Vimmi Upadhyaya
Email Id: vimmi.paliwal AT gmail.com
Finance professional with experience in Working Capital loans and portfolio buyouts for both Asset backed and Mortgage backed securities. Expertise in negotiating, structuring and managing key relationships. Experience in analyzing data, writing Earning reviews & research reports. Possessing a B. Tech. (ECE), MNIT Jaipur and PGDM (Finance), IMT Ghaziabad.
Career Contour:
Relationship Manager, HDFC Bank Ltd., Mumbai, India Jan2020– Mar 2021:
** Sourcing of working capital files by activating sourcing channels as branches & direct sales.
** Acquiring new clients and maintaining relationship with the existing clients
** Assessing customer profile and eligibility for working capital loan.
** Interaction with credit and operations team for sanction and disbursement of the file
** Cross sell of products from existing and new customers.
Relationship Manager, ICICI Bank Ltd., Mumbai, India Dec 2015 – Apr 2019:
** One point contact for NBFCs/HFCs to meet the Priority sector requirement for the Bank.
** Analyzed past deal trends and various segments to build the risk mitigating strategies.
** Tracked regulatory changes and monitored market developments.
** Developed strong working relationships with various stakeholders as Clients, Legal, Compliance, Auditors and Risk to ensure a best in class execution of the transactions.
Sr. Analyst, Integreon Managed Solutions, Mumbai, India Dec 2014- Dec 2015:
** Prepared Earning flashes & presented investment recommendation to portfolio managers.
** Prepared market commentaries on weekly basis, involving market movement’s analysis.
** Worked on Bloomberg Terminal & Thompson Reuters to extract and analyze various data.
Research Analyst, Irevna – a division of CRISIL, Mumbai, India Jul 2010 - Dec 2011:
** Performed stock price valuations and made buy/sell recommendation on individual stocks.
** Prepared industry reports and research on varied market potentials.
** Had identified, analyzed and worked on new products, services & research opportunities.
Associate System Engineer, IBM India Pvt.
Ltd., Delhi, India Jun 2007 - Jun 2008:
** As an Application Programmer worked on Business Intelligence project for IBM-BHARTI.
** Was responsible for development and support of financial application of client Bharti.
** Worked on Business Objects for reporting and analysis of Billing Data of Warehouse.
Academic Qualification:
** PGDM – FIN IMT, Ghaziabad 2008-2010 6.79
** B. Tech. – ECE MNIT, Jaipur 2003-2007 7.84
** XII CBSE 2001-2002 83.8
** X CBSE 1999-2000 82.0
Skills:
IT skills : Python, Bloomberg Terminal, Thomson Reuters
Research : Industry reports, Earning Flashes, Market Commentaries
Achievements:
** Received Retail Sprinter award at ICICI Bank, PAN India Retail meet, February 2019.
** Received Delight award for excellence in Client Service at Integreon, June 2015.
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