Rohit Agrawal
Regional Head - New economy group | Client Coverage | ex- Citi | ex- Reliance | CA-AIR18 | CFA | CS |
- Role
- Regional Head - New Economy Group at IDFC FIRST Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Rohit Agrawal
Banking and Finance professional with over 14 years of experience specializing in Corporate Banking, Transaction Banking and Treasury.I Currently head the West Region Head for New Economy Group which is part of IDFC wholesale banking. The role encompasses leading a team of bankers and driving the NEG business to deliver high growth for the bank. My area of expertise includes - Business development, Relationship Management, Credit and structured banking solution, Forex and Derivatives. Prior to this, I was part of Citi Bank for 12years where I held multiple roles across Commercial Banking, Global Markets and Treasury. I have also worked for Reliance Industries where I was managing the Trade finance for RIL refinery business.On the Academic front, I am qualified Chartered Accountant (AIR 18), Company Secretary and CFA. All opinion/post expressed here are my personal opinions and do not reflect stand of my current or previous organisation
Experience
Regional Head - New Economy Group
Dec 2025 — Present · Mumbai, IN
New economy group is part of Wholesale banking. I am responsible to • Oversee the West region, focusing on financial sponsor-backed companies. • Develop tailored banking solutions for growth stage companies, Soonicorns, and Unicorns. • Foster relationships with private equity and venture capital firms to make IDFC go to name. • Contribute to the bank\'s strategic initiatives in the evolving startup ecosystem.
Education
CFA Institute (USA)
CFA (US), Finance and Financial Management Services
2013 — 2016
The Institute of Chartered Accountants of India
Chartered Accountant, Financial Reporting and Management , Taxation & Law.
2008 — 2012
The Institute of Company Secretaries of India
Company Secretary, Company and Business Laws, Secretariat
2010 — 2012
City College of Commerce and Business Administration
Bachelor of Commerce (B.Com.), Accounting and Finance
2008 — 2011
Skills
- Banking
- Team Management
- Accounting
- Financial Analysis
- Accounts Receivable
- Finance
- Mis
- Auditing
- Microsoft Office
- Indirect Taxation
- Analysis
- Structured Finance
- Management Information Systems (Mis)
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