See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Jyoti Bisht is a seasoned professional with extensive experience in the banking and finance sector. She holds a Chartered Accountant (CA) degree from The Institute of Chartered Accountants of India and a Post Graduate Diploma in Treasury & Forex Management from ICFAI Distance Education. Her proficiency in English and Hindi enables her to effectively communicate with clients and stakeholders across diverse linguistic backgrounds. Throughout her career, Jyoti has demonstrated expertise in risk management, product development, and portfolio management, having worked with prominent banks such as Kotak Mahindra Bank and YES BANK. Her educational background and professional experience have equipped her with a strong foundation in accounting, finance, and banking, allowing her to provide valuable insights and guidance to clients. Jyoti's skills include business banking, product development, risk management, and portfolio management, making her a valuable asset to any organization. With over 14 years of experience in the banking sector, Jyoti has established herself as a trusted and respected professional in her field. Her expertise and professionalism have earned her a reputation as a skilled and accomplished individual in the banking and finance industry.

Experience

  • Kotak Mahindra Bank
    • Mumbai, Maharashtra, India
    • Vice President Product- Working Capital
      • Jun 2022 - Present
      • Mumbai, Maharashtra, India

    • India
    • Banking
    • 700 & Above Employee
    • Executive Vice President
      • Apr 2021 - Jun 2022

    • Senior Vice President Product
      • Jul 2018 - Apr 2021

    • Vice President Business Banking Product
      • Aug 2017 - Jul 2018

    • VP Risk Management Policy
      • Oct 2014 - Aug 2017

    • Assistant Vice President Risk Management
      • Jul 2013 - Sep 2014

      Business Banking

    • Senior Manager - Risk Management
      • Oct 2011 - Jun 2013

      Associated with the Business Banking (SME) vertical at Yes Bank. Responsible for evaluation of credit proposals through independent credit appraisal. Undertake client visits to understand the clients' business model, requirements etc. and highlight associated risks. Manage client portfolio by way of active tracking and monitoring of the health of accounts. Evaluate the existing portfolio basis the latest industry updates and Identify "close monitoring" or "concern accounts" to raise appropriate flags.

    • Manager - Risk Management
      • Apr 2010 - Sep 2011

    • Associate - Risk Management
      • Nov 2007 - Apr 2010

    • Senior Article
      • Oct 2005 - Dec 2006
      • Mumbai Area, India

      Involved in Bank Audits including concurrent audits for treasury mid office for a leading Indian Private Bank

  • N. A. Shah Associates LLP
    • Mumbai Area, India
    • Article
      • Dec 2003 - Oct 2005
      • Mumbai Area, India

      Involved in Statutory, special & Internal Audits of Mid-sized companies in Mumbai and Ahmedabad regions. The clients spanned across different industries viz. Pharmaceuticals, Textiles, Services etc.

Education

  • 2004 - 2007
    The Institute of Chartered Accountants of India
    CA, Accounting and Finance
  • 2004 - 2005
    ICFAI Distance Education
    Post Graduate Diploma in Treasury & Forex Management, Treasury & Forex Management
  • 2001 - 2004
    SIES College of Management Studies - India
    Bachelor of Commerce (BCom), Accounting and Finance
  • 1999 - 2000
    Bharati Vidyapeeth
    AISSCE
  • 1989 - 1998
    Kendriya Vidyalaya

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles