
Timeline
About me
Ex Vice President at HSBC Bank || MDI || DCE || Cleared CFA Level 1 || Cleared FRM Part 1
Education

Rukmini devi public school
1991 - 2005Non medical sciencesNon Medical Sciences

Delhi college of engineering
2005 - 2009Bachelor of engineering (b.e.) information technology first gradeBachelors of Engineering with majors in Information Technology

Management development institute, gurgaon
2012 - 2014Master of business administration (m.b.a.) finance and operationsActivities and Societies: Senior Editor, Blue Chip - Quarterly Finance Magazine; Senior Core Team Member, Monetrix - The Finance and Economics Club; Senior Core Team Member, Samaritans - Social Initiative Club; Core Team Member, Finance and Analytics Panel, Knowledge Partnership Team, Delphique - XVIth National Management Convention MBA in Finance and Operations
Experience

Zorrik enterprises
Jun 2009 - May 2012General managerExpanded the business model of the organization to introduce E-Commerce (B2B and B2C) channel and boost salesStreamlined procurement and sourcing processes; changed from Safety Stock to Just In Time inventory method Managed cash flows in the organization to meet and satisfy business and investment needsLed business development team in the workplace, identifying leads and preparing service pitchesInterfaced with clients, from understanding client needs to output delivery and receiving feedback from them Show less

Hug your roots
Oct 2012 - Mar 2014Co-founder
Hsbc
Apr 2013 - May 2013Summer internProject Title: Identification of potential initiatives for Strategic Cost ManagementWorked as a summer intern in HSBC RBWM Business Performance Management teamIdentified the potential areas of cost reduction after a detailed analysis of IT costs sheets of first quarter of FY 2013 and projected the potential costs which shall be incurred in the rest three quarters (May-December) of FY 2013

Hsbc
May 2014 - May 2015Regional management traineeWorked with West India Regional Head on strategic initiatives for the region•Streamlined the lead management process for the region by developing a lead allocation strategy and a tracking mechanism•Organized and tracked business development activities and promotional events for the region•Managed and improved regional sales team productivity by taking various initiatives at regional level•Prepared and published business MIS for region and regular basis•Responsible for making and releasing monthly news letter for the regionBusiness Risk and Compliance Management (BRCM) Project:Handpicked to work closely with the RBWM BRCM Head on preparation of customer information files as required for RBI and monitor evaluation.RBWM Central Team Project:Worked on increasing penetration of Personal Loans in HSBC existing customer base Show less

Hsbc
Aug 2015 - Apr 2020Engaging with key decision makers of target corporates by presenting the HSBC CEP proposition with the objective to empanel them for employee bankingAnalyzing and reviewing channel/event success basis a number of parameters including costs, volume of referrals, customer engagement, ease of execution etcFocusing on quality of corporate acquired basis sharp company profiling and increased penetration of HSBC products within their employee baseWorking with product specialist sales teams to conduct corporate presentations and activities focusing on specific products with the objective to successfully generate leadsParticipating or executing engagement platforms across local area trade shows, community events, educational institutions, housing societies, clubs etc to increase sales engagement and visibility with potential prospects of the bankDriving delivery of corporate acquisition targets for defined region as per the Annual Operating Plan Show less
VP Commercial Banking Sales Strategy, Global Liquidity and Cash Management
Dec 2016 - Apr 2020AVP and Head, Business Development and Corporate Acquisition
May 2015 - Dec 2016Regional Graduate Development Program (RGDP)
Aug 2015 - Aug 2015
Licenses & Certifications

Nse certified market professional (ncmp) - level 4
National stock exchangeDec 2010
Certified personal financial advisor (cpfa) examination
Securities and exchange board of india (sebi)Mar 2011
Nism-series-vii: securities operations and risk management certification examination
Securities and exchange board of india (sebi)Mar 2011
Nism-series-i: currency derivatives certification
Securities and exchange board of india (sebi)Jan 2011- View certificate

Jodi glickman on make 'em love you at work
LinkedinMar 2020 .webp)
Frm part 1
Global association of risk professionals (garp)Jan 2011
Cfa level 1
Cfa instituteJan 2010
Honors & Awards
- Awarded to Ashish GuptaWinner, Quarterly Dynamo Award - Q1 2019 HSBC Bank May 1, 2019
- Awarded to Ashish GuptaWinner, Global Customers @ the Heart surprise HSBC Bank Jan 2017 Winner of Global "Customers @ the Heart" recognition program for 2016 for delivering excellent customer service and building trusted relationship with the customers .
- Awarded to Ashish GuptaRendezvous with MSF At Our Best Stars - July '16 HSBC Bank Aug 2016 Nominated by the Country Head to "Rendezvous with MSF At Our Best Stars" for the month of July '16. The nomination is basis overall performance (Input, Output, Quality, Values and Behavior)
- Awarded to Ashish GuptaWinner, Quarterly Dynamo Award - Q2 2016 HSBC Bank Aug 2016 Winner of At Our Best Recognition - Quarterly Dynamo Award - Q2 2016. Received for delivering superior service by displaying HSBC values and got selected after a thorough review by business/ function heads and HR
- Awarded to Ashish GuptaBest BDM, HSBC Bigger Start - Staff Recognition Campaign Q1 2016 HSBC Bank Jul 2016 Awarded as the Best Business Development Manager (across India), for the performance of Q1 '16. The campaign recognized performance based on outcome, activity and control parameters as well as demonstration of HSBC values and behaviors.
- Awarded to Ashish GuptaRendezvous with MSF At Our Best Stars - June '16 HSBC Bank Jul 2016 Nominated by the Regional Head to "Rendezvous with MSF At Our Best Stars" for the month of June '16. The nomination is basis overall performance (Input, Output, Quality, Values and Behavior)
- Awarded to Ashish GuptaTop Performer - Advantage Advance June '16 HSBC Bank Jul 2016 Top Performer in the BDM category of Advantage Advance for the month of June '16. Have acquired the maximum number of New-To-Bank corporates and opened the maximum number of New-To-Bank Advance Accounts for HSBC Corporate Employee Programme
- Awarded to Ashish GuptaTop Performer - Advantage Advance May '16 HSBC Bank Jun 2016 Top Performer in the BDM category of Advantage Advance for the month of May '16. Acquired 2 New-To-Bank corporates for HSBC Corporate Employee Programme
- Awarded to Ashish GuptaTop 500 Young Achievers Award Times Group and NearGroup.in Oct 2015 Selected to be awarded with 'Top 500 Young Achievers Award' by Times Group and NearGroup.in in Indian BFSI sector
- Awarded to Ashish GuptaNational Semi Finalist, 'HSBC Master Minds Challenge' HSBC Bank Dec 2014 Semi-finalist in HSBC Master Minds Challenge, India Chapter, across 50 qualifying teams in 10 locations
- Awarded to Ashish GuptaPre-Placement Offer HSBC Bank Jun 2013 Was awarded a Pre Placement Interview from HSBC Bank basis the work done in summer internship, basis which secured a PPO with the bank
- Awarded to Ashish GuptaNational Finalist, 'American Express Campus Centurion Challenge American Express 2013 National Finalist (amongst top 20 teams out of 238 teams) in American Express Campus Centurion Challenge
- Awarded to Ashish GuptaNational Winner, 'Fin-Quest, Finance League' IIM Indore 2013 Winner of Fin-Quest, organized by Finance League ’13, Flagship Finance event of Ahvan, the management fest of IIM Indore; competing against 200+ teams from across the country.
- Awarded to Ashish GuptaFirst Position, CFA Test Corporate Bridge 2012 Awarded first position from 200+ test takers in CFA Test conducted by Corporate Bridge; awarded 100% scholarship for a live project
Volunteer Experience
Volunteer Member
Issued by CRY on Jul 2010
Associated with Ashish GuptaVolunteer for Kemri Environment Conservation Programme
Issued by HSBC on Oct 2015
Associated with Ashish Gupta
Languages
- enEnglish
- hiHindi
- puPunjabi
Recommendations

Mobeen raza m.saleem raza
Business Development Executive | Entrepreneur | Innovation | Technology | Developer|Customer support...Karāchi, Sindh, Pakistan
Michal mordechay
Customer Success ManagerIsrael
Marco ortuno
Global Retail TechnologySuffolk County, Massachusetts, United States
Jayesh paliwal
Software Engineer @ Capgemini || Mulesoft Certified DeveloperRajsamand, Rajasthan, India
Brian aleri
3G Direct Pay LimitedKenya
Lakshmipriya s
Business efficiency architectChennai, Tamil Nadu, India
Kamran chowdhury
Manager, Overseas Affairs at Trust Cargo Services Ltd.Dhaka, Bangladesh
吳佩瑜
博士後研究員 - Taipei Medical UniversityTaipei City, Taipei City, Taiwan
Philipp wiegand
HR Consultant & CoachTrebur, Hesse, Germany
Panagiotis stoikos
M.D, M.Sc, MA(c)Greece
...