Summary
Overview
Work History
Education
Skills
Interests
Timeline
Imran Kazi

Imran Kazi

Sales and Advisory
Mumbai

Summary

Seasoned Finance professional with more than 15 years of experience, with proven track record in exceeding sales goals, growing business and expanding territories, and advisory and consulting roles. Accomplished in overseeing day-to-day business operations and fostering relationships with customers and clients for sustained business growth.

Overview

17
17
years of professional experience
2
2
Languages

Work History

Proposition Sales Specialist – Enterprise Data Solutions

LSEG
05.2024 - Current

· Generate new business by identifying and pursuing leads within the South Asian financial services market.

· Manage the full sales cycle for LSEG's data solutions, with a focus on real-time and historical data products like Tick History.

· Partner with technical specialists to deliver compelling product demonstrations and tailored client presentations.

· Increased sales revenue by developing and implementing strategic sales plans.

Proposition Sales Specialist - Trading and Banking Solutions

LSEG
06.2022 - 04.2024
  • Responsible for sales of trading and banking solutions in South Asia, catering to small banks and corporates, including Workspace terminals (FX, Commodity, FI use case), FX Trading terminals, Electronic Trading platform, Post trade solutions, and TMS solutions.

Vice President - Risk Management Advisory - West and South India

Mecklai Financial Services Limited
09.2017 - 05.2022
  • Led West and South regions as Zonal Head for Advisory, Consulting, and Sales, overseeing a team responsible for Forex risk management, MTM valuation services, FX risk management policy development, and fostering business development and client retention.

Senior Manager – Treasury Advisory Group

HDFC Bank
04.2017 - 08.2017
  • Meeting existing SME clientele to understand Forex-related needs, advised on suitable products, and actively onboarded new corporate clients to boost FX income through Spot, Forward, and Derivatives. Additionally, handled FX transactions for retail customers.

Manager – Treasury & Forex

TATA Teleservices Ltd.
10.2015 - 03.2017
  • Managed a USD 1.8 billion Forex portfolio, encompassing Spot, Forwards, Options, and Swaps. Ensured execution in line with Forex and Interest rate risk management policies and delivered monthly FX position presentations to management.

Senior Manager – Forex

Aegis Polymers
09.2011 - 09.2015
  • Effectively managed Forex exposure in alignment with the company’s Risk Management Policy and engaged with banks and market participants for Forex transactions. Also, managed a prop-trade desk for currency futures.

Associate Vice President – Treasury Sales SME (West Zone)

HSBC
08.2011 - 08.2011
  • Coordinated with the SME Portfolio management team to expand the client base and boost Forex Derivatives income. Simultaneously, engaged in business development for SME clients and executed Forex deals.

Senior Analyst – Risk Management Advisory

Mecklai Financial Services Ltd.
08.2008 - 02.2011
  • Delivered Forex risk management support to advisory clients, managed currency futures trading accounts, conducted client training and seminars on Forex, and performed pricing for Forex and Interest rate Derivatives.

Education

MMS - Finance

Rizvi Institute of Management Studies and Research
01.2008

B.E. - Production

K. J. Somaiya College of Engineering
01.2002

Skills

Financial Data Sales

Interests

Cricket, Dance

Timeline

Proposition Sales Specialist – Enterprise Data Solutions - LSEG
05.2024 - Current
Proposition Sales Specialist - Trading and Banking Solutions - LSEG
06.2022 - 04.2024
Vice President - Risk Management Advisory - West and South India - Mecklai Financial Services Limited
09.2017 - 05.2022
Senior Manager – Treasury Advisory Group - HDFC Bank
04.2017 - 08.2017
Manager – Treasury & Forex - TATA Teleservices Ltd.
10.2015 - 03.2017
Senior Manager – Forex - Aegis Polymers
09.2011 - 09.2015
Associate Vice President – Treasury Sales SME (West Zone) - HSBC
08.2011 - 08.2011
Senior Analyst – Risk Management Advisory - Mecklai Financial Services Ltd.
08.2008 - 02.2011
Rizvi Institute of Management Studies and Research - MMS, Finance
K. J. Somaiya College of Engineering - B.E., Production
Imran KaziSales and Advisory