|
|
| Position wanted: |
Manager |
| Job category: |
BankingFinanceInsurance |
| Objective and Resume Summary: |
|
PROFILE
Ability to handle multiple tasks, strong communication, and organizational skill.
Ability to work independently, and with very few instructions & to grasp any work given.
Outgoing personality, willing to adopt changes.
Career objective
Looking out for an enterprising and challenging career with an esteemed organization and having an ambition to grow in accordance with my caliber and opportunities available.
An ambitious & a vibrant Finance Guy willing to accept challenges in and related to Finance field. Logical Approach and Task pursuit towards the subject are my key strengths with aspiration to attain towering standards in the professional life stream.
Summary of Skills and Experiences
* Over 15+ years of International Experience in Managing and Controlling Finance in Banking , Financial Services Industry & Advisory Service Industries
* Thorough knowledge of Fund administration (NAV working),Wealth & Portfolio management Budgeting, Banking Finance , Investment and Tax Planning, Treasury and Investment banking.
* Experienced in Management Account, Fund administration, Investment, Asset management, Customer relationship, Forex , Banking & Insurance
* Well conversant with SAGE, ERP, CRM, MIS and Corporate Governance procedure.
* Strong and positive communication, excellent analytical skills, capable of working with others (including top management) on accomplishing required tasks, budget`s co-ordination (preparation and presentation).
* Qualified Accountant and completed the Intermediate examination from The Institute of Company secretary of India.
Certified Financial Advisor from CII, London, and April 2004
Certified Life Insurance Advisor from IRDA, India, and October 2001.
Achievements & Strong Points
* Successfully implemented new Accounting and Receivable System multiple departments & branches and the company as a whole,
* Established Company Policies and Procedures towards `Corporate Governance`,
* Initiated Sound Financial Management & Tax Planning leading to substantial savings in overheads,
* Worked out Securitization of Receivables especially as regards Credit Cards,
* Developed and implemented various reports under MIS which contains relevant factors like multi location, different products, different functions and contribution of each factors to the bottom line,
* Possesses high level of initiative, proactive approach to problem solving, customer oriented approach, good analytical and communication skills and willing to think differently,
* Treasury/ Cash-flow management abilities in a large organization, ability to pre-empt, plan and manage cash flow in a cash deficit set up,
* Ability to effectively motivate and lead a team, empower and build capability of staff to achieve performance criteria and pave the way for their growth through individual coaching & training.
* In 2007 raised the business of 8.5 Million USD for Private equity fund project.
* Joint investment proposal working with Lloyds TSB offshore
* Special task working with Globe Finance Ltd (Malta)
* Joint investment proposal working with Thames River offshore investment
* Specialize working on Equity funds, multi strategy funds, and Islamic funds
* Well experience in all international equity market base products, Hedge funds, Commodities base funds, Property base funds.
* Well experience in investment analysis & fund administration.
|
| Skills: |
Manger |
| Known languages (and levels): |
English-Very GoodFrench-A littleArabic-A littleHindi-Very GoodOther: Marathi , Gujarati, Creole
|
| Type of Employment wanted: |
Full Time
|
| Minimum Yearly Salary in Numbers: |
50000 USD
|
| Current Location: |
Mauritius, Port Louis |
| Education History, Qualifications & other additional information: |
| Level of Education: |
Masters
|
Educational Qualifications
* Financial Advisor Exam held by CII, London in April, 2004,
* Post Graduate Diploma Business management from Bajaj Institute of Management India in June 1991.
* Company Secretary (Inter) from the Institute of Company Secretary of India in November, 1992
* B.Com from South Gujarat University in May 1989.
|
| Work History & Experience: |
| Years of Work Experience: |
More than 15 Years |
Organizational Experience along with Responsibilities
August 2002 onwards
LCS Consultation Ltd., UK/ Mauritius
Designation: - VP Corporate (Overseas Operations) January 2008 to Till
My present company engage in the stream of Accounts, Auditing Tax planning, Business, Investment &Financial Advisory base in UK & Mauritius.
My main responsibility towards the management and handling all matter that relates to Finance, Accounts, Auditing, Investment , New Business & Projects planning , Tax planning & Advisory. New Business Development. As well as overseas operations. Presently I am handling 400clients portfolio (High & Middle Net Worth).Managing 20 people’s team. The job also involves close interaction with the indoor & outdoor Clients. Preparing and delivering Business & financial planning with final accounts statement, Audit report, Tax planning to the Client. Other areas include Budgeting, Costing, MIS, selection and up- gradation etc.
Bramer Banking Corporation (British American Investment Group) Mauritius/Middle East
Designation: - Financial planning & Investment Manager (Division - Asset & Wealth Management) May 2005 to Dec.2007
Nature of business is financial services & Banking.
My main responsibility towards asset management division. The job also involves close interaction with the Clients as well with fund providers. Corporate mediatory development. Promoting off shore fund investments & Fund Analysis , Develop & deliver Presentation of business analysis & plan, Establish& maintain effective working relationship with client, Maintain own work flow & meet deadline, Developing High net worth cliental & institutional, Portfolio Management & wealth management. Other areas include Budgeting, Costing, and MIS etc.
King star Insurance. Agency L.L.C – (UAE/ Middle East) Chief Agents for LIC International
Designation: - Financial Planner Oct 2002 -Feb. 2005
The main responsibilities of the job related to getting and exploring new business opportunities for the company by giving necessary training and relevant inputs to the Managers and Advisors. Training of the Managers included areas related to Tax Benefits, Return Benefits, and Comparison with other like-minded products etc. The Job also included Corporate Presentation. Job was more related to promote and marketing the products and benefits of Life Insurance Corporation of India especially to NRI`s.
December 1992 to July 2002
Centurion Bank. - Operation Executive - June-98 to Aug. 02
Garden Finance Ltd. - Assistant Accounts -Feb-94 - April 98
M.J.NAIKE Charter Accountants & Co. - Audit Assistant - Dec. 92- Jan.94
Responsibility and Duties during the period of December 92 to July 02, can be summarized as follows: -
Accounting, Finance & Treasury
* Financial management, Working capital & asset management
* Appraising the scope of increasing the Working capital limits with Banks and with special emphasis for obtaining better and flexible terms
* Budget, Costing, MIS on the lines of Product/Segment/multi-location along with Profitability Analysis
Banking
Interbank fund Operations and Management.
Front Operation & Customer service
Inward-Outward Clearing.
Retail Banking & Customer services
Credit & Debt Management, Forex Mortgage, and Loan & Treasury
Taxation & Compliance
Compliance under Income Tax including Transfer Pricing, Tax Planning, Filing Appeals, Corporate response or views etc to the DCIT
Export/Import procedures and Custom Duty Compliance and Planning.
Statutory Audit under Companies Act, Tax Audit under Income Tax Act & Special Audits of RBI and Rating Agencies.
Others
Economic and Critical Evaluation of Contracts undertook
Cost saving projects, internal audit, Control, Personnel and Administration.
Setting up an effective system for Receivables incl. Review of Credit and Credit Control
|
|
|
|
