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Roopa Naik

Investor & Finance Professional


An astute finance professional accomplished in corporate credit, retail operations, business development, client liaison, corporate banking and profit centre aspects of banking industry having reference-able connects with CxO level teams of large and SME clients across the industry spectrum.

Passionate about quality and maintained exceptional feedback in liaising with "C" and board executives of top corporates of India in high activity sectors of infrastructure, hi-tech, realty, power, aerospace, entertainment, hotel services, pharmaceuticals etc while managing their complex accounts and portfolios.

Extremely articulate project/program manager with broad spectrum knowledge of business operations while handling large and complex portfolios, building SOPs, firefighting, managing crisis situations and having an eye for detail that helped her contribute to the exponential growth of the credit operations and being recognised as a top relationship officer for large clients dealing with national level infrastructure projects.

Has good grasp of trends, processes and systems connected with banking industry of India and abroad and for growing single handedly many 'key and high' value accounts in an independent capacity with her smart methods and tech-savvy ways. She is associated and has mentored many startups on their financial learnings.

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Finance and Advisory

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