Summary
Overview
Work History
Education
Skills
Websites
Father Name
Personal Information
Languages
Hobbies and Interests
Achievements And Activities
Key Certifications
Timeline
Generic

Sugandh Puri

Gurugram

Summary

Award-winning Portfolio Manager at NatWest Group, adept in financial analysis and strategic investment, leveraged advanced MS Office and negotiation skills to enhance corporate financial services. Recognized for quick decision-making, I facilitated a Rs5200 million disbursement at ICICI Bank, demonstrating adaptability and a commitment to excellence.

Overview

10
10
years of professional experience

Work History

Portfolio Manager (Senior Analyst)

NatWest Group
Gurgaon
01.2024 - Current
  • SOP includes analysis of clients insight generation of Financial statements, Financial Ratio, doing research by using various tools for report writing for Credit underwriting to analysis Credit Worthiness by using visualization dashboard, doing advance analysis
  • Financial Planning, Liquidity usage and optimize liquidity position, Probability of default calculation, checking and calculating RWA, evaluating Valuation reports, managing risk and applying financial modelling concepts and complying with internal bank policies, regulatory requirement and making report for recommending to credit
  • KRA includes evaluating Investment strategy, for making business judgement as per work planning, collaborating with client to assess client needs, doing open ended research for high quality presentation for global financial service delivery for corporates
  • Skilled in excellent communication, decision-making skills and Microsoft excel and power point working
  • Achievement: Best Performer Award in Q2, within 6 months of Joining

Assets/Credit/Fund Manager

ICICI Bank Limited
Bangalore
03.2021 - 12.2023
  • Dealing in Funding related to Working capital, wealth and doing asset management for corporates and self-employed customers did Rs
  • 5200 million disbursement by analysing financials for doing proactive action on recommendations
  • SOP includes Credit underwriting, Credit Analysis, Credit score, Statistical approach, using proactive approach for issue resolution
  • Dealing with budgeted and provisional financials statement, analysing cause of ambiguity and provide recommendation by taking team proactive issue resolution approach by checking survey did trend and industry analysis
  • Strategize the way of company sources of funding, Capital Structure Analysis & identifying business growth

Audit Executive

S.S. Maheshwary
Amritsar
12.2020 - 01.2021
  • Worked in a CA Firm in collaboration with the Advocate Office for providing auditing and taxation services

Auditor and Taxation Consultant

AGPRS & Associates
Amritsar
09.2014 - 08.2020
  • Worked as the Auditor and Taxation Consultant for delivery of taxation and audit services

Education

C.A. -

ICAI
01.2021

B.com -

B.B.K. DAV College
Amritsar
01.2014

Class XII - P.S.E.B.

B.B.K. DAV College
Amritsar
01.2011

Class X - P.S.E.B.

Arun Rashmi Sainik School
01.2009

Skills

  • MS Office
  • Tally
  • Busy
  • Finacle
  • Income Tax Software
  • Banking Software
  • Team Player
  • Adaptability
  • Keen Learner
  • Creative Writing
  • Negotiation
  • Quick Decision Making
  • Rational Decision Making

Father Name

Naresh Kumar Puri

Personal Information

  • Date of Birth: 03/27/93
  • Gender: Female

Languages

  • English
  • Hindi
  • Punjabi
  • Sanskrit

Hobbies and Interests

  • Yoga
  • Sketching
  • Cooking
  • Travelling

Achievements And Activities

  • Professional, Completed 100 hours IT Training, Orientation Programs, Advance ITT course (Secured A+ Rank) & GMCS Program as a part of CA., 2014-2018
  • Academic, Exemption in SFM 86 marks & ISCA 65 marks in CA Final exam., 2019-2020
  • Academic, Exemption in Business Law Ethic and Communication (BLEC) 64 marks in CA Inter., 2014
  • Academic, Secured 4th position in Class XII in BBK DAV College (PSEB)., 2011
  • Academic, Secured 1st position in Class XI in Business Studies (PSEB)., 2010

Key Certifications

  • Financial modelling and Valuation Program (Course), First Attempt
  • FMVP Course of Investment Banking, The Wall Street School
  • Certified in Lending Skills – Member of Chartered Banker, First Attempt, 11/01/24
  • Cleared MCQ exam, 09/01/24, 80%
  • Cleared Case Study

Timeline

Portfolio Manager (Senior Analyst)

NatWest Group
01.2024 - Current

Assets/Credit/Fund Manager

ICICI Bank Limited
03.2021 - 12.2023

Audit Executive

S.S. Maheshwary
12.2020 - 01.2021

Auditor and Taxation Consultant

AGPRS & Associates
09.2014 - 08.2020

C.A. -

ICAI

B.com -

B.B.K. DAV College

Class XII - P.S.E.B.

B.B.K. DAV College

Class X - P.S.E.B.

Arun Rashmi Sainik School

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Sugandh Puri