Kritika Rajeev

Master's

Energy Finance

Energy Policy

Environmental Policy

Sustainability Studies

HDFC BANK

Manager

- Oversaw client relationships in the HDFC Private Banking Group comprising of investments in capital markets, annuity - Optimized institutional and treasury portfolios- Liquidity Management and Wealth Management - Set up, managed and monitored offshore investment accounts for investment in foreign capital markets via HDFC Bank Dubai - Middle East) for fixed income, equities, structures and alternative asset investments - Analyzed risk profiles of treasury and institutional clients by conducting in depth research and regular monitoring of portfolios - Identified IPO, Mergers & Funding opportunities and facilitation of same through Investment and Corporate Banking teams - Set up trust accounts and controlled estate planning services offered through bank tie-ups. Directly involved in setting up - Developed comprehensive financial plans for clients to reach short-term and long-term goals. Customization and regular - Led the HDFC Wealth Management Associate Program for the Private Banking Business