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Akshat Modi

Akshat Modi

Intern

Followers of Akshat Modi2000 followers
location of Akshat ModiBengaluru, Karnataka, India

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  • Timeline

  • Skills

    Financial analysis
    Team management
    Microsoft excel
    Corporate finance
    Business analysis
    Credit analysis
    Market research
    Derivatives
    Teamwork
    Financial modeling
    Powerpoint
    Microsoft office
    Microsoft word
    Finance
    Banking
    Relationship management
    Dcf valuation
    Global client management
    Credit
    Planning and organizing skills
    Goods and services tax

  • About me

    An ambitious young professional holding MBA (Finance), with more than 2 years of experience in financial services industry. I am Currently, designated as an Senior Analyst, with the Credit Analysis Unit of HSBC EDPI, covering Americas region. I have sector exposure in the diversified Industrial and Chemical industry and I am responsible for preparing credit appraisal reports for Global large corporate clients.

  • Education

    • University of Lucknow

      2007 - 2010
      Bachelor of Business Administration (B.B.A.)

      Bachelor of Business Administration

    • Xavier Institute Of Management and Entrepreneurship

      2011 - 2013
      Post Graduate Diploma in Management Finance

      Activities and Societies: Member of Finitiative - Finance club of XIME

  • Experience

    • Airtel

      May 2009 - Jul 2009
      Intern

    • Tata Motors

      May 2012 - Jul 2012
      Intern

    • HSBC

      Jun 2013 - Jun 2015
      Credit Analyst

      - Preparing high-quality and timely credit assessment reports on large multinational corporations. Conducting industry analysis and credit analysis, which include analysis of profitability, cash flows, liquidity, capital structure and financial ratios, analysis of peer companies, financial modeling, cash flow forecasting and enterprise valuation, in the context of prevailing industry trends and economic conditions.- Appraising credit proposals to support bank’s new & existing client relationships. - Adhering strictly to compliance and operational risk controls in accordance with HSBC and regulatory standards, policies and practices.- Building strong working relationships with onshore business partners, relationship managers and credit approvers. Show less

    • HSBC

      Dec 2015 - now

      Short Term Assignment with the Kuwait Global Banking team. Key responsibilities included assisting the Relationship Manager (RM) in the following:- Develop and convert new customer prospects- Actively seek referrals from other business units within HSBC- Provide credit analysis, proposals, reviewing existing facilities, and monitoring relationship-managed customers’ risk profile- Preparation of Facility Offer Letter and transaction documentation for the clients- Liaising with trade, cash and credit operations to ensure delivery of quality service to the client- Ensure compliance with local banking regulations. Show less

      • Senior Vice President

        Mar 2024 - now

      • Vice President (Relationship Manager) - Corporate Banking

        Sept 2019 - Feb 2024

      • Associate Vice President (Relationship Manager)- Corporate Banking

        Feb 2019 - Aug 2019

      • Relationship Manager (AVP) - Corporate Banking

        Jul 2017 - Feb 2019

      • Associate Relationship Manager (AVP) - Corporate Banking

        Oct 2016 - Jul 2017

      • Senior Credit Analyst

        Jul 2015 - Sept 2016

      • Associate Relationship Manager (Short Term Assignment)

        Dec 2015 - Apr 2016

    • HSBC

      -
      Senior Vice President & City Head - Business Banking

  • Licenses & Certifications

    • NCFM- Investment Analysis and Portfolio Management

      NSE (National Stock Exchange)
      Dec 2012

  • Honors & Awards

    • Awarded to Akshat Modi
      Center Manager's Quarterly Achievement Award HSBC Technology and Services - Global Service Delivery Jul 2014 Received for second quarter of 2014
    • Awarded to Akshat Modi
      Superstar of the Quarter HSBC Global Banking and Markets Apr 2014 Received for first quarter of 2014
    • Awarded to Akshat Modi
      Rookie Award HSBC Global Banking and Markets Onboarding - APAC Jan 2014 Rookie award is the rising star award presented to new employees. This award was received for my performance in the fourth quarter of 2013.
    • Awarded to Akshat Modi
      Spot Award HSBC EDPI Two spot awards received during first half of 2014 for exhibiting high standard of performance.