Heena Jain
Business Development Manager - Retail Banking
Sydney,NSW
Summary
Self driven manager with excellent employee development, customer service and analytics skills coupled with more than 11 years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.
Overview
11
11
years of professional experience
21
21
years of post-secondary education
Work History
VICE PRESIDENT BUSINESS DEVELOPMENT MANAGER
HSBC Bank
01.2023 - Current
- Managing 400 corporate relationships across Mid/Large/New Age companies and managing their stakeholders' personal accounts.
- Maximizing the revenue by Cross-Selling of other products like mortgage products, LAPS, insurances, corporate current accounts, asset products, Credit Cards and other retail branch banking products
- Top performing manager in terms of generating revenue and new to bank acquisitions.
- Develop and implement sales strategies to increase the bank's market share.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Collaborated with senior management to develop strategic initiatives and long term goals.
ASSOCIATE DIRECTOR - TEAM MANAGER, EMPLOYEE BANKING
Standard Chartered Bank
02.2014 - 12.2022
- Led teams of up to 15 personnel, supervising daily performance as well as training and improvement plans.
- Established strong relationships with key industry partners, creating mutually beneficial opportunities for growth and collaboration.
- Maintained compliance with industry regulations while adapting to changes in legislation or best practices as needed.
- Collaborated with cross-functional teams to generate maximum leads.
- Conducted regular performance evaluations and provided coaching to enhance team members' professional growth.
- Experienced in onboarding current account and handling working capital needs.
- Rewarded for doing highest new to bank book value in the year 2021.
BRANCH ACQUISITION MANAGER
Indusind Bank
03.2013 - 12.2013
- Achieved successful acquisitions by conducting thorough market research and identifying key targets.
- Managed deal pipelines from identification through negotiation stages, maintaining organization throughout the process.
- Developed negotiation strategies tailored to specific deals that led to favorable outcomes for all parties involved.
- Collaborated with internal stakeholders to determine the viability of potential acquisitions based on company goals and objectives.
Education
MASTERS IN BUSINESS ADMINISTRATION -
ICFAI Business School
Gurgaon, Haryana 01.2011 - 04.2013
BACHELORS IN MANAGEMENT STUDIES - undefined
AIMST
Udaipur, India 01.2009 - 04.2011
HIGH SCHOOL DEGREE - undefined
Maharana Mewar Public School
Udaipur, India 01.1992 - 04.2008
Skills
- Strategic Planning
- Team Leadership
- Coaching and Mentoring
- Decision-Making
- Results-Driven
- Business Development
- Complex Problem-Solving
Awards
- PAN India top performing manager in terms of generating revenue, new to bank acquisitions and deepening relationship with the existing customers in the existing clients at Standard Chartered Bank.
- Rewarded for doing highest new to bank book value in the year 2021 at Standard Chartered Bank.
- Got rain maker award at Standard Chartered for 4 consecutive years as a relationship manager.
- Top performing BDM in the entire country in the year 2023 at HSBC.
- Got the circle of excellence award at HSBC in 2024.
- Got the global role model award for Customer Centricity at the Circle of Excellence.
- National level Table Tennis player.
Timeline
VICE PRESIDENT BUSINESS DEVELOPMENT MANAGER
HSBC Bank
01.2023 - Current
ASSOCIATE DIRECTOR - TEAM MANAGER, EMPLOYEE BANKING
Standard Chartered Bank
02.2014 - 12.2022
BRANCH ACQUISITION MANAGER
Indusind Bank
03.2013 - 12.2013
MASTERS IN BUSINESS ADMINISTRATION -
ICFAI Business School
01.2011 - 04.2013
BACHELORS IN MANAGEMENT STUDIES - undefined
AIMST
01.2009 - 04.2011
HIGH SCHOOL DEGREE - undefined
Maharana Mewar Public School
01.1992 - 04.2008
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