Jeevan Kumar profile photo 1 on Tal

Jeevan Kumar

Banking & Financial Services Professional | MBA (Marketing & Finance) | Relationship Management | Business Analysis | Digital Transformation

Greater Bengaluru Area

1+ year of work experience

Reliance Industries Limited
Nov 20253 mosJan 2026

Bengaluru, Karnataka, India

• Business Requirement Analysis: Worked with business and technical teams to understand business needs and convert them into clear system requirements. • Testing & Process Improvement: Performed requirement analysis, User Acceptance Testing (UAT), and system testing to ensure smooth implementation while improving business processes and user experience. • Team Collaboration: Coordinated with product, technology, and operations teams to resolve issues, improve system functionality, and ensure successful project delivery. • Platform Launch Support: Supported the successful pilot launch of the AIDA Grab Deals platform by assisting FMCG distribution and B2C digital commerce operations, helping improve distributor engagement and overall business performance.
HDFC Bank
May 20241 yrApr 2025

Bengaluru, Karnataka, India

• Relationship & Portfolio Management: Managed customer relationships and a highvalue banking portfolio by delivering personalized financial solutions, ensuring superior service quality, customer retention, and business growth. • Business Development & Revenue Growth: Drove CASA acquisition, cross-sold banking products, and achieved sales targets through proactive customer engagement, lead generation, and consultative selling across loans, insurance, and investment products. • Financial Advisory & Customer Solutions: Advised retail, HNI, and NRI customers on banking, lending, investment, and insurance solutions based on financial needs while strengthening long-term client relationships. • Compliance & Operations: Followed KYC, AML, and banking regulations while managing customer accounts, resolving customer queries, and promoting banking products through branch visits, phone calls, and email.
DRIVETUNED
Jun 20233 mosAug 2023

Bengaluru, Karnataka, India

Contributed to the success of Drive Tuned Techologies as a dynamic Marketing and sales intern, where I actively participated in market research , devised strategic promotional campaigns and collaborated with cross functional teams to drive brand visibility.
DRIVETUNED
Jun 20233 mosAug 2023

Education

Jain (Deemed-to-be University)

BMS, Aviation/Airway Management and Operations

Jain (Deemed-to-be University)

20183 yrs2021
Jain (Deemed-to-be University)

Master of Business Administration, Marketing

Jain (Deemed-to-be University)

20222 yrs2024

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Headline

Banking & Financial Services Professional | MBA (Marketing & Finance) | Relationship Management | Business Analysis | Digital Transformation

About

Results-driven Business & Banking Professional with an MBA in Marketing and Finance, bringing experience across Banking, Financial Services, Business Analysis, and Digital Transformation. Proven expertise in relationship management, business development, stakeholder engagement, and process optimization, with a strong track record of delivering measurable business growth and operational excellence. Experienced in managing high-value customer portfolios, driving CASA growth, cross-selling financial products, and providing strategic financial solutions to retail, HNI, and NRI clients. Recognized for consistently exceeding revenue targets, building long-term client relationships, and delivering exceptional customer experiences while ensuring regulatory compliance. More recently, transitioned into Business Systems Analysis, partnering with cross-functional business and technology teams to translate business requirements into scalable digital solutions. Hands-on experience in requirement gathering, User Acceptance Testing (UAT), process improvement, and supporting the successful rollout of digital commerce initiatives, enabling enhanced distributor engagement and operational efficiency. I thrive at the intersection of business strategy, customer-centricity, and technology, leveraging analytical thinking and collaborative leadership to solve complex business challenges. Passionate about driving digital transformation, optimizing business processes, and creating sustainable value for customers and organizations. *Core Expertise* : Business Analysis | Digital Transformation | Relationship Management | Stakeholder Management | Business Development | Financial Advisory | CASA & Portfolio Management | Process Improvement | UAT & System Testing | Cross-Functional Collaboration | Customer Experience | Banking Operations | Revenue Growth

Location

Greater Bengaluru Area

Work experience

Business System Analyst at Reliance Industries Limited, Nov 2025 - Jan 2026 · 3 mos, Bengaluru, Karnataka, India, • Business Requirement Analysis: Worked with business and technical teams to understand business needs and convert them into clear system requirements. • Testing & Process Improvement: Performed requirement analysis, User Acceptance Testing (UAT), and system testing to ensure smooth implementation while improving business processes and user experience. • Team Collaboration: Coordinated with product, technology, and operations teams to resolve issues, improve system functionality, and ensure successful project delivery. • Platform Launch Support: Supported the successful pilot launch of the AIDA Grab Deals platform by assisting FMCG distribution and B2C digital commerce operations, helping improve distributor engagement and overall business performance.

Relationship Manager at HDFC Bank, May 2024 - Apr 2025 · 1 yr, Bengaluru, Karnataka, India, • Relationship & Portfolio Management: Managed customer relationships and a highvalue banking portfolio by delivering personalized financial solutions, ensuring superior service quality, customer retention, and business growth. • Business Development & Revenue Growth: Drove CASA acquisition, cross-sold banking products, and achieved sales targets through proactive customer engagement, lead generation, and consultative selling across loans, insurance, and investment products. • Financial Advisory & Customer Solutions: Advised retail, HNI, and NRI customers on banking, lending, investment, and insurance solutions based on financial needs while strengthening long-term client relationships. • Compliance & Operations: Followed KYC, AML, and banking regulations while managing customer accounts, resolving customer queries, and promoting banking products through branch visits, phone calls, and email.

Marketing Specialist at DRIVETUNED, Jun 2023 - Aug 2023 · 3 mos, Bengaluru, Karnataka, India, Contributed to the success of Drive Tuned Techologies as a dynamic Marketing and sales intern, where I actively participated in market research , devised strategic promotional campaigns and collaborated with cross functional teams to drive brand visibility.

Marketing Intern at DRIVETUNED, Jun 2023 - Aug 2023 · 3 mos

Education

BMS, Aviation/Airway Management and Operations, Jain (Deemed-to-be University)

Master of Business Administration, Marketing, Jain (Deemed-to-be University)