Prateek .

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Gurugram, Haryana, India

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Timeline
About me
Deloitte | ISB | CFA Level II |Moderator(SIG)-ISBAA| Ex-Relationship Manager (Corporate Credit) @ SBI
Education
- CFA Institute
  2022 -
  CFA Level II
  Cleared CFA Level II.
- CFA Institute
  2021 -
  CFA Level I
- NPU, Jharkhand
  2014 - 2017
  Bachelor of Arts - BA Honours
- JVM Shyamali,Ranchi
  2011 - 2013
  Higher Secondary School Science
- JVM Shyamali,Ranchi
  2010 - 2011
  Matriculation
- Indian School of Business
  2023 - 2024
  Post Graduate Program Business Administration and Management, General
  Majored in Finance & Strategy. Post Graduate Program in Management, Class of 24.
Experience
- State Bank of India
  Dec 2017 - Mar 2023
  Heading a team of Credit Analysts in managing a portfolio of Advances worth ₹ 1500 Million of Corporates and SMEs. We assess and appraise Credit proposals of more than ₹ 10 million by Financial Modelling, Ratio validation, assessing Solvency. I specialise in High Value Advances to Corporates. Appraiser of SME Advances, Credit Appraiser, Risk Rater, for the entire region (44 Branches). Deputy Manager at State Bank of India. Directly promoted to Dy Mgr Post Confirmation.
  - Relationship Manager-Small & Medium Enterprises
    Aug 2021 - Mar 2023
  - Deputy Manager Credit & NPA
    Sept 2020 - Aug 2021
  - Deputy Manager Credit
    Jan 2020 - Sept 2020
  - Probationary Officer
    Dec 2017 - Jan 2020
- Indian School of Business
  Jul 2023 - Oct 2023
  Team Lead- Events for Artha 2023
- ISB Alumni Association
  Jun 2024 - now
  Moderator- Special Interest Group (SIG)
  The Indian School of Business has established Special Interest Groups (SIGs) to cater to its substantial and diverse alumni base, fostering connectivity and collaboration.
- Deloitte
  Jun 2024 - now
  Senior Consultant
  Senior Consultant- Mergers & Acquisitions at Deloitte India
Licenses & Certifications
- Chartered Financial Analyst (CFA) Level 2
  CFA Institute
  Oct 2022
  View certificate
- CERTIFICATE IN COMMERCIAL CREDIT
  Moody's Analytics Knowledge Services
  Jun 2019
- SBI PO 2017: Pre Joining Learning & Certification
  Finitiatives Learning India Pvt Ltd. (FLIP)
  Dec 2017
- Junior Associate of Indian Institute of Bankers
  Indian Institute of Banking and Finance
  May 2018
- Decentralised Finance(DeFi) Infrastructure
  Duke University | Coursera
  Feb 2022
  View certificate
- Decentralised Finance(DeFi) Primitives
  Duke University | Coursera
  Feb 2022
  View certificate
- Chartered Financial Analyst (CFA) Level I
  CFA Institute
  Apr 2021
- NISM V-A MF DISTRIBUTER
  SEBI
  Jun 2018
- SBI LIFE CIF
  SBI Life Insurance Co. Ltd.
  Jan 2018
- SBI GENERAL SP
  SBI General Insurance
  Jan 2017
Volunteer Experience
- Volunteer
  Issued by Sanchay Foundation NGO on Nov 2017
  Associated with Prateek .