SUMIT JAIN

Mobile: +91-9899832534 ~ E-Mail: sumit28.01jain@gmail.com

Professional Brief

 An astute professional with nearly 13 years of quality experience in Banking, Business Development and
Administration, Digital Marketing & Project Management; currently associated with Axis Bank Ltd as AVP-
Project Manager.
 Excels in managing large teams successfully attaining SLA metrics, sustaining processes at desired levels,
transaction monitoring, forecasting & scheduling, effectuating process enhancement initiatives as well as
supporting clients in streamlining processes.
 Successfully handling the operations of retail banking and overall administration of the bank along with making
smooth relationship with prospective client for generating revenues.
 Quality understanding of Business Processes and Structured Methodologies for running smooth Banking
operations; in creating internal control procedures & operating designated branches as separate profit centres.
 Ability to support and sustain a positive work environment that fosters team performance. Possess proactive
attitude, capability to think in & out of the box.
 An effective communicator with strong leadership, relationship management, coordination and analytical skills.

Areas of Strength

~ Business Analysis ~ Process Management ~ Process Transitioning

~ Project Management/ Delivery ~ Retail Operations ~ Performance Management
~ Customer Service ~ Expansion/ Growth Initiatives
~ Quality Control/ Quality Assurance ~ Team Management

Experience Scan

Nov’22 - Till Date Axis Bank Ltd AVP - Project Manager (Branch Banking Operations)

Key Deliverables
 Banking project transformation and Project Management
 System development, Enhancement and Automation of Banking Process
 Governance Control, STP design and Cost Reduction
 Review for improving operational efficiency and manage Risks
 Implementation of intelligent Branch Automation System for more than 500 branches
 Imparting Training to branches for new process automation
 Designing and scripting Audio Video Training material, Knowledge Series EDM’s for Branches Learning
 Designing and conducting Brain Teasers and contest for higher productivity
 Overseeing all aspects of project planning and execution; designing BRD, breaking the projects into tasks,
defining milestone, setting an appropriate schedule and highlighting dependencies.

Feb’20- Nov’22 Axis Bank Ltd AVP - Product Sales Manager (CMS)

Key Deliverables

 Ensuring the steady flow of CMS business & ensuring that client servicing is appropriate and consistently
maintained at a high level.
 Providing structured and customized solution of collections and payments by corporate through Cash Management
Products.
 End to end solution and training session to corporate for smooth onboarding.
 Handling CMS Sales for Rajasthan Circle (FY 20-21) and Strategic Clientele Group North
 Coordinating with Relationship teams for enabling CMS Facility to NTB/ Existing clients of the bank.
 Meeting agreed revenue targets for CMS through various campaign/contest to increase CDAB/Fee & required
Throughput.
 Meeting agreed targets with respect to new client acquisitions for CMS.
 Providing end to end solutions for clients including collection, payments and Statutory Payments.
 Conduct training and update the business Groups on new product across various products from time to time
 Structuring product/pricing requirements for specific catchments / customer groups basis identified opportunity.
 Regularly liaising with internal and external contacts to promote banks products & higher wallet share.
 Monitoring key accounts in the region for revenues & value growth and cross sell opportunities.
Dec’18- Feb’20 YES Bank Ltd AVP - Product Sales Manager (CMS)

Key Deliverables

 Ensuring the steady flow of CMS business & ensuring that client servicing is appropriate and consistently
maintained at a high level.
 Providing structured and customized solution of collections and payments by corporate through Cash Management
Products.
 End to end solution and training session to corporate for smooth onboarding.
 Coordinating with Relationship teams for enabling CMS Facility to NTB/ Existing clients of the bank.
 Meeting agreed revenue targets for CMS & Capital Markets business.
 Meeting agreed targets with respect to new client acquisitions
 Conduct training and update the business Groups on new product across various products from time to time
 Structuring product/pricing requirements for specific catchments / customer groups basis identified opportunity.
 Regularly liaising with internal and external contacts to promote banks products & higher wallet share.
 Monitoring key accounts in the region for revenues & value growth and cross sell opportunities.

Feb’18- Dec’18 State Bank of India Sr. Mgr. - Product Specialist (Current Account)

Key Deliverables

 Designing of new Liabilities Product – Current Account and marketing of the same.
 Apprising the Web Portal with the Current Account Products and introduction of LMS.
 Development of CRM tool for deepening of the relationship with the clients.
 Customization of Existing Current Account Products as per Clients requirement.
 Development of strategies to shape-up the depleting business.
 Development of Marketing Strategies for Pushing Current Account growth.
 Development of strategies for Rebranding of Current Account Products.
 Conducting Quiz to enhance the knowledge of the Ground Level Staff.
 Designing of new Campaigns for Increasing the growth in No of Current Account opened and MAB maintained.

Key Projects

 Successful Launch of New Current Account Variants i.e. Regular, Silver, Gold, Diamond & Platinum
 Implementation of settlement process for Cross country Rupay Card Settlement between India and Bhutan.

Feb’17- Feb’18 Accenture Solutions India Pvt Ltd Senior Software Analyst

Key Deliverables

 Involved in developing and execution of test plans and prepared their strategies.
 Expertise with SQL queries for backend testing and validated database, comparing the Data.
 Preparing detailed test plan, test scripts and test cases by understanding the business logic and user
requirements.
 Experience in working both Waterfall and Agile Model for product delivery.
 Responsible for managing a team, planning activities, creating test plan and standard templates (Daily status,
defect status, defect process etc.)
 Preparing Weekly and Delivery status reports and defect reports for daily status meetings, and sending them to
all the stakeholders of the project

August’16 - Feb’17 Product Solution RM-CA & CMS North AXIS BANK Manager

Key Deliverables

 Liaising with the core product team to understand client requirement and implement the right product suite
 Experience in Setting up of Host to Host Payment and collection setup of clients
 Experience in setup of UPI collection, QR based collections and Mobile App for clients.
 Experience in Marketing, Promotion and sales of FASTAG for North.
 Experience in being part of core team for the setting up the Mandate Documentation
 Visiting branches and RM’s at regional location to discuss Marketing strategies & Promotion of CMS product and
deal closures
 Training branches and RM’s within Zone on CMS Products and Processes
 Joint meeting with RMs whenever necessary to pitch CMS products
 Provide feedback for improvement in existing product suite and processes
 Effective relationship management through satisfactory customer service & timely resolution of customer queries/
issues on CMS products

April’15 - Aug’16 Customer Service office, New Delhi Main Branch Manager

Key Deliverables

 Experience in planning & implementation of new Business processes for both collection & payments.
 Experience in handling PDC cycle lodgement.
 Coordinate with Business Banking RMs, CCPH & other departments of the Bank with regard to implementation of
mandates sourced by Business Banking Department Ensure handholding of customer in respect of new mandates
sourced by Business Banking Department.
 Supervise successful completion of dividend warrants from initial artwork approval, RBI/NPCI testing till the
execution date.
 Experience in handling operational activities of CMS & account reconciliation.

July’14 - April’15 Service RM, Transaction Banking Center Axis Bank, New Delhi Manager

July’12 TO June’14 Service RM, Transaction Banking Center Axis Bank, New Delhi Deputy Manager
Key Deliverables

 Experience in planning implementation of CMS process that include collection & payments.
 Coordinate with Business Banking RMs, CCPH & other departments of the Bank with regard to implementation of
mandates sourced by Business Banking Department Ensure handholding of customer in respect of new mandates
sourced by Business Banking Department.
 Ensure that the customer is owned by TBC and render all such support that is required in respect of mandates
handled.
 Supervise successful completion of sale of prospectus & fee collection mandates in coordination with Centralised
Team.
 Supervise successful completion of dividend warrants from initial artwork approval, RBI/NPCI testing till the
execution date.
 Handle servicing any new products introduced. Ensure that the queries of RMs & Clients stands resolved.

Roles & Resposibilities

 Responsible for customer delivery.

 Handling relationship for Large, Mid & Small size corporate for Delhi/NCR region

Feb’10 – July’12 FDO, Axis Bank, New Delhi Assistant Manager

Key Deliverables

 Experience in planning implementation of retail banking related process including business development of an
array of retail asset.
 Carrying out the selling of bank products (Mutual Funds, Bonds, etc.) for account profitability, maximum returns,
minimum liquidity position and increased profitability.

Notable Highlights

 Handled daily operations for a retail bank, including branch sales, business development and customer service.
 Honed expertise in cross-selling of banking services and products to clientele.

Oct‘09 – Feb’10 WNS, Gurgaon Trainee Analyst

Notable Highlights

 Involved in the collection of data from various sources e.g. Hoover’s, Zoominfo, Capital IQ, etc.
 Adroitly conducted the Analysis and data interpretation.
 Possesses extensive Knowledge for head hunting.

Apr’09 – Oct’09 Pagetraffic Web-Tech Pvt. Ltd., Noida Business Analyst

Notable Highlights

 Played a key role in Marketing & sourcing of clients; conducted the working on proposals.
 Provided Work delegation to concerned department & team.
 Generated timeline for successful delivery of project.
 Possesses excellent Knowledge of SEO & PHP open source content management system.
 Actively served as an intermediary between the client and the developer team.

Other Highlights

Academia

 2009 MBA (Marketing & IT) from Guru Gobind Singh Indraprastha University, New Delhi; secured 72%.
 2007 Bachelor of Science (Computer Science) from Delhi University, Delhi; secured 62%.
 2004 N.C. Jindal Public School, Delhi, CBSE; secured 68%.
 2002 N.C. Jindal Public School, Delhi, CBSE; secured 76%.

Computer Proficiency

 Proficient in Internet Applications and Windows Vista/ XP.

 Well versed with MS Office Suite (Excel, Word and PowerPoint).

Personal Details

Date of Birth : 28.01.87

Contact Address : 67, Arihant Nagar, West Punjabi Bagh, New Delhi – 110026.
Languages Known : English and Hindi.