Experience

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  Edelweiss financial services limited

  May 2012 - Jun 2012

  Summer internship- financial planning

  Undertaken a project to study customer retention strategies used in various businesses and to propose a model/recommendations to the company to retain their existing clientsManaged relationship with HNI clients to retain them in the business

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  Mahindra finance

  Aug 2013 - Mar 2015

  Relationship manager

  Formulating the credit analysis report in compliance with the Company’s credit policies.Gathering client information & analyzing their financial statements i.e. Balance sheets, Profit and Loss statements, and cash flow statements.Assessing the financial data of the client using trend analysis, bank statement analysis, and ratio analysis as a part of the pre-approval process.Delivering a complete and coherent risk analysis, i.e. Business and Financial risk assessment based on facts of the Clients.Partnered the Senior Credit Risk Managers in implementing the strategy and business plans agreed by the management team.Overseeing the portfolio on an on-going basis to ensure that the portfolio stays within the established norms of concentration, delinquencies, NPAs etc. Show less

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  Nirmala memorial foundation college of commerce and science

  Jun 2015 - Nov 2017

  Assistant professor - accounting and finance

  Imparted Finance knowledge to the students of undergraduate programs in the area of Financial Management and Accounting.Innovative coaching techniques using practical blend of industry case studiesFoster students’ commitments to lifelong learning by connecting course materials to broader themes using live case studies and current eventsAuthored numerous research articles in Commerce fields in prestigious journals.

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  St. john college of humanities and sciences

  Dec 2017 - May 2018

  Assistant professor - accounting & finance

  Imparted Accounting and Finance knowledge to the students of Undergraduate and MMS programs.Conducted Workshop training and simulation exercises in the live environment.Rendered skill-based learning related to the finance domain like drafting a project finance model, preparing a credit analysis report considering various risk assessment parameters.A core member of the Governing Council, Academic Advisory Council, and College Development Committee

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  St. johns college of humanities and sciences

  Jun 2018 - Oct 2021

  Head of department - bms

  Driving business modelling lectures for the BMS cohort blended with practical workshops.Senior leadership team; delivering course content using workshop training and simulation exercises in a live environment.A core member of the Governing Council, Academic Advisory Council, and College Development Committee.Defining and implementing various strategies related to the Academic Performance Index.Ensure governance and compliance adherence are fulfilled for the institute.

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  Darashaw

  Jul 2021 - Jul 2022

  Associate - debt capital market

  •Managed relationships with HNI Clients and Wealth Aggregators providing Debt investment solutions.•Empaneled with new Individual Financial Advisors (IFA’s), Brokers and PMS for trading in debt securities.•Managing the deal execution (end to end process) between all internal and external stakeholders to ensure smooth execution from mandate to deal closing.•Preparing and sharing notes on regular market updates, pricing updates (stock list and regulatory changes related to taxation, operational procedures and financial products with the client. Show less

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  Equirus group

  Aug 2022 - now

  Senior manager- fixed income

  •Building and maintaining productive business relations with clients which includes Institutions, Wealth Aggregators, Provident Fund Trusts, Pension Funds and Corporate Treasuries of major Corporate’s across western region.•Advising on the portfolio, keeping in constraint obeys the pattern and all norms prescribed by Ministry of Labour and Ministry of Finance.•Collaborate closely with the DCM origination team to manage the placements of new debt securities in the market.•Provide strategic insights to clients through regular updates on market developments, new issuance activity, and portfolio performance.•Dealing with various debt investment products like G-Sec, SDL’s and Corporate Bonds.•Created a strategic PF Module in our systems to enhance the management of PF Trust Clients.•Fostering strategic inter-team relationships to drive synergy across Equirus Group. Show less