Jigar Jatania

Experience

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  HSBC

  May 2011 - Jun 2011

  Summer Trainee

  Central Team, Branch Banking.Working on a project on Strategic Cost Management through branch Relocations and its effects on business and Returns on investment.

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  ING Vysya Bank

  May 2012 - Mar 2013

  Manager, Business Banking

  Handling a portfolio of Business Banking clients and Directly responsible for a portfolio of 40 crores. Managing their Fund and Non-Fund based facilities for Working capital requirement as well as Term Debt. Responsible for management of trade transactions of these clients and monitoring the business activities of the portfolio of clients.Additional responsibility includes acquisition of business banking customer and adding to the Fees as well as Interest income for the bank. Includes sourcing prospective customers from various sectors of industry.Scrutinize the financials of the client with respect to profitability, repayment record and future revenues from business, prepare CMA (Credit Monitoring and Assessment data) and check financial background of promoters.Undertake and co-ordinate legal scrutiny of the collateral offered and also appraise the valuation for the same.Also importantly analyse the business model of potential client and deciding on lending to the clients with respect to business model robustness, comfort of clients financials, soundness of promoter background, industry risk concentration and market position. Show less

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  L&T Technology Services Limited

  Jul 2013 - Jul 2014

  Treasury Executive

  Started and handled banking relationship for the company across 13 nations and close to 40 bank accounts. Responsible for and single point for banking relationship for the company for Credit facilities, treasury products and Cash management products.Responsible for Hedge Management of about $250 million for the entire company including hedges for Customer Receivables and Foreign Currency Credit facilities, Buying and selling of Foreign Currency and Foreign Exchange Risk Management.Involved in setting up of Investment Management framework of Surplus liquidity of the company by optimal Cash flow planning. Investment Management here includes investments in Government Securities, Debt Mutual Funds and FMPs, Commercial papers and CODs. Show less

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  Self employed

  Aug 2014 - Jan 2023

  Enterpreneur
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  Hexagon Hedge Fund

  Feb 2023 - Aug 2023

  Assistant Investment Officer (Buy Side Research)

  My profile involves undertaking research in Equity and Fixed income instruments across US, Europe, Hong Kong and Indian markets through data modelling, comparing corporate financials with industry data and market trends and analyzing corporate documents filed with regulators.Updating the management on corporate events taking place in existing investments and tracking the entry and exit targets is an added responsibility.Also I need to track the performance of existing portfolio and provide inputs to the management on any potential risks with respect to company specific and /or industry risks. Show less