Experience

FinByz Tech Pvt Ltd | Certified ERPNext Partner | IT Software Company

• India
• IT Services and IT Consulting
• 1 - 100 Employee

• Managing Director

  • Aug 2016 - Present

  India

• Director

  • Nov 2015 - Present



HDFC Bank

• India
• Banking
• 700 & Above Employee

• Corporate Fx Dealer

  • Sep 2010 - Oct 2015

  Mumbai Area, India I was associated in the Treasury Advisory Division of the bank. I have experience treasury product sales in markets like Mumbai, Gujarat, MP and Chhattisgarh. Key Result Areas  Establish, maintain and manage relationships of customers with Forex exposures.  Keeping the clients upbeat on the Forex market movements by giving qualified advice to create and increase loyal core customer base.  Develop target segments geographically and industry specific for marketing various FX… Show more I was associated in the Treasury Advisory Division of the bank. I have experience treasury product sales in markets like Mumbai, Gujarat, MP and Chhattisgarh. Key Result Areas  Establish, maintain and manage relationships of customers with Forex exposures.  Keeping the clients upbeat on the Forex market movements by giving qualified advice to create and increase loyal core customer base.  Develop target segments geographically and industry specific for marketing various FX products (Trade Flows & Derivatives)  Prepare and follow marketing plan for trade seminars, corporate training and customer meetings to increase and deepen the penetration in various target segments.  Liaise with internal departments and business channels for tapping new clients for Fx products.  Meet existing as well as target clients on an on-going basis and adhering to sales processes from lead generation to closing of deal.  Understand the client business cycle and risk appetite to suggest various hedging products to deepen the wallet share of the bank.  Tap maximum potential from existing customers by cross selling FCY loans and suggesting related hedge through swaps and/or options, thereby reducing overall cost of capital for the client.  Maintain, analyze and share the client wise product penetration, Trade/ Non-Trade volume and profit MIS.  Conclude the FX deals related to trade flows or derivatives with clients on phone and maintain Dealing Discipline with customers / interbank.  Keeping abreast on all regulations / internal guidelines and passing information to clients on changes in regulatory policies.  Contribute towards product development and process improvement. Show less



Mecklai Financial

• Senior Analyst

  • Apr 2009 - Sep 2010

  Ahmedabad Area, India  Tracking Global markets/events and providing views and analytics in the field of Forex.  Managing clients’ forex exposures and providing them MIS for tracking their mark to market.  Arranging buyer’s credit and supplier’s credit for the clients at most competitive rates and co-coordinating and assuring smooth processing between clients’ bank and foreign bank.  Advising clients for local bill discounting and for PCFC.  Retaining the existing clients by maintaining close… Show more  Tracking Global markets/events and providing views and analytics in the field of Forex.  Managing clients’ forex exposures and providing them MIS for tracking their mark to market.  Arranging buyer’s credit and supplier’s credit for the clients at most competitive rates and co-coordinating and assuring smooth processing between clients’ bank and foreign bank.  Advising clients for local bill discounting and for PCFC.  Retaining the existing clients by maintaining close relation.  Acquiring new clients by targeting SMEs and corporate houses in Gujarat and MP region.  Increasing revenues by Cross selling of service offerings to existing clients. Show less



Vadilal Forex and Consultancy Services Limited

• India
• Financial Services
• 1 - 100 Employee

• Forex Executive

  • Oct 2008 - Apr 2009

  Ahmedabad Area, India  Preparing daily, weekly and monthly Forex market-update report.  Maintaining strong relation with clients and advising them on the basis of fundament and technical research.  Analyzing the market data to forecast the future trend.  Managing clients’ forex exposures through timely booking forward or future contract.  Preparing and pricing option strategies using the Bloomberg and/or IONPOT option pricing system based on the exposure details of clients.  Target based… Show more  Preparing daily, weekly and monthly Forex market-update report.  Maintaining strong relation with clients and advising them on the basis of fundament and technical research.  Analyzing the market data to forecast the future trend.  Managing clients’ forex exposures through timely booking forward or future contract.  Preparing and pricing option strategies using the Bloomberg and/or IONPOT option pricing system based on the exposure details of clients.  Target based marketing of our service offering. Show less



Suzlon Group

• India
• Renewable Energy Semiconductor Manufacturing
• 700 & Above Employee

• Management Trainee

  • Jul 2007 - Aug 2007

  Pune Area, India Project Details Apart from learning regular operations involved in handling forex treasury, undertaken a project on the "Risk Measurement in Forex" consisting- - Traditional Risk measurement techniques - Value At Risk Method (Recommended by Basel-II norms) - Stress Testing by Monte Carlo Simulation Applied these methods to Suzlon's exposures in Forex Portfolio



Idea Cellular Ltd

• India
• Telecommunications
• 700 & Above Employee

• Customer Care Executive

  • Sep 2005 - Feb 2006

  Handling & Resolving customer queries.