Vaibhav Bhatia
Corporate Banking | Mid-Corporate & Institutional Banking | Trade Finance & Forex | Credit & Working Capital | Startup Ecosystem Banking | FEMA & RBI Compliance | CXO Relationship Management
West Delhi
10+ years of work experience
Nov 20258 mosPresent
India
Managing a diverse portfolio of mid-corporate clients across multiple sectors with a strong focus on credit management, relationship expansion, and working capital structuring. Responsible for handling end-to-end corporate banking relationships by assessing client requirements, structuring suitable banking solutions, and coordinating with internal stakeholders to ensure seamless execution of banking services. Actively involved in evaluating financial statements, analyzing business performance, and preparing detailed credit proposals for working capital enhancements, renewals, and fresh sanctions. Plays a critical role in maintaining portfolio quality by monitoring account conduct, identifying early warning indicators, and ensuring adherence to regulatory & compliance frameworks. Also contributes towards strengthening liability relationships, improving client retention, & expanding wallet share through a consultative and relationship-driven approach.
Mar 20259 mosNov 2025
New Delhi, Delhi, India
Managed banking relationships for growth-stage and venture-funded startups by delivering customized banking and transactional solutions aligned with evolving business requirements. Worked closely with founders and finance teams to support domestic and cross-border banking needs including digital banking, transaction management, equity funding support, and compliance-related activities. Played an important role in onboarding high-potential startup clients and enabling seamless banking operations for businesses operating in dynamic and fast-scaling environments. Collaborated with internal product and compliance teams to deliver integrated banking solutions while ensuring adherence to FEMA and regulatory requirements. Developed strong expertise in understanding the startup ecosystem, investor-driven business models, and the operational requirements of new-age companies.
Jul 20249 mosMar 2025
Gurugram, Haryana, India
Handled institutional banking relationships for multinational subsidiaries and international corporate clients with a strong focus on transaction banking, trade finance, and cross-border banking operations. Managed complex banking requirements involving foreign direct investments, remittances, external commercial borrowing documentation, and trade-related instruments while ensuring complete regulatory compliance. Worked closely with treasury, compliance, and operations teams to deliver integrated banking solutions tailored to institutional clients operating across international markets. Focused on strengthening client engagement by offering solutions across forex, trade, cash management, and digital banking platforms while maintaining high service standards and relationship continuity.
Jan 20247 mosJul 2024
New Delhi, Delhi, India
Led product sales and business development initiatives for retail trade and forex products while supporting nationwide teams through training, product enablement, and strategic market insights. Worked extensively on driving awareness and adoption of trade and forex offerings by collaborating with relationship managers, sales teams, and product stakeholders. Played the role of an internal subject matter expert by conducting training sessions and supporting frontline teams on product positioning, customer engagement, and solution-based selling approaches. Also contributed towards market intelligence, competitor benchmarking, and identifying growth opportunities to enhance product penetration and revenue generation across the retail banking segment.
Sep 20221 yr 4 mosDec 2023
Gurugram, Haryana, India
Played a key role in developing and expanding the startup banking ecosystem by engaging with emerging businesses, founders, and funded startups to deliver customized banking solutions. Focused on understanding the unique financial and operational needs of startups and provided support across transaction banking, digital banking, compliance, and equity funding requirements. Worked collaboratively with internal risk, compliance, and product teams to ensure smooth onboarding and delivery of banking services while maintaining adherence to regulatory frameworks. Developed strong relationships within the startup ecosystem and contributed towards building the bank’s presence among high-growth and innovation-led businesses.
Jul 20166 yrs 3 mosSep 2022
Delhi, India
Managed a broad portfolio of SME and mid-corporate clients with specialization in trade finance, forex services, and business banking solutions. Developed deep expertise in import-export finance, trade instruments, foreign exchange transactions, and regulatory compliance while supporting clients engaged in domestic and international trade operations. Responsible for strengthening long-term client relationships through continuous engagement, advisory support, and customized banking solutions aligned with business growth objectives. Worked closely with senior management teams and business owners to understand operational challenges and provide strategic financial solutions. Also contributed towards enhancing market presence through client engagement initiatives, industry interactions, and trade-related knowledge sessions
Education
Post Graduation Diploma In Management-IB, Marketing & IT
FORE School of Management, New Delhi
20122 yrs2014
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
MSIT
20064 yrs2010
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