and branch adhering to Audit & Compliance in all parameters, Know Your Customer (KYC) & Anti-Money Laundering (AML) norms at all times
• Pivotal in implementing strategies towards enhancing market penetration, business volumes & growth
• Demonstrated abilities in implementing various systems as per business needs (as-is & to-be analysis)
• Monitoring the overall functioning of process, identifying improvement areas and implementing adequate measures to maximize customer satisfaction level
• Formulated sales & marketing strategies & reached out to unexplored market segments/ customer groups for business expansion in those regions
• Experience in handling Branch Banking Operations, Cash transaction operations & Transaction Verifications & Authorizations, Account opening, Requests processing & Trade and Forex transactions including implementing risks management policies and controlling mechanisms, procedures & systems to detect transactions outside established parameters
• Achieved sales target and excellent audit rating for the branch compliance & service as per the regulatory guidelines of the Bank
• Effectuated business development plans for the purpose of achieving pre-designated revenue plans and equity & mutual fund investments and management
• Expertise in using Finacle (Core Banking Software) & Flexcube & mentored the team during implementation
• Proficient in building & maintaining healthy business relations with HNI corporate & institutional clients, ensuring maximum customer satisfaction
• Sound knowledge of implementing various systems as per business needs (as-is & to-be analysis) and reviewing processes
• An effective communicator with strong analytical & problem solving with skills in directing teams for running successful service & business operations
Demonstrate the implications of new technologies through workshops to the students. Assessing infrastructure to identify opportunities for improvement in future IT Industry
Designing a customized plan to address global organization’s specific needs. Implementing market-leading solutions that help students to grow and thrive
Managing the complete functionality of the entire engagement throughout from workshop till admission.
1. RAHUL JAIN
Address: F-706 JM ORCHID Sector 76, Noida, India
Phone: + 91 9630568382 | Email: rd19866@gmail.com
PROFESSIONAL PROFILEPROFESSIONAL PROFILE
Highly logical, methodical and task-oriented finance management professional offering extensive hands-on
experience in developing robust financial strategies while investing in future, sustainable business success.
Expert in leading financial transformation utilising accounting knowledge, strategic insight and sharp
planning skills to effectively manage finance and business operations. Outstanding track record of success in
improving operations, influencing business growth and maximising profits through achievements in finance
management, cost reduction and controls.
CORE COMPETENCIESCORE COMPETENCIES
Process Excellence – Hands-on experience in steering SLA adherence/customer CTQ ensuring all
parameters are met and corrective and preventive actions are taken. Proactively involved in goal setting
with a team and ensuring effective and measurable reviews and feedback mechanisms (MRM,
operations-review, dashboards, etc.).
Service Operations/Managed Services – Instrumental in effectively managing existing accounts and
generating revenue through upselling and cross selling. Establishing and maintaining credible relations
with the new and existing clients by providing quality service behaviour and performance of team
members.
Competitive Analysis – Diversified experience in designing, developing and executing various change
management interventions. Effectively managing cultural and professional diversity and engaging
leadership of client organisations as well as handling cross-cultural and cross-location teams, etc.
CAREER CONTORECAREER CONTORE
Chief Marketing Manager- IT Software Services/ Financial Research April 2016- PresentApril 2016- Present
• Use computer databases, electronic spreadsheets, desktop publishing, word processing, and statistical
applications to manipulate, analyze, and present data.
• Collect, analyze, and interpret data and statistics using quantitative and qualitative methods. Prepare
and present complex and detailed statistical reports.
• Use integrated relational computer systems to create and access database files and prepare statistical
charts, graphs and exhibits..
• Planned with the executive team and vendors to determine company growth in product resources,
location and market share.
• Implemented marketing plans that supported the sales goals to move both new and used inventory.
• Clearly articulates and documents business requirement
• Managing and handling ongoing relationship with clients and their queries related issues.
• Negotiates contracts, manages relationships, and monitors existing clients
(NATWEST & DIXON PLC)(NATWEST & DIXON PLC)
BUSINESS MANAGER/ANALYST - Commercial Banking Mar 2013 – April 2016
1
Rahul Jain | Phone: + (91) 9630568382 | Email: rd19866@gmail.com
Photo in JPEG
Format
2. Responsible for executing new and existing business, liaising with other functions is responsible for the
post sanction documentation process, managing all the steps required for completion to include the
instruction of valuations, security and credit documentation, loan drawdown.
Analyze and report on Companies sales, operational metrics, marketing and other efforts across
geographies, their ROI and impact on P&L Analyze the MIS and present project specific report to
continually track performance and support decision making.
Conduct cost/benefit analysis for various projects.
Conduct data analysis, market research and provide support in implementation of strategic management
decisions.
Research new business and other strategic mandates for the Company's growth Implement initiatives /
projects, co-ordinate across departments, understand the pulse of the teams to successfully implement
special projects
Support leaders, managers and teams with the best use of project management approaches and tools
within a fast paced, high tech environment as and when required.
Effectively engage the company with the development of the software implementation project along
with IT and other respective departments
Support networking activities with relevant outside bodies, industry associations and vendors as well as
within the organization
Assist the MD in preparing presentations/articles for MD for various events/conferences and important
staff communication
SENIOR BANKER -Royal Bank Of Scotland UK Nov 2011- Mar 2013
Acquires profitable good quality and profitable equipment finance and lease transactions for RBS
Group
• Identifying likely prospects and implementing an aggressive calling program within the
assigned area
• Maintains an aggressive calling program within an assigned marketing area. Maintains close
contact with CRMs, their clients and prospects. Maintain regular contact with Commercial
Banking clients.
• Actively manage and effectively follow-up proposals to clients, outstanding lease lines, and
future large equipment acquisitions of clients and prospects to ensure a high close ratio.
• Maintain close contact with Director of Credit Solutions, Credit Solutions Team, to provide
technical expertise regarding the risks involved with equipment finance / lease structures
• Participate and provide technical expertise of required documentation, ensuring accuracy as it
pertains to the structure, insurance, security and equipment finance.
Influence and assist Commercial Banking Centre’s & Branches to identify and acquire profitable
equipment finance/lease.
• Maintain regular weekly contact with Directors, Group Leads, CRM in your marketing area.
• Maintain a deep understanding of the client portfolio in your territory via regular portfolio
meetings with CRM
• Provide technical expertise to CRMs regarding structure, pricing, documentation as well as
negotiations with client and credit adjudicators.
• Provide regular Scotia Leasing product information via formal presentations, participation in
• Commercial Banking weekly / monthly sales meetings and off-site events.
2
Rahul Jain | Phone: + (91) 9630568382 | Email: rd19866@gmail.com
3. Sales Reporting;
• Maintains current call reporting / activity log
• Maintains current pipeline of sales opportunities
• Assists in a monthly / quarterly report to regional leaders high lighting sales success, best
practice, funding, pipeline, general update of leasing industry
• Cross selling of entire banking Products Suite
EDUCATIONAL AND PROFESSIONAL QUALIFICATIONSEDUCATIONAL AND PROFESSIONAL QUALIFICATIONS
Masters in Finance
Post Graduate Diploma in International Business
2009 – 2011
Birmingham University, Birmingham United Kingdom
Bachelor in Business Administration BBA 2006 – 2008
DAVV University Indore India
Dixons Retail Plc Training Program (NVQ Module)
KEY SKILLS
• Detailed and current knowledge of all aspects of equipment finance and leasing - specifically with
special emphasis on financing and credit.
• Solid understanding of financial statements, financial analysis and credit search structuring typically
found in the Commercial environment.
• Strong interpersonal skills to work with client CFOs & Controllers as well as internal Bank staff such as
VP's, Directors, CRM / CSM, administrative / operations staff.
• Develop a good understanding of the leasing /Finance industry, competitors, and product offerings.
• Strong working knowledge of Word, Excel, Power-point, Excel Plug-in, Data Analyses, SQL and
Research Tools
• Other software expert : Ace Equity, Capital-line, Prowess, and Bloomberg
PERSONAL INFORMATIONPERSONAL INFORMATION
Date of Birth: 15th
Jun, 1986 Nationality: Indian
Marital Status: Single Driver’s Licence: British/Indian
References available on request
3
Rahul Jain | Phone: + (91) 9630568382 | Email: rd19866@gmail.com