Kaushiki Roy Phansikar

Kaushiki Roy Phansikar

Relationship Manager | New Business- India @ Bloomberg

About

With over a decade of professional experience, my current role as a Deputy Vice President of Investment Banking & Credit Solutions at TRUST leverages my business development acumen honed during my tenure as Assistant Vice President of Account Management at NSE COGENCIS. My core competencies include crafting innovative sales strategy and solutions, cultivating enduring business relationships, managing a team efficiently and delivering expected results, serving as a cornerstone of my mission to drive sustainable financial strategies. I am committed to aligning my expertise with the company's vision, fostering a culture of excellence and integrity. My core focus is to utilize my 13+ years of Sales experience in the financial markets to consult key decision makers across asset class. My Leadership Philosophy is largely driven around creating the best possible environment for the people who represent my company. I am a huge believer in process over results and obsessed with sustainable growth across all stakeholders.

Country

India

City

Mumbai

Industry

Financial Services

Skill

Bloomberg Sell-Side Solutions, Bloomberg Buy-Side Solutions , Customer Satisfaction, Client Coverage, Client Relations, Buy-side, Business Development, Team Management, Teamwork, Financial Analysis, Microsoft Excel, Teaching, Financial Research, New Business Development, Relationship Management, Business Strategy, Banking, Analysis, Relationship Building, Business Planning

Experience

Bloomberg

Relationship Manager | New Business- India

Bloomberg

LinkedIn
2025-1 - Present · 1 yr 9 mos
TRUST

DVP- Investment Banking & Credit Solutions

TRUST

LinkedIn
2024-7 - 2024-12 · 6 mos

Mumbai, Maharashtra, India

NSE Cogencis

AVP-Account Management

NSE Cogencis

2022-6 - 2024-7 · 2 yrs 2 mos
ICRA

Senior Manager

ICRA

LinkedIn
2019-4 - 2022-6 · 3 yrs 3 mos
ICRA

Manager

ICRA

LinkedIn
2016-3 - 2019-3 · 3 yrs 1 mo

Mumbai Area, India

Generating Revenue for all the Rating/Grading/Research Products ,creating leads i.e. new corporate clients and retaining the existing ones. Maintaining databases & MIS of new as well as existing clients which contains all information i.e. Revenue, Surveillance, other client details. Taking care of the Business Transaction at the back end. Making Reports for daily business operations. Analyzing the teams past and present performance and projecting growth of revenue for the next Financial Year. Prospecting and Strengthening Client Relationship for present and future business opportunity.

ICRA

Deputy Manager

ICRA

LinkedIn
2014-4 - 2016-3 · 2 yrs
ICRA

Assistant Manager-Business Development

ICRA

LinkedIn
2013-8 - 2014-3 · 8 mos
IIFL (India Infoline Group)

Branch Manager-Gold Loans, Mutual Funds & Insurance

IIFL (India Infoline Group)

LinkedIn
2011-4 - 2013-8 · 2 yrs 5 mos

Mumbai

Education

Rani Durgavati Vishwavidyalaya

Rani Durgavati Vishwavidyalaya

LinkedIn

Commerce

2006 - 2008 · 2 yrs

Kaushiki Roy Phansikar's Contact Information

Email

******@***.com

Phone

(**) *** ****

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