Shivi Gupta
Director and Team Lead - Tailored Lending at Morgan Stanley
- Role
- Director and Team Lead at Morgan Stanley
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Shivi Gupta
I am a risk management professional with fourteen years of experience in assessing and…
Experience
Director and Team Lead
Sep 2024 — Present · Mumbai, IN
Leading TL Non CRE team within Morgan Stanley’s WM division, focused on structuring and underwriting bespoke credit solutions for ultra-high-net-worth clients across the U.S.Originating and executing complex non-CRE lending transactions, including facilities backed by marketable securities, concentrated equity positions, aircraft, private business interests, and alternative assets.Collaborating closely with Financial Advisors, Asset Managers, and Credit Risk to deliver customized lending aligned with client goals and the firm’s risk appetite.Navigating internal approval processes and credit committees with well-structured proposals and a strong focus on policy adherence and risk governance.Overseeing a diverse, high-value loan portfolio with a disciplined approach to credit monitoring, collateral evaluation, and early risk detection.Building and mentoring a high-performing credit team, fostering a culture of collaboration, agility, and client-centricity.
Education
Delhi University
Honours
Sophia Girls' School
10+2
IBS Hyderabad
MBA
Skills
- Credit Administration
- Banking
- Risk Management
- Team Management
- Financial Services
- Finance
- Credit
- Financial Modeling
- Credit Analysis
- Analytical Skills
- Mis
- Mortgage Lending
- Project Finance
- Corporate Finance
- Wholesale Banking
- Financial Analysis
- Analysis
- Due Diligence
- Credit Risk
- Portfolio Management
- Competitive Analysis
- Loans
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.