Siddharth Shah Email & Phone Number

Mumbai, Maharashtra, India

- Identify and source new opportunities for debt capital market transactions June’24- Present- Lead the structuring and execution of securitization transactions, working closely with clients to tailor solutions to their specific needs- Build and maintain strong relationships with clients, providing strategic advice on fundraising options and structuring transactions to meet their financing requirements- Advise clients on the most appropriate fundraising instruments, such as NCDs, loan syndication, private equity, venture debt, and others, based on their capital needs and market conditions- Develop and maintain comprehensive management information systems (MIS) for the debt capital markets team, providing regular updates on deal pipelines, market trends, and performance metrics

Mumbai, Maharashtra, India

- Demonstrating the analytical process and information requirement to the client- Interact with client for information, data and documents needed for rating- Interact with client management and promoters on better understanding of the business- Proficient in preparing comprehensive financial reports resulting in informed decision-making- Communicate the final Rating to the client- Assigning recovery ratings for security receipts to assess the potential recovery of funds for investors

- Read & understand the financial process & procedures of the company- Developing strategies to help promote the products- Performing financial profiling of the customers- Suggesting tools to assist in meeting one’s financial goals

Mumbai, Maharashtra, India

- Consistently generated and analyzed key trends and insights for strategic decision making- Ensuring streamlined processes to optimize working capital, ensuring minimal liquidity constraints- Collaborated in the creative design of posters/banners & contributing to successful marketing campaigns

Mumbai, Maharashtra, India

- Highlighting defaulters to minimize the risk- Proficient in analyzing and resolving trade rejections- Implemented strategic limit setting across diverse trading platforms, ensuring risk mitigation & regulatory compliance- Releasing the excess funds and stock collateral after monitoring current market position

Post Graduate Diploma In Management, Finance, General

Bachelor In Financial Markets, Finance, General, A