ANKIT JOSHI
Commercial Banker
Delhi
Summary
Well-versed in investment research and advisement. Develops proposals to deliver solid data to potential clients, leveraging excellent and current knowledge of market trends. Superior financial acumen with superior knowledge of risk, return and relative valuations.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
Work History
Manager
ICICI Bank
7 2023 - Current
- Spearheaded complex corporate transactions contributing INR 500 Cr to the bank book through strategic Customer profiling, financial analysis and proposal development.
- Performed Financial and Market research for more than 20 entities by using tools like probe.
- Reviewed Balance sheets, Income statements and Cash Flows to determine the financial health of the borrowing entity.
- Led the evaluation of project feasibility, incorporating security cover, receivable cover ratio calculations and micromarket comparisons. Prepared termsheets and Proposal notes for credit note underwriting.
- Offered expertise in business, technical, and product aspects to aid post-sales operations, aiming to guarantee customer satisfaction.
- Collaborated with cross-functional teams, including Credit monitoring, Risk, Legal, and Compliance, to support successful sanctioning and disbursement.
Assistant Manager
iAcuity Fintech Pvt. Ltd.
10.2020 - 05.2023
- Established engagement with CXOs/Senior Partners of over 30 Audit firms/CA firms, creating valuable business opportunities.
- Conducted primary and secondary research to monitor market trends, enabling agile adjustments to strategies for optimal market penetration.
- Initiated and managed weekly sprints within a self-organized scrum team, contributing significantly to business growth.
- Developed and presented quarterly reporting dashboards and data visualizations for KPIs, facilitating actionable insights.
- Conducted weekly sales meetings to discuss opportunities, strategies, and address challenges.
- Collaborated with cross-functional teams to align business goals and drive continuous process improvement.
Key Account Manager
Quess Corp
03.2019 - 08.2020
- Conducted data analytics, generating actionable insights and contributing to successful negotiation and closure of over 50 contracts.
- Managed key accounts in the BFSI segment, fostering long-term relationships and maximizing sales opportunities.
- Implemented continuous training and awareness programs, strengthening customer loyalty and enabling cross-selling/up-selling.
- Maintained comprehensive databases and delivered monthly reporting to support informed decision-making.
Client Engagement Manager
Bajaj Capital Ltd
11.2017 - 05.2018
- Achieved recognition as the 2nd best position in the Promising Talent of Bajaj Capital.
- Generated two Corporate leads for marketing activities within a 15-day timeframe targeting at 300+ end customers.
- Utilized financial acumen and investment expertise to review client data, align client needs, and develop customized business plans.
- Conducted risk profiling of mapped clients, ensuring optimal advisory on investment needs.
- Built and maintained client relationships, responding to inquiries and addressing client needs effectively.
Education
PGDM - Marketing/Finance
Lal Bahadur Shastri Institute Of Management
Delhi 06.2015 - 03.2017
B. Tech - Automation
Indraprastha University
Delhi 09.2010 - 06.2014
Skills
- Financial Modelling
Proposal Writing
Credit Appraisal
Research
Case Presentation
Key Account Management
New Business Development
SQL
Timeline
Assistant Manager
iAcuity Fintech Pvt. Ltd.
10.2020 - 05.2023
Key Account Manager
Quess Corp
03.2019 - 08.2020
Client Engagement Manager
Bajaj Capital Ltd
11.2017 - 05.2018
PGDM - Marketing/Finance
Lal Bahadur Shastri Institute Of Management
06.2015 - 03.2017
B. Tech - Automation
Indraprastha University
09.2010 - 06.2014
Manager
ICICI Bank
7 2023 - Current
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