Capital Market equity & derivatives
Madhuram Joshi
Senior Associate At Asset Vantage - Global Data Management
Mumbai
Summary
Dedicated finance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Senior Associate
Asset Vantage
Mumbai
12.2021 - Current
- Served as keyholder, overseeing business opening and closing operations.
- Utilized strong business acumen & knowledge of prevalent economic /financial reforms as well as latest issues and regulations in financial markets, communicating the same to the teams for accomplishment of market share metrics, excellent in developing pragmatic partnerships.
- Skilled in building and maintaining healthy business relations with Global clients, ensuring top class Client Service.
Key Account Manager
ICICI Bank
Mumbai
02.2019 - 12.2021
- Acquired high-value accounts and mandates for the bank through consultative selling, effective customer solutions and promoting compelling business opportunities
- Developed, maintained and utilized diverse client base across SME, Mid markets & Large corporate group
- Advised on day to day trade domestic & cross border transactions, treasury functions, cash management and working capital management
- Developed knowledge about various digital platforms provided by the bank such as block chain, Financial Supply Chain Model (FSCM), Corporate Internet Banking, H2H API based integration, Trade Online, Trade Chain, e-Collection, Tax API, etc.
Financial Executive
Vision Rabbit
Mumbai
12.2015 - 02.2017
- Preparation of equity research reports, fundamental analysis, technical analysis
- Developed strategic plans for day-to-day financial operations.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Education
MBA - Finance
Lala Lajpatrai Institute Of Management
Mumbai 03.2018 - 02.2019
MCOM - Finance
Mumbai University
03.2017 - 02.2018
BCOM - Finance
University of Mumbai
Mumbai 03.2014 - 02.2017
Accomplishments
- Won multiple accolades in Asset Vantage for being a consistent performer Spot award (2022) & Ace team player award (2023).
- Top performer in SME Account managers for 4 continuous quarters for achieving substantial growth in book in FY 2020 at ICICI Bank
Interests
Mythological & Spiritual reading
Watching sit coms and movies
Timeline
Senior Associate
Asset Vantage
12.2021 - Current
Key Account Manager
ICICI Bank
02.2019 - 12.2021
MBA - Finance
Lala Lajpatrai Institute Of Management
03.2018 - 02.2019
MCOM - Finance
Mumbai University
03.2017 - 02.2018
Financial Executive
Vision Rabbit
12.2015 - 02.2017
BCOM - Finance
University of Mumbai
03.2014 - 02.2017
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