PRASHANS BANSAL
360 ONE Treasury Solutions (360 ONE Group)
Pune
1
Language
1
Certification
14
years of professional experience
High-performing Corporate Treasury Sales Relationship Manager with a proven track record of managing an aggregate AUM of ₹1,200+ Crores and delivering an exceptional 50%+ YoY revenue growth consecutively over the last 3 years. Expert at advising CFOs, Treasurers, and Finance GMs across small-cap, large-cap, and startup segments on deploying surplus cash. Deep expertise in structuring complex institutional portfolios using a comprehensive suite of debt products, PMS, AIFs, and alternative asset classes. Highly skilled in cash flow visibility mapping and rigorous month-on-month portfolio risk management.
Work History
Institutional Sales - AVP
4 Years 1 Month- Delivered exceptional business scale, achieving an approximate 50%+ Year-on-Year (YoY) revenue growth consecutively over the last 3 years while optimizing a substantial asset base.
- Managed an aggregate corporate AUM of ₹1,200+ Crores, consistently maximizing yield and driving compounding revenue streams across all managed accounts.
- Spearheaded end-to-end client acquisition and relationship management across a multi-tiered ecosystem, ranging from agile tech startups to well-established, large-cap corporate entities.
- Cultivated trusted advisor relationships with CFOs, Corporate Treasurers, and GMs of Finance, delivering tactical recommendations to deploy surplus corporate cash efficiently into high-yielding structures.
- Scaled account profitability by 50%+ annually through comprehensive cash flow visibility mapping, ensuring new asset deployments strictly conformed to individual corporate risk mandates.
- Orchestrated deployment across an expansive suite of institutional debt products, including Debt Mutual Funds, Commercial Papers (CPs), NCDs, SIFs, and Corporate Fixed Deposits.
- Captured superior risk-adjusted alpha for clients by structuring allocations in alternative instruments, including Alternative Investment Funds (AIFs), PMS, Performing Credit, REITs, and InvITs.
- Conducted rigorous Month-on-Month (MoM) portfolio audits, dynamically shifting allocations based on macroeconomic signals, credit rating transitions, and interest rate movements.
Cluster Head in Investment & Wealth
1 Year 2 Months- Reviewed portfolio conduct analysis findings and delivered daily wealth plan of action.
- Coordinated end-to-end requirement intake with business stakeholders from various verticals, ensuring requirements were clarified, documented, and translated for implementation.
- Directed private wealth allocation (minimum ticket size ~25 lakhs) using direct equities, mutual funds, AIFs, PMS, PRS, and bonds to create steady annuity-style income flow with advanced financial and capital markets understanding.
- Tracked AUM across approximately 20–22 crores and managed product portfolio across approximately 24–25 crores through active oversight.
- Delivered leadership coaching, mentorship, and training to YES Bank asset and liability relationship managers on lead-generation activities within wealth management, broking, and merchant banking/investment banking services.
- Directed structured engagement with internal and external channel partners, including Operations, IT, Business Banking, Retail Assets, and Rural and Urban Banking branches, to capture business requirements, support rigorous review, and drive development across MP state (55 branches of YES Bank).
Burgundy Relationship Manager
6 Months- Administered ~35 crores portfolio book with 110 HNI groups, managing CASA TD balances, DEMAT holdings, mutual fund investments, and all other investment categories within the portfolio structure.
- Used Probe 42 software to produce company pipeline generation and conversion; completed BS P&L schedule analysis and coordinated cross-sell of Private Wealth Burgundy accounts, FD, all type of Loans, MFs, PMS AIF, and all types of Insurance products.
- Built practical understanding of PMS, AIFs and MFs by managing daily follow-up calls with fund managers across various AMC organizations.
- Maintained working knowledge of working capital products by category: fund-based (OD, CC, OD, CGTMSE) and non-fund-based (BG, LC, BD).
Imperia Relationship Manager
1 Year 10 Months- Oversaw 200 HNI groups within approximately 94 crore portfolios (minimum ticket size ~ 30 lakhs), ensuring consistent production of branch revenues.
- Managed rapid achievement of annual revenue target for FY 20–21 within 15 days following joint-to-new-location move.
- Achieved best RM in cluster recognition in March 2020 based on best performance for 2019–20.
- Monitored and managed new CC/OD term loan and auto loan production activity, consistently exceeding established production goals by 50%.
- Assessed client financial standing and tailored investment and personalized plans to meet identified financial needs.
Branch Manager
1 Year 9 Months- Supervised team structure and day-to-day alignment for 6 senior sales managers and 50–60 insurance consultants.
- New business alliances channel launched successfully through coordinated planning and execution. Multiple banking relationships established across co-operative banking space.
- Owned strategy development and implementation for broad product marketing, driving performance against preset sales and profit targets.
- Developed lead pipeline from field activity, tracked referral follow-ups, and completed sales execution aligned to monthly sales targets.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Delivered consistent business results across all parameters in 2017–18 and secured top 10% ranking among management trainees nationwide.
Senior Engineer
2 Years 11 MonthsEducation
MBA - International Business & Finance
- 7.70 GPA/CGPA
- Production & Industrial Engineering
- 8.20 GPA/CGPA
12th
- Final Grade: 82.00%
10th
- Final Grade: 84.00%
Accomplishments
- Received Merit Certificate for scoring 99 marks in CBSE 10th Class in the Science subject
- Secured AIR 7202 in AIEEE 2008
- CFA USA Level I
Certification
Business Analytics using R Programming Language
Bloomberg Marketing Concepts (BMS)
Chartered Financial Analyst USA - Level I
PERSONAL DETAILS
English, Hindi & German (Elementary)
Timeline
Institutional Sales - AVP
360 ONE Treasury Solutions (360 ONE Group)
09.2022 - CurrentRead More
Cluster Head in Investment & Wealth
Yes Securities
07.2021 - 09.2022Read More
Burgundy Relationship Manager
Axis Bank
01.2021 - 07.2021Read More
Imperia Relationship Manager
HDFC Bank
03.2019 - 01.2021Read More
Branch Manager
Bajaj Allianz Life Insurance Co.
06.2017 - 03.2019Read More
Senior Engineer
Avantha Power & Infrastructure Ltd
06.2012 - 05.2015Read More
Symbiosis Institute of International Business, Symbiosis International University
MBA from International Business & Finance
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National Institute of Technology - BHOPAL
from Production & Industrial Engineering
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Sharda Vidya Mandir
12th
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Sharda Vidya Mandir
10th
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Personal Information
Date of Birth: 16th Nov 1989
Address: C-1203, Kalpataru Splendor, Pink City Road, Wakad, 411057, Pune, Maharashtra
LinkedIn URL: https://www.linkedin.com/in/prashansbansal