KAIWALYA GULHANE
Pune
Summary
Portfolio Manager with proven expertise in leading large and complex proposals, driving innovative use of resources, and effectively managing stakeholder relationships to ensure deal winnability and revenue generation. Experience in working with cross functional teams for the development, value generation and attainment of business goals. Seeking opportunities to transform company practices into fresh, cost-effective solutions leading to more efficient customer experience.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Manager
HDFC Bank
06.2022 - Current
- Currently overseeing and maintaining portfolio valued at USD 100 million
- Presented value propositions tailored to client segments post market research & competitor analysis to develop win themes
- Gathered business requirements of Corporates and structured custom product suite
- Appraised credit applications covering products including Trade Product, Overdraft, Term Loans, Letter of Credit, Acquisition Finance, CMS etc
- Managing and interacting with multiple stakeholders (Senior Leadership, Finance, Legal, Compliance, Credit, Operations and other service lines) to build a synchronized and coherent deals
- Engaged with new to bank and existing clients to understand and analyze the functional and operational requirements within the system for catering to client engagement
- Liaising between functional, finance, legal, technical, compliance & risk to achieve customer focused responses in defined & demanding timelines for developing winning proposal
- Proposed competitive deal pricing for collection & payment solutions for corporate clients
- Created and delivered strong & compelling customer success stories
Product Manager
Tata AIG
06.2021 - 05.2022
- Hands on experience with CRMNext to document business requirements and information flows in a clearly understood manner
- Interacting with Financial Controllers to understand their strategic growth plans and working as a consultant while driving sales
- Troubleshooting and conflict resolution with different verticals in case of grievance redressal escalations
- Providing reconciliation report to the mid corporate team on overall key accounts
- Monitored system functioning to make sure policies are issued without any margin of error.
Intern
Vodafone Idea Limited
02.2020 - 05.2020
- Worked in Finance and Operations department -organized data to track current business and market trends. Provided insights on Competitor analysis and suggested ideas to cost Optimization
- Provided Reports on Financial Statement (revenue and current ratio) to Finance head.
Education
Master of Business Administration - Finance
IBS
Hyderabad, India2021
Bachelor of Computer Engineering -
Sant Gadge Baba Amravati University
Amravati2019
Skills
- Customer Relationship Management
- Requirement Analysis
- Financial Statement Analysis
- Analytical Skill
- Forecasting
- Accounting
- Project Management
- Problem Solving
Certification
- Macquarie University, Sydney certified Advanced Excel professional
- Certified as Visual Analytics in Tableau from University of California
- Marketing in Digital World from University of Pennsylvania
Additional Information
- Silver Star Award for 2023-2024
- Gold Star Award for Q2 & Q4 2022-2023 for excellent performance
- Promoted to handle large clients in the mid markets group within a span of one and half year from joining the organization
- Performance rating of One for 2023 and H1 2024
- Handled a portfolio of clients across industries like Healthcare, Pharma, Manufacturing, IT&ITES sectors.
Timeline
Manager
HDFC Bank
06.2022 - Current
Product Manager
Tata AIG
06.2021 - 05.2022
Intern
Vodafone Idea Limited
02.2020 - 05.2020
Master of Business Administration - Finance
IBS
Bachelor of Computer Engineering -
Sant Gadge Baba Amravati University
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