Summary
Overview
Work History
Education
Skills
Websites
Additional Information
Languages
Accomplishments
Certification
Timeline
Generic

Saksham Asthana

New Delhi,India

Summary

Results-driven business professional with strong analytical skills. Proven track record in collaborative problem-solving, data-driven decision-making, and process improvement.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Business Analyst & Client Onboarding Specialist – COO

Citi Private Bank - Americas Wealth Markets
12.2023 - 11.2024


  • Senior member of the Americas Wealth Markets client onboarding team responsible for managing the onboarding workflow of over 300 ISDA/CSA derivative agreements, annually
  • Provided high touch business analyst and client onboarding support for product and sales specialists responsible for Wealth Markets Americas product distribution, products including: (i) OTC Derivatives (Rates, Credit, Equities and Commodities) (ii) Structured Notes and (iii) Foreign Exchange – total revenues of more than 220M across the Americas region
  • Worked to streamline existing client onboarding framework and workflow resulting in a significant decrease in turnaround times for clients to be onboarded for investments related activity
  • Managed Dodd Frank regulatory implementations across the Wealth Markets business including providing input to drive technology changes, processes, and control framework enhancements to meet regulatory mandates
  • Reviewed daily derivative trade blotters and exception queues and managed any Dodd Frank trade compliance escalations
  • Supported internal and regulatory audits, and Compliance risk assessment testing requirements
  • Improved efficiencies across the capital markets business to create capacity for products teams to focus on ultra-high net worth client segments, driving deeper relationships with the bank’s top clients
  • Ensured adherence to policies and effective implementation in an evolving regulatory environment
  • Partnered with senior business leaders to deliver solutions across multiple business channels and wealth management segments

Corporate Research Analyst – Global Research and Risk Solutions

CRISIL Ltd.
06.2022 - 11.2023


  • Executed more than 150 rapid research projects on industries like precision manufacturing, ESG, CCUS, autonomous and electric mobility, blockchain, aerospace, and advanced computing
  • Leveraged data capture and visualization techniques to provide business operation and intelligence support to 5 AM LAW firms developing competitor profiles, benchmarking reports, and product offering and pricing decks
  • Analyzed emerging market trends and potential opportunities to provide investment recommendations to clients in the private equity and venture capital domains

Education

MBA - Financial Analysis

Guru Gobind Singh Indraprastha University
New Delhi, India
06.2022

BBA - General Management

Banarsidas Chandiwala Institute of Professional Studies
New Delhi, India
08.2020

Skills

  • Data Research and Analysis
  • Advanced MS-Office Suite User
  • Proficient in proprietary databases (Pitchbook/Capital IQ/Factiva/Refinitiv Eikon)
  • Interpersonal skills and effective communication
  • Multitasker in fast paced environments
  • Critical thinking and attention to detail

Additional Information

Member CRISIL ‘RE’ (CSR wing of Crisil Ltd.), Member of Rotaract Club of Rever

Languages

English
Full Professional

Accomplishments

    A

Certification

Advanced Excel Certification

Beginner's Trading Certification

Timeline

Business Analyst & Client Onboarding Specialist – COO

Citi Private Bank - Americas Wealth Markets
12.2023 - 11.2024

Corporate Research Analyst – Global Research and Risk Solutions

CRISIL Ltd.
06.2022 - 11.2023

Advanced Excel Certification

Beginner's Trading Certification

MBA - Financial Analysis

Guru Gobind Singh Indraprastha University

BBA - General Management

Banarsidas Chandiwala Institute of Professional Studies
Saksham Asthana