Head - Strategy & Business Planning
AG Facilities
Total des années d'expérience :20 years, 11 Mois
• Developing Business & Growth Strategy
• Formulating and implementing Marketing Strategy
• Conducting Market Research and Portfolio Analysis
• Design and Manage KPI's and Balanced Score Cards
• Prepare detailed Business Cases for new and existing business lines
• Drive the Business Change Transformation and Corporate Restructuring
• Structured investment solutions for HNI/UHNI families, C-level executives and corporate houses across Private
Banking, Investment Banking, Private Equity and Structured Finance.
• Leveraged expertise in Sales & Marketing of Financial Products, Strategic Financial Consulting & Structuring and
Customer Relationship Management to acquire and manage key clients. Functioned as an independent profit
center responsible for sustained revenue growth through increase in clients' financial assets and share of wallet
• Provided continuous assessment of key clients and markets dynamics, and formulated effective Business
Development Strategy, Market Analysis and Prognosis. Addressed and resolved critical client queries.
• Acquired and Managed financial asset base of $50 million and generated revenues around $0.5 million annually
• Recognized as a Star Performer and awarded 3 promotions in 5 years. Constantly rated as "exceeds expectations" in performance reviews and received numerous commendations from top management, clients and co-workers
• Leveraged insights of global and local economy, financial markets, industry developments, regulatory trends and customer and competitive insights to develop strategic and tactical portfolios and strategies
• Executed Need-based analyses to develop, market and position financial products-Investment Portfolios, Asset
Based Lending and Legacy Planning. Increased client coverage across onshore (India) and offshore (NRI's) platforms
• Lead, mentored and trained multiple teams of 2-3 junior relationship managers and new hires to take senior roles
Preferred Banking Consultant-Van Gogh Preferred Banking, Trade and Forex
Banquet Sales Executive
• Electives: Corporate Control Merger & Acquisitions, Strategic Human Resource Management, Transactions Analysis & Modeling, Capital Raising Strategies, Corporate Finance, Investment Analysis, Strategic Performance Management • Entrepreneurial Project: Conceptualized “LootLo”, an e-commerce and capital markets based business venture o Selected as Top 30 amongst 70 ideas for “Planning an Entrepreneurial Venture” practicum at ISB
Bachelor of Hotel Management • Overall Best Student Award for all round excellence