Rakshit Bajpai
Kolkata
Summary
Dynamic finance professional with extensive experience at Kotak Mahindra Bank, excelling in foreign exchange and derivatives. Proven track record in enhancing FX revenue and structuring innovative hedging solutions. Strong analytical skills complemented by exceptional relationship management, driving client success in capital account transactions. Adept at navigating macroeconomic trends to deliver impactful financial strategies.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Vice President- Treasury
Kotak Mahindra Bank
Bangalore
06.2022 - Current
- Managed end-to-end FX sales for corporates,
- Served as the primary FX advisor for clients, structuring hedging solutions across derivative instruments.
- Played a key role in capital account transaction lifecycle involving FDs, OFS, and ECB hedges.
- Leveraged intermediary relationships and handheld clients in fundraising in both debt and equity.
- Enhanced FX revenue growth across five banking segments within the bank.
- Was responsible for supporting an internal analysis of THB's business potential and oversaw the opening of THB NOSTRO for the bank.
- Successfully cleared the KYLC program. and was a part of the vendor optimization project with the EX CRO of the bank.
- Cultivated strong partnerships with influencers for successful capital account transaction collaborations with Kotak as the AD banker.
Treasury
Indusind Bank Ltd.
Bangalore
12.2020 - 05.2022
- Working as a front office dealer and managing all flows, forwards and derivative deals and simultaneously squaring positions with the interbank dealers.
- Designing and pitching hedging solutions to the clients with respect to their business models though various derivative products.
- Updating the clients on the prevailing macro-economic scenarios and their impact on their underlying currencies.
- Conducting training programs for the sales team, interacting with BU's on onboarding new clients on the treasury business.
- Superior time management and multitasking abilities to deliver the right solutions in a time bound environment.
Deputy Manager-II
ICICI Bank Ltd.
Ahmedabad
05.2019 - 11.2020
- Actively involved in providing financial advisory to HNI's which includes planning their investments and managing their portfolio basis their goals and risk profile.
- Developed focused strategies for Acquiring and increasing the wallet share of the clients with the bank basis 360 degree profiling and understanding of their daily touch points and interaction with a bank.
- Managed an AUM of 55Crs of the bank.
Summer Intern
Bombay Stock Exchange
Mumbai
04.2018 - 05.2018
- Contributed in the formulation of benefit schemes and incentive plans for its dealers based on their turnover to increase their revenue and increase volumes for the stock Exchange.
- Incremental brokerages generated by the traders were close to 5 % and an upward trend was seen in the volumes of the stock exchange in those specific set of clients.
Intern
Comfy Bean Bags Pvt. Ltd.
Pune
05.2016 - 01.2017
- Efficiently managed pay per click costs in the online portal to reduce the advertisement cost for the organization.
- Proof read and Suggested various accounting methods to ensure accurate records are maintained in the organization.
Education
MBA - Finance
Narsee Monjee Institute of Management Studies
Navi Mumbai04.2019
B.Com(H) - Accounting And Finance
University Of Calcutta
Kolkata08.2016
Class - XII
Hariyana Vidya Mandir
Kolkata05.2013
Class - X
Aditya Academy(Secondary)
Kolkata05.2011
Skills
- Foreign exchange and derivatives
- Microsoft Excel
- Accounting principles
- Corporate finance
- Global market analysis
- Macroeconomic trends
Certification
- Financial Markets course with Indian School of business by Coursera
- Private Equity and Venture capital with University of Bocconi and Coursera
- NISM (V A) ( Mutual Funds)
- NISM VIIIA (Equity Derivatives)
- NCFM ( Financial Markets)
- NCFM (Interest Rate Derivatives)
- NCFM ( Commercial Banking)
- Financial Analysis Certification on LinkedIn learning
- Trading Basics course by Indian School Of Business and Coursera
Accomplishments
- National finalist at a finance Competition at IIT Madras DOMS
- Participated in a business quiz and trading competition at IIM Kozhikode
- Participated in the trade competition of the Red Brics summit by IIM Ahmedabad
- Organized and promoted intra club cricket championship for medical aid of old patients
- Created and developed case studies with the Associate Dean on Corporate governance and IBC for better understanding of the topics in further sessions at the college.
Timeline
Associate Vice President- Treasury
Kotak Mahindra Bank
06.2022 - Current
Treasury
Indusind Bank Ltd.
12.2020 - 05.2022
Deputy Manager-II
ICICI Bank Ltd.
05.2019 - 11.2020
Summer Intern
Bombay Stock Exchange
04.2018 - 05.2018
Intern
Comfy Bean Bags Pvt. Ltd.
05.2016 - 01.2017
MBA - Finance
Narsee Monjee Institute of Management Studies
B.Com(H) - Accounting And Finance
University Of Calcutta
Class - XII
Hariyana Vidya Mandir
Class - X
Aditya Academy(Secondary)
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