Anshul Goyal

Experience

• 

  Religare Broking Ltd

  Jun 2007 - Aug 2010

  Risk Management

  Worked successfully in the Risk Management and Operations division, handling identification of short margin clients and squaring off positions of the equivalent amount. Further assisted in analysis of Technical Charts and generated Short-term and Medium-term Trading Calls.

• 

  Emkay Global Financial Services Ltd

  Nov 2010 - Oct 2011

  Risk Management

  Worked successfully in the Risk Management and Operations division, handling identification of short margin clients and squaring off positions of the equivalent amount. Further assisted in analysis of Technical Charts and generated Short-term and Medium-term Trading Calls.

• 

  KARUR VYSYA BANK

  Oct 2011 - Jun 2021

  • Managing portfolio of working capital accounts, managing their funded and non funded limits exposure. Reviewing loan requests. Assessing clients financial status and evaluating creditworthiness and risks. Retention and service for the existing customer, understand the business and offer periodical suggestions or guidance on an on-going basis. Monitoring of Loans and Advances and ensuring overdue payments received on time and monitoring portfolios for trends and early warning signs. Doing the unit visits and setting drawing powers for Cash Credit Customers. Ensuring proper documentation, filing ROC, CERSAI for loans and advances as per Bank’s credit policy. Fostering productive relationships internal departments and external vendors. Show less Managing branch team and delegating work and monitoring them. Supervising front-end operations for Savings, Current & Fixed Deposits, collection and remittance of funds, Cash Management, Forex operations and Customer support for branch as well as extending priority-banking services. Ensuring compliance with the statutory requirements laid down under different Acts governing banking regulations. Devising & implementing policies/procedures for all-round development of the bank as well as reducing overall costs to the bank through various means. Show less Led the trading and investment activities of Bank’s funds in Equities, IPO’s, Corporate Bonds, Certificate of Deposits, Commercial Papers and Liquid Mutual Funds by taking short term and medium term view of the market. • Chaired conversations in Investment Committee Meeting which decides investment decisions• Tracked and analyzed Macro Economic parameters and monetary indicators periodically, both domestic and international• Generating new Investments Ideas and further presented to senior management• Conducted Portfolio analysis with an aim to serve the specific management objectives, which included performance attribution, market trends and investment themes• Handled Money market operations in Call/Term/ Notice Money Market, CBLO, and CROMS platform of RBI/CCIL for daily liquidity management and CRR requirement• Undertaken short to long-term fundraising activities for the Bank through Certificate of Deposit• Managed debt portfolio of bank by initiating investment proposal for investment in Corporate Bonds (PSU's, Taxable & Non-Taxable) & NCD and exiting at appropriate profit levels• Initiated Arbitrage of funds between money market instruments to lock rate difference and earn profits Show less

  • Relationship Manager

    Feb 2021 - Jun 2021

  • Branch Operations Manager

    Apr 2019 - Feb 2021

  • Manager-Credit and Forex

    Aug 2014 - Mar 2019

  • Treasury & Fund Management

    Oct 2011 - Aug 2014
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  IDFC FIRST Bank

  Jul 2023 - now

  Chief Manager

  •Managing portfolio of working capital accounts, managing their funded and non funded limits exposure. Reviewing loan requests. Assessing clients financial status and evaluating creditworthiness and risks. Retention and service for the existing customer, understand the business and offer periodical suggestions or guidance on an on-going basis. Monitoring of Loans and Advances and ensuring overdue payments received on time and monitoring portfolios for trends and early warning signs. Doing the unit visits and setting drawing powers for Cash Credit Customers. Ensuring proper documentation, filing ROC, CERSAI for loans and advances as per Bank’s credit policy. Fostering productive relationships internal departments and external vendors. Show less