Apr 2022 – Apr 2024 · 2 yrs · Mumbai, Maharashtra, India

• Relationship Management: Build and nurture strong relationships with key clients in the supply chain industry and understand client business objectives and challenges, positioning our services as strategic solutions.
• Working Capital Optimization: Conduct thorough assessments of clients' supply chain requirements and challenges. Collaborate with clients to identify areas for improvement and recommend tailored solutions.Enabling more than $6 billion in working capital annually.
• Cash Flow Management : Work closely with internal teams, including operations, and technology and corporate coverage, to design customized supply chain solutions.
• Ensure proposed solutions align with clients' business goals and objectives.
• Credit Underwriting: Prepare and present comprehensive proposals that outline recommended our price points, and anticipated benefits.
• Customization and Branding: Oversee the implementation of supply chain solutions, ensuring seamless execution and client satisfaction.
• Market Expansion:
• Through BaaS, businesses can diversify their product or service portfolios by incorporating financial offerings, fostering customer loyalty, and tapping into new revenue streams.
• Key Areas-
• Digital Kyc and onboarding platform
• Embedded finance platforms
• Anchor led/ Vendor-led supply chain financing platform
• Receivable financing
• Loan Management System
• Pre-shipment financing
• Deep-Tier financing
• BAAS
• Payment Processing
• Digital Payments

Aug 2021 – Mar 2022 · 7 mos · Mumbai, Maharashtra, India

• Client Relationship Management:
• Cultivate and maintain strong relationships with clients to understand their financial goals and working capital requirements.
• Serve as the main point of contact for clients, addressing inquiries, concerns, and providing financial advice.
• Working Capital Analysis:
• Conduct comprehensive assessments of clients' working capital management practices.
• Analyze cash conversion cycles, receivables, payables, and inventory turnover to identify areas for improvement.
• Credit Risk Assessment:
• Assess the creditworthiness of clients to determine appropriate working capital financing structures.
• Work closely with credit analysts and underwriters to evaluate and mitigate credit risks.
• financial Modeling:
• Develop and maintain financial models to forecast and analyze clients' working capital needs.
• Provide insights into potential cash flow challenges and propose proactive solutions.
• Cross-Selling Financial Products:
• Identify opportunities to cross-sell additional financial products and services, such as trade finance, supply chain finance, liability CASA products or treasury management solutions.
• Collaborate with product specialists to tailor offerings to meet client needs.
• Monitoring and Reporting:
• Implement tracking mechanisms to monitor the performance of working capital solutions.
• Generate regular reports on key performance indicators and financial metrics.

Jun 2019 – Jul 2021 · 2 yrs 1 mo · Mumbai, Maharashtra, India

• Client Relationship Management:
• Cultivate and maintain strong relationships with clients to understand their financial goals and working capital requirements.
• Serve as the main point of contact for clients, addressing inquiries, concerns, and providing financial advice.
• Working Capital Analysis:
• Conduct comprehensive assessments of clients' working capital management practices.
• Analyze cash conversion cycles, receivables, payables, and inventory turnover to identify areas for improvement.
• Credit Risk Assessment:
• Assess the creditworthiness of clients to determine appropriate working capital financing structures.
• Work closely with credit analysts and underwriters to evaluate and mitigate credit risks.
• financial Modeling:
• Develop and maintain financial models to forecast and analyze clients' working capital needs.
• Provide insights into potential cash flow challenges and propose proactive solutions.
• Cross-Selling Financial Products:
• Identify opportunities to cross-sell additional financial products and services, such as trade finance, supply chain finance, liability CASA products or treasury management solutions.
• Collaborate with product specialists to tailor offerings to meet client needs.
• Monitoring and Reporting:
• Implement tracking mechanisms to monitor the performance of working capital solutions.
• Generate regular reports on key performance indicators and financial metrics.