Amit Jain
Director - Citi Wealth Lending and Investments FP&A Lead
- Role
- Director - Wealth Lending and Investments Fp & a Lead at Citi
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Amit Jain
Experienced banking professional, having worked in FP & A, product, legal entity controller, including Citibank experience spanning over 18 years across diverse roles and locations, including Mumbai, London, and Dublin. I am serving as Director - Balance Sheet Lending and Investment product FP & A lead for Wealth business, managing a team of +20 finance professionals in Mumbai and NYC. My career includes leadership roles in Mumbai such as Personal Banking and Wealth Management (PBWM) Mumbai Lead/C14 SVP managing a team of +165 finance professionals and Global Consumer Banking (GCB) Mumbai FP & A Lead/C14 SVP.Prior to Mumbai, i have worked +7 years in Citi Europe, in EMEA Treasury and Trade Services Product - Liquidity Management Services as VP in Dublin, Ireland and Lead Finance Office for Treasury and Trade Services EMEA based out of London, UK. Prior to Citi, have worked in JP Morgan Services India in Finance and ICICI Bank in Trade Operations.
Experience
Director - Wealth Lending and Investments Fp & a Lead
Apr 2024 — Present · Mumbai, IN
Director, Balance Sheet FP & A leading the Lending and Investments FP & A team for Wealth business.Responsible for key Wealth products - Lending: Mortgages, Margin Lending, Cards and Structured Lending, and Investments: Capital Markets, Managed Investments, Insurance and CustodyClient segments- private banking, wealth at work and US and Intl Citigold.Manage key FP & A processes, namely - CCAR, Quarterly Multi Year Forecast, Short Term Forecast/Outlook, business performance review and analysis, model implementation and execution.Managing a team of +20 finance professionals across Mumbai, Singapore and New York. Also work with senior leadership for larger lending team in talent management and development for Mumbai team across all business verticals.
Education
The Institute of Chartered Accountants of India
Diploma in Systems Audits (DISA)
ISACA, US
CISA
The Institute of Chartered Accountants of India
Chartered Accounant
Skills
- Banking
- Finance
- Management
- Financial Analysis
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