Sandeep Jain, CDCS

Sandeep Jain, CDCS

Senior Sales Manager

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location of Sandeep Jain, CDCSDelhi, India

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  • Timeline

  • About me

    Vice President Commercial Banking at Citibank N.A. India

  • Education

    • Symbiosis Institute of Management Studies

      -
      PGDBM in International Finance International Finance
    • Delhi University

      -
      Bachelor's Degree Commerce
  • Experience

    • Investone(an affliate of Citigroup)

      Jan 2001 - Jul 2006
      Senior Sales Manager
    • ICICI Bank

      Aug 2006 - Jul 2008
      Elite Trade Relationship Manager
    • Citibank India

      Aug 2008 - Jan 2020

      Managing portfolio of highly sensitive and priority corporate clients predominantly with turnover ranging from 10 crores to 200 crores.Working purely on revenue model at branch level.Responsible for end to end service delivery to existing and new to bank clients primarily on transaction, commercial and wealth management platform along with acting as liason between different verticals of Citibank business planning laying out and planning of timely business plans for achievement of key results areas taking into consideration the current market scenario and key product proposition.Managing special transactions which requires regular involvement and specific approvals(FCGPR, FCTRS, ECB, FCY loans etc.)Identifying opportunities for cross sell of bank products and services to existing customer as well as generating referrals to expand the customer base by acquiring new to bank (NTB) customers.Compliance and Conformance - Maintained internal and external control standards including the timely implementation of internal and external audits. Show less

      • Assistant Vice President Commercial Banking

        Jan 2017 - Jan 2020
      • Senior Manager Commercial Banking

        Jan 2012 - Jan 2017
      • Citigold Relationship Manager

        Aug 2008 - Jan 2012
    • Citibank N.A. India

      Jan 2020 - now
      Vice President Commercial Banking
  • Licenses & Certifications

    • CDCS (Certified Documentary Credit Specialist)

      The London Institute of Banking & Finance
      Jan 2023
    • Foundations of Investment Management

      Wharton Online
      Sept 2020
      View certificate certificate
    • Citi Wharton Global Wealth Institute

      Wharton Executive Education
      Nov 2020
      View certificate certificate
    • Certified course in Foreign Exchange

      IIBF
      Jul 2018
  • Honors & Awards

    • Awarded to Sandeep Jain, CDCS
      Regional Chairman Council (RCC) Award Citibank