Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies
Timeline
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Udit Trivedi

Udit Trivedi

Chartered Accountant (CA), B. Com.
Banswara,RJ

Summary

Dynamic and knowledgeable commerce professional with a stellar academic background and diverse industry expertise. Adept in areas such as financial analysis, market research, and business strategy. Seeking to transition into academia to share practical insights and enrich students' learning experiences. Eager to leverage industry knowledge to bridge the gap between theory and practice, fostering a stimulating learning environment while contributing to the academic goals of the institution.

Overview

2
2
years of professional experience
2
2
Languages

Work History

Business Development and Trade Finance

Export Import Bank Of India
2024.03 - Current
  • Promoted diverse product portfolios for the bank, encompassing lines of credit, buyer's credit under NEIA, overseas investment finance, working capital financing, and sustainable and green financing initiatives.
  • Managed financing projects for prominent conglomerates such as Adani, Hinduja, and Arvind Group, overseeing total financing facilities exceeding 2000 crores, demonstrating adeptness in handling large-scale financial operations.

Deputy Manager - Export Factoring

India Exim Finserve IFSC Private Limited
2024.01 - 2024.03
  • Facilitated the promotion of export factoring without recourse from GIFT City through credit insurance and correspondent factor model for risk mitigation.
  • Drafting Significant Accounting Policies for the company and preparing financial statements to ensure compliance and transparency in financial reporting processes.

Deputy Manager - FX and Fixed Income Dealer

Export Import Bank Of India
2023.09 - 2024.01
  • Oversee comprehensive dealing room operations, including foreign currency and rupee resource management, derivatives, and client interactions, ensuring efficient financial operations.
  • Identify and capitalize on geographical arbitrage opportunities, strategizing to optimize profits and mitigate risks for the bank.
  • Manage significant portfolios, including Fixed Income totaling INR 18,000 Crore and Derivatives totaling USD 26 Billion, while leading transitions from LIBOS to Alternate Reference Rates (ARR) and providing pricing recommendations across various financing facilities, instruments and derivatives.

Management Trainee - FX and Fixed Income Analyst

Export Import Bank Of India
2022.09 - 2023.09
  • Assisted in FX deal origination and execution, including cover transactions and hedging techniques like forward contract, money market hedge etc.
  • Analyzed FX and fixed income markets, identifying trends for investment opportunities, and provided MIS reporting to senior management on borrowings and investments.

Education

Masters in Commerce - Finance & Taxation

Indira Gandhi National Open University
New Delhi
2001.04 -

UGC NET - Commerce

National Testing Agency (NTA)
Noida, India
2001.04 -

Certified Treasury Professional -

Indian Institute of Banking And Finance (IIBF)
Mumbai, Maharashtra
2001.04 -

Bond Mathematics And Indian Treasury Markets -

FIMMDA
Mumbai, Maharashtra
2001.04 -

Chartered Accountant (CA) -

Institute of Chartered Accountants of India(ICAI)
New Delhi
2001.04 -

Bachelor's of Commerce - Accounts And Business Statistics (ABST)

Govind Guru Tribal University
Banswara, Rajasthan
2001.04 -

Skills

  • In-depth subject and technical knowledge
  • undefined

    Accomplishments

    • Amongst highest scorers in CA Final Strategic Financial Management Paper with 87 Marks
    • Third Rank in district with 93.80% marks in class 12th.

    Hobbies

    • Playing keyboard and flute
    • Swimming
    • Martial arts

    Timeline

    Business Development and Trade Finance

    Export Import Bank Of India
    2024.03 - Current

    Deputy Manager - Export Factoring

    India Exim Finserve IFSC Private Limited
    2024.01 - 2024.03

    Deputy Manager - FX and Fixed Income Dealer

    Export Import Bank Of India
    2023.09 - 2024.01

    Management Trainee - FX and Fixed Income Analyst

    Export Import Bank Of India
    2022.09 - 2023.09

    Masters in Commerce - Finance & Taxation

    Indira Gandhi National Open University
    2001.04 -

    UGC NET - Commerce

    National Testing Agency (NTA)
    2001.04 -

    Certified Treasury Professional -

    Indian Institute of Banking And Finance (IIBF)
    2001.04 -

    Bond Mathematics And Indian Treasury Markets -

    FIMMDA
    2001.04 -

    Chartered Accountant (CA) -

    Institute of Chartered Accountants of India(ICAI)
    2001.04 -

    Bachelor's of Commerce - Accounts And Business Statistics (ABST)

    Govind Guru Tribal University
    2001.04 -
    Udit TrivediChartered Accountant (CA), B. Com.