Students specializing in Finance in the PGPM class of ‘14 have exhibited excellence in a variety of industries and functions ranging from Trade Finance, Management and Technology Consulting, Investment Banking, Investment Management, Legal Services, Credit Risk and Equity Research. The one year program at SPJIMR will enable groups to develop a broader perspective, as they go through general management modules, interact with leaders from the business and financial world, work on assignment and projects in the corporate and social sector with fellow students from diverse backgrounds and, at the same time, equip themselves with advanced courses in finance required by modern-day finance standards and practices. The international immersion, aimed at providing a global perspective, will take the students to one of the most coveted Ivy League institutions in the United States, Cornell University, where they will learn the nuances of Global Markets & Valuation, Finance Analytics and Consulting. The 15-months intensive and rigorous program will ensure that the students are ready to hit the ground running from the very first day, in a challenging and ever-evolving business environment. Our individual profiles on the subsequent pages will illustrate our past experiences, distinctive achievements and career interests. FINANCE FINANCE Index for Students - FINANCE Sr. No. Student Name Domain Function 1 Anand Jhamnani Banking, Finance 2 Ashank Singh 3 Deobrata Das 4 Indradip Banerjee 5 Keshav Mishra 6 Madhuri Aggarwal Wealth Management 7 Neha Shrivastav BFSI 8 Nitin Jain Consulting 9 Rahul Jain Financial Services 10 Rohit Aggarwal Banking and Finance PGPM Class of 2014 Total Experience Pg. No. International Banking, Trade Finance 61 Months Pg 29 Consulting Risk, Strategy 57 months Pg 29 Banking & Finance Foreign Exchange, Credit Analysis, Banking Operations 101 Months Pg 30 Banking and Financial IT Advisory Consulting, Project Delivery,Business Services Development 73 Months/IN 13 Months Pg 30 64 Months Pg 31 64 Months/IN 3 Months Pg 31 60 Months Pg 32 69 Months Pg 32 80 Months Pg 33 53 Months/IN 12 Months Pg 33 Banking,Financial Services,BFSI-IT Credit Research and Analysis,Business Analysis (IT) Legal Business Analyst, Support & Enhancement, Project Estimation Corporate Planning, Go to Market Strategy, Mergers and Acquisitions Consulting, Investment Banking and Equity Research Business Analysis - Wealth Management Products, Business Development, Project Management ANAND JHAMNANI ASHANK SINGH Banking Professional with 5.1 years of experience in International / Correspondent Banking and Trade Finance 5 years’ experience in Risk and Strategy Consulting for clients in Media, Education and Entertainment sectors. “My passion is making a positive difference in my circle of influence by leveraging on my skills, knowledge and experience.” “My passion is to continuously add value to organizations by providing innovative and effective solutions to complex problems.” Bachelors in Business Administration (Finance), Prestige Institute of Management & Research, Indore; Post Graduate Diploma in Banking & Finance, Manipal University. Total Exp: 61 months. B.A. (Economics), California State University, Northridge. Total Exp: 57 months. Trade Product Manager, ICICI Bank – International Banking Group Consultant, Ernst & Young LLP - As part of the Product team at International Financial Institutions Group, handled different - Played a key role in achieving highest Trade Credit volume at ICICI Bank in FY2010 and FY2011 - As team lead, devised and implemented a strategy to eliminate revenue leakages of INR 25Mn by revising the structure of a leading broadcaster’s advertisement deals. - As team lead, successfully executed a SOX-404 compliance review for a global conglomerate. The high quality of work delivered, resulted in a contract extension from six months to three years, thereby leading to an increase in revenues by 400%. - Introduced an effective engagement rotation model to reduce attrition of Analysts/Associates deployed on outsourced projects, to nearly 0%. - Assisted TRAI to devise a competitive tariff mechanism for Cable Television Services. Identified key issues in the value chain and benchmarked existing industry practices against global markets. - Instrumental in launching Reimbursement Financing product at ICICI Bank in FY2012 and Consultant, Techpeople Management Services Limited Trade Products like Trade Credit (Buyers/Suppliers credit), Bank Guarantees, LC Confirmation, Bill discounting, Forfaiting, Risk Participation, Promissory Notes, Bankers Acceptance, Reimbursement Financing and Import Financing. - Managed relationships with foreign banks & offshore offices of Indian banks - Effectively handled the Trade Desk as Single point of Contact at ICICI Bank for two and half years - Managed diversification of Trade Portfolio in terms of Countries, Banks and Products - Worked with the Payments team for maintenance of Nostro and Vostro relationships increasing the volumes three fold in FY2013 - Played a key role in increasing sell down business to three times in FY2013 and structured - Devised and implemented a strategy to establish three training centers for daily wage labourers, which quadrupled participant enrolments in four months. first LC confirmation funded sell down transaction in FY2014 Achievements •Promoted on the very first appraisal at ICICI Bank in 2011 •Held the post of Vice-President, Finance at AIESEC, Indore in 2006-2007 Interests Business Development in International Banking / Wholesale Banking / Treasury Management, Corporate Finance, Consulting Interests Strategy Consulting, Business Planning & Development, Corporate Strategy Achievements • Received recognition and cash prize for exceptional performance on an engagement with one of EY’s top global accounts. •Graduated cum laude PGPM Class of 2014 DEOBRATA R DAS INDRADIP BANERJEE 8.5 years of experience in Forex Operations, Operational Banking & Credit Analysis with a Leading Public Sector Bank and Law. 6 years,1 month experience in Techno-Functional Consultancy, Client Engagement, Service Delivery and Project Management. “My passion is to create a positive impact in my circle of influence.” “My passion is to explore Finance as a tool to make significant contributions to business in order to create value for its stakeholders.” Chartered Financial Analyst (ICFAI), LL.B. (University of Delhi), PG Diploma in Cyber Laws, Certified Associate of Indian Institute of Banking & Finance. Total Exp: 101 months. B. Tech (Electronics and Instrumentation), West Bengal University of Technology. Total Exp: 73 months | International Work Experience: 13 months. Union Bank Of India Senior Manager/Manager Project Lead-Cognizant Technology Solutions - Worked as a Techno-Functional consultant for the brokerage unit of 4th largest US Bank and - Managed corporate clients in the largest branch with a Business-Mix of 36000+ crores as Relationship Manager (Forex) - Worked in Trade Finance operations such as Issuance of LCs, SBLCs and BG, Export credit, FCTL, Buyers Credit, Outward Remittances including ODIs - Handled inland & Foreign BG portfolio of 5500+ crores and Export Credit Portfolio of 1000+ Crores - Expanded Bank Guarantee Business from 2200+ to 5500+ crores - Achieved total Export Credit Disbursement of 980 crores for Q4-2013 ensured that the client is compliant with Remittance Transfer Act (Section 1073 of Dodd-Frank Act) - Involved in business development which resulted in sustaining and promoting client engagements. - Led a team spanning across two continents and was a liaison between the customer and the Cognizant team. - Collaborated with cross-functional and multi-vendor teams to ensure seamless project implementation which resulted in on-time , best in class deliverables. Module Lead - Cognizant Technology Solutions Assistant Manager - Spearheaded the off-shore Regulatory reporting technical team for merger between two US - Worked in General Banking Operations & Credit Analysis - Worked as member of New branch Opening team & CBS Migration Team (FINACLE) - Implemented LAPS in 26 branches - ICCOMS (RBI) Nodal officer for Daily update of 10 Currency Chests in Uttar Pradesh Banks which led to an increase in efficiency of the merged entity by 150%. - Mapped complex business requirements to technology and enabled the team to switch efficiently from requirement gathering phase to implementation phase. Legal Professional: Delhi Bar Council - Advised Clients on Legal matters - Appeared before Courts and Tribunals , Briefed Seniors and pursued pending matters Achievements • Promoted twice on Fast Track to Senior Manager position • Certification: SME & Trade Finance From IIBF • Green Belt, Tae-kwon-do PGPM Class of 2014 Interests General Management, Banking & Finance, Consulting Interests Management Consulting, Functional Consulting in BFS projects, Corporate Finance, Business Development Achievements • Winner of Wells Fargo Brokerage Technology CIO Award of Excellence • Winner of Cognizant-BFS Star award (given to outstanding performers) • Winner of Cognizant-BFS Client Champion Award (given for exceptional customer satisfaction) K E SHAV M I SHRA MADHURI AGGARWAL Banking and Finance Professional with 5 years 4 months of diverse experience in Credit Appraisal and Research, Industry Analysis, Business Development, Financial Transactions (BFSI- IT). “My passion is to go beyond what looks obvious and delve deeper to find whats real.” Lawyer with experience in Investment Management, Hedge Funds, Private Equity, Investments and Securities Laws and Corporate and Commercial Laws. “My passion is to tread the un-treaded path, to evolve and grow as a person & a professional and to find happiness in the smallest of things along.” B.Tech (Computer), NIT-Surat ; CAIIB(Risk Management) ; CFA L2 Candidate. Total Exp: 64 months. BSL LLB (ILS Law College, University of Pune) Total Exp: 64 months | International Work Experience: 3 months Deputy Manager - Credit Research and Analysis, SBI Associate Counsel – The Family Office Co. BSC(c), a leading wealth management firm in Bahrain - Led a team of 9 for credit appraisal, due diligence of organizations with revenues up to Rs. 500 crores, liaisoning with external auditors and internal sanctioning committees. - Lead counsel for 10 offshore investment funds operated by the firm, including private - Valuations of funding requirements and forecast of future cash flows of client’s projects. equity funds, hedge funds and mutual funds, with US$800mn worth of assets under - Maintaining, updating financial models and tracking major events. - Negotiating loan covenants of the proposed financing. - Industry, Management, Business, Financial risk assessments using methodologies like stress/ scenario testing. - Developed 3 major account from an average size of INR 3 crores to 12.5 crores. - Developed business relationship with 16 new customers. management. Participated in fund structuring, formation and documentation. - Provided transactional support for investments undertaken by the funds. This involved planning and advising on structuring of transactions, participation in negotiations and execution of transactions. - Investment transactions included real estate, real assets, distressed assets, financial institutions restructuring and such other private equity transactions in USA, Europe, Hong Kong and India. - Involved in investor communication, client on-boarding and preparation of discretionary IT Consultant – BFSI, Logica Pvt. Ltd. and advisory wealth management contracts for HNI clients and marketing material. Project- RBI PI Host Interface Clients- Citibank, RBS, SBI, Axis Bank - Drafted, reviewed and negotiated various investment management related contracts. - Requirement gathering, application process design for newer integrations with QPH. - Assisted in implementing and monitoring the firm’s compliance policies, including - Functional Mapping documentation of Logica’s QPH with multiple clients’ interfaces. anti-money laundering and insider trading policies. Prepared the firm’s Corporate - Detailed Business Impact Assessment of new enhancements. Governance Policy. Achievements • Successful transition as a professional from BFSI (IT) to finance with a CAIIB (Risk), CFA L1 post Computer engineering. • Felicitated for conceptualizing a write-off management module for SBI. Interests Financial Analysis, Corporate Finance, Banking, Capital Markets, Consulting, BFSI (IT) Interests Mergers and Acquisitions, Product Development and Management, Investor Relations. Achievements • Candidate from India at the UN Internship Program, held at the UN Headquarters, New York in May-June 2007. PGPM Class of 2014 NEHA SHRIVASTAV NIT IN J AIN Professional in BFSI domain with experience in Project Implementation, Enhancement and Business As Usual Operations for Financial Tools. 5 years, 9 months of experience in Strategy Consulting involved in Business planning and Implementation of go to market strategy “My passion is to hone my skills and perform in each every field with excellence.” B.E. (Electrical),MaharanaPratap University of Agriculture and Technology,Udaipur (Raj.) Total Exp: 60 months. “My passion is to look into Micro Details while retaining a Macro Perspective.” Cleared Level I & II of CFA from CFA Institute, B.A. (Hons.) Economics, Sri Venkateswara College, Delhi University. Total Exp: 69 months. Tata Consultancy Services Ltd Assistant Manager - Tata Consultancy Services - Responsible for Requirement Analysis, Project Estimation, Metrics Management and Execution. - Handled Implementation and Migration of all the Finance Applications to the new Infrastructure provided by IBM as part of Ameriprise-IBM Technology Transformation program - Configured and Managed complex integration of finance across the business processes from PeopleSoft HR to PeopleSoft General Ledger - Mentored new recruits imparting knowledge and mapping of the Ameriprise Finance Tools and its functionalities. - Worked as Crisis Management Leader and Information Security Officer for the project. - New business development and client interface - Process and methods improvement including benchmarking with best industry practices Tata Consultancy Services Ltd - Worked on the research project of Data Downloading through XOG which converted into Clarity Replacement Project with budget of 250 Mn - Responsible for handling Business as Usual operations as well as Enhancements of Finance Tools like Procurement (IQN , Ariba, Concur, Axiom), Tax (SABRIX), PPM (Clarity), Real Estate and Treasury (BRMedge, Quantum, Trax) following Change Management. Achievements • ITIL V3 Certified • Lotus Notes Developer Certified • Received ‘TCS Gems Recognition Award’ from TCS for Service accomplishment • Won National Level Youth Parliament. PGPM Class of 2014 Interests Financial Services, Business Analyst, Functional Consulting in BFSI projects. Consultant - Tecnova India Private Limited - Worked closely with C-Level executives of Clients for opportunity assessment, business planning and go to market strategy formulation - Prepared detailed research reports for product/ industry of interest to clients - Implemented India entry strategy through partner search (distribution and strategic partners) and location analysis - Identified potential targets, involved in reputation check and deal valuations for clients interested in acquisitions and Joint ventures - Interacted with potential Clients and business development teams of Tecnova for requirement analysis, pre-sales presentations and drafting request for proposals Business Analyst - WNS Global Services (Research Division) - Prepared Company, Industry and Country profiles - Analyzed impact of changes in competitors’ positions Interests Consulting, Corporate Finance Achievements • Best Performer in Tecnova for Years 2009-10 and 2010-11 • Award for Academic Excellance in X and XII exams RAHUL JAI N ROHIT AGGARWAL 6 years, 8 months of experience in the Financial Services domain encompassing Consulting, Investment Banking and Equity Research “My passion is to enhance my skills and set an example for the teams I work with; to inspire and be inspired.” Four plus years of experience in Client Management, Project Management, Business Analysis and Domain Consulting for Wealth Management Products in Banking and Finance (BFS) vertical. “My passion is to build upon my knowledge by continual learning, seek opportunities for growth and achieve best results possible.” Chartered Accountant, ICAI; Cleared CFA Level 1 from CFA Institute, USA; B. Com, Mithibai College, Mumbai University. Total Exp: 80 months. B.Tech. (Computer Science), M.A.I.T, GGSIP University, New Delhi. Total Exp: 53 months | International Work Experience: 12 months. Assistant Manager, KPMG Implementation Lead, TCS Singapore - Led accounting professionals to provide due diligence and corporate/international tax consulting to clients in financial services industry - Generated business revenue of over INR 20Mn - Functional expertise in investment advisory domain for businesses such as institutional equities, derivatives broking, wealth management - Managed a geographically spread team located across India, Singapore and China to deliver core service solutions using Agile methodology. - Led a team with a stake of USD 0.5 Million in a USD 5 Million project to deliver a platform for trading Financial Products to serve Hong Kong customers of one of the three largest U.S banks. - Leveraged client relationships to augment current engagement by 1200 man-hours thereby generating incremental revenue for TCS Singapore . Assistant Vice President, Choice International Limited - Led a 10 member team to assist investee companies in obtaining private equity / debt / IPO for their business - Initiated launch of daily/weekly newsletters and company reports to recommend value-picks to investors Analyst, Barclays Bank - Part of core team during launch of Cash Equities project - Tax consulting in portfolio management/trusteeship advisory services provided by Wealth team - Provided regulatory implications on products launched by Investment Banking team Business Analyst – Wealth Management, TCS India - Worked as Subject Matter Expert in Wealth Management Line of Business for functional issues and training fresh recruits. - Entrusted with onsite client-facing responsibility within 6 months into the project on account of superior domain knowledge and relationship-building skills. Customer Service executive, Standard Chartered Bank - Advised Mutual Fund Investments to prospective customers. Consultant, Ernst & Young - Provided consulting services to clients in setting-up business activities in tax-friendly jurisdictions Achievements • Awarded double promotion in 2009 at E&Y • Published articles in “Share Bazaar Journal” • Invited by CA Institute co-ordinators to deliver a lecture on “Long-term Finance” at Project Finance workshop • NSE certifications (Derivatives, Portfolio Management) Interests Corporate Finance and Strategy, Management Consulting, Transaction Advisory, Capital Markets Interests Business Development, Financial Consulting, Project Management, Corporate Finance. Achievements • Cleared CFA Level 2, CFAI, USA • NCMP Level 1, NCFM, India • GMAT 730 • AIR 69, Senior Mathematical Olympiad, National Mathematical Olympiad Foundation, 2002 • AIR 277, National Science Olympiad, 2000 PGPM Class of 2014