
Amit Rathee
Associate Advocate

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About me
Finance | MBA IIMA | PMP | ACP | CICC
Education

Guru Gobind Singh Indraprastha University
-Bachelor of Laws-LLB (H) Law
Indian Institute of Management Ahmedabad
-Master of Business Administration - MBA Full-timeEstablished in 1961, IIM Ahmedabad is one of the top-tier business schools in APAC region.

Esade Business School, Spain
-International Immersion Programme Business Administration and Management, General
UBC Sauder School of Business, Canada
-International Immersion Programme Business Administration and Management, General
Experience

Delhi High Court
Nov 2008 - Nov 2009Associate AdvocateManaged high-level clients, including senior advocates and top management, in challenging work scenarios. Performed matter drafting, documented case filings, and assisted proceedings before hon'ble courts.

Coaching & Training Institute
Jan 2010 - Apr 2012EntrepreneurshipCo-founded a coaching Institute for government job aspirants and ran it profitably for 2 years with an average revenue of C$ 40,000.Taught aptitude subjects and provided feedback using positive reinforcement techniques to approx. 120 students per year.

Indian Bank
May 2012 - Jan 2015Assistant ManagerManaged branch operation and business banking, generated reports on NPL recovery and sales pipeline.Strategized marketing, client relationship management and workforce allocation for operation.

State Bank of India
Jan 2015 - Jan 2019India’s largest Bank – with 0.5 billion(approx) customers-, a fortune 500 company- with annual revenue of US$ 52 billion (2020), 55th largest Bank in world:Managed Retail Assets Credit Centre (RACC) establishment project worth C$ 50 million credit business.Led a team of 15 officials in the commercial and industrial banking division across hub and spoke branches.Achieved growth of C$ 10 million in commercial credit and managed a loan portfolio of C$ 37 million for 200 clients.Monitored NPL and distressed assets for restructuring per bank's policy.Spearheaded YONO Banking Digital Platform/Mobile Application launch project for 53 branches.Developed relationships with local business communities for business development and lead generation.Generated Employment for Mahouts (Elephant keepers and drivers) in Jim Corbett Forest Area Show less Managed client services, multiple product offerings and client acquisitions. Achieved yearly credit target of C$ 5 million & deposit target of C$ 10 million.Supervised branch operations and led a team of 12 officials to meet customer needs.Facilitated community events for Housing Mortgage sales team and generated 600+ leads.Managed 10-20x customer footfall surge during demonetization while motivating team in a tough environment.Managed SBI’s CSR project - Clean & safe drinking water for government school students Show less
Relationship Manager
Jun 2017 - Jan 2019Branch Operations Manager
Jan 2015 - Jun 2017

Pravaig Dynamics
May 2021 - Sept 2023HoD FinanceBuilt and led company's financial strategy and investment plans.Collaborated with key stakeholders, including management, investment bankers, venture fund managers and investors.Led and raised pre-series A and Series A funding rounds for the organization.Managed corporate budgeting, cost reduction planning and risk management practices.Spearheaded ESOP scheme and granted to first time eligible employees.Supervised and mentored the finance team in managing treasury, account, and control functions.Heading negotiation discussion for Supply chain team with large suppliersEnsured adequate assessment and mitigation of risk and compliance with applicable regulatory and legal requirements Show less
Licenses & Certifications

NISM certified -Associate Person in the Securities Markets for distribution of Mutual Fund Product
National Institute of Securities MarketsJan 2016- View certificate

Banish Your Inner Critic to Unleash Creativity
LinkedIn - View certificate

Developing Your Emotional Intelligence
LinkedIn - View certificate

Being an Effective Team Member
LinkedIn - View certificate

Managing Stress for Positive Change
LinkedIn - View certificate

Persuading Others
LinkedIn 
Lean Six Sigma Green Belt Certification
KPMG IndiaDec 2020- View certificate

Canadian Securities Course
Canadian Securities InstituteApr 2024 - View certificate

Certificate in Commercial Credit (CICC)
Moody's AnalyticsMay 2018 
Project Management Professional (PMP)
Project Management InstituteJul 2019
Certificate for Branch Manager
State Bank of IndiaJan 2018
PMI Agile Certified Practitioner (PMI-ACP)
Project Management InstituteSept 2020
Certified Associate of Indian Institute of Bankers (CAIIB)
Indian Institute of Banking and FinanceJan 2015
Junior Associate of Indian Institute of Bankers (JAIIB)
Indian Institute of Banking and FinanceJan 2013
Certified - specified person for distribution of Life Insurance Products
Insurance Regulatory and Development AuthorityJan 2015
IRDA certified - specified person for distribution/selling of General insurance products
Insurance Regulatory and Development AuthorityJan 2015
Volunteer Experience
Organ Donor
Issued by Organ Retrieval and Banking Organisation
Associated with Amit RatheeMember
Issued by Toastmasters International
Associated with Amit RatheeProject Manager
Issued by State Bank of India
Associated with Amit Rathee
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