Bhavesh Jain
Finance Professional
Goregaon (W)
Summary
16+ years of industry experience, including ~13 years as a Credit Professional, I have developed a skill set in evaluating corporate clients across a wide array of sectors.
My experience spans across private & public banks as well as large size NBFC, I specialize in assessing credit risk and providing tailored financial solutions to SMEs, mid-sized companies, and large corporate.
During assignments I have worked with statutory/internal audit team for adherence to regulatory norms, internal controls & governance Contributed to audit process for improving compliance & operational efficiency & vigilance in system.
Currently, I am operating as an Independent Financial Professional, specializing in cash flow management, treasury solutions for corporate through customized financial products.
Overview
18
18
years of professional experience
6
6
years of post-secondary education
4
4
Languages
Work History
Associate Partner
Jain Investment (Jain Privy Client Pvt Ltd.)
2024.10 - Current
- Independent Financial Professional, specializing in cash flow management, treasury solutions for corporates, and wealth management for High Net-Worth Individuals (HNIs) with customized financial products tailored to their specific goals/needs.
DVP Credit- Structured Finance Group
Kotak Mahindra Bank Ltd.
2023.02 - 2024.10
- Evaluated and appraised structured/high-yield deals, assessing creditworthiness, regulatory frameworks, and proposing structured terms to align with business objectives and risk parameters.
DVP-1, Senior Analyst - SME Team
IndusInd Bank Ltd
2023.01 - 2023.02
- Senior Analyst - SME Credit Team (West region), moved to Kotak Mahindra Bank to pursue better opportunity
Regional Credit Manager, SME Division
Mahindra & Mahindra Financial Services Ltd.
2015.11 - 2023.01
- Led the West Region (Maharashtra, Gujarat, Madhya Pradesh) as Regional Credit Manager, primarily responsible for portfolio building and providing loan solutions to SME and mid-sized corporates.
Credit Analyst
Union Bank of India
2012.03 - 2015.11
- Worked in Regional Office and Mid-Market Vertical as a Credit Analyst, responsible for evaluating credit proposals, assessing risks for mid-sized corporates.
Customer Support Engineer
ABS India Pvt. Ltd.
2009.07 - 2010.09
- Managed the installation and commissioning of Alcatel voice products
Technical Consultant
Orange Business Services (Equant Technology Services India Pvt Ltd)
2007.07 - 2009.06
- Installed and commissioned Nortel voice products and Verint voice recording solutions, providing technical support
Education
Master of Management Studies - Finance
N.L. Dalmia Institute of Management Studies And Research
Mumbai 2010.09 - 2012.03
Bachelor of Engineering - Electronics
A.C. Patil College of Engineering
Mumbai 2003.01 - 2007.05
Skills
Corporate Finance
Credit Analysis
Industry analysis
Due Diligence
Deal Structuring
Cash Flow Management
Wealth Management
Personal Information
- Date of Birth: 07/01/85
- Marital Status: Married
Timeline
Associate Partner
Jain Investment (Jain Privy Client Pvt Ltd.)
2024.10 - Current
DVP Credit- Structured Finance Group
Kotak Mahindra Bank Ltd.
2023.02 - 2024.10
DVP-1, Senior Analyst - SME Team
IndusInd Bank Ltd
2023.01 - 2023.02
Regional Credit Manager, SME Division
Mahindra & Mahindra Financial Services Ltd.
2015.11 - 2023.01
Credit Analyst
Union Bank of India
2012.03 - 2015.11
Master of Management Studies - Finance
N.L. Dalmia Institute of Management Studies And Research
2010.09 - 2012.03
Customer Support Engineer
ABS India Pvt. Ltd.
2009.07 - 2010.09
Technical Consultant
Orange Business Services (Equant Technology Services India Pvt Ltd)
2007.07 - 2009.06
Bachelor of Engineering - Electronics
A.C. Patil College of Engineering
2003.01 - 2007.05