Atharva Joshi Email & Phone Number

Mumbai, Mh, In

Mumbai, Maharashtra, India

Sales & execution for large Indian corporates across currency, interest rates & commodities including vanilla & exotics products

Mumbai, Maharashtra, India

-Managed the FX Advisory services for West India's SME Portfolio- Strategizing & Implementation of Go-To-Market with a Shipping & Logistics ecosystem partner involving e2e financing & remittance solutioning- Project Team member representing business for creation of Business Control Towers & related business rituals and cadence-Part of crack team to focus on tapping cross-border PEVC & FDI flows- Nominated in 10 person cross-geographical project team directly… Show more -Managed the FX Advisory services for West India's SME Portfolio- Strategizing & Implementation of Go-To-Market with a Shipping & Logistics ecosystem partner involving e2e financing & remittance solutioning- Project Team member representing business for creation of Business Control Towers & related business rituals and cadence-Part of crack team to focus on tapping cross-border PEVC & FDI flows- Nominated in 10 person cross-geographical project team directly under Global MD to ideate improvements in customer engagement -Part of team to laydown the treasury processes of DBS-LVB & member of crack team to scale up joint DBS-LVB Treasury business leveraging the LVB infrastructure Show less

Built SME Dashboard for pan-India portfolio analysis to drive efficient FX flow & throughput

Mumbai, Maharashtra, India

#Project II: Product Manager: Forex RemittancesProduct manager for Digibank forex proposition; Managing Forex remittances product end to end & Go-To-Market for new Fx productsInvolved in Go to market and increased volume & revenue by 3x within 6 months by increasing penetration and entering into eco-system partnerships while also launching 3 product developments after understanding key customer insights along with legal changes

Singapore

Mumbai, Maharashtra

#Project I: Intelligent BankingInvolved in Ideation, validation and implementation of hyper-personalized quick-fix solutions in DigiBank by detailing the customer journeys across products

Mumbai Area, India

-I was the first employee in the startup aimed at launching and marketing of a new CPG product having investment from Angel Investors and a top Venture capital fund. i was involved in the work relating to the below areas--Collaborated to create channel-product entry strategy for gift packs and products by designing interactive dashboard to analyse monthly sales of product variants vis-a-vis region & customer and to highlight top 15 customers vis-a-vis region and product… Show more -I was the first employee in the startup aimed at launching and marketing of a new CPG product having investment from Angel Investors and a top Venture capital fund. i was involved in the work relating to the below areas--Collaborated to create channel-product entry strategy for gift packs and products by designing interactive dashboard to analyse monthly sales of product variants vis-a-vis region & customer and to highlight top 15 customers vis-a-vis region and product variants.-Charting out project schedule aiming towards product launch, identifying the critical path and find out the solutions for crashing-Valuation of the business using DCF by collaborating with Transaction advisory team of chartered accountants and merchant bankers-Developing a cash budget evaluating the different sales channels in depth to identify the requirements of funding and identifying the channel strategy for sales Show less

Bengaluru, Karnataka, India

Rated very good in 3 of 5 leadership traits (Bias for Action, growth mindset, Accountability & Responsibility) with an off the scale rating for Bias for ActionMapped E2E Source to Pay process for Unilever Arabia by interacting with stakeholders to identify process gaps causing upstream and downstream issues (blocked invoice, consignment issues etc.). Ideated 7 solutions involving either new technologies (RFID, RPA, Smart contracts) or system tweaks of which 2 got fast tracked for… Show more Rated very good in 3 of 5 leadership traits (Bias for Action, growth mindset, Accountability & Responsibility) with an off the scale rating for Bias for ActionMapped E2E Source to Pay process for Unilever Arabia by interacting with stakeholders to identify process gaps causing upstream and downstream issues (blocked invoice, consignment issues etc.). Ideated 7 solutions involving either new technologies (RFID, RPA, Smart contracts) or system tweaks of which 2 got fast tracked for implementationFormulated a combined action plan with country controllers of Morocco & Tunisia, IBM team, Finance P2P to clear EUR 4MN worth of blocked invoices Assisted in designing the agenda for a workshop held in Dubai attended by representatives involved in S2P process and EY London Performance improvement team Show less

Bogotá D.C. Area, Colombia

I did 2 projects with SMEs affiliated to Universidad Externado de Colombia1. Transforming Small Businesses: Worked with a maintenance based SME by developing a growth strategy to help them start a B2C channel instead of existing B2B channel. The proposals are under consideration by Chile HO2. Corporate Social Responsibility: Worked with a SME to improve the income of its employees and sub-contractors

Thane

I was a part of articled assistant team who took part in statutory and income tax audits of clients from different sectors. He has worked on Project Finance project for a Real estate concern and a R&D based pharmaceutical intermediates manufacturing company. I was also involved in making customized spreadsheet models for a petrol-pump and a retail trader.

Pgdm Finance (Equivalent To Mba), Finance, Marketing, Strategy, General Management

Activities and Societies: Co-ordinator B-School Connect & International Exchange Committee Marketing Co-ordinator SPRINT- Sports fest.

Finance Immersion Programme, Financial Statement Analysis, Ipo, Lbo, Management Simulation

Activities and Societies: Analysed the financial statements of Microsoft ltd worked on a project to calculate the IPO price of Domo Ltd.

Chartered Accountant, Financial Reporting, Finance, Costing, Audit, Taxation & Law, Ca Final-55.5%

Learnt and understood the various aspects of Finance, Law and Accounting

Cs, Corporate Law, Cs-Executive 62.71%

Bachelor Of Commerce (Bcom) From Mulund College Of Commerce, Auditing And Accounting, Cgpa 7/7 (Grade O) In University Evaluation Of Tybcom. Overall Cgpa 6/7

Activities and Societies: Atharva was a member of Junior College Festival "Spectrum" Cultural Team. He overlooked the Debates, Group.

Behavioural Finance | Duke University

The various aspects of decision making errors were looked at along with it's impact on global economy and the causative factors of bubbles