Summary
Overview
Work History
Education
Skills
Certification
Internships
Timeline
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Kunchala Sagar

Kunchala Sagar

Credit Rating Manager
Hyderabad

Summary

Dynamic and motivated professional with a Master of Business Administration (MBA) from the Indian Institute of Management, Raipur, and a proven track record in financial analysis across various sectors. Experience includes a role at Crisil Ratings in the BLR domain, conducting comprehensive financial assessments, followed by valuable insights gained at ICICI Prudential while managing high-net-worth individual (HNI) clients and navigating diverse financial products, including equity and debt underwriting. Eager to contribute expertise and analytical skills to a forward-thinking organization that values innovation and growth. Committed to leveraging strong communication abilities and determination to drive results in a fast-paced environment.

Overview

1
1
year of professional experience
3
3
Certifications

Work History

Private Wealth Manager

ICICI PRUDENTIAL
10.2022 - 03.2023
  • Liaise with PWM who cater to HNI/Ultra HNI clients and build effective relationships to maximise the business opportunity and helped them achieve Life Insurance Business targets.
  • Provided training to PWM team and assisted them in revenue generation through joint calls.
  • Managed a Team of nine members effectively by meeting the business targets.
  • Collaborated with cross-functional teams to ensure accurate and timely financial reporting
  • Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
  • Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.

Credit Analyst

CRISIL
04.2022 - 10.2022
  • Analyse company's financial performance (Past Performance and business performance & benchmark these against peers performance.
  • Identified, researched, and prepared credit alert reports highlighting potential rating discrepancies across corporate domain and analysed the performance using ratio analysis, studying rationales and base case scenarios and tracking, and understanding industry dynamics and market drivers
  • Worked closely with S&P Global Ratings to monitor and track capital/debt market movements, assess the impact, and develop insights of changing market dynamics on the rated universe to improve the timeliness and quality of the ratings
  • Assisted in the data preparation for reports on Capital Markets, CDS, Bond Spread Benchmarks, Agency ratings
  • Identified, analysed, and interpreted trends and patterns in unstructured data sets and established scalable, efficient, and automated processes for large scale data analysis

Education

ICSE -

St Aloysius High School
03.2011

MBA - Finance and Marketing

IIM Raipur
03.2021

B.Tech - Computer Science and Engineering

Gayatri Vidya Parishad College of Engineering
05.2018

Intermediate - undefined

Narayana Junior College
05.2013

Skills

  • SQL

Power BI

  • Tableau

  • Financial statement analysis

  • Python

  • portfolio management and analysis

  • Microsoft Excel

  • Trading Derivatives

  • Financial Modelling

  • Financial statement analysis

  • Machine learning

Credit reporting

Credit analysis

Underwriting

Certification

Corporate Financial Statement Analysis certificate of completion by National Association of State Board of Accountancy (NASBA)., Nasba October 2021 — October 2022

Internships

  • Trader at Wall Street Advisory, Banglore May 2020 — June 2020
  • Learnt Technical Analysis of major Indicators and Oscillators of where and when to take positions
  • Implementing various Trading Strategies and also learn ways to formulate new Strategies individually
  • The objective of the internship is to understand and suggest a potential investor in which instrument he/she may invest based on his/her risk profile Analysing the risk involved in investing them
  • Sentimental Analysis- Analysis of market sentiment is a rising approach that can be utilized adequately to complement the basic, quantitative and technical research Equally, sentiment analysis is one of the best strategies for incorporating the effects of business brain research into a trading strategy.

Timeline

Private Wealth Manager

ICICI PRUDENTIAL
10.2022 - 03.2023

Credit Analyst

CRISIL
04.2022 - 10.2022

MBA - Finance and Marketing

IIM Raipur

B.Tech - Computer Science and Engineering

Gayatri Vidya Parishad College of Engineering

Intermediate - undefined

Narayana Junior College

ICSE -

St Aloysius High School
Kunchala SagarCredit Rating Manager