Utpala Amin Email & Phone Number

Mumbai, Mh, In

Mumbai, Maharashtra, India

Building new relationships with HNI clients by dealing in fixed income products like NCD’s, Perpetual (AT1 Bonds), Tax Free Bonds, Market Linked Debentures (MLD’s) and Money Market Instruments.On boarding new Individual Financial Advisors (IFA’s), Brokers and PMS for trading in debt securities.Managing the deal execution (end to end process) between all internal and external stakeholder’s to ensure smooth execution from mandate to deal closing.Preparing cash flows for bidding process. Managing the transactions of existing HNI clients and Institutions for trading in in bond market.Preparing and sharing notes on regular market updates, pricing updates (stock list) and regulatory changes related to taxation, operational procedures and financial products with the client.

Mumbai, Maharashtra, India

Driving business modelling lectures for the BMS cohort blended with practical workshops.Senior leadership team; delivering course content using workshop training and simulation exercises in a live environment.A core member of the Governing Council, Academic Advisory Council, and College Development Committee.Defining and implementing various strategies related to the Academic Performance Index.Ensure governance and compliance adherence are fulfilled for the institute.

Vasai Virar, Maharashtra, India

Imparted Accounting and Finance knowledge to the students of Undergraduate and MMS programs.Conducted Workshop training and simulation exercises in the live environment.Rendered skill-based learning related to the finance domain like drafting a project finance model, preparing a credit analysis report considering various risk assessment parameters.A core member of the Governing Council, Academic Advisory Council, and College Development Committee

Mumbai, Maharashtra, India

Imparted Finance knowledge to the students of undergraduate programs in the area of Financial Management and Accounting.Innovative coaching techniques using practical blend of industry case studiesFoster students’ commitments to lifelong learning by connecting course materials to broader themes using live case studies and current eventsAuthored numerous research articles in Commerce fields in prestigious journals.

Mumbai Area, India

Formulating the credit analysis report in compliance with the Company’s credit policies.Gathering client information & analyzing their financial statements i.e. Balance sheets, Profit and Loss statements, and cash flow statements.Assessing the financial data of the client using trend analysis, bank statement analysis, and ratio analysis as a part of the pre-approval process.Delivering a complete and coherent risk analysis, i.e. Business and Financial risk assessment based on facts of the Clients.Partnered the Senior Credit Risk Managers in implementing the strategy and business plans agreed by the management team.Overseeing the portfolio on an on-going basis to ensure that the portfolio stays within the established norms of concentration, delinquencies, NPAs etc.

Mumbai Area, India

Undertaken a project to study customer retention strategies used in various businesses and to propose a model/recommendations to the company to retain their existing clientsManaged relationship with HNI clients to retain them in the business

M.Com, Accounting And Finance

Mms, Finance

Bachelor In Accounting And Finance, Accounts And Finance

Secondary School Certificate