Mumbai Maharashtra, India
Phone: xxx-xxx-xxxx
Email: xxx@xxxx.xxx
Looking For: Investment Banker, Financial Analyst
Occupation: Business and Finance
Degree: Master's Degree
Career Level: Experienced
Languages: English, Hindi, Gujarati, Marathi, Deutsch
Highlights:Completed 2 Mergers and Acquisitions transaction in Facility Management Industry in a period of 6 months worth $156000 Completed an Management Buyout Transaction in Telecommunication Industry worth $3378000
Skills:Financial and Business Research, Financial Modelling, Equity Research, Information Memorandum, Corporate Finance
Goal:To work with a good financial firm in the investments and financial domain where I can leverage my skills and experience to add value.
Certification:Certificate in NSE's NCFM Capital market (Dealers) module 2011 Certificate in German Language from Max Muller (Level 2 Proficiency)
Honor:2nd Place in Fin-O-Quotient at Finclave 2011, Management event held at Christ University Institute of Management
Analyst 01/2015 - current
Proficio Advisors Pvt. ltd., Mumbai, Maharashtra India
Industry: Finance
Working as an Analyst in Corporate Finance - Mergers and Acquisition market and in Private Equity - Equity Market and Advisory
•Working on Equity Markets(Advisory) & Corporate Finance (M&A - Advisory for companies across SME space)
•Involved in preparation and finalization of the business plan of the client companies along with the company management
•Investor Pitching and Co-ordination
•Actively involved in the valuation process using various valuation methods like Discounted Cash flow, Net Asset Value
•Industry Research, Business and Financial Analysis, preparation of pitches, Teasers, offer Synopsis, Co-ordination for Due Diligence process, Legal document preparation like Share purchase agreement etc. Co-coordinating for investor meetings
•Meeting Companies and Managing Client Relationships--
Assiatant Manager 05/2013 - 07/2014
Karur Vysya Bank, Anand, Gujarat India
Industry: Banking
Worked as Assistant Manager in Anand Branch of Karur Vysya Bank.
Major responsibilities included
- Manage Branch Activities
- Credit Monitoring and Administration
- Marketing and Business Lead convertion
- Manage and ensure timely completion and smooth working of daily banking activities
- Credit administration, fund disbursement and profiling for credit approval, financial statement analysis , stock statement maintenance for reconciliation with the Divisional office statement and to ensure that the limit with the customer is
maintained ,
- As a part of credit administration did a primary and secondary research on the clients who have approached for credit.
- Handle LC and BG discounting to administer timely disbursement and co-ordination advising
- Analytical insight generation for customer segmentation and targeting
- Charted out proposals for customer acquisition strategy--
University of Mumbai 06/2007 - 06/2010
Mumbai, Maharashtra, India
Degree: Bachelor's Degree
Major:Accounting
Minor:Taxation
Completed Bacxhelors from the University of Mumbai wherein the subjects included Financial Accounting, Management Accounting, Costing, Taxation and Export. Passed with 1st Class.
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