Summary
Overview
Work History
Education
Skills
CORE COMPETENCIES
Timeline
Generic

Bhakti Talwalkar

Investment Risk- Middle Office Group
Mulund West

Summary

Proactive and goal-oriented professional with excellent management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.Currently engaged in a niche role at BandhanMutual Fund, contributing to the Investment Risk- Middle Office Group and assisting them in Investment Limit Monitoring ,Cash management and daily operations. In my previous organisation DSP Mutual Fund I was part of the Institutional Business Development team by advising corporate clients on optimal treasury management strategies and investment solutions tailored to their specific financial needs. Developed interpersonal skills, fostering strong relationships with CFOs and financial decision-makers, facilitating effective communication and collaboration to meet client objectives. Possess in-depth knowledge of financial instruments and market trends, enabling the provision of insightful recommendations that align with clients’ investment goals and risk profiles. Passionate about Treasury Management, Credit Risk Management, and Equity Research, with a solid understanding of liquidity management, credit risk assessment, and stock market analysis. Skilled in using financial tools and models to assess investment opportunities, risks, and returns. Proficient in Financial Analysis and Reporting, with hands-on experience in evaluating credit risk, conducting equity research, and analyzing fixed income products during academic projects and internships. Skillful at using Excel, financial modeling, and quantitative analysis to derive actionable insights.

Overview

1
1
year of professional experience
3
3
Languages

Work History

Assistant Manager

Bandhan AMC Limited
04.2025 - Current

Investment Risk


Liquidity Risk Management - for open ended debt schemes as prescribed by Association Of Mutual Funds in India - LRM framework based on 30 day Redemption at Risk (LR- RAR) and Conditional Redemption at Risk (CRaR)


Regular Equity Limit Monitoring as per the regulations prescribed in the SEBI Master circular


Investment Limit Monitoring - Analysing whether the investments done are compliant as per the prescribed asset allocation limits as per the Schemes Information Document and ensuring that the scheme level investments do not cause an active breach of the regulations.


Cash Management and Treasury Operations





Institutional Business Development and Investment Advisory

DSP Mutual Fund
06.2024 - 04.2025
  • Providing investment advisory to large corporates, mid-size corporates, and startups, focusing on efficient treasury management and liquidity planning.
  • Advise clients on how to manage idle funds or surplus cash before deployment into business operations, with a focus on maximizing returns and minimizing risks.
  • Promote DSP’s fixed income products (e.g., liquid funds, ultra-short duration funds, gilt funds) to institutional clients, helping them align their investment horizon, cash flow needs, and risk profile with suitable investment strategies.
  • Conduct regular market analysis, assessing the global economic outlook and Indian market trends, to provide timely and strategic recommendations to clients on managing their funds efficiently.
  • Collaborate with CFOs, treasurers, and financial decision-makers to develop customized treasury solutions that enhance liquidity management and provide optimal returns on short-term investments.
  • Focus on building long-term relationships with clients and maintaining trust through consistent communication, reporting, and delivering tailored financial solutions.
  • Provide insight into financial risk management, ensuring clients’ treasury functions are aligned with their investment objectives and risk tolerance.

Education

B.Com. -

Mumbai University

Passed All Three Levels Of The CFA Institute -

CFA Institute , USA
04.2001 -

Passed Level 1 Of FRM -

Global Association Of Risk Professionals
04.2001 -

Skills

    MS Excel

    Bloomberg

    Powerpoint Presentation

CORE COMPETENCIES

  • Financial Analysis & Reporting
  • Credit Risk Assessment & Mitigation
  • Financial Risk Management & Quantitative Analysis
  • Financial Modeling & Valuation Techniques
  • Cash Flow Forecasting
  • Asset Allocation
  • Financial Product Management

Timeline

Assistant Manager

Bandhan AMC Limited
04.2025 - Current

Institutional Business Development and Investment Advisory

DSP Mutual Fund
06.2024 - 04.2025

Passed All Three Levels Of The CFA Institute -

CFA Institute , USA
04.2001 -

Passed Level 1 Of FRM -

Global Association Of Risk Professionals
04.2001 -

B.Com. -

Mumbai University
Bhakti TalwalkarInvestment Risk- Middle Office Group