Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
Generic
ASHWANI GUPTA

ASHWANI GUPTA

Team Lead (Fx North And East) + TCG Desk
Kandivali (East)

Summary

Experienced Treasury Sales Executive with a strong track record of success in the financial services industry. Skilled in identifying and capitalizing on market opportunities, and in delivering exceptional client service. Strong technical and problem-solving skills

Overview

2026
2026
years of professional experience

Work History

Team Leader ( FX Desk North and East) + TCG Desk

Yes Bank
2024 - Current
  • Leading FX desk (North and East) and TCG desk
  • Led cross-functional teams to enhance operational efficiency and achieve strategic goals.
  • Developed training programs to improve team performance and customer service standards.
  • Implemented process improvements that streamlined workflows and reduced turnaround times.
  • Monitored team performance metrics to ensure alignment with organizational objectives.

Senior Manager to Senior Vice President

YES BANK
2013 - 2024
  • Primary work involves quoting and covering the prices in Forex spot, Forwards and Derivative market in all major currencies for the clients.
  • Advising Pan India large value clients on their Forex hedging needs and demonstrate sound knowledge of the foreign exchange (FX) market to provide relevant market information to clients.
  • Providing views to the clients and various propositions to hedge their Forex inflows and outflows.
  • Ensuring top of the mind recall and highest wallet share of my clients with YES bank.
  • Maintenance of strong credit relationship with existing clients.
  • Understanding the client business exposures and their risk tolerance optimum utilization of Sanctioned limits and keeping the clients informed about the market on day-to-day basis.
  • Constantly monitoring the dynamics of the Forex market & providing views on daily Forex market movement.
  • Interaction with middle office, accounts and auditors for treatment of FX and Derivative transactions.
  • Build & maintain strategic relationships with existing & prospective clients

Treasury Dealer Sales ( FX and Derivative ) AM 2

ICICI Bank
2009 - 2013

· Execute client trades and keep track of their open positions and constantly advise the client on thesepositions on the basis of technical analysis, macro and micro economic and fundamental research.

· Increase volume from clients by repetitive client calling and sharing trading / hedging ideas.

· Constantly engage with the Financial Markets risk advisors, relationship managers and other productpartners to leverage the client relationship, deepen existing relationships and acquire new ones.

· Strict adherence to RBI guidelines in executing and conducting Financial Markets business.

· Responsible for all OTC and transactional documentation for FX/Derivatives business undertaken with the bank’s clients..

· Making various daily MIS reports for management.

Treasury Dealer Interbank - AM 1

ICICI Bank
2007 - 2009

· Responsible for hedging clients Risk Management via different products (Options, POS COS etc).

· Responsible for rollover, funding and option exercise in interbank desk.

· Handling Mid-office, Regulatory and compliance authorities for inter bank.

· Responsible for daily product pricing and USD treasury rate analysis report.

· Responsible for currency carry index project.

· Constantly monitoring the dynamics of the currency and interest rate market and providing views onhedging.

· Formulation and review of treasury risk management book.

Interaction with inters banks and Forex consultants for Derivatives structures and pricing.

Education

PGDM ( Finance) -

MSRIM College of Management Studies
Bengaluru, India
04.2001 -

B.Com -

Kanpur University
Kanpur
04.2001 -

Skills

Technical and Fundamental Analysis

Teamwork and collaboration

System ( Bloomberg, Reuters and Murex )

Strong Relationship and Negotiation

Hobbies

  • Running and Reading

Timeline

PGDM ( Finance) -

MSRIM College of Management Studies
04.2001 -

B.Com -

Kanpur University
04.2001 -

Team Leader ( FX Desk North and East) + TCG Desk

Yes Bank
2024 - Current

Senior Manager to Senior Vice President

YES BANK
2013 - 2024

Treasury Dealer Sales ( FX and Derivative ) AM 2

ICICI Bank
2009 - 2013

Treasury Dealer Interbank - AM 1

ICICI Bank
2007 - 2009
ASHWANI GUPTATeam Lead (Fx North And East) + TCG Desk