Ravin Yadav
West Windsor,NJ
Summary
Analytical and results-oriented professional with a demonstrated history of treasury services sales excellence, business acumen and strategic planning. Collaborative leader that fosters an team-oriented environment to drive group sales success.
Overview
24
24
years of professional experience
Work History
Head of Real Estate, Banks, Asset Managers
Goldman Sachs Transaction Banking
New York, NY
10.2021 - Current
- Responsible for managing growth of key industry segments for recently launched Transaction Banking (TxB) division
- Segmented client outreach based on product fit, firm-wide relationship strength, and addressable wallet resulting in key near term wins while also setting stage for long term growth
- Procured TxB's first global integrated payments mandate from large lodging corporation
- Added 12 new clients and grew deposit base by over $6 billion in first 6 months
- Developed partnership strategy for Real Estate segment to bring key capabilities to market quicker
- Designed segment specific marketing plan including publication of news releases, LinkedIn posts, and client events
Head of Treasury Services for CCBSI-RE
J.P. Morgan
New York, NY
04.2016 - 09.2021
- Managed segment with over $150 million in annual revenue and client deposits in excess of $10 billion
- Consistently beat annual revenue targets including 28% YOY fee revenue growth in 2020
- Designed comprehensive sales methodology focused on client selection, innovative solution development, streamlined implementation and service delivery, and replicating successes across industry sub-segments
- Motivated team of direct reports and support teams through multi-faceted and trackable annual goals reinforced by regular touchpoints and reviews
- Ensured continuous improvement through tailored training, skills development, and mentoring
- Monitored competitive landscape and pushed for product enhancements to meet existing or future challenges
- Identified and developed potential FinTech and PropTech partners (member of JPMorgan Innovation Council on Wholesale Payments)
- Prioritized treasury services product investment roadmap to address segment specific short and long term needs
- Drove marketing budget and plan inclusive of national and regional events that encompassed a mix of relationship building, product advocacy, and client feedback/roundtable sessions
Senior Treasury Management Officer - RE
J.P. Morgan
New York, New York
03.2014 - 03.2016
- Responsible for managing treasury services and liquidity management needs of 70 of the firms largest Real Estate and Lodging clients and prospects (REITS, fund companies, property managers, and hotel companies)
- Crafted compelling solutions that provided clients with concrete efficiency gains while increasing the firm’s revenues through adoption of new products and services
- Exceeded revenue targets by leading RE segment with 10%+ YOY growth ($50 million+ in firmwide revenue)
- Effectively leveraged resources from across firm’s lines of business and functional areas (service, implementations, product, technology, legal/compliance/KYC) to deliver the optimal client experience
- Managed and mentored three associates
Senior Client Solutions Manager, Payables
J.P. Morgan
New York, NY
01.2011 - 03.2014
- Developed payment solutions for the Corporate and Investment Banking client segment, responsibilities included proposal creation; conducting in-person strategy sessions and product reviews; and negotiating pricing
- Consistently exceeded revenue and sales targets for product segment ($77 million total 2013 revenue; exceeded new sales target by over 6%)
- Lead client solutions consultant for J.P Morgan’s emerging corporate mobile payments solution, successfully identified pilots and leveraged client feedback to prioritize product functionality
- Advanced J.P Morgan’s brand and thought leadership position through webinars, joint presentations with clients at national conferences on industry hot-button issues including NACHA and AFP conferences
- Proactively provided leadership and problem solving skills on complex client opportunities that required rapid development of innovative cross product solutions and external partnerships to deliver large revenue wins
- Delivered market intelligence and feedback to Product Management for competitive positioning assessment and future investment strategy
Global Trade Services Business Development Lead
J.P. Morgan
Dulles, VA
01.2007 - 01.2011
- Managed largest client relationship for division (annual revenues $25 million+) and transformed negative client experience by marshalling firms resources to address technology gaps with prioritized fixes and immediate operational improvements that proactively monitored activity
- Managed the end to end response for internal and external (client and ISO 27001) audits of our technology and operational platforms, from initiation, evidence collection, and implementation of corrective and preventative actions
- Directed the implementation of J.P. Morgan’s Information Risk Management discipline across the Global Trade Services division
- Analyzed prospects of an underperforming software business unit, presented findings and future recommendations (divestiture) to senior management and achieved buy-in to proceed
- Drafted and organized materials for divestiture of business unit, including marketing materials, due diligence data room build, and overall project planning from initiation through transition to buyer
- Conducted extensive examination of the expansion of the logistics business in emerging economies via M&A, including detailed evaluation and due diligence of acquisition targets in Asia (China and India) and Latin America (Brazil and Mexico)
- Evaluated and executed strategic partnership agreements with selected global logistics companies
- Coordinated outsourcing of non-core functions within business unit from drafting of requirements and provider identification and analysis, to provider selection and contract negotiation
Product Manager, Global Trade Services Unit
J.P. Morgan
Dulles, VA
05.2005 - 01.2007
- Responsible for managing the strategy, development, and P&L of Global Trade Services (GTS) products and functions (including trade compliance and trade finance), managed a team of six product managers
- Designed strategy, plans, and requirements for next generation cross-functional GTS technology platform, represented largest single technology investment in business unit
- Conducted annual budget review process for allocation of technology investments, prioritized key technology initiates to balance long term business strategy and near term business requirements, monitored progress of initiatives against initial budget estimates and made revisions and reprioritizations accordingly
- Designed and implemented business resiliency/continuity program across division’s products, technology, functions, and global locations based on type of impact/disaster combined with an analysis of each products client impact and resulting recovery time objectives
- Produced and delivered quarterly/yearly business reviews for key Fortune 500 clients
- Led the production, distribution, and analysis of the business’s annual client satisfaction survey and developed action plans to address continuing deficiencies/trends
- Developed strategy and operating plans for the regulatory trade content organization, implemented off-shoring of select activities to India thereby reducing operating costs by over 50%
- Managed trade document preparation services improved productivity of global document preparation centers through implementing process efficiencies and developing enhancements to proprietary tech platform
International Trade Consultant
Deutsche Post/DHL
Bonn, Germany
12.2004 - 04.2005
- Led the strategic examination of Deutsche Post’s capabilities in Customs and Trade Services (broad array of web-based services related to the international supply chain)
- Conducted competitive marketplace analysis of the division, benchmarking current capabilities and assessing the future landscape in light of potential internal initiatives and market trends
- Modeled growth opportunities in the space to establish potential market size utilizing analyst reports, extensive internal data analysis, and input from Deutsche Post sales and marketing organizations
- Devised potential organizational structure for a centralized Deutsche Post Customs and Trade Services organization by evaluating existing capabilities and resources against proven industry best practices
Senior Director of Business Solutions
Open Harbor
San Carlos, CA
01.2002 - 12.2004
- Managed a team of six trade and technology consultants that developed and presented innovative customs and trade compliance solutions to prospective clients and partners
- Helped structure and close every significant deal signed by Open Harbor (including Flextronics, DHL, Tyco, Renault, and Maxtor) resulting in annual revenues in excess of $5 million
- Developed a new pricing strategy for firms web services utilizing various inputs including market dynamics, internal cost analyses, and the nature and value of each individual service component
- Responsible for overseeing the design and development of product demonstrations and marketing collateral for the company
- Examined potential partnership and M&A opportunities and drove to completion those that complemented
- Open Harbor’s product footprint and technology
- Designed comprehensive methodology for successful acquisition of new business opportunities from initial client contact and investigation through closing and transition to implementation
- Oversaw the production of Open Harbor’s response to proposal requests (RFQ/RFP/RFI’s)
- Evaluated current and future requirements of existing clients to anticipate future market demands and opportunities to help direct Open Harbor’s product development strategy
- Provided internal legal counsel for Open Harbor and managed activities of outside legal counsel, including drafting and negotiation of sales and reseller/partnership agreements
- Reduced outside legal costs by 50%
- Collaborated with the management team to determine the company’s strategic direction and goals and developed plans to execute against them
Director of Trade Content
Open Harbor
San Carlos, CA
01.2000 - 01.2002
- Managed a team of 6 trade professionals to create and maintain databases of trade rules and regulations, grew country coverage to over 50 countries
- Assisted in the development and design of the rules-based architecture for Open Harbor’s Oracle databases accounting for all the variables and permutations involved with international trade compliance
- Established test plans, procedures, and checks and balances for the team to ensure continuous quality control for the content databases
- Initiated and managed the development of offshore (India based) support processes for Data Entry and Processing, resulting in over 75% cost reduction
Global Trade Content Manager
NextLinx Corporation
Silver Spring, MD
01.1998 - 01.2000
- Designed and implemented the industry’s first global trade content knowledge base of import and export regulatory and tariff data for over 50 countries
- Managed a team of 20 trade content analysts and established and managed an offshore support operation in
Education
J.D. - International and Foreign Law
Rutgers University School of Law
Bachelor of Science - Biology
Rutgers University (Rutgers College)
Skills
- Mentoring and Developing Talent
- Sales Pipeline Management
- Treasury Services Product Expertise
- Crafting Persuasive Client Collateral
- Risk and Compliance Management
- Innovative Mindset
Timeline
Head of Real Estate, Banks, Asset Managers
Goldman Sachs Transaction Banking
10.2021 - Current
Head of Treasury Services for CCBSI-RE
J.P. Morgan
04.2016 - 09.2021
Senior Treasury Management Officer - RE
J.P. Morgan
03.2014 - 03.2016
Senior Client Solutions Manager, Payables
J.P. Morgan
01.2011 - 03.2014
Global Trade Services Business Development Lead
J.P. Morgan
01.2007 - 01.2011
Product Manager, Global Trade Services Unit
J.P. Morgan
05.2005 - 01.2007
International Trade Consultant
Deutsche Post/DHL
12.2004 - 04.2005
Senior Director of Business Solutions
Open Harbor
01.2002 - 12.2004
Director of Trade Content
Open Harbor
01.2000 - 01.2002
Global Trade Content Manager
NextLinx Corporation
01.1998 - 01.2000
J.D. - International and Foreign Law
Rutgers University School of Law
Bachelor of Science - Biology
Rutgers University (Rutgers College)
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