Sep 2021 – Aug 2025 · 3 yrs 11 mos

• Corporate Development
• Part of core execution team for the IPO process; Responsible for IPO preparedness of the firm, drafting the Business sections within the prospectus, Circle-up by ICA and overall Project management
• Managed strategic investments for Fintech Fund; Invested INR 200Mn in a SME financing Fintech
• Evaluated multiple M&A opportunities encompassing an Auto Financing company, Asset Reconstruction Company and acquihire of an IT services provider
• Analysed the impact of merger of multiple operating entities within Tata Capital for Board’s review and approval
• Investor presentations & Strategic projects
• Responsible for preparation of investor presentations as well as management presentations
• Worked with the CXOs on multiple strategic projects such as new product evaluation, customer segmentation, tracking of digital metrics, international credit rating, debt fund raising, etc
• Prepared monthly dashboards for Direct Operating costs for top management review
• Tracked external environment including Peers, Fintechs & Macroeconomic factors
• Drew yearly budgets for key expenses such as Marketing, Information Technology, etc.

Nov 2020 – Sep 2021 · 10 mos · Bengaluru, Karnataka, India

• Managed projects across all businesses of the group namely Cabs, Electric Vehicle, Fintech and Cloud Kitchen
• Involved in key strategic initiatives such as equity & debt fund raising, investor relations, acquisition opportunities, business expansion plans, strategic partnerships, corporate structuring, cells procurement for EV, etc
• Co-ordinated with multiple stakeholders for decision making and prepared reports for top management

Nov 2018 – Nov 2020 · 2 yrs · Mumbai Area, India

• Successfully helped clients to raise bank funding for their businesses; involved in multiple big ticket deals such as raising i) USD 150 Mn for a leading power generation company & ii) USD 120 Mn for a conglomerate
• Involved in credit appraisal of the bank’s Indian clients, which involved business model analysis, financial analysis, financial projections, industry and management analysis
• Worked in coordination with multiple stakeholders including relationship managers, credit officers, auditors, branch officials & regulatory compliance team

Jan 2018 – Nov 2018 · 10 mos · Mumbai Area, India

• Acted as a relationship manager for the Large Corporate Clients group, catering to Tata Group clients which represented USD 1.5 Bn of sanctioned limits, the largest group exposure for the Bank
• Identified opportunities to cross-sell the full range of financial products (trade, currency and cash products) and services offered by the bank
• Learnt extensively about banking products and processes, as well as regulatory compliances

Apr 2016 – Jan 2018 · 1 yr 9 mos · Mumbai Area, India

• Conducting credit analysis for the Company's global clients and assigning a Credit Rating through preparation of Credit Appraisal Memo
• Carried an in-depth analysis of the clients’ businesses, industry and financials including credit metrics
• Drew up financial models including projections, based on broker reports as well as management estimates
• Prepared on-boarding & transaction appraisal memos and sourced the required approvals
• Developed sector expertise on Retail, Healthcare, Construction and Diversified companies globally

Dec 2013 – Jun 2014 · 6 mos · Bengaluru, Karnataka, India

• Handled internal audit of retail outlets and process audits at factories and offices of the company
• Identified business and operational risks and made recommendations through reports to mitigate them
• Brought about efficiency improvement across divisions and recommended controls for revenue leakages

Jul 2011 – Jul 2013 · 2 yrs · Kolkata Area, India

• Conducting statutory and internal audits across different indsutries such as Cement manufacturing, Garments and appparels, Retail chain stores, etc
• Carrying out Bank audits with special emphasis on accuracy of financial data, NPAs and Loan documentation
• Preparation and filing of Income Tax Returns
• Maintainance of statutory Company law records and ROC compliances