Adi Gupta, Bbm, Mba Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Kolkata, West Bengal, India

Trading of ERW Pipes

Toronto, Ontario, Canada

Toronto, Canada Area

Efficiently managed 12 corporate relationships in a diversified portfolio of C$ 200 million including Syndicated Loans, Asset Backed Lendings and Commercial Real Estate dealsAchieved my annual targets for increasing the commercial deposit book by 110% through strategically bringing secured lending deals which were instrumental in increasing both deposit book size as well as interest income on loansIncreased the overall business of the bank by having a holistic approach of cross selling products such as Credit Cards, Remittances, Personal Deposits, Derivatives, Salary Accounts to bilateral as well as syndicated clientsLiaised with the Risk, Compliance, and Operations teams along with the Senior Management for successful and timely execution of syndicated and bilateral debt financing transactions

Toronto, Canada Area

Host information session, events, and conversations around Schulich's graduate programs

Toronto, Canada Area

 Schulich Association for Management and organizational Studies is a club run by Schulich MBA students. The club focuses on serving the entire Schulich community which includes MBA students, faculty and alumni having interest in Organizational Behaviour

 Schulich Finance Association is a club run by Schulich MBA students. The club focuses on serving the entire Schulich community which includes MBA students, faculty and alumni having interest in Finance and Financial Services Institutionalized several initiatives such as networking events, resume building, onboarding guests speakers to acquaint non-finance members with Canadian financial services industry

Kolkata Area, India

 Developed stock specific strategies after analyzing financial statement for buy-side clients including institutional investors which increased annual brokerage revenue by 20% Successfully onboarded one of the largest insurance groups in India (Asset Under Management over C$ 3.6 Billion) which increased 16% of the incremental revenue Established a new business vertical of debt instruments by capitalizing client relationship which achieved an average trade size of C$5 million Trained 5 interns who helped increase incremental revenue by 4% through their stock ideas

Kolkata Area, India

 Recommended 18 equity ideas in a broad range of industries through financial statement analysis techniques and industry research which resulted in o more than 75% of 18 stocks realized their target price during the stated tenure o 7 out of the 14 stocks achieved more than 40% returns Explored untapped opportunities in listed fixed income securities which resulted in returns of 13.6% per year Initiated business diversification by providing short-term loans against securities which increased 17% of incremental revenue

Kolkata Area, India

 Conducted in depth analysis for an Indian stock (Turnover > C$ 300 million), organized sessions/calls with investors across Asia & Europe which resulted in successful qualified institutional placement of C$ 23 million Advised 10 stocks to clients in Europe and Asia of which 7 stocks earned positive return, which increased 11% of incremental revenue  Created models for preparing forecasted financial statements/stock target prices based on top down research  Recognized as the best trainee among 10 recruits based on financial model development

Surat Area, India

 Successfully increased the Letter of credit limit from CAD$ 0.48 million to CAD$ 1.2 million and the duration from 3 months to 6 months.

Master Of Business Administration (Mba), Finance And Financial Management Services

Activities and Societies: Member of Schulich Investment Banking Club (SIBC), Member of Schulich Finance Association (SFA), Member.

Bachelor'S Of Business Management, Finance

Bachelor of Business Management  Completed undergraduate degree with a First Class with Distinction  Consistently ranked in top 3%.