Baldeep Kumar Email & Phone Number

Bengaluru, Karnataka, India

Debt / Equity Fund raise | Investment Banking | Startup funding | Business Strategy

Bangalore

Managing a mid corporate portfolio for optimum Risk / Reward, apart from sourcing of new customers.

Bangalore

Bangalore

a. Formulation of strategies for client acquisitions across industriesb. Formulation of budgets for the locationc. Critical analysis of financial & credit risk profile of clients. Assessment of credit requests, periodic review and monitoring of the portfolio d. Managing quality portfolio of well rated clients at optimum risk/return matrixe. Cross sell of various products incl. Trade, Treasury, Forex, DCM, PE to ensure higher wallet share and stickiness of… Show more a. Formulation of strategies for client acquisitions across industriesb. Formulation of budgets for the locationc. Critical analysis of financial & credit risk profile of clients. Assessment of credit requests, periodic review and monitoring of the portfolio d. Managing quality portfolio of well rated clients at optimum risk/return matrixe. Cross sell of various products incl. Trade, Treasury, Forex, DCM, PE to ensure higher wallet share and stickiness of customersf. Liaisoning with both internal and external stake holders towards achievement of objectivesg. Ensuring high levels of customer satisfaction and loyaltyh. Providing guidance to team members on various aspects including marketing, credit, and documentation Show less

Bangalore

Key Responsibilitiesa. Corporate Sales• Conceptualizing, devising and implementing marketing strategies for the Bank’s products, within the parameters of Branch strategy• Understanding of corporate banking products and services with an awareness of competitors’ product profile • Identifying, researching and cultivating prospective customers and establishing primary or secondary banking relationship • Targeting medium to large Indian and multinational corporates • Selling… Show more Key Responsibilitiesa. Corporate Sales• Conceptualizing, devising and implementing marketing strategies for the Bank’s products, within the parameters of Branch strategy• Understanding of corporate banking products and services with an awareness of competitors’ product profile • Identifying, researching and cultivating prospective customers and establishing primary or secondary banking relationship • Targeting medium to large Indian and multinational corporates • Selling short term and long term lending / money market / trade finance / foreign exchange products• Managing an average portfolio of USD 125MM b. Credit Risk Analysis, Administration and Management• Risk rating companies based on qualitative and quantitative analysis• Preparing comprehensive credit presentations, structuring and pricing of deals and providing effective recommendations to the management• Drafting credit documentation• Monitoring credit risk• Portfolio & Risk management across product lines and also at organizational levelc. Relationship Management• Building and managing relationships with senior management of corporates• Negotiating with various stakeholders• Liaising with sources of referrals such as PE Funds, Chartered Accountants, Company Secretaries, and Consultants.• Liaising with regulatory authorities, and banks• Complying with legal, regulatory and organisational policies/guidelines including KYC and AML Show less

Bangalore

Responsibilities• Corporate Credit & Marketing • Foreign Exchange operations• Customer Service

Mba, Finance, Gold Medallist

B'Com - M.E.S. College, Commerce, First Class