Swaraj Roy

Investment Banking | Ex OfBusiness | Indian Institute of Management, Amritsar | Ex - Dalmian

Role
Dvp at Umi Capital
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Swaraj Roy

I possess extensive expertise in the domains of hard selling, consultative selling, and strategic partner selling. Got an MBA from IIM Amritsar My professional journey has encompassed diverse roles across various organizations, showcasing my prowess in acquiring new clients, nurturing relationships, cross-selling to existing clients, and effectively handling objections. I excel in end-to-end deal closures, seamlessly progressing from sourcing potential clients to successfully sealing deals. My skill set is honed in critical areas such as credit analysis, P&L and balance sheet analysis, due diligence, and generating sales credit notes. Beyond meeting clients\' working capital needs, I\'ve also addressed their raw material requirements across a wide array of categories including steel, aluminum, copper, cement, bitumen, and petrochemicals.

Experience

  1. Dvp

    Umi Capital

    Jul 2025 — Present · Mumbai, IN

    Corporate finance professional specialising in fund mobilisation and structured credit solutions for mid and large corporates. I focus on enhancing liquidity, strengthening cash flows and enabling businesses to execute expansion, trade and strategic initiatives with confidence.My expertise spans the entire spectrum of Trade and Supply Chain Finance, including Anchor & Dealer Funding, Import–Export Factoring, WCTL, WCDL, DLOD, PID/SID and TReDS-driven receivable solutions. I also structure advanced credit programmes such as Promoter Funding, Equity-Backed Facilities, General Corporate Purpose (GCP) loans and Non-Fungible Term Loans tailored to unique business requirements.I work closely with promoters, CFOs and treasury teams to design financing strategies that balance cost efficiency, flexibility and long-term value creation. With a solution-oriented outlook and deep understanding of corporate credit, my approach is centred on building trust-driven partnerships and delivering measurable financial impact.

Education

  • Gundecha education academy

    Plus 2 , Biology/Biological Sciences, General

    2012 — 2014

  • NL dalmia high school

    High school

    2001 — 2012

  • Indian Institute of Management Amritsar

    Master of Business Administration - MBA, Marketing/Marketing Management, General

    2019 — 2021

  • Bharatiya Vidya Bhavans M M College of Arts, N.M.Institute of Science

    Bachelor's degree, Biotechnology

    2015 — 2018

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Swaraj Roy — Dvp at Umi Capital in Mumbai, MH, IN | Unifers