Mehul Agarwal Email & Phone Number

Bengaluru, Karnataka, India

Working with the Treasury team within the Financial Operations department on:- Interest and Financing: Setting up of Financing Calculators, and Financing Onboarding across multiple Funds and Agreements. Involved in the complex computation of Interest on BU-Level, as well as, suggesting Potential Transfers to optimize Debit/Credit Charge between Counterparties based on better Financing Schedules.- Collateral Management: Managing Short-Term Liquidity and Initiating Cash movements based on Variation in MTM and Margin on various product types. Setting up and On-Boarding of Broker Data, along with Liaising with Brokers for daily Collateral Transfers. Includes preliminary understanding on ISDA - SIMM UMR Margin Calculations.- Margin (Variation Margin and Initial Margin): Making industry-specific changes to Margin Calculators to compute true and fair view across Prime Brokerage and ISDA Agreements, spanning across OTC Derivatives, Cleared Swaps, Listed Derivatives and Cash Market positions.- Annualized Savings: Yielded Annualized Savings of~$ 3MM via Optimizations, ~$ 70MM Margin Simulations and ~$150K Cash Interest Savings via better Financing arrangements between Client and Brokers.

Bengaluru, Karnataka, India

Managing liquidity, Margin related movements, Interest calculations, and optimization of financing arrangements for our clients.

Taking little steps and striving for a better tomorrow.

Bengaluru, Karnataka, India

Worked with the OneIndia GBO Finance Team on three projects mainly comprising of:- Laying down a roadmap in order to improve the quality and efficiency of SFDC (the CRM tool)- Enable a higher visibility for Large Orders by use of Predictive Analysis to anticipate future deals- Reducing the ageing bucket on E Invoicing errors and rejections owing to information mismatch and other technical errors.Campus Ambassador:- Served as the Campus Ambassador for NMIMS at Dell Technologies, conducted the very first Alumni Meet-up between current Interns and past alums with the primary objective of networking and socializing.

Research, Fundraising and Budget Forecasting:- Worked on finding fundraising opportunities by figuring out past trends from government portals on CSR grants and donors- Prepared a detailed Fundraising Plan for Give India Fundraising Challenge 2021- Prepared Financial Models and Budget forecasts based on last 5 year trends.

Mumbai Area, India

Worked as an Executive, where I was handling the Operations of an entire mandate, along with Financial Assessment of Private and Public Companies, Partnership Firms and Sole - Proprietorship for various clients, pan-India.Also, I formed a part of the Credit Team, which helped in allocation and recommendation of Credit amount, Credit period and Review period, along with a Sustainability Risk Score based on Managerial, Operational, Financial and Legal parameters for Domestic as well as International Entities.

Mumbai Area, India

Worked as a Finance Intern where my job responsibilities included:- Analyzing Financial documents (Balance Sheet, Cash Flow, and P&L statement)- Conducting Financial Analysis basis entity mandates- Checking the quality of financial statements and providing feedback - Allocation of Credit and Review Period to entity mandates- Preparing Due Diligence Reports meeting entity standards

Mumbai, Maharashtra, India

Worked at Axis Finance Ltd for the Business Development and Credit assessment departments as a Market Research and Business Analyst on various projects

Mumbai, Maharashtra, India

Worked with the Mutual Fund team as a MF Advisor to prospective clients, where I rendered consultancy and financial services regarding Mutual Funds and spread knowledge about the same

Master Of Business Administration - Mba, Finance, General

Bachelor Of Commerce - Bcom, Business/Commerce, General

Education record

Education record