
SUMIT SEHGAL
Research Associate

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About me
Senior Manager-Credit at PUNJAB NATIONAL BANK
Education

City Montessori School
-
Jaipuria Institue of Management
2009 - 2011Master of Business Administration (MBA) Finance, General FirstActivities and Societies: Public Speaking Group; Capstone Simulation Game Founder and lead organizer for the activities of the public speaking group.Worked on various financial projects like optimization of returns for a portfolio of stocks.

Delhi University
2005 - 2008Bachelor of Commerce (B.Com.)
Experience

S&P Global
May 2011 - Feb 2014Research Associate• Utilize internal & external public domain research sources such as, government & regulatory documents, stock exchanges, industry journals, analyst reports as well as information databases and our research tools to collect, summarize, and synthesize relevant financial, industry-specific market, and business information pertaining to mergers and acquisitions around the globe.• Ensuring timeliness and quality of the information served to our clients.• Working on the advisory related information pertaining to the mergers and acquisitions from direct contact from advisors.• Co-ordinating between other transaction teams(Private Placement, Public Offerings, Bankruptcy), so as to provide correct and valuable information to clients.• Constantly review and update the transactions already entered and add/edit necessary information. Show less

Punjab National Bank
Apr 2014 - nowSenior Manager Credit-Currently entrusted with the responsibility of handling credit portfolio of over Rs 50.00 Crores-Evaluation and detailed final account analysis of the credit proposals received-Experienced in credit appraisals for working capital limits and non fund based credit tools- letter of credit, guarantees, etc-Responsible for achievement of the allocated credit budget and future growth for Retail and MSME both- Review and monitoring of big borrowal accounts.- Ensuring regular monitoring of SMA accounts as per RBI guidelines.- Handling diverse banking operations from routine banking -RTGS, transfers to monitoring of Existing accounts. Show less
Licenses & Certifications

Certificate in Commercial Credit
Moody's Analytics Knowledge ServicesJun 2021
JAIIB & CAIIB
Indian Institute of Banking and FinanceJan 2021
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