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Ravi Bajaj

Ravi Bajaj

Financial Advisor

Followers of Ravi Bajaj561 followers
location of Ravi BajajMumbai, Maharashtra, India

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  • Timeline

  • About me

    Director at Insta Capital Pvt Ltd

  • Education

    • Narsee Monjee Institute of Management Studies, Bangalore

      2013 - 2015
      Post Graduate Diploma in Management Finance CGPA of 3.8 / 4 (1st Rank)

      Activities and Societies: Member of the Discipline Committee, Winner of Excel-O-Mania (An intra-college competition at NMIMS Bangalore), Runner-up at Converge (The Finance Summit - An intra-college competition at NMIMS Bangalore) Studied Finance - Financial Planning & Control (Corporate Finance), Cost Management, Investment & Portfolio Management, Financial Analysis of Projects, Corporate Valuation, Fixed Income Securities & Debt Markets & Financial DerivativesAlso Studied - Retail Management, Brand Management, Principle based Negotiation, Legal Aspects of Business & Corporate Governance to name a few.

    • H. R. College of Commerce & Economics

      2011 - 2013
      Master of Commerce (M.Com) Management

    • HR College

      2008 - 2011
      Bachelor of Management Studies Finance; Retail Management Distinction

      Activities and Societies: Director of the Investments Club of H.R. College (ICHR); Assistant Prog. Director of the Study India Program Completed BMS with Honours. The Honours Certification is provided for students who earn 50 credits during their graduation course by undertaking additional academic and social projects

    • Bombay International School

      1995 - 2006
      ICSE Science; Computers

  • Experience

    • MetLife

      Apr 2009 - May 2009
      Financial Advisor

    • Ernst & Young

      Jun 2011 - May 2013
      Risk Analyst

      As part of the Risk Advisory division of E&Y I worked on projects in the areas of 1) risk management for corporate events, and 2) internal audits. Key Activities -- Understanding of business processes- Identification of risks involved- Assessment of existing control measures to manage risk- Providing suggestions for additional control measures for improving business performanceKey Responsibilities -- Client Servicing, Project planning, Team co-ordination, Knowledge Sharing, Report writing Show less

    • Phillip Capital (India) Pvt Ltd

      Apr 2014 - May 2014
      Wealth Management

      Equity Sales

    • IIFL (India Infoline Group)

      May 2015 - Jan 2016
      SME Finance

      Supply Chain Finance - Business Loans for E-commerce Vendors

    • IDFC Bank

      Feb 2016 - Nov 2016
      SME & Mid-Market Group

      Working Capital Loans for SME & Mid Markets - Credit

    • Insta Capital Private Limited - SME Business Loans

      Nov 2016 - now
      Director - Credit & Operations

      Diverse experience across business development, credit underwriting, loan management, collections and compliance

    • Insta Capital Private Limited - SME Business Loans

      -
      Director - Credit & Operations

  • Licenses & Certifications