Strategic Investors Group is a part of the Corporate, Commercial & Institutional Banking and is responsible for providing Coverage to Sponsors (Private Equity & Real Estate funds) investing in India. My roles as an Associate Relationship Manager shall entail closely working with the Relationship Manager (Coverage Lead) on the below:- Focusing on Opportunities arising from Sponsor client's Investment activities (Acquisition Finance, M&A Advisory)- Strategic Opportunities in relation to… Show more Strategic Investors Group is a part of the Corporate, Commercial & Institutional Banking and is responsible for providing Coverage to Sponsors (Private Equity & Real Estate funds) investing in India. My roles as an Associate Relationship Manager shall entail closely working with the Relationship Manager (Coverage Lead) on the below:- Focusing on Opportunities arising from Sponsor client's Investment activities (Acquisition Finance, M&A Advisory)- Strategic Opportunities in relation to Portfolio Companies (Leveraged Re-capitaliasation, Bond Issuances)- Sponsor Fund level requirements (Subscription Finance, General Partner Facilities, NAV Facilities)- Assisting on execution of the trade post Origination. Show less

The Client Services Team at Securities Services (Custody) is responsible for maintaining client relationships and resolving client queries pertaining to pre & post trade settlement. My current responsibilities are as under:• Setting-up a new team for Platinum Clients of the Bank investing in India under FPI, FDI FVCI & AIF investment routes.• An escalation contact for key clients of the Bank.• Assisting clients in understanding the applicable FEMA & SEBI regulations.•… Show more The Client Services Team at Securities Services (Custody) is responsible for maintaining client relationships and resolving client queries pertaining to pre & post trade settlement. My current responsibilities are as under:• Setting-up a new team for Platinum Clients of the Bank investing in India under FPI, FDI FVCI & AIF investment routes.• An escalation contact for key clients of the Bank.• Assisting clients in understanding the applicable FEMA & SEBI regulations.• Working with internal stakeholders to improve process efficiencies for better service delivery to clients. Show less

International Institutional Client Group (IICG) at the Asset Services Business of Edelweiss is responsible for Global Business Development for the Custody & Clearing Product.The team looks after all Inbound investments in India from Hedge Funds, Private Equity Players, Venture Capitalist, Stressed Asset Funds, Debt Funds, AIFs, UCITS, & Long only Equity Funds.My role entailed me to source new business opportunities from fund managers based out of UK, Europe & India.

The Client Services Team at the Custody is responsible for maintaining client relationships and resolving client queries. The Team works in close co-ordination with the Custody Operations Shop to assist clients in trade settlement. My responsibilities were as under:• A key contact point between Clients and Operational Teams for FDI, FVCI & FPI client investments.• An escalation contact for key clients of the Bank.• Assisting clients in understanding the applicable FEMA & SEBI… Show more The Client Services Team at the Custody is responsible for maintaining client relationships and resolving client queries. The Team works in close co-ordination with the Custody Operations Shop to assist clients in trade settlement. My responsibilities were as under:• A key contact point between Clients and Operational Teams for FDI, FVCI & FPI client investments.• An escalation contact for key clients of the Bank.• Assisting clients in understanding the applicable FEMA & SEBI regulations.• Building Client Relationship by conducting regular Service Reviews.• Working with internal stakeholders to improve process efficiencies.•Assiting in various Budgeting​ and Forecasting activities for the department. Show less

M.P. Chitale & Co is a Mid sized Chartered Account firm providing a range of services to companies in the financial sector. The firm mainly caters to Asset Management Companies (AMC), Insurance Companies, Wealth Management Firms, Primary Dealers, Fund Accountants, R&T Agents, and such other firms in the finance sector.Being an article assistant in the firm, I worked on the below assignments:•Managed Statutory & Tax Audit Assignments of Special Purpose Vehicles investing in the… Show more M.P. Chitale & Co is a Mid sized Chartered Account firm providing a range of services to companies in the financial sector. The firm mainly caters to Asset Management Companies (AMC), Insurance Companies, Wealth Management Firms, Primary Dealers, Fund Accountants, R&T Agents, and such other firms in the finance sector.Being an article assistant in the firm, I worked on the below assignments:•Managed Statutory & Tax Audit Assignments of Special Purpose Vehicles investing in the Real Estate Sector for a Prominent Asset Management Company.•Internal & Risk Audit of a Start-Up Education Training provider.•Internal Audit of leading Portfolio Management Service Providers.•Independently handled Concurrent Audit Assignments of the Fund Accounting Operations of Mutual Funds. Show less