Yogesh Kumar Email & Phone Number

Mumbai, Mh, In

Mumbai, Maharashtra, India

Gurugram, Haryana, India

Della Leaders Club - A global community of Entrepreneurs and Young Leaders created to build priceless relationships with top Leaders in any industry, any type of business, anywhere in the world.Membership to the world’s most influential community of 2800+ Domain Experts from 56 countries•As a sales manager catering to high net worth individuals, and responsibilities are revolve around managing a sales of specific area. to meet revenue targets while providing exceptional customer service to this exclusive client base.•Sales Strategy: I’m in charge of coming up with and putting into practice a sales strategy that satisfies the demands and preferences of high net worth individuals (HNIs & UHNIs) while also aligning with the company's objectives. This entails creating pricing strategies, seeking out fresh business chances, and making sales plans to hit revenue goals.•Team Management: As a sales manager, it is my duty to oversee and involve in every group of sales representatives. •Client Relationship Management: As the primary contact for high net worth clients, it is my responsibility to develop and uphold lasting relationships with them while also enhancing the membership experience

Investment banking teams partner with corporate clients to achieve their strategic goals. Whether it is raising capital for an expansion or buying another company, investment bankers provide innovative and creative financial solutions for all clients’ needs. Advising clients- Working with clients to provide advice on various financial transactions, including mergers and acquisitions, initial public offerings (IPOs), debt and equity offerings, and restructuring. •Conducting market research- Perform market research to identify potential opportunities and risks for clients.•Analyzing financial data- Analyzing financial data to evaluate the financial health of companies and assess the potential risks and rewards of investment opportunities.•Developing financial models: Developing financial models to help clients evaluate different scenarios and make informed decisions about financial transactions.•Creating presentations and reports- Creating presentations and reports to communicate their findings and recommendations to clients and other stakeholders.•Building relationships with clients- Building and maintain relationships with clients to ensure that they receive high-quality service and that the bank remains their preferred financial partner.•Collaborating with other departments- Working closely with other departments, such as sales, trading, and research, to provide clients with comprehensive financial solutions.•valuation analysis •Financial modelling •M&A

As an Investment Banking Analyst Intern at Citi, my role is to support the Investment Banking team in providing financial advisory services to clients, including mergers and acquisitions, debt and equity financing, and strategic partnerships.•Financial Analysis- Conducting detailed financial analysis, including financial modelling, valuation analysis, and industry research, to support strategic decision-making by the investment banking team.•Pitch Books- Assisting in the preparation of pitch books, which are presentations that outline a proposed transaction or strategic plan for a client. This includes creating financial models, developing industry research, and crafting PowerPoint slides.•Due Diligence- Conducting due diligence on potential clients and acquisition targets, which involves analyzing financial statements, legal documents, and other key data points to assess the financial and operational health of the company.•Transaction Support- Assisting in the execution of transactions, including preparing documentation, coordinating with legal and accounting teams, and conducting market research.•Client Management- Building and maintaining relationships with clients and other stakeholders, including attending client meetings and participating in conference calls.•Team Collaboration- Collaborating with other members of the Investment Banking team, including senior bankers, associates, and other analysts, to deliver high-quality work on time and within budget.•Continuous Learning- Staying up-to-date with industry trends, financial news, and best practices in investment banking to continually improve skills and knowledge.

India

Financial modelling & Business Valuations involves building conceptual models of a business or an investment product so that an analyst can then calculate, forecast or estimate financial numbers.•Financial Analysis: Conducting a thorough analysis of financial data to identify trends, patterns, and insights that can inform business decisions. This includes analyzing financial statements, cash flow statements, and balance sheets.•Financial Modelling- Building and maintaining financial models to forecast business performance and evaluate investment opportunities. This includes building models for budgeting, forecasting, and sensitivity analysis.•Business Valuation- Conducting valuations of businesses and assets to determine their worth. This includes analyzing financial statements, conducting market research, and using valuation methods such as discounted cash flow analysis and comparable company analysis.•Reporting- Preparing reports and presentations to communicate financial data and analysis to stakeholders. This includes creating dashboards, charts, and graphs to visually communicate financial data.•Project Management- Managing projects related to financial analysis, modelling, and valuation. This includes planning and coordinating project timelines, delegating tasks to team members, and monitoring project progress.•Collaboration- Collaborating with other teams such as accounting, operations, and sales to gather relevant financial data and ensure consistency in financial reporting.•Financial statistics •Financial statements:- Income statement, Cash flow statements, Balance Sheet.•Analysis involved all the necessary statements.•calculations •Prediction of the business valuation.

India

As an Equity research Analyst, my major agenda is to read company's financial reporting, maintain the "Buy side and sell side report", analyzing the Banking and Steel sector very deeply and predicting the specific growth. •Conducting research- Responsible for conducting research on companies and industries to identify investment opportunities. This involves analyzing financial statements, industry reports, and news articles to develop a comprehensive understanding of the company's financial health and growth prospects.•Analyzing data- Analyzing financial data to assess a company's financial performance and potential future performance. This includes evaluating financial ratios, analyzing earnings reports, and examining market trends to make informed investment recommendations.•Building financial models- Building financial models to help the research team assess a company's financial performance and future potential. This involves developing complex spreadsheets to evaluate financial ratios, forecast future earnings, and assess the impact of potential industry trends.•Writing reports- Responsible for writing reports that summarize their research findings and investment recommendations. This involves communicating complex financial data in a clear and concise manner to help clients make informed investment decisions.•Providing support to senior analysts- Provide support to senior analysts by conducting research, building financial models, and analyzing data. This involves working closely with the research team to ensure that all research is accurate, timely, and relevant to clients.Attending meetings- Attending meetings with the research team, portfolio managers, and other stakeholders to discuss research findings and investment recommendations. This involves presenting research findings and participating in discussions to help inform investment decisions.

Bengaluru, Karnataka, India

A proficient business development professional, highly driven by the agenda of strengthening acompany's market position and maximizing business performance. I am a resourceful, organized, andmotivated go-getter aimed at building client relationships, increasing sales, enhancing the company'sreputation, and seeking for new and creative ways to market the products.•Identifying potential clients- Responsible for identifying potential clients and partners for BYJU'S. This involves researching and analyzing the market to understand the needs of potential clients and identifying opportunities for collaboration.•Building relationships- Building strong relationships with clients, partners, and other stakeholders in the industry. This involves networking and attending industry events to meet potential clients and partners.•Developing sales strategies- Developing sales strategies to increase revenue for the company. This involves analyzing market trends, identifying potential opportunities, and developing targeted sales plans.•Negotiating deals- Negotiating deals with clients and partners. This involves understanding the needs of the client or partner, identifying areas of mutual benefit, and developing win-win solutions.•Analyzing data- Analyzing data to identify trends, patterns, and areas of improvement. This involves tracking key performance indicators (KPIs) and using data to inform decision-making.•Representing the company- Represents BYJU'S at industry events and conferences. This involves speaking with potential clients and partners, presenting the company's offerings, and networking with industry professionals.

Bengaluru, Karnataka, India

Master Of Business Administration - Mba, Finance

Finance And Accounting: 1) Business Valuation 2) Financial Derivatives and Risk Management 3) Advanced Financial Management 4) Advanced.

Bachelor'S Degree Honors, 2Nd Class