Sumit Bhatia
Business Leader - Corporate & Commercial Banking
- Role
- Business Unit Head at Tata Group
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Sumit Bhatia
A competent professional having 22 years of experience in Banking & Financial Services with focus on Corporate & Investment Advisory, Commercial & Industrial Portfolio, Middle Market Financing, Private Credit Origination and Risk Consulting.Build, led & managed knowledge intensive team of financial analysts, consultants, SMEs spread across asset classes & financial products. Team provides financial advisory, underwriting, regulatory, financial controllership & counterparty risk management services to financial institutions originating opportunities credit or advising on restructuring, M&A, refinancingFormed strategy & executed entry in commercial and corporate finance services to grew Banks, Industrials Finance Units, Funds Finance & P/E Asset Management. Partnered with client line management in achieving profitability & new customer growth while recording very low credit losses through several credit cycles & market crisesWorked in different industries to manage middle market corporate finance services and structured finance transactions. Successfully managed relationship, credit risk functions and capital market transactions for domestic and international business loan transactions. Actively engaged in providing customized business banking and capital market solutions, which has provided me with a broad perspective of commercial finance & consumer driven trendsResponsible for commercial and legal proposals, financial due diligence, governance for global banking clients. Conducted onsite due diligence and managed new projects for ToM assessments and operating model redesign. Won bids for the company by leveraging relationships, business development and pre-sales work.Consulting experience spans front office to back office functions leveraging tools including growth strategy definition, customer journey mapping, zero-based design (i.e. ZBx) and operating model design. Partnered with various corporate functions and innovation teams in developing customized point of view to standardize & automate, optimize & transform functions
Experience
Business Unit Head
Jul 2021 — Present · New Delhi, IN
Education
ICFAI University
CFA (All India 1st Rank Holder in Final), Banking, Corporate, Finance, and Securities Law
2002 — 2004
IBS Hyderabad
MS (Finance), Banking, Corporate, Finance, Capital Markets and Securities Law
2002 — 2004
The Institute of Company Secretaries of India
Corporate Laws, Secreterial Affairs, Audits & Assurance
Skills
- Financial Analysis
- Structured Finance
- Underwriting
- Team Manage
- Banking
- Team Management
- Corporate Finance
- Credit Risk
- Credit
- Financial Modeling
- Mortgage Lending
- Credit Analysis
- Portfolio Management
- Loans
- Relationship Management
- Investment Banking
- Finance
- Mis
- Leveraged Finance
- Debt
- Capital Markets
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