Jagan B.

Director, Head of Mortgage Broker Channel Products @BMO

Toronto, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2023 — Present

Director, Head of Mortgage Broker Channel Products @BMO

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Toronto, ON, CA

EDUCATION

2002 — 2006

Visvesvaraya Technological University

B.E, Electronics and Communication

2007 — 2009

Indian Institute of Management, Kozhikode

Master of Business Administration - MBA (PGDM), Finance, Marketing

SKILLS

Portfolio ManagementWealth ManagementProject ImplementationTeam ManagementProject ExecutionAsset AllocationRetail BankingBusiness AnalysisFinancial AnalysisBusiness IntelligenceProject ManagementFinancial ModelingInvestment AdvisoryStrategyBusiness DevelopmentInvestment ProductsCorporate FinanceValuationCredit RiskRisk ManagementBusiness StrategyManagementBusiness RequirementsInvestmentsBankingInvestment Banking

ABOUT JAGAN B.

As a banking and fintech product leader with over 15 years of international experience, I specialize in building new business channels, driving product innovation, and executing data-driven growth strategies across mortgages, consumer lending, retail banking, and wealth management. In my current role as Director, Broker Channel Products at Bank of Montreal (BMO), I successfully led the creation and launch of BMO’s mortgage broker channel from the ground up. This involved end-to-end product development, go-to-market execution, strategic pricing models, and risk governance, along with forging strong partnerships with mortgage broker networks and point-of-sale platforms. I also established data-driven performance frameworks and KPIs to continuously track success and optimize business performance. My expertise spans P&L management, acquisition strategies, consumer lending, and business transformation, where I have consistently led high-impact initiatives that drive above-market growth and profitability. I excel at leading cross-functional teams to develop innovative products, optimize risk-reward dynamics, and scale business operations in competitive markets. I am passionate about leveraging technology, AI, and analytics to transform banking and lending products. With a deep understanding of digital product growth, risk management, and financial strategy, I am committed to shaping the future of fintech-driven lending and financial services. Contactable through Linkedin or by email at j••••••••@gmail.com.

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Jagan B. — Director, Head of Mortgage Broker Channel Products at BMO in Toronto, ON, CA | Unifers