Siddhant Khandelwal
Mumbai
Summary
Investment Manager with significant experience in portfolio management, financial analysis, and strategic planning. Strong background in identifying investment opportunities, conducting due diligence, and managing risks to maximize returns. Proven ability to drive business growth through innovative strategies and leadership. Noteworthy contributions include improving portfolio performance and enhancing client relationships.
Overview
6
6
years of professional experience
Work History
Product Manager-Investments
IDFC First Bank
Mumbai
06.2023 - Current
- Received award from top management for demonstrating an innovative business mindset among 70 MT’s.
- Managing the E2E life cycle of investment products such as MFs, PMS, AIF, SGB & Bonds, Unlisted Shares.
- Onboarded 15+ AMC partners by executing agreements, contributing to an increase in AUM by 1000 Cr.
- Improved proprietary model accuracy by 2%, optimizing the precision of investment product evaluations.
- Authored 10+ research articles on key market events to equip the frontline sales team with crucial market insights.
- Organized 5 client events with fund managers, engaging over 300 clients and fostering stronger client relationships.
- Negotiated with AMC partners to enhance brokerage terms, resulting in a 5% increase in overall revenue.
- Partnered with Private Bankers in 10 client meetings to provide product knowledge, resulting in collection of 100 Cr.
- SPOC for digital projects, maintaining and developing 3 critical platforms to enhance user experiences.
Live Project - Investment Banking
Finlatics
04.2022 - 06.2022
- Evaluated 10+ start-ups in seed funding stage using 5+ metrics & provided investment recommendations.
- Authored 4 case-based projects on successful exits in private equity space by analyzing 5+ M&A deals.
Adani Intern (Corp Fin.)
Adani Group
Mumbai
04.2022 - 06.2022
- Invested in overnight MFs amounting ₹50Cr+/day (approx.) for effective working capital management.
- Led initiative to cover 5 workflows across finance dept. and prepared 10+ SOPs for 50+ employees
- Composed 10+ borrowing & credit letters to attain OD facilities from 3 banks over 60-day period
- Designed investor pitch by benchmarking 10+ energy giants on 12+ financial & operational KPIs
- Analyzed 5-year growth strategy by assessing cap. budgeting & forecasting decisions on 10+ metrics
Manager (Strategy)
Rawat Enterprises
01.2019 - 06.2021
- Spearheaded digital transformation to acquire 20+ clients; enhanced customer retention by 25%
- Negotiated credit terms, reduced debtors by ₹50L; improved liquid asset management by 30%
- Implemented 5+ cost optimization strategies across value chains and improved profits by ₹10L
- Expanded client base by 30% through liaising with 50+ stakeholders enabling ₹80LPA revenue growth
- Led a team of 50+ across 5 business verticals to manage 500+ tons of inventory; handled E2E logistics.
Education
MBA - Finance & Marketing
Indian Institute of Management Lucknow
03-2023
B.Com. (Honours) -
Sai International College of Commerce
05-2021
Skills
- Wealth Management
- Portfolio Management
- Company Valuations
- Strategic Planning
- Business Development
- Due Diligence
- Investment Strategies
- Market Research
INVESTMENT MANAGMENT
- Self-managed diversified equity and derivatives portfolio of INR 30l+ across sectors like FMCG, textiles & BFSI.
- Conducted fundamental & technical analysis & generated portfolio alpha of 10% from 50+ stocks over 4 yrs.
POSITION OF RESPONSIBILITY
Core Member, PwD Commitee, IIML
- SPOC for 20+ PwD candidates, facilitated in placements, academic requirements & provided 1:1 mentorship
- Liaised with admin across 5+ departments to ensure year-round support and resolve infrastructure challenges
Core Member, Finance Team, SICC
- Raised sponsorship funds worth ₹10L by negotiating and onboarding 5 companies for the college fest
- Minimized operational costs by 10%, maintained accounts and handled effective allocation of funds
Timeline
Product Manager-Investments
IDFC First Bank
06.2023 - Current
Live Project - Investment Banking
Finlatics
04.2022 - 06.2022
Adani Intern (Corp Fin.)
Adani Group
04.2022 - 06.2022
Manager (Strategy)
Rawat Enterprises
01.2019 - 06.2021
MBA - Finance & Marketing
Indian Institute of Management Lucknow
B.Com. (Honours) -
Sai International College of Commerce
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