1. ANKITA AGARWAL
H No# 10-1-456, Chintalbasti, Khairtabad, Hyderabad - 500004
• +91 9581001322 • ankita.10687@yahoo.com
EXPERIENCE SUMMARY
Portfolio Manager – Trade and FOREX at ING Vysya Bank (now Kotak Mahindra Bank Ltd) from 16th
July 2012 till date.
I was associated with Deloitte for 1.5 years as an Associate Analyst, have got rich experience in handling various international
clients. Primary responsibility was to research denied insurance claims and resolve them.
PROFILE
▪ Excellent communication and interpersonal skills.
▪ Ability to independently lead and manage strategy engagements that involve client interaction.
▪ Ability in managing complex client engagements including identifying ambiguous client issues, people management and
content leadership.
▪ Adaptable to changing needs of individual business units. Flexibility and multi-tasking are strength.
▪ Planned and prioritized to ensure that set deadlines are met.
▪ Set and achieved challenging goals while demonstrating persistence, commitment and dedication.
EDUCATIONAL QUALIFICATIONS
JNT University, Hyderabad, A.P 2010-2012
MBA- Finance from Aurora Technological & Research Institute (67%)
Major Project on Portfolio Management
Osmania University, Hyderabad, A.P
Graduation – Biotechnology from Villamarie College (71%) 2006-2009
Osmania University, Hyderabad, A.P
Intermediate – Bi.P.C. from Villamarie College (77%) 2003-2005
SSC - Hyderabad - from The School (76%) 2003
PROFESSIONAL EXPERIENCE
ING Vysya, India July 2012
Portfolio manager
Working as a Portfolio manager in ING Vysya Bank (now Kotak Mahindra Bank Ltd) since 16th July 2012.
● Manage a portfolio base with more than 500 clients across Andhra Pradesh and monitor their currency portfolio and
advice according to their risk taking behavior.
● Provide advisory services and solve queries of the Trade and FOREX clientele.
● Products handled include Forwards, Letter of Credit (domestic and inland), pre-shipment and post-shipment credit
(INR and foreign currency), buyer’s credit, handling inward and outward remittances, Bank Guarantees.
● Analyze investment options for hedging and recommend investment strategies in the foreign exchange markets to the

2. group’s clientele.
● Analyze P&L accounts and Balance sheet of the clients and estimate their credibility depending on their past
performance.
Deloitte Consulting
Associate Analyst
Worked as an Associate Analyst – Outsourcing at Deloitte from 27th
July 2009 till 12th
November 2010.
Job Description: Being a part of the Extended Business Office Solutions at Deloitte, I worked for the US Healthcare
Department. My primary responsibility was to research denied insurance claims and resolve them. Our clients included various
American hospitals, laboratories and other healthcare facilities whose medical claims are pending payment from several
insurances.
The job involved verbal interaction with insurance representatives which lead to mutual agreement on the payment of the claim
in question.
Through a tenor of 1 year and five months at Deloitte, I have regularly earned incentives.
ACHIEVEMENTS
▪ Established good working relationship with clients.
▪ Improved support service level that lead to customer satisfaction up to 90%.
▪ Improved quality in the work processes by effective documentation.
▪ Grown the Business Banking cluster portfolio to 115% in FY 2013-14 in ING Vysya Bank and 118% in FY 2014-15.
▪ Increased the FOREX margin to 40 points maintaining the client’s comfort in banking.
▪ Awarded Retail Lion award for best performance in AP region in Q3 2013 and Q1 2014 and Q3 2014.
▪ Handled the entire Trade and FOREX portfolio efficiently.
▪ Have been ethical and compliant in carrying out the business responsibilities.
Date of Birth: 10th June 1987
Marital Status: Single
Ready to relocate: Yes
References: Available on Request
DECLARATION
I hereby declare that the above written particulars are true to the best of my knowledge and belief.
Place : Hyderabad
Date : (Ankita Agarwal)