Kashish Agarwal

Senior Manager, Treasury FX Sales

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Delhi, India

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Financial analysis
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About me
Treasury FX and Derivatives | Corporate Sales | Relationship Management | CFA Level 3 | FMS Delhi
Education
- Faculty of Management Studies - University of Delhi
  2012 - 2014
  Master of Business Administration (M.B.A.) Finance and Strategy
  Activities and Societies: • Senior Analyst, Banking Sector, Investment Club of FMS Delhi • Executive Member, Student Welfare Association, VKRV Rao Hostel, FMS Delhi • Captain, Snooker team of FMS Delhi • All India Rank 2 in the final admission merit list for batch 2012-2014 at FMS, Delhi• Shortlisted for OPJEMS Scholarship for exceptional academic and leadership excellence• CAT- 99.87 percentile Overall with 99.69 in Verbal and 99.23 in Quant sections• XAT- 99.29 percentile in Quant and 98.16 Overall, held by XLRI, Jamshedpur
- Jaypee Institute Of Information Technology
  2008 - 2012
  Bachelor of Technology (B.Tech.) Computer Science
  A+ Grade in Financial Management and Project Management courses
Experience
- Kotak Mahindra Bank
  May 2014 - Jan 2016
  Senior Manager, Treasury FX Sales
  • Part of Sales & Trading desk catering to strategic marquee clients including Top Corporate Treasuries of India and large custodial accounts; handling daily FX volumes of over $100 Mn• Generating active trade ideas for clients, in FX spot, forwards and options and structured derivatives by fundamental analysis of global macro events and technical analysis of price charts • Provide robust FX deal execution to Custody clients – FPI/FII; handle big-ticket FX flows • Responsible for writing Kotak Markets Commentary; daily news update send to ~4000 clients• Proficient in using Bloomberg, Reuters Eikon for financial analysis, modeling and data mining• Comprehensive training across verticals of Wholesale Banking; Among Top 2 in 2014 MT batch Show less
- IndusInd Bank
  Feb 2016 - Aug 2016
  Treasury FX and Derivatives Sales
  • Handled FX and derivative sales portfolio of mid-market and SME corporate in North India• Understanding clients’ risk profile; advising suitable hedging structures to manage market risks• Updating clients on key market events and their impact on FX and interest rate movements• Liaise with Corporate banking & Trade finance team to increase FX wallet share in the portfolio
- Progressive Components
  Aug 2016 - Mar 2018
  Business Development Manager
  • Handled Business Development and Sales and operations of our family business (Shoes soles manufacturing firm).• Supervising the entire value chain (from procuring raw materials to collecting sale proceeds)• Managing a team of 4 sales executives, identified new markets and on-boarded new clients • Streamlined inventory and logistics leading to cost optimization and reduced overheads
- HDFC Bank
  Mar 2018 - Mar 2022
  • Holistic understanding of FX markets; Analyze global economic events and their implications • Advising large and mid-size corporates (North India) on hedging their FX and interest rate risks • Business development through sourcing of new corporate clients and effective cross selling• Facilitate deal execution for clients, including FX spot, forward, options & structured derivatives• Enhance FX and Trade wallet share in existing portfolio by analyzing clients’ business and advising suitable trade finance (Buyers Credit, PCFC) & structured lending (FCNR, ECB) products• Maintain client contact intensity through regular meetings; generate weekly deal pipeline• Advising and educating clients on capital accounts transactions like FDI, ODI, FCTRS and ECB• Ensuring regulatory (RBI, FEDAI) and internal control compliance in FX dealing & documentation Show less
  - Assistant Vice President, FX and Derivatives Sales
    Jun 2021 - Mar 2022
  - Senior Manager, FX and Derivatives Sales
    Mar 2018 - Jun 2021
- HSBC
  Mar 2022 - Aug 2022
  Vice President FX and Derivatives Sales
- Standard Chartered
  Aug 2022 - now
  Associate Director Financial Markets
- Standard Chartered
  -
  Associate Director Financial Markets
Licenses & Certifications
- CFA Level 3 Passed
  CFA Institute
  Aug 2015