Naman Jain

I’m a certified finance professional with an MBA in Finance, currently a CFA Level 3 candidate, and an FMVA® certified analyst. I focus on project finance, credit appraisal, and investment analysis, bringing a sharp analytical mindset to value-driven financial decisions.

At ICICI Bank, I’ve served as a Relationship Manager for Large Clients in Corporate Banking, conducting comprehensive credit appraisals by evaluating business models, management quality, and key credit metrics. I analyze financial statements and cash projections, prepare detailed credit proposals for internal credit and risk committees, and monitor covenant compliance and portfolio performance to surface emerging risks early.

In Project Finance (Global Clients Group), I spearheaded credit appraisals for projects valued at over ₹100 Billion, optimizing financial structures through Excel-based credit risk models with macroeconomic sensitivity and cash flow simulations. I also led knowledge-sharing sessions, presented strategic reports to senior management, executed 3 major high-value complex finance deals, and drove process improvements through an appraisal framework that reduced processing time by 18% and a risk assessment tool that improved accuracy by 30%.

Earlier at SAXO Group, I worked in Post Trade Settlement for U.S. and Canadian markets, ensuring 100% regulatory compliance while optimizing workflows via automation—cutting errors by 75% and improving processing speed by 20%. That blend of rigorous risk thinking and execution discipline shapes how I approach every financing decision and stakeholder conversation.