Sanjay Gehani

E-***, Nagarjuna Apartments

Mayur Kunj, Mayur Vihar Ph-I (Extn)

Delhi – 110096

Email: adgm94@r.postjobfree.com

Mobile: 880*******

SYNOPSIS

Seasoned professional working with a Multinational bank, having more than 15 years of accomplished career track in the BFSI industry.

Diverse experience in managing large portfolios (Retail & Wholesale) of Multilaterals, Development Organizations, Micro-Finance Institutions, and Shared Service Centre clients.

Strong negotiation skills, problem solving abilities and client-needs assessment aptitude.

Good understanding of regulations and guidelines specifically on FCRA, Liaison and Branch office establishments.

Expertise in digitization and setting up of new digital modes for Resource mobilization, Fund raising for INGOs & their partners

Proficient in managing customer relationships, enhancing customer penetration and customer retention.

A team builder leading by examples, a person with highest integrity and ethics in all professional dealings

EDUCATION

Masters in Business Administration Sikkim Manipal University

B.Com (Honors) Delhi University

CAREER SUMMARY

Standard Chartered Bank April 2008 - Till Date

Director

Public Sector & Development Organizations, Financial Institutions Geography: INDIA

Key Responsibilities:

Proactive management of large FI relationships with focus on Multilateral & Bilateral Development Organizations, UN agencies, Insurance companies, Micro finance Institutions, and Shared Service Centres (SSCs) with an objective of maximizing returns whilst minimizing risks.

Conduct market, industry and client research to identify prospects and determine potential wallet size and opportunities.

Key account management by understanding the client thoroughly, their strategic priorities, opportunities & risks, in-order to achieve influence with and gain access to the client’s key decision-makers, and to identify and assess new business opportunities.

Coordinate and manage presentations/pitch to the client to showcase product capabilities and network. Work closely with Transaction banking and Financial Markets product partners to review and prepare high quality account plans for all large relationships.

Plan client deals and review the deal analysis prepared by credit analyst to ensure that the facility structures and security arrangements are in line with the bank’s risk preferences and return profile.

Conduct extensive Client due diligence and AML checks in line with Central bank’s guidelines.

Achievements:

Acquired, grown and deepened customer relationships through effective relationship management which led to increase in share of wallet and revenues.

Developed strong internal and external customer relationships with all levels of business.

Effectively managed customer migration to SCB digital platforms and processes.

Significantly contributed to Transaction Banking and Treasury business through increase in Liabilities balances, including CASA, deposits and CMS product penetration.

Actively coordinated with the Ministry of Home Affairs on FCRA regulations, platform integration and MF investments.

Ensured compliance with the Group’s Policy and Standards and local regulatory requirements including guidelines and laws pertaining to AML, customer due diligence etc.

Instrumental in setting up digital modes of collections and payments for clients. American Express Bank, New Delhi May 2006 – April 2008 Relationship Manager,

Financial Advisory Services

Responsibilities

Managing and acquiring premium High Net-worth Individual accounts, Development Organisations, and Small & Medium Enterprise accounts

Prospect and Generate eligible customer databases from internal and external sources and follow up for closure of business.

Deep-sell and cross-sell investment products (mutual funds / structured products) to the existing HNI & Corporate relationships.

Identifying new customer sets to convert into meaningful business opportunities.

Providing fair and unbiased advice on investments after thorough research and consultation.

Achievements

Consistently ranked amongst the top four Relationship managers in the country.

Awarded for being the top performing RM in the region in 2007.

Consistent growth in Investments and deposits led to total managed AUM in excess of USD 50Mn.

Recognized for achieving significant growth in forex business volumes and revenue. American Express Bank July 2001- April 2006

Relationship Manager,

Acquisitions (Retail Assets)

Responsibilities

Managing and administering the sourcing channels for Personal Loans and Credit Cards through My Finance (DSTs) and ESAs.

Identifying new Channel Options and customer sets to convert into meaningful business opportunities.

Ensuring Quality of Sourcing by benchmarking Credit Filtration levels.

Develop and implement training programs and schedules covering product and skill sets for the Sales Force.

Achievements

Successful Rollout of Direct sales (My-Finance) Units in Delhi.

Built up Sales Volumes from scratch to a level of INR 30 Mio in a span of 1 year.

Worked closely with acquisition channels of other lines of business in the Bank to build synergies and cost efficiencies.

Awarded “High Performer” award for FY’02; for achievement of Personal Loan Targets.

Awarded “High Performer” award for FY’03; for achievement of Personal Loan & Cards Targets

SKILLS / AREAS OF INTEREST

Inclusive Finance

Resource Mobilization

Digitization

Wealth Management

OTHER INTERESTS

Sports, Music

(Sanjay Gehani)

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