At Acuity Knowledge Partners, my expertise in financial sales and company valuation shines through my work on the Metals and Mining team. Our team contributes to the strategic positioning of our clients by performing meticulous financial and operational analysis, and I take the lead in maintaining trading comps and comparable analysis. My acumen was developed during my PGDM studies in Finance at the Institute of Management Technology, Nagpur.My analytical skills are further enhanced through crafting detailed pitchbooks and management profiles. These efforts support our team's objective of delivering precise Sum of the Parts and Precedent transactions analysis. With a commitment to continual skill development, my goal is to drive success for our team and positively impact our organization's growth trajectory.
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Sr. Analyst - RnaWns Dec 2024 - PresentBengaluru, Karnataka, India -
AssociateAcuity Knowledge Partners Mar 2023 - Sep 2024Pune, Maharashtra, IndiaPart of M&M (Metals and Mining) team.Key responsibilities: Performing Company-level and industry level financial & operational analysis, maintaining trading comps and comparable analysis.Also, working on pitchbooks, company profiles, management/leadership profiles, Sum of the Parts Analysis, and Precedent transactions analysis. -
AssociateVerity Knowledge Solutions Pvt. Ltd. Jun 2021 - Mar 2023Hyderabad, Telangana, IndiaPart of GIG (Global Industries) team.Key responsibilities: performing Company-level financial & operational analysis, maintaining trading comps and comparable analysis in Automotive & EV markets.Also, working on company profiles, industry-research books, management/leadership profiles, and Precedent transactions analysis for various industries. -
Deputy ManagerKotak Mahindra Bank Feb 2020 - Aug 2020Hyderabad, TelanganaPart of Branch Banking - Retail Sales teamKey responsibilities: maintaining relationship and HNI and UHNI clients, and provide advisory financial and banking services. Cross selling of various banking, mutual funds, insurance, demat accounts, Savings & Current accounts, investment-related schemes and other financial products to the existing clients and increase the customer base within the cluster/region. -
Relationship ManagerUti Mutual Fund May 2019 - Feb 2020Gwalior Area, IndiaPart of Retail Channel - B2B Sales team.Key responsibilities: Providing advisory services to the institutional and retail investors, Motivating the business development team, individual financial advisors for selling the company's mutual fund schemes to their customers base, performing wealth creation programs by educating retail customers about the tax saving and solution oriented schemes of the company. -
InternFinedge Advisory Apr 2018 - Jun 2018Gurgaon, Haryana, IndiaFinancial Planning, Investment Advisory, Business development and mutual fund sales -
Process ExecutiveCognizant Jul 2015 - Nov 2016Hyderabad Area, India
V Surya Vanshi Education Details
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Finance, General -
Bharathiya Vidya Bhavans Vivekananda College Of Science, Humanities & Commerce
Frequently Asked Questions about V Surya Vanshi
What company does V Surya Vanshi work for?
V Surya Vanshi works for Wns
What is V Surya Vanshi's role at the current company?
V Surya Vanshi's current role is Sr. Analyst - RNA.
What schools did V Surya Vanshi attend?
V Surya Vanshi attended Institute Of Management Technology, Nagpur, Bharathiya Vidya Bhavans Vivekananda College Of Science, Humanities & Commerce.
Who are V Surya Vanshi's colleagues?
V Surya Vanshi's colleagues are Shweta Ratti, Rudy Swartz, Aruna Gudivada, Jitendra Pawar, Pravin Rakh, Dylan Damonze, Sam Samy.
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