Regional Head
Aditya Birla Capital
Total years of experience :15 years, 6 Months
• Managing, training & coaching team; recruiting & mentoring several new teammates by leading internal
training sessions; working with various PSU and Private Retirement Benefit Trusts and Corporates.
• Relationship Management
• Sales & Marketing and Executing deals with Retirement Benefit Trusts and Corporates for investments into
Fixed Income Securities.
• Administering the daily trade volumes through Trade Management System
• Coordinating the hiring/recruitment process; driving the performance management of the team, conducting
discussions on the goal setting, growth plans & areas of improvement and their expectations
• Ensuring that all trades are booked and confirmed as intended by checking the Trading System verses internal
MS Systems.
• Ascertaining all controls are diligently performed, completed, and signed-off on a timely basis
• Cultivating both internal and external relationships to ensure proper service levels are achieved for product
and function supported
• Analyzing market conditions and work with clients to learn their financial goals
• Delivering the clients with a daily market update and economic forecast
• Conducting fundamental credit and broad economic research on companies within assigned sectors
• Involved in developing strategic solutions to optimally utilize the company’s funds and meet the objectives
established by executive leadership
• Participating in identifying ways to grow the primary fund and protect its security more effectively
• Working & performing Portfolio management
• Utilizing fund by investing and allocating monies as directed by executive management and as position fits
• Studying & analyzing market conditions and work with clients to learn their financial goals
• Supervising daily trading to ensure timely execution of the orders and confirming that they are in compliance
with regulatory policies
• Providing clients with guidance on their transactions and on the risks they are taking
• Coordinating & liaising with various Insurance Companies and Mutual Funds
• Supervising daily trading to ensure timely execution of the orders and confirming that they are in compliance
with regulatory policies
• Managing portfolios consistently across accounts while balancing unique objectives for each client
• Maintaining Broker Dealer relationships to ensure proper coverage and best execution in fixed income
• Supervising the group's investment activities and reviewing the performance and portfolio holdings to ensure
compliance with client guidelines and risk parameters
• Corresponding with clients regarding market updates, month-end reviews, and responding to special requests.
Highlights:
● Received Aditya Birla Capital Inspiration award 2020 in “Emerging leader category”
● Received Aditya Birla finance Emerging Leader Award in 2019