Vishwanath R. Email & Phone Number

Bengaluru, Karnataka, India

Bangalore

Bengaluru, Karnataka

Head the start up with regards the overall management and sales .Execute various actions for business network growth, conduct in several industry seminars, foster/utilize long-term relationships with business, and prospect over 700 companies in a year. Create long-term value for organization from customers, markets, and relationships. Develop and negotiate contracts with over 200 trainers across the country to provide soft skills and technical training to numerous corporate clients with the aim of improving skillset.Selected Contributions:• Planned and established the business from initiation to put up on learning and development map, resulting in recognizing as one of the quality service providers across the country.• Introduced computer-based traditional classroom training and introduced byte sized learning techniques.

Dubai, United Arab Emirates

Gurgaon, India

 Set up & managed a Team, of 5 people to spread the Practice of the Investments business across North India. Engaged in Intensive business development activities through networking, industry seminars, and leveraging the existing relationships of other business units. Particularly focused on large scale institutional owners, corporates and purchasers in each of the core markets. Developed and executed parallel strategies for business development within the core services of the Indian Capital markets team, working alongside leaders of other geographies in the group. Led North Investment services to effectively manage major transactions. This includes the management and involvement in teams that will prepare of information memorandums, financial analysis, analytical and market intelligence. Worked on INR 7.5 Bn of fund-raising transactions across various sectors like Real Estate, Education & Healthcare. Evaluated transactions worth INR 20 Bn which included the management and involvement of teams in preparation of information memorandums, financial analysis, analytical and market intelligence. Established the practice of working on Retainers and Full fees and was part of the leadership which laid the foundation of an Investment Banking Platform as against a normal IPC platform. Worked on HNI demand led transactions worth INR 3 Bn for acquisition of pre-leased transactions across North India. Initiated the concept of cross geography transactions (demand and supply managed by different geographies) which led to the revenue visibility across different geographies as against a Normal IPC model which focuses on specific Geography revenues.

New Delhi

Provided direction to the Risk Management Framework for Secured Lending - Capital Market Financing (CMF) business of Religare Finvest Limited, Religare Group’s NBFC arm covering the entire gamut of Operations and Controls, Credit Assessment & Underwriting, Risk Management and Compliance function for the business. Managed a book size of about INR. 20.5 Bn. Spearheaded and driven the implementation of Risk Management framework across the business. Guiding and assisting the Function Heads being the Principal Risk Owners and Principal Risk Coordinators with the identification of key risk indicators (KRIs) in their respective units, in depth risk profiling and preparation of risk registers and dashboards. Increased the yield of the existing loan book by 7% since inception. Over achieved the Gross Income target by 110% & 117% across promoter funding and margin funding in the FY’s 2013-2014 & 2012-2013 respectively.  Over achieved the book size target by 120% & 124% across promoter funding and margin funding in the FY’s 2013-2014 & 2012-2013 respectively. Managed a book size of more than INR. 10 Bn across promoter funding and margin funding in the FY’s 2013-2014 & 2012-2013 respectively   Managed a book size of INR. 1 Bn for the Real Estate structured financing.

New Delhi Area, India

Managed the Structured Lending Unit Sales for North and East India.  Achieved a base of 50 clients within a period of 9 months in the system. Successfully managed the buyback transaction of Cairn India Limited for a total funding of INR. 1.8 Bn across 2 clients which resulted in net income of INR .01 Bn to the company within 1 month Generated a gross income of INR 0.06 Bn and a net income of INR .03 Bn for the company in the first half of the financial year 2011-2012. Generated net income worth INR. .06 Bn across IPO’s, Promoter Funding , Loan Against Shares and Buy Back financing in the financial year 2010-2011. A few of the major ones were Coal India Limited, Va Tech Wabag, Power Grid Corporation of India Limited. Drove the IPO funding business across the Northern and Eastern Region for a total funding of INR. 50 Bn across the various IPOs.

New Delhi Area, India

Structured and Capital Market Finance Operations.  Managed the collateral and servicing of a loan book size of INR. 20 Bn as regards Loan Against shares and Mutual Funds and supervised a team of 4 people in executing the workflow for the day to day transaction processing on pledging, de-pledging of securities, calculation of drawing power, account opening, monitoring margin calls thereby helping in keeping the capital intact in spite of the financial meltdown in co-ordination with Personal Lending Advisors, Financial Advisors and Business Heads. Built a strong credit book under the Secured Lending - Capital Market Financing business (CMF / Margin Loans / Loans against securities / Properties ) by setting up and successful implementation of the entire compliance and policy framework for underwriting, risk assessment and evaluation of the various financing proposals, customer selection, scrip selection, score cards, stress testing techniques, market analytics, risk categorization, key risk factors, credit concerns and mitigants including Structuring of large transactions. Product Research, Development and launch of New Products under the CMF Business - Loan against Mutual / Managed Funds, Promoter Financing (multiple collateral including shares and mortgages), Employee Stock Options (ESOP) Financing, Loan against Bonds, Loan against demat Commodities, Loan against Structured Products (Index Linked Debentures), Open Offer / Buy Back Financing, Loan against Media Works (Film Financing) Product etc. Cultivated performance of a team of 4 people in successfully managing the end to end processes of following initial public offerings for a total volume of funding of about INR. 410 Bn across 50 Initial Public offerings and 1500 clients.  Monitored all aspects of business operations relating to Margin Financing of Mutual Funds, Margin Trading on Equities and Depository Participant activities at the branch level.

New Delhi Area, India

Back Office Operations for the Mutual Funds Distribution Business  Managed a team of 6 people to supervise the back office operations of ABN Amro Bank (distributor of more than 20 mutual funds across India) Successfully managed the following initial fund offerings of various Mutual funds for a total volume of about INR. 7 Bn.ABN Amro Opportunities Fund, Reliance Equity Opportunities Fund, Fidelity Equity Fund, Principal Focused Advantage Fund, Templeton flexi cap Fund, Sundaram Smile Fund, Kotak Midcap Fund and ABN Amro IPO which included many schemes across various asset classes. Managed the Assets Under Management Reconciliation ( Domestic Mutual Fund Client Holding reconciliation) of INR. 15 Bn across 30000 clients and Initiated & successfully implemented a process of the Upfront Income Reconciliation across all fund houses on a month on month basis which resulted in the prevention of leakage of income. Initiated the Preparation of Daily MIS providing a detailed description of the business sourced under various asset classes during the month on a month to date basis.  Preparation of daily MIS for the management covering various processes to give an insight on the productivity of the people and the delivery capability scale of the process.

New Delhi

LAS , F&O , DP and Security Lending and Borrowing Operations & Collections  Handled Securities Lending & Borrowing, for a total volume of INR. 0.6 Bn across 50 clients. Handled Loan Against Dematerialized Shares and Margin Funding Operations for a total volume of INR. .3 Bn across 40 clients Cultivated branch performance in the area of Margin Financing to the brokers, which includes marketing the concept to eligible brokers, empanelling them with IL&FS & registering themselves as well as their clients. Marketing this product to the retail customers and referring them to the empanelled brokers Instrumental in executing the workflow for collections thereby bringing down the average outstanding from INR. .01 Bn to INR. 0.003 Bn. Managed a team of 5 people to execute billing and collection process for the branch covering over 15000 clients across North India.. Monitored all aspects of business operations relating to Futures & Options, Margin Trading on Equities and Depository Participant activities at the branch level.

Aicwa, Costing, Financial Management.

Post Graduate Diploma In Managment, Financial Management, Security Analysis And Portfolio Management

B.Com(Hons), Commerce, Company Law, Financial Accounting

Senior Secondary School, Commerce