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Khilti Mehta

Khilti Mehta

Assistant Chartered Accountant

Followers of Khilti Mehta2000 followers
location of Khilti MehtaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Treasury management

  • Education

    • L.S.Raheja college of arts and commerce

      2010 - 2013
      Bachelors in Management Studies Commerce

      Activities and Societies: Associated with Rotract club as the PR head . Participated in the dance competition during college days. Along side pursued dancing professionally, as a tutor at RT dance academy. Throw ball inter college competition winner

    • Welingkar Institute of Management

      2016 - 2018
      Master's degree Banking and Financial Support Services

    • University of Mumbai

      2013 - 2015
      Masters in commerce Business/Commerce, General

    • Moody College of Communication

      2021 - 2022
      Associate's degree Credit Management Certificate

      Credit Risk and Undertaking course : It’s related to complete understanding. Credit risk process the 5 C’ and financial analysis as well as few subjects that’s are related to recent changes in technology and development.This course gave me a good on-site of all the risk every bank nbfc takes while lending and every corporate or borrower takes while borrowing

  • Experience

    • Bhansali and shah Chartered Accountancy comapany

      Mar 2012 - Jan 2013
      Assistant Chartered Accountant

      Internship

    • Derivium Capital & Securities Pvt. Ltd.

      Nov 2014 - May 2016
      Fixed Income Trader

      Primary DCM desk

    • Caparo Financial Solutions Ltd.

      Jul 2016 - Feb 2017
      Business Manager

    • LKP Securities Ltd

      Mar 2017 - Nov 2020
      Fixed Income Trader

    • Ujjivan Small Finance Bank

      Dec 2020 - Apr 2023

      Front office wholesale banking Dealing with MF ,Insurance ,Banks and NBFC for bank borrowing in the form of CD;FD ;IBPC and Securitization and other such products .Working on Tier 2 bond , IBPC , BG and other banking products too .Gsec and SDL trading with clients .Borrowing in firm of Fd from NBFC and developing strong PSU relationships.I have been looking at getting additional approval and maintaining existing relationships with the clients on Treasury of the mentioned sectors of clients with their CIO or respective Fund managers , or DGM /GM of the Banks and initiate the business and increase our investor base. Directly reporting to Head of Treasury and Head of FIG Show less

      • Area Head

        May 2022 - Apr 2023

      • Assistant Manager

        Dec 2020 - Apr 2023

    • Kotak Mahindra Investment Limited

      May 2023 - now

      Handling Kotak Mahindra investment ltd’ borrowing and investments

      • Chief Manager

        Apr 2023 - now

      • Assistant Vice President

        May 2023 - now

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Nov 2019

    • NISM Derivatives (80%) NCFM Capital Market(85%)

      NCFM Share Market Training Insitute
      Mar 2015

  • Volunteer Experience

    • PR Head

      Issued by Rotaract Club Of Bombay Juhu Beach on Mar 2011
      Rotaract Club Of Bombay Juhu BeachAssociated with Khilti Mehta