Amit Rathee

Amit Rathee

Associate Advocate

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location of Amit RatheeToronto, Ontario, Canada

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  • Timeline

  • 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-time

      Established 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 2009
      Associate Advocate

      Managed 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 2012
      Entrepreneurship

      Co-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 2015
      Assistant Manager

      Managed 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 2019

      India’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 2019
      • Branch Operations Manager

        Jan 2015 - Jun 2017
    • Pravaig Dynamics

      May 2021 - Sept 2023
      HoD Finance

      Built 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 Markets
      Jan 2016
    • Banish Your Inner Critic to Unleash Creativity

      LinkedIn
      View certificate certificate
    • Developing Your Emotional Intelligence

      LinkedIn
      View certificate certificate
    • Being an Effective Team Member

      LinkedIn
      View certificate certificate
    • Managing Stress for Positive Change

      LinkedIn
      View certificate certificate
    • Persuading Others

      LinkedIn
      View certificate certificate
    • Lean Six Sigma Green Belt Certification

      KPMG India
      Dec 2020
    • Canadian Securities Course

      Canadian Securities Institute
      Apr 2024
      View certificate certificate
    • Certificate in Commercial Credit (CICC)

      Moody's Analytics
      May 2018
      View certificate certificate
    • Project Management Professional (PMP)

      Project Management Institute
      Jul 2019
    • Certificate for Branch Manager

      State Bank of India
      Jan 2018
    • PMI Agile Certified Practitioner (PMI-ACP)

      Project Management Institute
      Sept 2020
    • Certified Associate of Indian Institute of Bankers (CAIIB)

      Indian Institute of Banking and Finance
      Jan 2015
    • Junior Associate of Indian Institute of Bankers (JAIIB)

      Indian Institute of Banking and Finance
      Jan 2013
    • Certified - specified person for distribution of Life Insurance Products

      Insurance Regulatory and Development Authority
      Jan 2015
    • IRDA certified - specified person for distribution/selling of General insurance products

      Insurance Regulatory and Development Authority
      Jan 2015
  • Volunteer Experience

    • Organ Donor

      Issued by Organ Retrieval and Banking Organisation
      Organ Retrieval and Banking OrganisationAssociated with Amit Rathee
    • Member

      Issued by Toastmasters International
      Toastmasters InternationalAssociated with Amit Rathee
    • Project Manager

      Issued by State Bank of India
      State Bank of IndiaAssociated with Amit Rathee