K Sumith
Bengaluru
Summary
An investment banking professional with a certificate in IB Operations from Imarticus Learning. An BBA grad specializing in finance and operations graduated in 2022. Possess knowledge related to AML/KYC, derivatives, trade life cycle, and corporate actions. Additionally skilled in leadership, public speaking, problem-solving, and decision making. Looking forward to utilizing these skills in the investment banking industry.
Overview
2
2
years of professional experience
Work History
Enrollment Analyst
Carelon Global Solutions
Bengaluru, Karnataka
12.2023 - Current
- Their enrollment team handles end-to-end enrollment processes for a variety of customers, including individuals, employer groups, and the government
- Analyzing text files for fallouts and edits
- Manually resolving fallouts and edits according to a grid
- Updating provided information in WGS
- Accounts payable
- Issuing the health card
- Billing transaction
- Responsible for processing level delivery performance, reporting to the team lead, and understanding business delivery, metrics, and presentations with leadership
- Work experience in pega application
- Worked on more than 12 overseas states
- Internal auditing
Associate
HPE
Bengaluru, Karnataka
12.2022 - 12.2023
- Worked with the deal creation team across three regions (Europe, Middle East, Africa)
- Worked on pricing and negotiated discounts (BD net, discounts, FDA)
- Worked in different processes (RDC, PP, MMP,BDB ,DV)
- Prepared quotations for deals and maintained the deal data without any errors, following the order processing guidelines
- Maintain price levels while deal structuring with appropriate discounts to maintain overall profitability on every single deal and maximize revenue
- Resolved queries and complications, and prioritized requests from sales representatives and follow up with these teams to ensure timely closure
- Worked with the Romania Bid Desk team to quickly implement necessary business changes and adapt to them, while asking questions to prioritize the OPG status for releasing the quotation for the customer
Education
Investment Banking Operations Professional - OTC Market, KYC, AML, Risk management, credit analyst, Investment banking officer
Imarticus learning
Bengaluru, Karnataka10.2023
Bachelor's of business administration - Finance
Sindhi college
Bengaluru, Karnataka11.2022
Skills
- Problem solving
- Communication
- Anti money laundering
- Team player
Languages
English
Advanced
C1
Kannada
Proficient
C2
Hindi
Proficient
C2
Telugu
Advanced
C1
Tamil
Upper intermediate
B2
Timeline
Enrollment Analyst
Carelon Global Solutions
12.2023 - Current
Associate
HPE
12.2022 - 12.2023
Investment Banking Operations Professional - OTC Market, KYC, AML, Risk management, credit analyst, Investment banking officer
Imarticus learning
Bachelor's of business administration - Finance
Sindhi college