Summary
Overview
Work History
Education
Skills
Accomplishments
Roles And Responsibilities
Certificationsandtools
Personal Qualities
Timeline
Generic

Suruchi Dhall

Director

Summary

Highly Experienced Finance Professional with a work exposure in the financial sector for last two decades Results-driven finance expert with an MBA in Finance and International Business. Demonstrated success in driving business growth, enhancing financial performance, and fostering strong stakeholder relationships.

Overview

17
17
years of professional experience

Work History

MD

YFH Business Solutions Pvt Ltd
02.2018 - Current
  • Oversaw financial management and strategic planning
  • Improved financial performance through strategic initiatives
  • Developed and executed financial plans, budgets, and forecasts to drive business growth and profitability
  • Successfully increased revenue year by year by providing valuable services to clients
  • Focused on medium and large-scale industries
  • Raised funds for industries such as sugar and ports
  • Worked on numerous greenfield projects
  • Participated in investment-related seminars
  • Advisor to the banking sector

AVP

IndusInd Bank
02.2015 - 02.2018
  • Worked as an investment banker and handled HNI clients and their investment portfolios
  • Built and led high-performing teams, achieving record business growth in a financial year
  • Established strong, trustworthy relationships with HNI clients, driving exponential client enrolment
  • Enhanced Service Level Agreements by 16%
  • Handling products( CASA, CD, Mutual funds, Forex Revenue, Remittance,
  • Handling NR clients and managing their portfolio.
  • Managing assets like home loans, gold loans, FCTL, LAP, LAS

Business Analyst

Bank of America
- 02.2014
  • Led strategic finance modelling for the US market
  • Developed various revenue models
  • Analyst, Fixed Income Desk, Investment Bank
  • Spearheaded a non-discretionary fixed-income fund for high-net-worth individuals
  • Accumulated substantial Assets under Management
  • Managed teams to monitor, report, and risk-manage the Discretionary Portfolio Management Fund
  • Due Diligence Team, FIDS Department
  • Prepared comprehensive reports
  • Highlighting key red flag areas in companies and their principals.
  • Credit and Market risk calculation.
  • Liaising with client for amendments and queries in case of discrepancies.

Assistant Manager

Standard charted bank
09.2009 - 06.2010
  • Mortgage section of Bank.
  • Taking care of the Corporate channel
  • KYC & AML regulations.
  • Co-ordinated with direct corporate customers & channel partners.
  • Data Integrity Management
  • Market research and Brand Audits.
  • Responsible For all Marketing Activities in Delhi, NCR & North India.
  • Good command and knowledge of all banking products.

Senior Associate

IBM Global INC
09.2007 - 08.2009
  • Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization
  • Trained and supported new team members, maintaining culture of collaboration
  • Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions

Management trainee

Religare Securities
4 2006 - 6 2006
  • Learn about the sector analysis in the derivative market, future and options also learned about the commodity market from experts in the company.
  • Very good exposures in research, analysing the financial products.
  • A keen planner, strategist & implementer with attained rich experience in relationship building with corporate clients for ensuring continued business from them.
  • Ability to deal with and communicate with all levels
  • Proven competencies in developing & streamlining systems with ability to enhance operational effectiveness and meet operational goals within the cost, time & quality parameters.
  • Excellent relationship management skills.
  • Used company reports to analyze sales, gross profit and inventory activities
  • Established open and professional relationships with team members which facilitated communication, quickly resolving issues, and conflicts

Education

B.com - undefined

V.B.S University

PGDBM - Finance

Skills

Financial Modelling

Investment Management

Financial Transactions

Structured Funding

Restructuring

Leadership

Communication

Team Management

Accomplishments

  • Led financial planning and analysis initiatives, resulting in significant revenue growth
  • Executed strategic initiatives that enhanced financial performance
  • Got Global Recognition Awards for my best performance
  • IRDA
  • Four certificates on Best Practice Replication (BPR) which I have made to reduce the productive time of the process
  • One certificate on Just Do It (JDI) to reduce the non-value added (NVA’s) steps and productive time of the process through Six Sigma

Roles And Responsibilities

  • Corporate Finance / Money & Capital Market Transactions / Structured Finance
  • Strategic Planning / Corporate Restructuring
  • Capital Restructuring
  • Business Model Restructuring
  • Monitoring Clusters of Listed Companies as a Board Member
  • Project Financing
  • M&A / JV / Disinvestments / LBO
  • Resource Planning & Mobilization
  • Risk Management / Clause 49
  • Forex Management / Derivatives
  • MIS / Budgeting / Costing / Pricing
  • Strategic Restructuring / Alliances / Mergers / De-mergers / Valuations / PE Deals
  • Commercial Function / International Business
  • Investor Relations
  • Legal Documents / Arbitration, etc.

Certificationsandtools

  • Six Sigma
  • Lean
  • Proficient in multi-screen setups to achieve Service Level Agreements (SLAs)

Personal Qualities

  • Strong communication and interpersonal skills
  • Strategic thinker and problem solver
  • Collaborative leader with a team-oriented approach
  • Adaptable and resilient in fast-paced environments

Timeline

MD

YFH Business Solutions Pvt Ltd
02.2018 - Current

AVP

IndusInd Bank
02.2015 - 02.2018

Assistant Manager

Standard charted bank
09.2009 - 06.2010

Senior Associate

IBM Global INC
09.2007 - 08.2009

Business Analyst

Bank of America
- 02.2014

Management trainee

Religare Securities
4 2006 - 6 2006

B.com - undefined

V.B.S University

PGDBM - Finance

Suruchi DhallDirector