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9830084593 (Mobile)
Sumit Bajaj Vice President at IndusInd Bank
Kolkata, West Bengal, India
bajaj-03180b3 (LinkedIn) Summary
 Rank holder Chartered Accountant
Top Skills  ALL-India 6th in CA-Finals (2nd in Eastern Region)
ECB  48th and 3rd rank PE-II and Foundation examinations respectively.
Debt  Strong Academic records
Financial Modeling  More than 14 years of rich experiences in Corporate and
Investment banking, Merchant Banking, Project Financing, Debt and
Equity placement.
 Vast exposure in Project appraisal and Financial Modeling
 Managing relationship with various corporates for sourcing and
generating business

Specialties: Relationship Management and Business procurement,

finalization of Research Report, Information Memorandum, Financial
modelling , Debt (Term loans, structured loans, ECB, Foreign
currency loans) and Equity placement.

IndusInd Bank
Vice President
December 2012 - Present 
Kolkata Area, India

Corporate and Investment Banking

Relationship Manager (Client Banker)
April 2011 - December 2012 (1 year 9 months)
• Maintain, develop relationship and deal sourcing from Corporate
Clients. This includes structuring of one-time transactions and to push
utilization of regular funds and non-fund based facilities. Also, in liaison with
forex/derivative desk to close derivative and forex transactions.
• Coordination with ICICI Bank’s overseas subsidiaries and branches (UK,
Singapore, and Bahrain etc) to arrange External Commercial Borrowings,

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Buyer’s Credit, etc. for local companies and their overseas subsidiaries/
• Credit Analysis & Appraisal, Proposal Preparation and Presentation to
the Internal Sanctioning Committees for fresh sanctions, renewals and
enhancements. Facilitating documentation in liaison with corporate legal.
• Credit monitoring and mitigation of post sanction issues including monitoring
the end use of funds disbursed, adequacy of security cover/insurance/drawing
power, asset reviews, unit inspection etc.

SBI Capital Markets

Asst. Vice President
October 2009 - May 2011 (1 year 8 months)
Investment Banking activities including marketing for Corporates in Eastern
India for raising funds through debt, equity, convertibles. Advisory for M&A,
PE, etc.

Axis Bank
May 2005 - October 2009 (4 years 6 months)
• Deal structuring, sourcing, relationship management at top levels, and
end to end execution of the deals for raising funds through Debt (domestic
and foreign), Equity (IPO, Private Equity, Rights issue, GDRs, etc) and
Convertibles (FCCB, etc).

• Evaluating financial viability of proposals using specialised techniques

• Co-ordination and relationship building with various banks for debt
refinancing & syndication for our clients, delivering presentations etc.

Lodha & Co.

Articled Clerk
2002 - 2002 (less than a year)

The Institute of Chartered Accountants of India
CA, Accounts & Finance · (2001 - 2004)

University of Calcutta
B Com (Hons), Commerce · (2001 - 2003)

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St. Thomas Church School, Howrah

12, Commerce · (1984 - 2000)

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