Siddharth Maheshwari

Experience

1. EVP, Lead Financial and Investor Strategy

   YES BANK

   Jan 2025 — Present · Mumbai, IN

   Investor Relations:• Develop and update presentations for investor meetings, board committees, and management.• Prepare materials like quarterly results, investor presentations, press releases, and annual reports.• Coordinate with brokerage analysts, investors, and stakeholders to address queries and concerns.2. Financial Analysis:• Analyze peer banks\' financial performance, shareholding patterns, and emerging trends.• Track global and domestic indices and their criteria for inclusion.• Provide insights to the management team based on market trends and investor sentiments.• Support the CFO and leadership team in strategic decision-making processes3. Stakeholder Engagement:• Organize and manage analyst and investor meetings, including scheduling & follow-ups.• Maintain communication with stakeholders through outreach campaigns.• Work closely with internal team to ensure messaging consistency.4. Regulatory Compliance:• Ensure adherence to SEBI and RBI regulations, including LODR, SAST, PIT, and ICDR guidelines.

Education

• The Institute of Chartered Accountants of India

  Chartered Accountant ( CA ), Accounting and Related Services, Financial Management , Taxation

  2005 — 2009

• Our Lady Of Good Counsel High School, Sion, Mumbai

  SSC

  1990 — 2002

• SIES College of Commerce & Economics

  Bachelor of Commerce (B.Com.), Commerce

  2003 — 2007

Skills

• Tally Erp
• Mis
• Credit Risk Mis
• Financial Analysis
• Sap R/3
• Financial Modeling
• Internal Audit
• Microsoft Excel
• Microsoft Office
• Financial Reporting
• Portfolio Management
• Banking
• Risk Management
• Tableau
• Finance
• Credit Portfolio Analytics
• Khalix