Avinash Bhatia

Avinash Bhatia

Intern

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location of Avinash BhatiaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Vice President @ CRISIL Limited

  • Education

    • VESIMSR

      2012 - 2014
  • Experience

    • Reserve Bank of India

      May 2013 - Jun 2013
      Intern

      Worked in Foreign Exchange Department.

    • CRISIL Limited

      Jul 2014 - now

      Leading the process of conducting bespoke financial research to enable the clients to understand their competitive landscape and make informed strategic decisions. The clients include global corporate banks and spans 2 verticals: Competitor Benchmarking: Named quarterly Revenue analysis for 10 global banks and 30+ local/ regional banks across 15+ products across Cash Management, Trade Finance, Lending and Securities Services and six sub regions and 10+ countries. Industry Pools Benchmarking: Revenue sizing across 15+ products across Cash Management, Trade Finance, Lending and Securities Services and six sub regions and 10+ countries.Organizational Insight: Qualitative trends and strategic insights related to business structures and headcount functions.Bespoke analysis: Tailored analysis to clients for instance, market share, gap to set of peers etc. across various dimensions as a critical input to strategic decisions.Front Office/ Client Interactions: Responsible for presenting the above analysis to business/ regional heads of global banks.Leading a team of 20+ Show less • Maintaining, developing and updating Transaction banking model on MS excel• Individually developed the Securities Services revenue model by estimating global & regional revenues of top 13 players including top 3 custodian banks for products like Fund Services, Custody, etc.• Responsible for coordinating cross teams with Relationship Managers/Research head in London to ensure timely delivery to clients• Estimate Alternative Fund Services revenues splits into Hedge Fund and Private Equity for banks and Custodians• Independently manage Securities Services product • Develop research protocol and analytical frameworks; Interpret, analyze and structure data regarding revenues of top banks and Custodians• Estimate Custody and Fund Services revenues of Custodians and Investment banks • Reconcile the estimates with bank’s reported revenues• Undertake research on the financial performance of the banks and estimate their revenues at a granular level of their taxonomy• Estimate revenues of banks by client type – divided into institutional clients and large corporate clients• Responsible for research deliverables – market/ industry summaries and reports for Transaction Banking and Securities analytics Show less

      • Vice President - Transaction Banking Analytics

        Apr 2022 - now
      • Associate Vice President - Transaction Banking Analytics

        Apr 2019 - Mar 2022
      • Associate

        Apr 2017 - Mar 2019
      • Analyst

        Jul 2014 - Mar 2017
  • Licenses & Certifications

    • Certified Treasury Professional

      Pearson VUE
      Jan 2017
    • Cleared CFA Level 1

      CFA Institute
      Dec 2014
    • Complete Confidence in Minutes: Weekly

      LinkedIn
      Nov 2020
      View certificate certificate
    • From Excel to Tableau

      LinkedIn
      Jun 2022
      View certificate certificate
  • Honors & Awards

    • Awarded to Avinash Bhatia
      CRISIL CEO Award - Analytical Excellence - Mar 2024