Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Bhavesh Jain

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.)
10.2024 - 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.
02.2023 - 10.2024
  • 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
01.2023 - 02.2023
  • 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.
11.2015 - 01.2023
  • 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
03.2012 - 11.2015
  • 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.
07.2009 - 09.2010
  • Managed the installation and commissioning of Alcatel voice products

Technical Consultant

Orange Business Services (Equant Technology Services India Pvt Ltd)
07.2007 - 06.2009
  • 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
09.2010 - 03.2012

Bachelor of Engineering - Electronics

A.C. Patil College of Engineering
Mumbai
01.2003 - 05.2007

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.)
10.2024 - Current

DVP Credit- Structured Finance Group

Kotak Mahindra Bank Ltd.
02.2023 - 10.2024

DVP-1, Senior Analyst - SME Team

IndusInd Bank Ltd
01.2023 - 02.2023

Regional Credit Manager, SME Division

Mahindra & Mahindra Financial Services Ltd.
11.2015 - 01.2023

Credit Analyst

Union Bank of India
03.2012 - 11.2015

Master of Management Studies - Finance

N.L. Dalmia Institute of Management Studies And Research
09.2010 - 03.2012

Customer Support Engineer

ABS India Pvt. Ltd.
07.2009 - 09.2010

Technical Consultant

Orange Business Services (Equant Technology Services India Pvt Ltd)
07.2007 - 06.2009

Bachelor of Engineering - Electronics

A.C. Patil College of Engineering
01.2003 - 05.2007
Bhavesh JainFinance Professional