Summary
Overview
Work History
Education
Skills
Projects
Timeline
Generic

Kishlay Kumar

Bangalore

Summary

Experienced Professional with 15 plus year of experience in Markets working with Equities, Prime and Fixed Income Sales, Traders & Product Heads Globally focused on Client Management & Intelligence and Corporate Access driving client profitability.

Overview

16
16
years of professional experience

Work History

Head of Client Management & Corporate Access

HSBC
9 2016 - Current
  • Heading team of 10 members of senior VP's and AVP's of Client Management & Corporate Access for Global Banking & Markets
  • Closely working with Research Analysts, Sales, Traders, Products/Regional heads & Exco to drive client profitability and Corporate Access as product offering across Asset Class & Regions
  • Gather and extract meaningful insight from all the client's data helping market management to take informed decision based on commissions, broker votes, third party survey results identifying gaps
  • Analyze and provide deep dives into third party surveys including Greenwich, Coalition, McLagan etc
  • Help in driving account reviews/accounts deep dives globally
  • Help in driving key client initiatives across asset class to facilitate client management with client data using BI Tools like Tableau & Qlik
  • Client Segmentation, Client Target/Budget, Votes Analysis, Over & Underperforming Client Analysis, Sales Intensity Measure, ESG etc
  • Manage and oversee the CSA approval process and monitor rates for CSA clients
  • Drive Global Client Strategy working closely with Prime, EQ & FICC Sales helping to increase profitability

Business Process Lead

TCS
07.2014 - 09.2016
  • Lead a team of nine members working on strategic risk and reporting and was responsible for analyzing credit risk for Deutsche Bank's diversified portfolio globally
  • Gather and provide analysis and reporting top group exposure, different key risk metrics eg
  • WWR, VAR and trend analysis across client's portfolio across tracking of key deals across business
  • Manage setup of Collateral Management process for the group Institutional clients
  • Manage regulatory reporting/data requirements and handling query for Bafin & Fed for banks credit exposure
  • Spearheaded implementation of BASEL II reporting requirement across credit risk data infrastructure of Deutsche Bank.

Metrics Analyst

Northern Trust
01.2013 - 07.2014
  • Responsible for preparing executive report and reporting to the Global Head of the Team providing data insights, forecasting analysis and scorecards to supplement business initiatives.

Specialist

AXA Business Services
03.2010 - 12.2012
  • Worked for Alliance Bernstein consultant data group, helping sales to manage Institutional, Retail and Private clients
  • Key responsibility included RFI/RFP, funds characteristics, holdings and attributional analysis.

Data Analyst

Xylem Global
07.2008 - 04.2009

Education

MBA - Finance

SIBM
Bengaluru, India
04.2001 -

Bachelor of Engineering - Electronics And Communication

DSI
Bengaluru, India
04.2001 -

Skills

Strong experience working with Sales, Traders and Desk heads to manage Client Portfolios

Projects

Key Projects: Client Specific Tear Sheet, Revenue & Resource, Client Revenue by market, desk and portfolio, Global Investor Access Dashboards, Broker Votes and Mentions, Global Tiering, Budgeting, Coverage and Intensity Tracking MiFID: Creation of infrastructure for data submission and built process around the same RSP & Collateral Management Group Strategic Planning: Scope of the project included competitors mapping of AXA globally through secondary research which included capturing specific figures like COR of competitors, mapping of any changes on the policies, major acquisitions Business Model: Scope of the project included research on the fortune 500 companies and recognizing the business model of the companies.

Timeline

Business Process Lead

TCS
07.2014 - 09.2016

Metrics Analyst

Northern Trust
01.2013 - 07.2014

Specialist

AXA Business Services
03.2010 - 12.2012

Data Analyst

Xylem Global
07.2008 - 04.2009

MBA - Finance

SIBM
04.2001 -

Bachelor of Engineering - Electronics And Communication

DSI
04.2001 -

Head of Client Management & Corporate Access

HSBC
9 2016 - Current
Kishlay Kumar