SRM in the Financial Institutions team focusing on International, NBFI, Cash Management and Remittances business of the bank.

• Worked under the "Safeguard" brand as Intern BFO• Identified and presented several new business models and potential product ideas for the brand.• Prepared financial feasibilities, financial projections, product roll-out plans, marketing strategies, success measurement metrics and conducted competitor analyses for proposed business models and ideas.• Coordinated with teams from across the world to compile data for supporting proposals.

The project was focused on identifying opportunities for the company to increase its presence in the retail space for its video analytics product. Recommendations were to be made on pricing, promotions, partnerships etc. focusing on most favorable industries that the company should initially target.

• Generating leads for initiating new relationships to strengthen the bank’s portfolio.• Managing existing relationships and ensuring optimum throughput via borrowing and cross-sell. • Structuring long and medium term loan products for clients to cater to their specific requirements.• Advising clients on cash management and fund placement solutions.• Managed a diverse portfolio of more than 25 corporate relationships including clients from industries like textile, oil, power… Show more • Generating leads for initiating new relationships to strengthen the bank’s portfolio.• Managing existing relationships and ensuring optimum throughput via borrowing and cross-sell. • Structuring long and medium term loan products for clients to cater to their specific requirements.• Advising clients on cash management and fund placement solutions.• Managed a diverse portfolio of more than 25 corporate relationships including clients from industries like textile, oil, power, cement and pharmaceutical. Show less

• Meeting with potential clients to assess their financial requirements and advising on their on boarding based on financial performance, market reputation and value addition to the bank's portfolio. • Preparing credit proposals with focus on financial performance of the client, the recent performance of the industry and its outlook.• Liaising with various internal departments to ensure smooth operations in all corporate accounts on team portfolio.• Preparing monthly and quarterly… Show more • Meeting with potential clients to assess their financial requirements and advising on their on boarding based on financial performance, market reputation and value addition to the bank's portfolio. • Preparing credit proposals with focus on financial performance of the client, the recent performance of the industry and its outlook.• Liaising with various internal departments to ensure smooth operations in all corporate accounts on team portfolio.• Preparing monthly and quarterly review of the clients' performance and preparing plans for meeting targets for the quarter and year from thereon. • Managing portfolio audit by internal and central bank audit teams. Show less

• Identifying and targeting clients looking for event management solutions for various events including seminars, weddings and concerts etc.• The firm was a unique platform where we utilized the services of a highly unorganized local decor and catering sector, combined their services and offered them to the right clientele.

• Prepared and presented a detailed economic feasibility study for an upcoming product to analyze its demand based on regions and purchasing power of the prospective clients. Post review, the finance team presented this report to the CEO.• Participated in testing of the ‘click n go’ system and suggested improvements based on hands on experience. This system was designed to educate farmers regarding protection from crop infestation and to assist them in making an informed decision while… Show more • Prepared and presented a detailed economic feasibility study for an upcoming product to analyze its demand based on regions and purchasing power of the prospective clients. Post review, the finance team presented this report to the CEO.• Participated in testing of the ‘click n go’ system and suggested improvements based on hands on experience. This system was designed to educate farmers regarding protection from crop infestation and to assist them in making an informed decision while selecting a pesticide. Show less