TARUN MITTAL

Professional - Business Strategy & Financial Management , having experience with Intergovernmental Multilateral & Bilateral Organizations

Mumbai, Maharashtra

Business Strategy and Financial Management professional, offering more than 16 years of relevant experience in Improvisation of laid down lending policies and guidelines, strategic planning (Business and financing strategies), partnership building & networking, innovation & leadership, risk & compliance management for the Sovereign & Non-Sovereign lending operations in India and South Asia Region.

Contact TARUN MITTAL
Area of Expertise:
  • Administration, HR, Management, Accounting/Finance
Professional Experience:

Having more than 16 years of relevant professional experience with Intergovernmental Multilateral and Bilateral funding agencies viz. SAARC Development Fund, Thimphu, Bhutan and Indo-US Science & Technology Forum, New Delhi, India and with corporate sector (SBI Group, Bank of India Group, HDFC Bank) in Improvisation of laid down lending policies and guidelines, strategic planning (Business and financing strategies), partnership building & networking, innovation & leadership, risk & compliance management for the Sovereign & Non-Sovereign lending operations in India and South Asia Region (Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, Pakistan and Sri Lanka).

Extensively worked on -

1. Improvisation of laid down lending policies and guidelines, strategic planning (Business and financing strategies), partnership building & networking, innovation & leadership, risk & compliance management for the Sovereign & Non-Sovereign lending operations in India and South Asia Region (Afghanistan, Bangladesh, Bhutan, India, Maldives, Nepal, Pakistan and Sri Lanka.

2. Preparation and Improvisation of ten years Strategic Plan 2020-2030.

3. Adopting sound business strategies (digital, stakeholder analysis, financing, risk & compliance management, internal control) aiming to maximize return for the stakeholders.

4.Developing a quality project portfolio with innovative and digital financing models for the sustainable project and program financing covering the sectors Social (Poverty Alleviation, Women Empowerment, Education, Livelihood, Healthcare, Agriculture, Maternal & Child Health, Financial Inclusion, Empowering citizens etc.), MSME and Infrastructure (Renewable Energy, Power, Transportation, Tourism, ICT, Housing, Roads, Construction, etc).

5. Undertaking credit appraisal including financial forecasting and cash flow analysis in the project financing to determine the debt carrying capacity of the borrowers and potential return on investments.

6. Monitoring, Evaluation, Accountability and Learning (MEAL) standards, Early Warning Signals (EWS), Enhanced Due Diligence (EDD) systems and processes.

7. Project Risk Appetite (PRA), containing the limit structure, risk-based AML/CFT, ESG monitoring and reporting, of SDF funded projects in line with organization’s corporate strategy.

8. Finalizing credit term sheets with the clients, getting the credit appraisal and loan documentation done adhering the TAT, meeting all the compliance pre sanction & disbursement and finally conducting a robust M&E activities post disbursement.

9. Leadership, innovation, governance, and compliance management necessary to identify, evaluate, monitor, and mitigate the project financing risk (Credit, Market and Operation Risks) to Public and Private (Start-Ups, MSME, Corporate, NGO etc.) industry’s project operations.

10. Developing and implementing public-private partnership (PPP) intermediation strategies, partnerships and resources mobilization strategies for the sustainable investment aiming to create an impact in the region using proper due diligence and market intelligence.

11. Developing a strong understanding of the multi-cultural working environment with an ability and willingness to work in a climate of teamwork and collaboration with other departments (Risk/Internal Audit/Account & Finance/HR etc.) and stakeholders (Government/CSOs/Private Sector/Chamber of Commerce & Associations/etc).

With the professional qualifications and experience, built skills to -

a. Analyze the key stakeholders

b. Recommend Financial Strategies (Analytical skills).

c. Evaluate and Mitigate Risk (Risk Management skills).

d. Recommend and maintain a sound control system (Internal Control skills).

e. Fraud Prevention and Deterrence (Operational skills).

Education:

Completed Professional Qualifications as -

Year 2021: Fellow Chartered Management Accountant (FCMA) and Chartered Global Management Accountant (CGMA), from Chartered Institute of Management Accountant (CIMA), London, United Kingdom.

Year 2019: Certified Fraud Examiner (CFE) from Association of Certified Fraud Examiners (ACFE), Austin, Texas, USA .

Year 2018: Chartered Banker (MCIBS) from The Chartered Banker Institute, Edinburgh, Scotland, United Kingdom.

Year 2015: Certified Associate of Indian Institute of Bankers (CAIIB) from Indian Institute of Banking & Finance, Mumbai, India.

Post Graduation and Graduation as -

Year 2005: MBA – Finance from ICFAI University, Dehradun (IBS Gurgaon Campus), Uttarakhand, India.

Year 2002: Bachelor of Commerce from MJP Rohilkhand University, Bareilly (U.P) India.

Having Certifications in Risk Management in 2017 ; Financial Inclusion in 2016; Trade Finance and SME Finance for Bankers in 2011.

Affiliations and Achievements:

Achievements

1. Professional Qualifications, CIMA’s Global C-Suite Business & Finance Program.

2. working experience with Intergovernmental Bilateral and Multilateral Funds.

3. Recognition from US Ambassador to India and CEO, SAARC Development Fund.


Having Professional Memberships

(a) Fellow Member of Chartered Institute of Management Accountant, London (CIMA), United Kingdom

(b) Certified Member of Association of Certified Fraud Examiner (ACFE), Austin, Texas, USA

(c) Associate Member of The Chartered Banker Institute (CBI), Edinburgh, Scotland, United Kingdom

(d) Certified Associate of Indian Institute of Banking and Finance (IIBF), Mumbai, India

Having Key Skills as Analytical, Leadership, Relationship Management, Strategic Planning, Risk & Compliance Management.

Having Government Project Experience as -

(1) Conducted robust Credit Control and Monitoring & Evaluation for the various Bilateral and Multilateral projects undertaken by the various project companies, implementing agencies and the co-lenders. These projects included sovereign & non-sovereign loan and Grant-in-aid transactions covering the areas ATR Financing, Renewable Energy (Scaling up of Zero Energy Cold Storage (ZECS) technology for the horticultural commodities in the high hills of SAARC countries), Urban and Housing Development project and Social Development projects like SAARC Business Association for Home-based Workers (SABAH) - Livelihood initiative for home-based workers in SAARC Region, Networking & Capacity building project, Empowering Rural Communities: Reaching the Unreached, WASH, Strengthening Maternal and Child Health Including Immunization, Post-Harvest Management and Value Addition of Fruits in Production Catchments in SAARC Countries, Promoting Integrated Bamboo Based Enterprise Development among SAARC Countries in India and South Asia region.


(2) Handled the various projects bilaterally funded by UN Agencies (IFAD and WFP) and SAARC Development Fund covering the areas, consortium for Scaling Up Climate Smart Agriculture in South Asia, Scaling up fortified rice through social safety net programs (in partnership with WFP), Covid 19 Project (Co-financing with MoH of various SAARC Member States).

(3) Handled the various Bilateral Projects undertaken by the startups from India and USA in the healthcare, agriculture, women empowerment, financial inclusion areas lead to innovation and entrepreneurship through the application of Science and Technology.





Available for:

  • Job opportunities

Years of Experience:

15-20 years

Highest Qualification:

Masters

Languages:

English, Hindi

Nationality:

Indian

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