SANSKAR SAXENA
Summary
Finance & Operations Enthusiast with Banking experience | Deputy Manager at Kotak Mahindra Bank with expertise in financial analysis, strategic planning, risk management and client relationship building to drive growth and efficiency
Overview
1
1
year of professional experience
1
1
Certification
Work History
Deputy Manager
Kotak Mahindra Bank
04.2024 - 07.2024
- Managed a portfolio valued at ₹60 crores by delivering investment solutions and strategies to clients
- Develop and expand relationships with High-Net-Worth Individuals, and source new customers through acquisition channels
- Ensure high levels of customer service and adherence to bank policies, tracking and managing clients complaints and queries for satisfaction
- Creating Strategies to increase the market penetration and reach of products
- Fund analysis to provide solutions to clients according to their risk mitigations and goals
Finance Intern
Outlook Group
04.2023 - 06.2023
- Analyzed Investment behavior of people and submitted a conclusive report
- Analyzed in detail various Payment gateways & suggested some for-Outlook’s operation
- Drafted a conclusive report on “Stay at Home Fund Managers” on the basis of primary and secondary data (Surveys, Focused groups)
- Conducted survey to find Net Promoter Score for Outlook products & services
- Business development & Revenue generation (References, Calls, Stores & Deport visits)
Education
MBA - Finance
FOSTIIMA Business School
New, Delhi04-2024
BBA - Business Administration And Management
Axis Institute of Higher Education
Kanpur, India09-2021
XII - Science
Gulmohar Public School
Kanpur06-2017
No Degree -
X CBSE Gulmohar Public School
Kanpur, India05-2015
Skills
- Financial Modelling
- Valuation
- Financial Planning & Forecasting
- Fund accounting
- Investment Strategies & Risk analysis
- Project management
- Client handling
- Advance MS Excel & Office
- Microsoft PowerBI
- Advance CANVA
- TABLEAUv22
- Basic SPSS for Statistical analysis
Certification
- Financial forecasting with Analytics by LinkedIn Learning
- Financial Modelling by financial statements LinkedIn Learning
- Intermediate level Power BI by Skill Nation
- Prompt Engineering in ChatGPT and AI tools by Skill Nation
- Influencing people (University of Michigan)
- Managing the Company of future (University of London)
Affiliations
- NISM Series 5A
- IRDA Investment Advisor
- Lead Pro Business Acumen
Accomplishments
- Selected for Volunteering “United Nations” event conducted by UN Organization
- Elected as Vice President of Finance Club in Axis GOI
- Secured 2nd Place in “Young Manager of the Meet” competition conducted by Axis GOI
Additional Information
- Live Project - Financial Analysis of LIC India using financial ratios & multiple comparable
- Live Project - Financial modelling & forecasting to forecast the CAGR, PAT of Reliance Industry
- Achievement - Secured 1st place in graduation (BBA)
Timeline
Deputy Manager
Kotak Mahindra Bank
04.2024 - 07.2024
Finance Intern
Outlook Group
04.2023 - 06.2023
MBA - Finance
FOSTIIMA Business School
BBA - Business Administration And Management
Axis Institute of Higher Education
XII - Science
Gulmohar Public School
No Degree -
X CBSE Gulmohar Public School
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