Kshitij Shah

kshitijshah02@gmail.com I linkedin.com/kshitijshah I +91-9819896731

EDUCATION

Post Graduate Diploma in Management (Finance) FLAME University, Pune CGPA – 8.59
Bachelor of Management Studies (Marketing & Finance) Mumbai University Percentage – 72.67%
Cleared CFA Level 1, Pursuing CFA Level 2
Academic Achievement
Dean’s Roll of Honor Student, in Post Graduate Diploma in Management

PROFESSIONAL SKILLS

 Business Development  Analytical

 Client Advisory  Ability to Perform Well in a Team
 Logical Interpretation  Strategic Planning

PROFESSIONAL EXPERIENCES

Manager - Corporate Sales (Treasury) Oct 01, 2019 – Present

IFA Global Pvt Ltd Mumbai, India
Responsibility
 Acquiring new clients (Companies with over $20 million of Imports/Exports) for Treasury Management Services
 Meeting CFOs and MDs of large corporate to understand their current treasury operations and to evaluate how IFA Global services can
add value to their current operations
 Drafting risk management policy, conducting treasury audit and formulate the appropriate hedging strategies for clients
 Guiding clients on strategies to reduce their cost of borrowing
Key Achievements
 Acquired 11 clients in the first year of employment and generated the total revenue of $0.6 million
 Managed 3 clients individually and helped them to improve their treasury operation which resulted in 7%-10% increase in net profit

Finance and Real Estate Consultant Jan 10, 2016 – Sept 30, 2019
Self Employed Mumbai, India
Responsibility
 Providing fund raising assistance to SME’s and Real Estate Developers to meet their medium and long term finance requirements
 Assisting companies in negotiating with the lenders on the terms with regard to tenure, security and other covenants
 Developing and executing marketing strategies to achieve desired sales target for Real Estate Developers
Key Achievements
 Successfully raised debt funding of over $2.4 million for clients
 Successfully launched Phase 3 of Royal City Project in Shahpur, Maharashtra. Generated over 100 bookings within 30 days of launch

Credit Manager Feb, 20 2015 – Jan 09, 2016

Manba Finance Mumbai, India
Responsibility
 Assessing credit risks and studying credit report to analyze the credit worthiness of all the applicants
 Conducting telephonic interaction with applicants as and when required to understand the profile and authenticity of the applicant
 Deciding Loan To Value (LTV) ratio based on the overall assessment
Key Achievement
 As a part of the credit team we were able to reduce the total NPA of the company by 1% and the total disbursement was increased by
5%

Relationship Manager May 6, 2013 –June 21, 2014

Indusind Bank Mumbai, India
Responsibility
 Advising HNI’s and retail customers on various banking products and services
 Selling financial products like Mutual Funds, Insurance, Loans, Credit Card etc.
 Acquiring new clients for Saving A/c, Current A/c, NRE and NRO A/c
 Helping operation team to process the client application and giving timely feedback to the head of operation to improve the efficiency
of the process
Key Achievement
 As a team we became the first branch in the state of Maharashtra to acquired 18,000 new customer in the first year of branch
incorporation
 Sold Mutual Fund worth $2.5 million during my tenure
Data Associate July 21, 2009- July 23, 2010
CRISIL Ltd Mumbai, India
Responsibility
 Doing research on mergers and acquisitions, special purpose vehicles, and financial and ownership information of companies based in
USA
 Interacting with clients to provide them the necessary analysis and information on the companies for the purpose of investment
 Handling client specific research projects and ensuring timely completion of the projects
Key Achievement
 I was bestowed with Emerging Contributor award for the quality and accuracy of my work

HOBBIES

 Playing Cricket  Reading Books

 Travelling  Volunteering to Educate Underprivileged Kids and Animal Welfare Work