Sanjay Patel Email & Phone Number

Bengaluru, Karnataka, India

My role as AVP in the Treasury-Consumer Banking division involves leading a team, ensuring they meet their goals along with individual responsibility of following roles:-Financial analysis to evaluate financial performance of various Lines of Business -Perform Liquidity management analysis to understand the Liquidity position of business to make strategic decisions-Treasury Finance Reporting and identifying key trends to help optimize the resources-Estimation of Funding requirements and weekly analysis to ensure timely actions-Handling major projects (like AWS migration) related to Proforma changes which is the reporting tool, requiring Jira creation, communication with IT, performing validation to ensure accuracy

Bengaluru, Karnataka, India

-Building Pricing model by detailed analysis of potential revenue and forecasted expense for Financial Services Companies seeking Custody, accounting, Admin services-Creating Base models & Templates as per requirement and making regular updates to be used by associates for various deals-Coordinate with different pricing analysts to consolidate and present the overall picture for global deals with the help of systems like Essbase, Sales Force

Bengaluru Area, India

Bengaluru Area, India

My primary role in Probe involves complete fundamental research on various listed and unlisted companies in order to understand the operational efficiency in background of macroeconomic factors and prepare the research reports for same.It also involves sector analysis through bench-marking reports in order to help client in investment decision and credit analysis for various Private Equity deals and M&A.It also involves extensive use of Bloomberg terminal for deriving data and analysis process of various global companies.

Bengaluru Area, India

-Prepared models to facilitate Pricing of various financial instruments through vendor source like Thomson Reuters and Bloomberg-Prepared variance report on daily liquidity position of bank -Extensively worked on Bloomberg Database to extract key financial data

Bengaluru Area, India

In Basket Option Pvt. Ltd. I worked in the project titled "Analysis Of Preferred Equities And Other Investment Avenues". The task included the analysis of the equities, suggested by the company to investors along with detailed study of investment pattern followed by investors. It was carried out by means of fundamental analysis and technical analysis to make the inference. By means of the study it was concluded that two out of seven suggested equities were inappropriate for the long term investment. Above analysis was well appreciated and considered by the company.I also contributed in the assessment and improvement of ranking of company's website by means of Search Engine Optimization techniques. It was carried out by initially analyzing the website to find out flaws in the current site and by implementing the necessary changes, I succeeded in improving the site traffic to a great extent.

Pgdm, Accounting And Finance

B.B.M, Accounting And Finance