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Pritish Bhattacharjee Financial Markets Sales Manager

Mumbai LinkedIn Finance_CV.pdf
Analytical SkillsCommunication SkillsConsultingForeign ExchangeInterpersonal SkillsMS OfficeNegotiation SkillsRisk ManagementSales
Management & Finance

Academic Achievements
·   Secured distinction grades of over 7.5 in 5 out of 6 Semesters, Nopany Institute, Kolkata
2014-17
·   Obtained 10 Grade Points in Mathematics & Statistics in the 1st Semester in UG College
2014
·   Obtained 10 Grade Points in the Study Paper in the 6th Semester at Nopany Institute, Kolkata
2017
·   Certified in NCFM Investment Analysis & Portfolio Mgmt. Module & Project Finance Module
2017
·   Certified in Wealth Management and Finance & Banking Fundamentals Programs, FLIP
2017
·   Attended a workshop on Introduction to Financial Markets conducted by NSE Academy
2017

Professional Experience                                                                                                                   5 Years 0 Months
I.D.F.C. First Bank, Mumbai
Senior Manager (Financial Markets Sales)
Jun.’19 – Till Date
Responsibilities
·   Track the global and Indian financial markets closely and comprehend linkages to asset price movements
·   Handle FX transactions efficiently as they flow through the bank including market covers and hedges
·   Update and navigate clients and their currency exposures through financial markets movements and risks
·   Co-ordinate and devise strategies with the relationship management teams for targeted set of clients
·   Understand the regulatory framework in-depth and RBI/other guidelines governing the sales profile
·   Understand the international trade flow/funding products, given their strong linkage to FX flows & hedges
·   Understand the working capital and long-term financing products and their linkages to FX sales needs
·   Grow the share of both, current and capital account, FX and IR hedge transactions of clients with the bank
Achievements
·   On-boarded 24 new clients and activated them on our rates booking platform for FX dealing by the team
·   Ensured zero lapses in compliance with all relevant internal and external regulatory guidelines
·   Expanded the Exchange House remittance business (both, AD1 and AD2) by more than 500% in 4 years
·   Consistently met yearly business targets set by the Regional Head, FX Sales, in all financial parameters

Summer Internship                                                                                                                                            8 Weeks
M.H. Alshaya Co. (H&M), Kuwait
Summer Intern (Merchandising)
Apr.’18 –  Jun.’18
Project 1
Business Planning (Sales, Margins and Costs)
Responsibilities
·   Devise a template to phase Sales & Margins by week, utilizing GDP, Price and Promotion effect on LFL’s
·   Analyse and set cost base, and recommend Like For Like Business Plan by market for the year 2019
·   Study the Business Plan of 2018 by week & market and recommend opportunities/risks/projections
Achievements
·   Developed the Business Plan framework (Profit & Loss) by market, based on last 3 years trend
Project 2
Supply Chain Forecast Template
Responsibilities
·   Understanding and reviewing the forecasting process with the DCs and the Merchandising team
·   Incorporating the feedback of the Merchandising team to improve the monthly forecasts
·   Developing a best practice solution in the forecasting process to aid the Central Logistics Department
 

 

Projects
Faculty of Management Studies, Delhi
Merger of SBI with its 5 Associate Banks
Financial Research
·   Analyzed the Causes for the Merger, its positives, negatives and future implications
·   Conducted Primary Research to gain insights, interviewed 3 SBI employees
·   Researched the Financial Overview of the Deal and its Implementation Structure

Position of Responsibility
Dean’s Intern (Systems & Procedures)
·   Selected as one of the five Dean’s interns of FMS Delhi, for the academic year 2018-19
2018
·   Promoted Brand FMS among south Indian states through several direct marketing channels
·   Marketed the FMS Brand extensively over digital platforms, especially social media

Extracurricular Achievements
Competitions/
Events
·   Campus Round Finalist, Lessons In Marketing Excellence (L.I.M.E.) Season 10, H.U.L.
2018
·   Campus Round Finalist, CANVAS’18, a marketing case study competition by Asian Paints
2018
·   National Finalist, FINATIC, a case study competition conducted during Fiesta’18, FMS Delhi
2018
·   Winner, Career Launcher’s Young India Challenge Quiz Competition, Eastern Region
2016
·   First, Quiz at the intra-college Annual Sports event, Nopany Institute of Professional Studies
2017
Sports/Cultural
·   First Runners Up, Badminton Doubles, Nopany Institute of Professional Studies, Kolkata
2016
·   First Runners Up, Badminton Singles, Nopany Institute of Professional Studies, Kolkata
2015

Hobbies/Interest
Trading | Travelling | Playing Badminton | Driving | Chess | Swimming

Education

12/07/2014 - 10/06/2017 Bachelors in Business Administration at Nopany Institute of Professional Studies, Maulana Abul Kalam Azad University of Technology

2nd Rank holder in college

21/06/2017 - 14/04/2019 Masters in Business Administration (MBA) at Faculty of Management Studies, University of Delhi

Majors in Finance

Experience

03/06/2019 - 23/06/2024 Financial Markets Sales Manager at I.D.F.C. First Bank Ltd.

Responsibilities:
• Track the global and Indian financial markets closely and comprehend linkages to asset price movements
• Handle FX transactions efficiently as they flow through the bank including market covers and hedges
• Update and navigate clients and their currency exposures through financial markets movements and risks
• Co-ordinate and devise strategies with the relationship management teams for targeted set of clients
• Understand the regulatory framework in-depth and RBI/other guidelines governing the sales profile
• Understand the international trade flow/funding products, given their strong linkage to FX flows & hedges
• Understand the working capital and long-term financing products and their linkages to FX sales needs
• Grow the share of both, current and capital account, FX and IR hedge transactions of clients with the bank
Achievements:
• On-boarded 24 new clients and activated them on our rates booking platform for FX dealing by the team
• Ensured zero lapses in compliance with all relevant internal and external regulatory guidelines
• Expanded the Exchange House remittance business (both, AD1 and AD2) by more than 500% in 4 years
• Consistently met yearly business targets set by the Regional Head, FX Sales, in all financial parameters

02-04-2018/29-05-2018 Summer Intern (Merchandising) at M.H. Alshaya Co. (H&M)

Project 1 – Business Planning (Sales, Margins and Costs)
Responsibilities:
• Devise a template to phase Sales & Margins by week, utilizing GDP, Price and Promotion effect on LFL’s
• Analyse and set cost base, and recommend Like For Like Business Plan by market for the year 2019
• Study the Business Plan of 2018 by week & market and recommend opportunities/risks/projections
Achievements:
• Developed the Business Plan framework (Profit & Loss) by market, based on last 3 years trend
Project 2 – Supply Chain Forecast Template
Responsibilities:
• Understanding and reviewing the forecasting process with the DCs and the Merchandising team
• Incorporating the feedback of the Merchandising team to improve the monthly forecasts
• Developing a best practice solution in the forecasting process to aid the Central Logistics Department