Amit Sharma

Experience

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  ICICIdirect

  Apr 2014 - Jul 2015

  Assistant Manager- Equity Relationship Services

  - Advising clients with regards to their investment in Equity and Derivative market- Trade execution on the behalf of client- Managing the portfolio of HNI clients- Analyzing the Risk and Return appetite for the client- Optimizing the portfolio risk through diversification and derivative hedging- Financial analysis of the company’s report

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  Kotak Mahindra Bank

  Aug 2015 - Nov 2015

  Deputy Manager - Retail Banking Services

  - Acquisition and retention of HNI clients- Managing their portfolios and generating revenue for the organization- Reporting the business progress to the top management of the organization on a regular basis- Ensuring individual customer are grouped and C2G ratio is maintained on the portfolio- Ensuring quality new acquisition on SA and CA for Resident/Non Resident- Ensuring that the customer group profitability is achieved

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  EY-Parthenon

  Nov 2015 - May 2019

  Advance Analyst

  - End-to-end project management for delivery to key client accounts – workflow projections and handling client delivery- Creating plans for engagement delivery and building strategic decisions such as building insight capabilities within the team, and supported growth and business development activities to identify the approach- Worked as a project lead to execute projects with on-shore member firms across geographies to provide support on potential merger and acquisition targets and deals- Making client ready presentations for strategy engagements, MICE approach- Conducted secondary research by the use of numerous databases (including S&P Capital IQ, Thomson One, OneSource, Factiva and Merger market, EMIS, BMI), company reports and analyst reports- Worked across industries and geographies with special focus on the UK, US, Europe Show less

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  ICICI Bank

  May 2019 - Jun 2021

  Senior Manager

  Small & Medium Enterprise Group (Working Capital)- Analysis of business profile, financials, industry etc. for assessing the risks involved in lending, and making a suitable debt structure for the customer which complements the credit policies of the Bank as well as adds to revenue of the client- Analysis of financials, CMA (Balance sheet Spread) preparation, ratio analysis, financial forecasting, assessment of limits as per RBI (Central Bank) guidelines, AR/AP/stock statement analysis etc.- Monitoring of existing asset portfolio on regular intervals for early detection of stress accounts - Credit appraisal of SME Corporates (Turnover up to CAD 40.0 million) for fund-based exposure like Overdraft/Cash credit/Term Loan/ FCNR-B/ECB/Export Credit etc. and non-fund based exposures like Letter of credit / Bank Guarantee/ Derivatives etc. Show less

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  Talan

  Aug 2021 - now

  • Proximity Manager/Consultant

    Jan 2023 - now

  • Consultant

    Aug 2021 - now
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  Societe Generale Corporate and Investment Banking - SGCIB

  Aug 2021 - now

  Business Analyst