+91-99537 76253


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Business Banker - Resume Example & Template

A Business Banking Specialist anticipates the needs of future and existing Small Business customers and calls on them on a regular basis to create new connections and grow existing ones. Business bankers assist their clients in making the best financial decisions possible by guiding them through the various services, procedures, and products available, such as stocks, bonds, loans, foreign transactions, real estate, trade credits, and insurance policies. They offer a wide range of products and services, including business deposit accounts, treasury management, business credit cards, and payment processing. Business bankers work together with other bank employees to ensure that their clients' special needs are satisfied.

Resume of Business Banker in Text Format


Phone Number:  9953776253 | Email : | LinkedIn:

BUSINESS BANKER-leveraging 10+ years of experience


Expert in strategic sales, banking and financial operations, business development solutions, and customer service. Extensive financial and management skills, as well as hands-on expertise conducting and supervising a wide range of transactions for clients, have earned him a high reputation. Capable of performing a variety of tasks in a fast-paced and demanding work environment. Effective at collaborating with cross-functional teams to achieve company goals and drive the transformation of concepts into actionable business strategies.



  • Proficient in meeting with corporate clients, listening to their needs and goals, and proposing recommendations on how they can meet these goals.
  • Skilled in maintaining consistent communication with clients through outbound calls and personal onsite visits.
  • Highly skilled in developing strong professional relationships with members of the bank’s other departments, as well as external representatives.
  • Adept at assisting clients with services and products such as loans, cash management, bank accounts, interest rate swaps, letters of credit, foreign exchange, insurance, and others.
  • Established in monitoring clients’ finances regularly and maintaining updated paperwork or account records.



  • Sale Cycle Management
  • Customer Service & Account Retention
  • Financial Management
  • Strategic Planning & Implementation
  • Portfolio Management
  • Commercial Relationship Management
  • General & Administration Management
  • Project Management
  • Risk Analysis and Management 
  • Process Development
  • Report Generation
  • Client Relations
  • Cross-Functional Collaboration
  • Staff Training and Development
  • Expense Reporting




Kotak Mahindra, Noida | Jan. 2019 – Feb 2022

Senior Business Banker 

  • Managed, acquired, and built new business relationships by prospect and branch leads, partner referral, and working centers of influence.
  • Developed prospecting tools and techniques to aid in the client-building process.
  • Developed and maintained relationships with partners to maximize sales opportunities.
  • Collected and attained relevant financial information from clients, to aid in credit opportunities that provided additional capital for the expansion of their business and/or to satisfy gaps in their cash flow.
  • Maximized the relationship growth of the company by utilizing cross-sell opportunities of multiple products and referring to the appropriate channels such as financial advisors, loan officers, and relationship managers.
  • Communicated financial information to business owners, CEOs, CFO and, company presidents that help meet various business needs and solve financial problems.
  • Contributed to multiple branch team efforts by referring clients to different areas of the financial institution, meeting with various departments’ managers and other in-branch personnel to aid in team goal accomplishments.


YES BANK, Greater Noida | Apr. 2015 – Dec 2018

Business Banker  

  • Developed new-to-bank business relationships as well as cross-marketing of services to existing business clients with annual revenues up to $5 million.
  • Responsible for client satisfaction and relationship profitability, while providing business customers with a single point of contact.
  • Provided product specialists with qualified referrals for cross-selling. Assisting in closing deals across all products.
  • Ensured customers meet credit/compliance criteria before submitting to centralized credit for approval up to $1,000,000.
  • Partnered with the various businesses (i.e., Retail banking, treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.
  • Maintained frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts.
  • Strictly adhered to internal control policies such as the account opening protocols of accurate collection, completion, and updating of all required documentation.
  • Ensured that the organizations' activities are carried out in accordance with all regulatory, legal, and governmental regulation


IDFC FIRST Bank, Greater Noida | Sept. 2013 - Aug. 2015 

Business Banker

  • Responsible for business development through cold calling and phone solicitation for companies with up to $50 million in revenue advising them on banking solutions including deposit accounts, loans.
  • Collaborated with programs, treasury management, and merchant services as well as partnered with other departments such as mortgages, private bankers, and retail branches.
  • Responsible for growing and managing a $20 million loan portfolio, as well as cross-selling others.
  • Managed the bank products to the loan-only customers; also responsible for handling the past due activity of the loan portfolio.
  • Underwrote for the top producing commercial loan officers in the north Alabama region, ranging from equipment/inventory financing, account receivable lines of credit, residential construction loans.
  • Responsible for correctly rating credits, monitoring past dues, monitoring covenant requirements, and monitoring document exceptions.
  • Managed all small business loan applications for superior banks, as well as the smaller commercial loans.


DBS Bank, Gurgaon | Mar. 2011 - Aug. 2013 

Business Banker Analyst 

  • Developed and implemented strategic plans to grow and maintain consumer and business banking relationships within the affluent market.
  • Reviewed financial documentation and facts to analyze, evaluate and assist business clients with appropriate credit structure.
  • Providing clients with strategies to structure their personal and business debt based on comprehensive needs assessment.
  • Solicited new deposit and loan opportunities from existing clients, and prospects.
  • Introduced clients to internal business partners to deepen relationships and deliver specialized solutions.
  • Worked with clients on repositioning deposit balances, investments, and retirement accounts as part of a comprehensive financial strategy.
  • Designed and executed marketing activities for prospects for portfolio growth and networking opportunities within the financial services industry.
  • Mitigated risk and loss by adhering to bank policy and regulatory compliance.


Deutsche Bank, Gurgaon | Mar. 2010 - Apr. 2011 

Business Banker Analyst 

  • Developed, maintained, and delivered monthly analyses and reports ensuring the accuracy of the information and outlining key drivers.
  • Performed general ad hoc analysis of financial and operational data for trends and variances.
  • Using historical information along with changes in the market and business environment.
  • Created one-page briefs that included a high-level business description, valuation, and industry.
  • Developed financial models and added valuations for financing, structure, and cash flow.
  • Compiled company information into professional PowerPoint presentations for use with investors.



  • Education – MBA (Accounting and Finance) | VIPS | 2010 
  • BBA, Indraprastha University | 2008



Languages Known: English, Hindi & German 



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