Amit Kumar, Director & CEO

Amit Kumar

Director & CEO

KeySol Consulting Private Limited

Location
India - Delhi
Education
Diploma, Stock Market Policy, Procedure and Operational Practices
Experience
24 years, 6 months

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Work Experience

Total years of experience :24 years, 6 months

Director & CEO at KeySol Consulting Private Limited
  • India
  • My current job since May 2014

Founder of the newly established Start-Up entity in ‘Investment Banking and Corporate Financing Advisory’ Services Company\]

Key Deliverable(s):

• Started-Up an Investment Banking Company comprising of Debt/Loan Syndication & Equity Advisory Team Building (recruiting and staffing) for the entire Organization Controlling and Supervising the Cost & Profit Center Management Commercial Negotiations/ Persuasions for Mandate Closure/Execution Origination/Client Acquisition Structuring of Transactions Administration, Human Resources & Accounts.

• Conceived, Initiated, Incubated, Raised Funds & Sponsorships and Incorporated (on 24th June 2014) the new Start-Up Venture in the field of Investment Banking, Syndication, Corporate Finance, Lending and Financial Investment Consultancy.

• Opened the market ahead of the cut-throat and existing competition, persuasively overcoming customers’ concerns about new products, solutions and services viability through combination of knowledge, networking and techniques that included product demonstrations, a strong guarantee and referral lead generation.

• Created marketing presentations and demo products for multiple dissemination, developed highly effective sales approach that emphasizes personal service, consumer education and relationship building.

• Produced 80% of all new business at the very start through referrals. Fostered excellent relationships and referrals by building trust and rapport with customers.

• Hired, trained and supervised professional, providing guidance in use of innovative and sure-shot ways of customer interactions, effective presentations, closure of deals and the execution thereof.

• Exceeded original deadlines by way of ensuring projected Break-Even of the Corporate by the end of the initial six months of operation itself
.
• Established and streamlined systems, technologies and processes to maximize efficiency and productivity. Enhanced company image through highly professional sales and marketing presentations along with execution strategies.

• Executed Cross-Border M&A financing deal in the very first year of operation, wherein an Indian Auto Sector company has taken over an entity in Germany. Presented and successfully executed a unique Term Sheet / Sanction Letter / Facility Letter for the Client.

Vice President (Regional Head) at Blend Financial Services Limited
  • India - Mumbai
  • October 2007 to April 2014

Key Deliverable(s):

• Investment Banking comprising of Debt/Loan Syndication & Equity Advisory Cost & Profit Center Management.

• Commercial Negotiations/ Persuasions for Mandate Closure/Execution Origination/Client Acquisition Structuring of Transactions Credit Appraisal & Credit Execution.

• Client Servicing/Relationship Development (Banks, Non-Banking Financial Companies, Financial Institutions).

• Administration, Human Resources & Accounts.

• Supervise and control the commercial aspects of mandates originated & analysis of relevant data from the companies, to identify the Banks/ NBFCs/ FIs so as to facilitate lending transaction by way of executing sanctions leading to disbursement of funds and generation of branch revenue ultimately.

• Supervise preparation of Term Sheets, Structuring of Working Capital & Project Finance proposals, Client/Lender negotiations for arriving at mutually acceptable and agreed terms & conditions.

• Assist in preparation of financial documents, notes and reports such as Information Memorandum, Project Report, Credit Rating Reports, Financial Analysis Reports and Due Diligence.

• Coordinate with International Banks/ FIs (Financial Backers) as well as clients in Dubai, Hong Kong, Singapore and Africa to generate funds for mandated deals through overseas branches.

• Explore alternative avenues for funding finance through Private Equity (including Venture/ Angel/ Seed/ Bridge Funding) / Initial Public Offer Advisory/ Mezzanine funding, etc

Senior Manager at A K Capital Services Limited
  • India - Delhi
  • June 2006 to September 2007

Financial & Investment Analyst/ Research)

Key Deliverable(s):

\[* Key Account Management Origination & Client Acquisition (Business Development) * Client Relationship Management * Credit Appraisals * Financial/Risk Analysis * Mandate Negotiations/Closures * Data Analysis/Consolidation * Data Mining * Company/Client (Database) Search\]

• Explored, initiated & finalized opportunities to raise debt and equity capital for corporate clients and executed them by way of syndication through various financial backers like banks and financial institutions.

• Conducted market research/analysis of company/Industry (Business Models and Capital Market Performance) to explore Investment Banking opportunities and source leads for debt syndication.

• Customer Interaction to finalize deals for generating revenues by way of mandates and commercials signing.

• Carried out critical functions such as Credit Appraisal, Risk Analysis and Financial Analysis to identify avenues for expanding business.

• Deliver corporate financial planning to reduce costs and meet short-term/long-term capital requirements.

Assistant Manager at Kotak Mahindra Bank Limited
  • India - Delhi
  • August 2005 to May 2006

Wealth Management / Portfolio Management- Investment Analyst.

Key Deliverable(s):

\[* Portfolio Management of Corporate /HNI (High Net-worth Individual) Clients * Wealth Management, Mutual Fund and Insurance Products Servicing * Debt/ Investment Risk Management * Liaison Management * Client Support & Service\]

• Coordinated with Personal Clientele Group (PCG) portfolio regarding investments in Mutual Funds, Reserve Bank of India & other bonds, IPOs, Direct Equity, Purchase & Sale of securities, etc.

• Executed operational activities (Investments & Redemptions) related to Debt, Equity and Mutual Fund clients depending upon on their risk, return and maturity preferences.

• Documented workflows to assist clients with opening of Trading, DEMAT, Bank, PMS, Investment & Equity (POA), Mutual Fund (POA) accounts.

• Processed documents related to Funding/ Loan from various entities.

Officer at HSBC InvestDirect Securities (India) Limited {Erstwhile, IL&FS Investsmart Ltd}
  • India - Delhi
  • September 2004 to August 2005

Operations (Investment, Credit, Risk, Compliance & Back Office)

Key Deliverable(s):

\[* Stock Broking- Equity & Mutual Funds * Credit and Risk Management * Sales Support\]

• Lead and managed a team of 4 domain professionals.

• Managed and controlled financial transactions involving Funds Management, such as Receipts/Payments & Bank Reconciliations.

• Calculated, authorized and uploaded Fund Utilization Limits for the Equity/Mutual Fund Transactions of customers in the ODIN System (the Multi-Exchange, Multi-Currency Front Office trading and risk management system - which makes trading on multiple markets easier through the use of a single application. It incorporates appealing features and works on advanced technology which facilitates higher accessibility, ensuring speedy performance and advanced risk management).

• Engaged in MIS activities for clients related to Turnover, Brokerage, Income/Revenue Reports, Profit/Loss and Interest calculations, Debts collection, Margin Facility (analyzing Risk Coverage), Funds allocation and management, compliance reports in respect to shortfalls in IPO funding, Pay In-Pay Out (Stocks + Funds).

Relationship Officer at Indian Quotations Systems Pvt. Ltd {Erstwhile: Moneyline Telerate; Now: Thomson Reuters}
  • India - Delhi
  • March 2004 to August 2004

Key Deliverable(s):

 Money Market  Capital Market  FOREX  Commodities  Energy  Derivatives  Options & Swaps  Stocks  Bonds  Currencies  Corporate / PSU Treasury

• Provided training to users for various financial products and services on the software provided (sold/ leased out) to track Real Time Worldwide Financial Market Feed/ Data/ Statistics.

• Designed and Prepared complex Software SCREENS with Excel-based formulas to calculate MTM and Other Vital Financial Parameters and used Excel to maintain MIS reports of clients too

• Establish strong relationships with clients such as CNBC, American Express, Yamaha, Samsung, Nestle, LG Electronics, etc. to retain them (93% retention rate) and maximize collections.

• Handled and resolved customer complaints & queries and provided sales support to individual/corporate customers subscribing to Money line Telerate’s various information services in Northern India region.

Assistant at Nilaka Consultants Pvt Ltd {under Exclusive Contract for Kotak Securities Ltd, Kotak Mahindra Group}
  • India
  • May 2003 to February 2004

Operations Division, Brokerage Division)

Key Deliverable(s):

 Funds Management  Key Account Management  Collections  Payments

• Performed tasks such as surveillance & control on trading limits, exposure of clients on stock exchange, coding, pay-in/pay-out, delivery control, etc vis-à-vis Indian Stock Market’s Exchanges & Bourses and follow-up for collections with Debtors.

• Prepared MIS Reports and provided back-office support to manage and control funds in respect of Receipts/Payments and Bank Reconciliations.

Accounts / Audit Executive at S.K Mehta & Co
  • India - Delhi
  • August 1998 to March 2002

Key Deliverable(s):

 Auditing  Taxation  Financial  Accounting & Management

• Carried out Statutory/Internal audits and taxation of major clientele category of Banks, FIs, Corporate, Insurance Companies, Schools, Hospitals, etc. To name a few- Central Bank of India, Indian Bank, Punjab & Sind Bank, Oriental Insurance, Krybhco, S.S. Mota Singh Senior Secondary School and Telecommunication Consultants India Limited (TCIL).

Education

Diploma, Stock Market Policy, Procedure and Operational Practices
  • at National Stock Exchange (NSE, India) - Basic Dealers Module
  • January 2011

Stock Exchange Procedural and Operational Module.

Diploma, PGDBA (FINANCE)
  • at Symbiosis Centre for Distance Learning (SCDL)
  • January 2005

PBDBA (Finance) [equivalent to (practically and in terms of market acceptance, MBA (Finance)]

Higher diploma, CA (Inter)
  • at The Institute of Chartered Accountants of Indi
  • January 2003

Inter Level Cleared and Not pursuing any further.

Diploma, Computers (BASICS)
  • at National Institute of Information Technology (NIIT)
  • January 2002

SWIFT (Basic Computer course) from National Institute of Information Technology (NIIT), New Delhi

Bachelor's degree, FINANCE
  • at Delhi University
  • January 2000

Bachelor of Commerce (Pass), from Delhi University, New Delhi, India

Specialties & Skills

Corporate Fundraising
Corporate Finance
Investment Banking
Syndication
Trade Finance
CUSTOMER RELATIONS
EQUITIES
SALES & MARKETING
MENTORING
INTERNATIONAL FINANCE
CORPORATE FINANCE
BANKING
TRADE FINANCE
SYNDICATION (LOAN & FUND RAISING)

Languages

English
Expert
Hindi
Expert

Training and Certifications

Memory Enhancement Techniques (Training)
Training Institute:
Vishwaroop Roy Chowdhary (LIMCA Book of World Records)
Date Attended:
January 2002
Duration:
100 hours
FACTORING / FORFAITING (Training)
Training Institute:
AFREXIM
Date Attended:
October 2011
Duration:
36 hours
Presentation & Soft Skills (Training)
Training Institute:
Hero Mind Mine (HERO Group, India)
Date Attended:
June 2003
Duration:
180 hours

Hobbies

  • Reading, Writing and and Travelling