Pratik Jhaveri
Key Accounts Management
Mumbai
Summary
Performance oriented Sales specialist with 14 years of experience in the BFSI industry. Skilled at developing innovative and sustainable solutions to address challenges and opportunities in the dynamic financial landscape. Extensive expertise in retail and MSME banking, as well as a deep understanding of Fintech innovation. Specializes in data, analytical, and technology sales, as well as RFP processes.
Overview
2025
2025
years of professional experience
6
6
years of post-secondary education
Work History
Assistant Vice President - Sales
TransUnion CIBIL Limited
4 2015 - Current
- Creating New Opportunities for Acquisition, Analytical, Risk, Technological & Fraud Solutions catering to Banks & Financial Institutions along with End-to-End Customer Relationship Management
- Successfully bidding and winning RFP solutions in Public sector Banks
- Negotiated multi million dollar contracts with clients, resulting in substantial long-term revenue generation for the organization leading to exceeding sales quotas every year
- Increased profitability through effective sales strategy and business planning. Growing the business by more than 30 % YoY almost every year
- Analytical and Technological consulting to help banks to improve efficiencies in their processes, growth and profitability
- End to End sales journey from prospecting, consulting, demos, negotiations, deal closure, go-live and post sales penetration
- Retain accounts through the development of strong relationships with CXOs, key decision makers, senior and technical level, delivering ongoing market analysis and assessment of competitors
- Address client concerns and ensure the resolution of issues in a timely manner
- Extensive usage of Salesforce for an end-to-end Account Management
- Maintained a high level of product knowledge through continuous professional development, enabling better client education and support during sales presentations.
Manager - Corporate Sales
Cogencis Information Services Ltd
10.2012 - 03.2015
- Role involves selling the Cogencis Workstation to new business prospects and to manage a given portfolio of existing clients which include Reliance Industries, Essar Ltd, Aditya Birla Group, L&T group, Mahindra Group
- Creating End-To- End Risk Management solutions and valuation solutions for corporates Role involves interaction with CFO’s/CEOs or senior management or Treasury of all concerned organization as part of Top Down Account Management Strategy, understanding their information and data requirements and providing a solution in form of a customized workstation, then partnering with the technical team to customize workstation solution
- Signed the largest deal in the corporate space for the company of 7 Terminals sizing in to a few crores.
Manager - Key Accounts
RentWorks India Private Ltd.
04.2011 - 10.2012
- Generate business from a designated set of Accounts by Creating, Developing and Implementing Lease Rental Solutions to Improve/Sustains bottom-line of the Clients
- Increase the Share of wallet by expanding the Asset Portfolio under Lease
- Responsible for Business Development and Account Manager in West, North and South India and managing CXO level engagements
- Job also Involves Concept Selling of Operating Lease to different departments in each company and expanding the horizon to different group companies, signing the Master Rental Agreements, structuring deals in terms of IRR for new deals/ different Equipment and forming an End of Term Strategy for Expiring Lease along with in house deal evaluation reports
- Conducted regular account reviews with clients to assess performance, identify areas for improvement, and strategize future growth opportunities.
Software Engineer
Infosys Technologies Ltd
08.2007 - 07.2009
- Worked in all stages of Software Development Lifecycle under projects for Aetna as client and headed a team of 4 members for a project
- Handled core project activities like Requirement gathering and Impact Analysis, Design, Build, Unit and Integration Testing, Reviews
- Key member of the design team along with process and configuration management
- In-charge of all the day to day requests from the client side and also POC for SCSR team
- Analyzed the client requirements, developed and documented the preliminary solution for them
- Identify training needs and conduct in-house training sessions for team members as per the requirements of the project
Education
MMS (Master of Management Studies) - Finance
Somaiya Institute Of Management Studies & Research
Mumbai, India 07.2009 - 05.2011
Bachelor of Engineering - Information Technology
Thadomal Shahani Engineering College
Mumbai, India 07.2003 - 06.2007
Skills
Sales strategy development
Problem-solving
Negotiation expertise
Sales presentations
Teamwork and collaboration
Multitasking
Timeline
Manager - Corporate Sales
Cogencis Information Services Ltd
10.2012 - 03.2015
Manager - Key Accounts
RentWorks India Private Ltd.
04.2011 - 10.2012
MMS (Master of Management Studies) - Finance
Somaiya Institute Of Management Studies & Research
07.2009 - 05.2011
Software Engineer
Infosys Technologies Ltd
08.2007 - 07.2009
Bachelor of Engineering - Information Technology
Thadomal Shahani Engineering College
07.2003 - 06.2007
Assistant Vice President - Sales
TransUnion CIBIL Limited
4 2015 - Current
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