Pritam Sinha
Mumbai
Summary
An industrious and accomplished executive with a deep understanding of Credit, Trade Finance, Key Account Management, Sales Strategy. Experienced in partnering closely with external and internal stakeholders on a wide range of products structuring bespoke solutions to meet strategic objectives. Possessing a huge range of abilities including being able to quickly develop business understanding, learning new technologies, attention to detail, and providing analytical solutions. Ability to gain trust of internal stakeholders and colleagues by interacting with people from varied backgrounds
Overview
15
15
years of professional experience
4
4
years of post-secondary education
Work History
HSBC-SVP
07.2020 - Current
- Presently managing Global Trade Finance relationships for large Indian conglomerates [Reliance(mCap $320B), Tata(mCap $331B) , JSW(mCap$ 23B)](GB clients), based out of Mumbai
- Ownership of Global relationships spanning 9+ countries with the largest onshore & offshore book across.(Dec 23 GTRF rev-$32M y/y, 18%(17.4% CAGR for last 3 years) with ~$3B of fund and non-fund assets
- Responsible for Origination and Managing relationship with relationships with CFOs/MDs/Finance Director and Finance team of client alongside GRB team for various strategic dialogues on working capital and GTRF products to enhance penetration and expansion of wallet across entities and geographies to grow business profitably
- Working with in-country RMs and BDMs for various mandates through HQ engagement and overseeing implementation and rollout of client mandates
- Strong working knowledge of core traditional trade products, open account structures, receivable finance, TCI & NPI backed structures, supply chain, guarantees, FI trade, and Asset-backed lending
- Working with Product and Implementation team on new Product and Solution implementation
- Actively engage with market participants like Fintech for various collaborations and mandates
Area Head
HSBC, Banking
01.2020 - 06.2020
- A short-term attachment working as Regional Team Lead to manage GTRF South India business for CMB Business Banking Segment overseeing 5 locations in regions
- Responsible for overall profitability of business and managing portfolio health in wake of COVID-19-related disruptions in credit-sensitive Business Banking portfolio
- Active involvement in new proposition launches for Business banking segment (RF products) with focus on Organic Priority Sector Assets
- Senior CMB stakeholder engagement to enhance Trade penetration on overall credit & lending portfolio
HSBC-SVP, GTRF
10.2018 - 06.2020
VP
HSBC, GTRF
09.2017 - 09.2018
- Managing Global Banking client relationships with mix of Local and MNC Corporates
- Companies under coverage included large public listed and conglomerates like TVS, and Murugappa group
- Responsible for portfolio revenue growth from $4.5M in CY2017 to $9.2M in CY2020 led by 2.5X assets and structured trade mandates
- Managing client relationship and client HQ relationship with support from Global Relationship teams
- Part of various marquee RfP winning team across large MNC names likes of Daimler, Vestas
- Pan India responsibility as Renewable Energy Sector Lead for Industry specific structured Trade products
VP
HSBC
05.2013 - 08.2017
- AVP, Business Development(Global Trade & Receivable Finance, Starting as client acquisition manager to on-board Corporate Banking relationship in Pune, Aurangabad, Nashik, Kolhapur market and subsequently manage Local Large Corporate relationship for Trade finance
- Actively involved in initial roll out of SCF product in India and initiating RF product for multinational commercial banking clients
- Responsible for managing International Trade Corridors to support cross border referrals
Citi – GCB
06.2011 - 05.2013
- Managing CitiGold Wealth & Business Client Relationships for their asset and liability requirements
- Driving Fee based wealth revenue MF/Insurance and FX/Trade revenue along with balance sheet growth, advising client on currency hedging and forward contracts
- Initiating business lending proposals/Working Capital requirements along with due diligence and preparing Credit Appraisal Notes for export & import finance
- End to end responsibility of client deal from origination to closure and full responsibility of revenue for the bank
Research Analyst
CRISIL
09.2009 - 05.2011
- Working as an offshore associate of large investment bank in the Equity Research division
- Analysis of Global Telecom Equipment and Telecom sector and writing thematic pieces on long term industry dynamics, future outlook and prospects
- Financial modelling, DCF & Relative valuation, investment analysis and report writing on corporate events and outlook
- Earning Preview, earning revisions, earnings call and model updating
- Preparation of Marketing and Teach–In Presentations for investor meetings
- Responsible for dailies and weekly investment reports giving insights on the latest development
- PUBLIC
- PUBLIC
Education
undefined
CFA Institute
Post Graduate - Business Management
XLRI
Bachelor of Technology -
IIT
Roorkee 01.2003 - 04.2007
Level III - undefined
CFA
Skills
Key Account Management
Timeline
HSBC-SVP
07.2020 - Current
Area Head
HSBC, Banking
01.2020 - 06.2020
HSBC-SVP, GTRF
10.2018 - 06.2020
VP
HSBC, GTRF
09.2017 - 09.2018
VP
HSBC
05.2013 - 08.2017
Citi – GCB
06.2011 - 05.2013
Research Analyst
CRISIL
09.2009 - 05.2011
Bachelor of Technology -
IIT
01.2003 - 04.2007
undefined
CFA Institute
Post Graduate - Business Management
XLRI
Level III - undefined
CFA
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