Ankit Verma

Experience

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  The Bank of New York Mellon

  Aug 2010 - Mar 2011

  Application Developer

  Application Developer at The Bank of New York Mellon – INautix Technologies. • Assisted senior developers with modular development of applications on various platforms like C# and Adobe Flex. • Worked on software solutions and applications to conduct derivative dealings and clearing instructions.Contributed to the INautix Community Services by taking up voluntary programs in teaching at orphanages and organising blood donation camps within the organisation.Trained in technologies like .Net and Java. Show less

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  ACARA

  Jun 2011 - Dec 2011

  Team Member for ACARA Challenge

  Worked as a part of the team representing K J Somaiya Inst of Mgt Research and Studies. Undertook an entreprenurial project regarding manufacturing and supply of ready made food packets for direct consumption. Distribution was done throughout south Mumbai region.

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  SIMSR

  Jul 2011 - Jul 2013

  Member, Quantinuum

  Assembled the monthly magazine related to latest development in the field of Quants and mathematics and worked on seminars, presentations and workshops related to the same, where students were exposed to the application of these techniques.

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  Amul Dairy

  May 2012 - Jun 2012

  Summer Intern-Marketing & Distribution

  Summer trainee at Amul-Marketing & Distribution Division for product launch of Amul PRO in Mumbai. • Conducted market research, gauging the perception of brand Amul in retail space as well as preference of health drink across customer profiles.• Charted the most effective medium to spread health drink awareness

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  HDFC Bank ( Private banking Group )

  Mar 2013 - Feb 2015

  Investment Advisor

  Investment advisor for High net-worth individuals and corporate institutions in HDFC Bank - Private Banking Group. • Served clientele with their portfolio management needs and advised them on their investments into mutual funds (Debt, Equity), Direct Equity, Structured Products. • Pitched in new investment ideas and opportunities to clients and advised them on asset allocation and portfolio re-balancing in line with their investment horizon. Have been the PAN-India top performer on the new platform launch called as DFP for customers.Have successfully cleared all the certification exams needed for advisory including CIEL, AMFI and KYC-AML. Show less

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  IIFL (India Infoline Group)

  Feb 2015 - Aug 2016

  Investment Advisor

  Investment Advisor for Corporate Clients for IIFL• Equity(direct/indirect) & Debt exposure valuation, Cash-flow Analysis on existing investments and future pay-outs, Tax Consultancy, Treasury Services, Legal Consultancy, Trust Services, Alternate Investments, Real Estate and advising clients on Structured Products • Worked closely with Product Team for creation of customized, need-specific offerings and structures for clientele. This also involved running analytics on existing Equity Investments and making sector specific allocation according to the valuations and projections. Have pitched and helped clients work through a few acquisition and restructuring deals with the help of in-house IB team, working from deal origination to finalization. Acquired and managed an AUM of around 126 crores, which included Corporates, Promoters and fresh funds raised by start-up companies. Show less

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  YES BANK

  Oct 2016 - Nov 2017

  • Directly liaising with Yes Bank’s Corporate Partners for creating structured deals for Business as well as Corporate Lending in multiple currencies through SBLC contracts• Managing 3 major channels for Yes Bank including GRL, Abu Dhabi Rep Office and International Alliances and taking policy measures for increasing their individual profitability and adherence to key business objectives• Taking decisions on Role Creations and focus parameters, budgeting for the above mentioned channels• Working closely with Product Team for creation of customized, need-specific offerings and structures Show less • Directly liaising with Yes Bank’s Corporate Partners for creating structured deals for Business as well as Corporate Lending in multiple currencies through SBLC contracts• Managing 3 major channels for Yes Bank including GRL, Abu Dhabi Rep Office and International Alliances and taking policy measures for increasing their individual profitability and adherence to key business objectives• Taking decisions on Role Creations and focus parameters, budgeting for the above mentioned channels• Working closely with Product Team for creation of customized, need-specific offerings and structures Show less

  • Senior Program Manager for Global Indian Banking Division

    Oct 2016 - Nov 2017

  • Senior Program Manager for Global Indian Banking Division

    Oct 2016 - Nov 2017
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  ASK Asset & Wealth Management

  Nov 2017 - Oct 2022

  Associate Vice President

  • Directly managing Fixed Income/Equity & Alternate portfolios of Treasury and Promoter level clients with respective sales teams and taking strategic/tactical calls based on their risk appetite• Bringing depth and quality to the advisory provided from ASK Team to enhance the alpha generated from the portfolio, simultaneously managing parameters as per client’s compliance needs• Creating proposals suggesting the modulations and reallocations required to formulate a long term strategic portfolio comprising of Fixed Income & Alternate products• Working closely with Product Team for creation of customized, need-specific offerings and structures (Debt & Equity)Managing and advising a lot of large ticket treasury & Fixed Income accounts with an approx. cumulative AUM of INR 10,000+ crores. Show less

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  Kotak Cherry

  Oct 2022 - now

  Product Manager