Ajay Bansal

About Ajay Bansal

17+ years of experience across consumer fintech and Transaction banking, focused on driving revenue growth, market share, and product penetration through data-led execution and strong cross-functional leadership.Currently, I’m working with Angel One - leading B2C revenues for India Stocks, US stocks and the Advisory business. I drive revenue growth and market-share strategy; own core levers such as activation, reactivation and retention; and partner with Product, Tech, Analytics, Operations, Finance, Compliance and Legal to strengthen customer journeys and build new growth initiatives.Previously, I held revenue roles at J.P. Morgan, BNP Paribas and Deutsche Bank in Transaction Banking Sales, advising corporates on payments & collections, cross-border transactions, and working-capital / structured trade finance solutions. This involved hands-on work within RBI guidelines, and a strong understanding of India’s payments landscape, including domestic and cross-border flows, remittances/FX, and related compliance requirements. The experience strengthened capabilities in stakeholder management, risk-aware execution, and KPI-led delivery in regulated environments.I began my career in technology roles at Goldman Sachs and RBS, which gives me a strong ability to bridge business, data and technology.

Experience

1. Business Head - India Stocks, Us Stocks & Advisory

   Angel One

   Dec 2024 — Present · Gurugram, IN

Education

• CFA Institute

  CFA Levels I, II & III Cleared

• GARP, USA

  Financial Risk Management (FRM)

• Indian Institute of Technology, Roorkee

  B.Tech., Production & Industrial Engineering

• Indian Institute of Management Bangalore

  MBA, Finance

Skills

• Banking
• Investment Banking
• Valuation
• Pl/Sql
• Business Development
• Vba
• Analysis
• Perl
• Unix
• Data Warehousing
• Project Management
• Sql
• Business Analysis
• Corporate Finance
• Fixed Income
• Financial Modeling
• Requirements Analysis
• Finance
• Sybase
• Financial Analysis
• Java