Sandeep Saha

Regional Head - Institutional at Mirae Asset Mutual Fund (India)
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Contact Information
us****@****om
(386) 825-5501
Location
Hyderabad, Telangana, India, IN
Languages
  • Hindi -
  • Bengali Native or bilingual proficiency
  • Oriya Professional working proficiency
  • Telugu Limited working proficiency
  • English Full professional proficiency
Skills

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Credentials

  • NISM-Series-XXI-A: Portfolio Management Services (PMS)
    National Institute of Securities Markets (NISM)
    May, 2023
    - Nov, 2024
  • MDP programme In Fundamental Analysis & Valuation
    NSE Academy Limited
    Jun, 2020
    - Nov, 2024
  • Insurance Consultant
    IRDA
    Aug, 2019
    - Nov, 2024
  • Mutual Fund
    National Institute of Securities Markets (NISM)

Experience

  • Mirae Asset Mutual Fund (India)
    • India
    • Financial Services
    • 100 - 200 Employee
    • Regional Head - Institutional
      • Aug 2023 - Present

  • ICICI Bank
    • India
    • Banking
    • 700 & Above Employee
    • Relationship Manager
      • Apr 2023 - Aug 2023

      Use credit knowledge and knowledge of various products for deal structuringAdd value to the client and stay ahead of the competition by structuring and implementing innovative deals • Maintain CEO/CFO relationships with SMEs to originate businessManage trade finance, general blog operation for cash management services i.e., working capital cycle of the companyAdd value to the client and stay ahead of the competition by structuring and implementing innovative deals in working capital, term loan and project finance Show less

    • Product Specialist
      • Aug 2022 - Mar 2023

    • Product Specialists
      • May 2019 - Aug 2022

      Assessing and regularly review the client's investment objectives and risk tolerance, taking into consideration cashflow requirements and risk exposures in other areas of the client's overall portfolio. Create and maintain an investment plan/asset allocation through a consultative process to achieve the client's investment objectives with a risk level that is acceptable to the client. Construct the recommended investment portfolio with appropriate allocations to a long-term Strategic Core component, and short-term Tactical Opportunities. Populate and maintain the allocations using products from Bank's full suite of Managed Investments and Capital Market product offerings, and advise clients on the risks and potential benefits of the recommended portfolio. Closely monitor and manage investment portfolios to achieve the client's investment objectives within acceptable risk parameters, and keep clients closely updated on relevant market developments. Conduct regular portfolio reviews with the client to update on performance, risk and opportunities. Work closely with Product team to develop a detailed understanding of banks product offerings and make these opportunities available to all suitable clients. Show less

  • L&T Mutual Fund
    • India
    • Financial Services
    • 100 - 200 Employee
    • Institutional Sales
      • Jan 2018 - Apr 2019

Education

  • Indian Institute of Management, Calcutta
    EPBM, Business Management
    2019 - 2020
  • Corporate Finance Institute® (CFI)
    FMVA, Financial Modeling & Valuation Analyst
    2022 -

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