Amit An Aggarwal Email & Phone Number

New Delhi, Delhi, India

Private Equity Venture Capital Sovereign Wealth Management Funds Pension Funds & Family Offices' private investment, banking relationship management.Start-up ecosystem integration for high potential start-ups and/ or Investee portfolio companies of our partner funds.Enabling equity or debt raising for further rounds.Due diligence and debt from bank's books from an Industry first proprietary program tailor made for start-ups.Planning & strategizing to lead North India for Financial Sponsors Group, Wholesale Banking Group (Corporate Banking) for success in the relatively new focus business groups for Indian banking Industry. Covering money in motion for Financial Sponsors viz Private Equity Funds; Venture Capital Funds; Sovereign Funds; Pension Funds etc who are looking to invest/ divest in portfolio companies, restructuring portfolio companies and raising equity and or debt for new of existing portfolio companies, through FDI or FPI or FPVCI routes. FSG works is like a quasi Investment Banking Division with core focus on delivering best in Class financial services to PE/ VC funds and their portfolio companies whether it is debt raising or mergers or ODI/ FDI or restructuring. Broad idea is to be one stop shop for these larger transactions and with India becoming global hub and its startup ecosystem evolving so well, ICICI Bank's FSG dedicates itself to reinvent, rebuild and lubricate the success of all stakeholders across the spectrum.

New Delhi Area, India

Private Banking business has always catered to the world’s wealthiest people. Successfully onboarded & served largest Promoter families, UHNI's and large corporates with net worth >$10 Mio. Biggest Private Banker for the bank by book size & revenue generation. Was a part of ED & MD Club, and had been part of Private Banking Innovation club at the bank. Core role was to help clients manage their surpluses by way of structuring ideas (& products) which are not only in line of investment philosophies but also take care of tax efficiencies and other hygiene stuff. Working at opportunities when funding requirements come up; undertaking first level credit appraisal. This involves helping them invest wisely while avoiding risks that might reduce the value of their assets. Albeit not officially but job also involves offering tax planning and pension advice, help clients develop a strategy for philanthropy, and advise them on estate planning. In one subset of the sector known as “Family Offices,” the tasks that range from screening solicitations for charitable contributions to making sure the client’s bills are paid on time.As a successful private banker I feel I am an outgoing, service-oriented personality, plus the ability to carefully listen to clients. My understanding is my real talent is connecting with people who may have a lot of their wealth tied up in a fairly narrow activity, such as a successful family business, or who can be very demanding. In short, good people skills help.As a private banker I possess an understanding of financial products from basic stocks and bonds to financial derivatives, private equity and hedge funds. Clients now expect the technical skills of their private bankers to be high, as well as them to have strong opinions about the markets, which I feel confident about.

New Delhi

Kaambol.com, was a passionate socio-economic initiative conceived & co-founded by myself, and great bunch of like-minded professionals who together dreamt to systemise the way, "Unorganised Sector" got jobs, their employment conditions & were remunerated. Aim was to eradicate the social evil of human trafficking while at the same time providing Premium, Reliable, Accredited, Trained, Helpers/ Assistants (we branded them as PRATHA OR PARTHA, to remove away the tag of "Servant") to meet the ever burgeoning urban demand owing to DINK & DIWK culture spreading fast in tier 1 metros. Making the process as hassle-free as possible, for both the parties involved. It was conceptualized and devised with a core objective of streamlining the unorganized sector of employment, through weeding off of the inherent evils of this sector.At kaambol.com, Idea was to provide database of such candidates with just a click of mouse and without roughing it out with the local agencies/bureaus. We offered assistance through our online search portal so that employers may find candidates' matching their needs as closely as possible for "Drivers/ Cooks/ HouseHelps/ Baby Sitters etc".Kaambol was shortlisted as one "India's Most Disruptive Social Enterprise Ideas" by various reputed names like ET "Power of Ideas"; IIM Ahmedabad's CIIE cell; M&M's "Spark The Rise" etc. Giving importance to the precise requirements and to maintain data transparency at all levels, through database build up, curation and high level of risk mitigation was the edge that Kaambol was ambitious for. All our profiles were well-screened, profiled, documented, trained and most importantly verified by the partner NGO - KAAMBOL FOUNDATION, which was having offices at remote village level. Apart from local level data scrutiny, verification and training at root level, a basic medical test plan was also in place so as to ensure the health and hygiene.

Heading Purple Client Group, the Wealth Proposition of Motilal Oswal Securities Limited, was self-tasked with account management, sales support, product training, product placement, team build-up, team management, within North India framing a customer base. Managing direct sales, customer services, PR, brand awareness, to promote & establish new business. Trained sales team for cold calling, and associated techniques, and accompanied them to sales calls to acquaint them with company and industry practices & procedures.Conducted onsite seminars for customers, to describe product highlights, company's relative advantages, & product lines. Attended national & regional events, industry related conferences, open houses and delivered lectures in educational institutes.Organised and executed product blitzes to target customers. Managed monthly sales and contact reports.Achievements:* Recognised as a top manager for fast business build up.* Opened several key important new customer relationships with large ticket sizes, totaling over INR 260 Cr of AUM in just one year.* Building up a quality team, by attracting talent from the industry and retaining, motivating them to deliver consistent & superior results.* Launch of several in-house funds and themes, and mobilizing significant corpus's. Making Key decisions pertaining to Business setup, Driving the Businesses, Ensuring Number Targets as well as qualitative targets. Strategies for local level branding and marketing activities.

New Delhi

As an AVP at JM PWG, I was catering to the specific financial needs of HNI's focusing more on Promoter funding, Private Placement, Private Equity, creating Structures, Capital Market ideas and assisting them in their asset allocation. Typical profile of the client was at least $1 Mio.Apart from assisting clients in wealth management, I looked to continue to inspire trust of my clients through unbiased, Low cost centric and customized advisory.

New Delhi Area, India

Private BankingChief tasks HandledTracking marking sharply and doing Investment Management for clients through investments in Mutual Funds, Life Insurance, Structured Products; Fixed Income Products.Team Management and setting up of targets for the team, and steering the team for achievement of the set-revenue targets.Taking cues from Internal Research & also market intelligence to recommend to clients and also to give downloads to team.Collaborating with AMC's and other third party products for back-end support for the team/ and for the operational issues. Demonstrated abilities in cementing healthy relationship with the clients for generating business and leading workforce towards accomplishing business and corporate goals.Taking care of escalation cases for the unsatisfied clients, who feel the need-delivery gap is large.The job entails constantly acquiring up new set of good customer accounts, which can be included in Private Banking category.Getting the dormant accounts active and getting the customers to buy more and more products from DB.Cross-Sell targets for Credit Cards; Personal Loans and Current Accounts.Keeping seniors updated about the progress and activities, planned & performed, which also forms a crucial part of the job. Maintaining branch records and periodically submitting the reports to HO for decision-making purposes.

Muscat, Sultanate Of Oman

Was hired by erstwhile Centurion Bank of Punjab, which subsequently merged with HDFC Bank, for new launch of NRI Business Operations at Oman, and the emplyment was on secondment agreement with Bank Muscat which was the substantial stakeholder in Centurion Bank of Punjab.Marketing of liability products like NRE accounts and also responsible for Mutual Funds, Life Insurance targets.The job entails constantly acquiring up new set of good customer accounts, which can be included in HNI category.Conducting competitor analysis by keeping abreast of market trends to achieve market share metrics.Leading the team of RM’s for NRI investment services. Devising strategies; Products for keeping the excitement and motivation for the customers to bank with us. Creating and sustaining a dynamic environment to foster development opportunities and motivates high performance amongst Team members.Keeping seniors updated about the progress and activities, planned & performed, which also forms a crucial part of the job. Maintaining branch records and periodically submitting the reports to HO for decision-making purposes.

 Building up a team of about 20 active “Life Advisors”, who should be able and well networked. Training the team about products and the ways to sell products.  Getting them trained from professional trainers, getting them examined from IRDA after the completion of training. Grooming them for making sales calls, and constantly motivating them to get investments. Keeping seniors updated about the progress and activities, planned & performed, which also forms a crucial part of the job.

Muscat, Masqaţ, Oman

 Overall management and business development of GSM category of products which included LG mobile phones & accessories. The essential duties encompassed the enhancements of LG GSM’s visibility by maintaining excellent working relationship with Hypermarkets/Key dealers & distributors.  Day-to-day sales management; customer servicing. Ensuring excellent customer satisfaction and taking on the escalated service cases. Devising channel strategies & schemes for the salesmen, dealer incentives on sales targets.  Maintaining optimum inventory levels, ordering stocks, interaction with principals. Extensive traveling throughout sultanate of Oman and ensuring maximum visibility of the brand through merchandising at shop floor level.

India

Agrani Convergence was a start-up of Zee Group, and I was placed as a Management Trainee upon selection from Campus placements. Initially the role involved managing the channel of franchisees and pushing the sale of Mobile accessories & Sony Ericsson Mobiles from the stores. Retail Merchandising & Store Planning for my category of products, throughout India. Devising various retail strategies & promotional events at store level to push sales.  After promotion, the role enlarged, and the duties encompassed Traveling across India; meeting the prospects generated through marketing communication activities of the company. Explaining the business plan; reformulating the business plan (as per the city), convincing the prospects, and opening the franchisee. The vision was to have a franchisee store at least in each business town of the northern states, and targets were being consistently achieved.

Work Profile : Analyzing Mutual Funds Godfrey Phillips should and was investing in.

Work Profile : Worked on increasing the Corporate Customer Clientele for the B2B site of Satyam: "www.e-chem.com" The Hindustan Times Limited 2 months in 1999P.C.C. RepresentativeWork Profile : Worked on the Surveys and Analysis of the Newspaper Market in the Allocated area. And was promoted to the level of Team Leader within 2 Weeks of joiningShyam Antennae Electronics Limited 2 months in 1998Management TraineeWork Profile : Job responsibilities include the daily assistance of work in Finance and Accounts Departments. IT SkillsFully conversant with MS-word, Ms-Excel, MS-PowerPoint, Internet etc.

Master Of Business Administration, Strategy & Leadership, A

Activities and Societies: Winner of various intra university sports events- Table Tennis; Chess; Carrom etc.

Master Of Business Administration - Mba, Finance And Financial Management Services, First Division

Finance & Strategic Leadership

Bachelor, Business Economics

Activities and Societies: Winner of many Quiz & Debate Competitions.

Bachelor Of Laws - Llb, Banking, Corporate, Finance, And Securities Law

Activities and Societies: Gold Medalist in Moot Court Competitions.

Executive Financial Planning, Banking, Corporate, Finance, And Securities Law

Bachelor Of Laws - Llb, Banking, Corporate, Finance, And Securities Law; Family Laws & Matrimonial Litigation, First Division

Activities and Societies: Gold Medalist in moot courts; Debating Society Chairman; Legal Aid Camp Activist

Bachelor Of Laws - Llb, Banking, Corporate, Finance, And Securities Law, First Division

Activities and Societies: Gold Medalist in Moot Court Competition; Debating Society Chairman; Active Participant to Legal Aid Camps.