
Timeline
Skills
Pre salesBfsiTreasury servicesCore bankingWealth mangementCredit riskPrivate bankingSalesClient presentationSales presentationsAbout me
* M.B.A (Finance) and CFA with over 10 years of experience in presales (Demo, RFPs, Proposals) and implementation of Core Banking, Wealth Management &Treasury Solution * Responsible for managing Finacle Treasury and Wealth Management Solution in presales division * In depth understanding of Banking, Treasury and Wealth management operations * Managed Finacle core banking implementation - Liabilities and Branch Banking modules * Expertise in analyzing company business model, financial statement, industry, management and preparing investment and credit proposals * Effectively sourced new corporate accounts and managed credit line of more than $45 million * Adept in interacting and building relationships with key stakeholders in companies * An effective communicator with excellent interpersonal & relationship management skills
Education

Hardwicke
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Hardwicke primary school
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Icfai business school
2003 - 2005Mba
Icfai university
2003 - 2005Cfa
Experience

Hdfc bank
Feb 2005 - Jul 2005Relationship manager, retail banking
Ing vysya bank is now kotak mahindra bank
Aug 2005 - Feb 2007Manager, treasury and corporate banking
Infosys
Feb 2007 - nowPrincipal Consultant
Apr 2021 - nowLead Consultant
Feb 2007 - now
Licenses & Certifications

Cfa
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