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Core interests are into Financial Planning, Portfolio Advisory and Equity Research.My capabilities include Financial Portfolio Advisory & Analysis, Risk Profiling, Performance Analysis, Benchmarking, Data Analytics, Client Management and other related skills.My work experience involves managing and advising my clients on their financial portfolios as per their risk appetite and desired exposures into multiple asset classes/avenues, simultaneously helping them achieve their goals. My client base includes multiple large company treasuries & promoter families. I am also an MBA(Finance) graduate from KJ SIMSR, Mumbai, with 8+ years of work-ex into financial advisory.
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Investment AdvisorBarclays Investment BankMumbai, Mh, In -
Product ManagerKotak Cherry Oct 2022 - PresentMumbai, Maharashtra, India -
Associate Vice PresidentAsk Asset & Wealth Management Nov 2017 - Oct 2022Mumbai, Maharashtra• Directly managing Fixed Income/Equity & Alternate portfolios of Treasury and Promoter level clients with respective sales teams and taking strategic/tactical calls based on their risk appetite• Bringing depth and quality to the advisory provided from ASK Team to enhance the alpha generated from the portfolio, simultaneously managing parameters as per client’s compliance needs• Creating proposals suggesting the modulations and reallocations required to formulate a long term strategic portfolio comprising of Fixed Income & Alternate products• Working closely with Product Team for creation of customized, need-specific offerings and structures (Debt & Equity)Managing and advising a lot of large ticket treasury & Fixed Income accounts with an approx. cumulative AUM of INR 10,000+ crores. -
Senior Program Manager For Global Indian Banking DivisionYes Bank Oct 2016 - Nov 2017Mumbai, Maharashtra, India• Directly liaising with Yes Bank’s Corporate Partners for creating structured deals for Business as well as Corporate Lending in multiple currencies through SBLC contracts• Managing 3 major channels for Yes Bank including GRL, Abu Dhabi Rep Office and International Alliances and taking policy measures for increasing their individual profitability and adherence to key business objectives• Taking decisions on Role Creations and focus parameters, budgeting for the above mentioned channels• Working closely with Product Team for creation of customized, need-specific offerings and structures -
Senior Program Manager For Global Indian Banking DivisionYes Bank Oct 2016 - Nov 2017Mumbai, Maharashtra, India• Directly liaising with Yes Bank’s Corporate Partners for creating structured deals for Business as well as Corporate Lending in multiple currencies through SBLC contracts• Managing 3 major channels for Yes Bank including GRL, Abu Dhabi Rep Office and International Alliances and taking policy measures for increasing their individual profitability and adherence to key business objectives• Taking decisions on Role Creations and focus parameters, budgeting for the above mentioned channels• Working closely with Product Team for creation of customized, need-specific offerings and structures -
Investment AdvisorIifl (India Infoline Group) Feb 2015 - Aug 2016Mumbai Area, IndiaInvestment Advisor for Corporate Clients for IIFL• Equity(direct/indirect) & Debt exposure valuation, Cash-flow Analysis on existing investments and future pay-outs, Tax Consultancy, Treasury Services, Legal Consultancy, Trust Services, Alternate Investments, Real Estate and advising clients on Structured Products • Worked closely with Product Team for creation of customized, need-specific offerings and structures for clientele. This also involved running analytics on existing Equity Investments and making sector specific allocation according to the valuations and projections. Have pitched and helped clients work through a few acquisition and restructuring deals with the help of in-house IB team, working from deal origination to finalization. Acquired and managed an AUM of around 126 crores, which included Corporates, Promoters and fresh funds raised by start-up companies. -
Investment AdvisorHdfc Bank ( Private Banking Group ) Mar 2013 - Feb 2015Mumbai, IndiaInvestment advisor for High net-worth individuals and corporate institutions in HDFC Bank - Private Banking Group. • Served clientele with their portfolio management needs and advised them on their investments into mutual funds (Debt, Equity), Direct Equity, Structured Products. • Pitched in new investment ideas and opportunities to clients and advised them on asset allocation and portfolio re-balancing in line with their investment horizon. Have been the PAN-India top performer on the new platform launch called as DFP for customers.Have successfully cleared all the certification exams needed for advisory including CIEL, AMFI and KYC-AML.
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Member, QuantinuumSimsr Jul 2011 - Jul 2013Mumbai Area, IndiaAssembled the monthly magazine related to latest development in the field of Quants and mathematics and worked on seminars, presentations and workshops related to the same, where students were exposed to the application of these techniques. -
Summer Intern-Marketing & DistributionAmul Dairy May 2012 - Jun 2012Mumbai Area, IndiaSummer trainee at Amul-Marketing & Distribution Division for product launch of Amul PRO in Mumbai. • Conducted market research, gauging the perception of brand Amul in retail space as well as preference of health drink across customer profiles.• Charted the most effective medium to spread health drink awareness -
Team Member For Acara ChallengeAcara Jun 2011 - Dec 2011Mumbai Area, IndiaWorked as a part of the team representing K J Somaiya Inst of Mgt Research and Studies. Undertook an entreprenurial project regarding manufacturing and supply of ready made food packets for direct consumption. Distribution was done throughout south Mumbai region. -
Application DeveloperThe Bank Of New York Mellon Aug 2010 - Mar 2011Chennai Area, IndiaApplication Developer at The Bank of New York Mellon – INautix Technologies. • Assisted senior developers with modular development of applications on various platforms like C# and Adobe Flex. • Worked on software solutions and applications to conduct derivative dealings and clearing instructions.Contributed to the INautix Community Services by taking up voluntary programs in teaching at orphanages and organising blood donation camps within the organisation.Trained in technologies like .Net and Java.
Ankit Verma Skills
Ankit Verma Education Details
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K J Somaiya Institute Of Management Studies And Research, MumbaiFinance, General -
School Of Investment Banking, MumbaiFinancial Modelling, Valuation And Football-Field Analysis -
First Class With Distinction -
Holycross Senior Secondary School, RaipurPass -
Delhi Public SchoolA
Frequently Asked Questions about Ankit Verma
What company does Ankit Verma work for?
Ankit Verma works for Barclays Investment Bank
What is Ankit Verma's role at the current company?
Ankit Verma's current role is Investment Advisor.
What is Ankit Verma's email address?
Ankit Verma's email address is ve****@****ail.com
What is Ankit Verma's direct phone number?
Ankit Verma's direct phone number is +9198607*****
What schools did Ankit Verma attend?
Ankit Verma attended K J Somaiya Institute Of Management Studies And Research, Mumbai, School Of Investment Banking, Mumbai, University Of Pune, Holycross Senior Secondary School, Raipur, Delhi Public School.
What are some of Ankit Verma's interests?
Ankit Verma has interest in Super Sport Motorcycle Touring, Participating In Track Events, Children, Health.
What skills is Ankit Verma known for?
Ankit Verma has skills like Public Speaking, Business Strategy, Presenter, Friendly Personality, Team Management, Marketing, Financial Modeling, Equity Research, Investment Advisory, Investment Banking.
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Ankit Verma
Bihar, India
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