Vikas Bansal

Source new clients in consulting and private equity domains. Maintain the existing portfolio and deepen the client relationship by cross selling different products and increasing the stickiness to the bank.

Maintaining the existing portfolio of the bank and increase the cross sell

• Worked as a Relationship Manager for the Indian Financial Institutions. Assessing banking needs of clients and carry due diligence. Worked closely with product teams to structure banking solutions for clients • Sourced new relationships and grow and maintain profitable and broad based relationship (both asset and liability) with existing clients. Understanding the legal aspects and documentation involved in a transaction

• Evaluated and screened a deal from credit perspective through detailed financial modeling, company / sector due diligence, deal structure and legal documentation • Preparation of sectoral reports and benchmarking of firms to its peers in the sector • Continuously scan the external environment and analyze the impact of any change on the bank’s portfolio. In case of stress, liaison with business team to develop the risk mitigating strategies

• The project aimed at reducing the advertising cost of sending promotional emails to customers by finance companies • Developed a model to identify the customers that had high probability of responding to the email campaign and henceforth, increasing the success rate of customer response from 2% to 8%

Finance & Marketing

Minor Degree in Electronics & Electrical Communication Engineering