Jaya Vanjani
Northbrook
Summary
Strategic, data-driven financial services leader with deep experience in sales, business development, payments, and client relationship management. Proven ability to drive incremental revenue, expand market share, and elevate customer experience across diverse business portfolios. Recognized as a Top 10 National Banker for 7 years and Top 4 nationally last year. Strong background in merchant engagement, partner enablement, operational excellence, and risk management—well aligned with Capital One’s Payments Acceptance strategy.
Overview
8
8
years of professional experience
Work History
Business Relationship Manager
Citibank NA
01.2024 - Current
- Strengthened business client relationships, driving long-term engagement and increased adoption of financial solutions.
- Served as a key liaison between business clients, merchant services, payroll partners, and internal teams to ensure alignment and delivery.
- Identified client needs and converted them into strategic, revenue-generating solutions that improved customer experience and business outcomes.
- Resolved client issues proactively, minimizing disruption and maintaining high satisfaction.
- Supported operational excellence by contributing to workflow redesign initiatives that improved banker efficiency.
- Selected for multiple strategic pilot programs (since March 2025) to launch a new New-to-Bank Business Account Opening process; delivered actionable feedback that enhanced efficiency and scalability.
- Led knowledge-sharing sessions with colleagues and senior leaders to drive adoption of new processes and best practices.
- Achieved 200% growth in net sales YTD (Q3) through targeted New-to-Bank acquisition and strategic partner engagement.
- Ranked Top 4 National Banker last year, driven by strong sales performance and customer satisfaction.
- Designed and delivered a structured Cash Management education series to elevate banker capabilities and improve client outcomes.
Relationship Banker
Citibank NA
01.2018 - 01.2024
- Expanded client base through targeted networking and referrals, driving consistent new business opportunities.
- Managed a diverse portfolio of small business and retail clients, delivering tailored financial solutions that strengthened long-term relationships.
- Served as a trusted advisor by providing data-driven financial guidance and consistently exceeding expectations.
- Assessed creditworthiness and ensured adherence to risk and compliance standards.
- Ranked Top 40 National Banker for 7 consecutive years.
- Monitored KPIs and implemented corrective actions to support operational excellence.
- Early Career
- Bank Teller – Citibank NA
- Assistant Manager, Accounts & Finance – SITA World Travel Ltd
- Accounts Executive – Integrate Databases Ltd
- Teller & Reservation Executive – Taj Palace Intercontinental
- Arts & Crafts Teacher – Self-Employed
Education
MBA - Finance
Indira Gandhi Open University
Associate of Science - Cost & Accounting
ICWA
Bachelor of Science - Accounting & Business Management
Delhi University
Skills
- Payments & Merchant Services
- Strategic Growth
- Business Development
- Relationship Management
- Revenue Expansion
- Portfolio Management
- Partner Engagement
- Operational Excellence
- Risk & Compliance
- Issue Escalation
- Project & Program Management
- CRM Expertise
- Cross-Functional Collaboration
LANGUAGES
English
Hindi
Sindhi
Timeline
Business Relationship Manager
Citibank NA
01.2024 - Current
Relationship Banker
Citibank NA
01.2018 - 01.2024
Associate of Science - Cost & Accounting
ICWA
Bachelor of Science - Accounting & Business Management
Delhi University
MBA - Finance
Indira Gandhi Open University