B.Com. Mumbai University 1999
IT skills-
Well versed with Windows XP, MSWord, MS-Excel, Ms-PowerPoint, Fox-pro and Internet.
Personal Skills
Business Finance, Electrician, Mechanical.
Present working: - As a Jr. Executive.
Over 11 years of cross-functional experience in Operations, MIS, Relationship Management, Marketing Operations and Database Management . Expertise in compilation & analysis of MIS on expense sheets, with a proven track record of conducting an analysis of the asset condition. Redeeming the prepaid memo purchase & sale encompassing Government Securities, Mutual Fund, Bond, and Debenture & Equity. Adept at preparing various ledgers & reconciliation statements for budgeting, purchases, consumption and costs of material. Liasioning with Broker, Counterparty & Custodian in regards to confirming the deals. Successfully monitored Equity, Mutual fund track, Forex market and money market indicators & drafting letters. Proficient in developing marketing strategies to build consumer preference and drive volumes. Functional experience in managing the marketing operations and accountable for increasing sales growth. Effective communicator with excellent negotiation skills, with strong leadership qualities and analytical power.
Areas of Exposure & Expertise Treasury Mid office:
a. Involved in redeeming the prepaid memo purchase & sale encompassing Government Securities, Mutual Fund, Bond, Debenture and Equity.
b. Responsible for handling the dealings by calculating average & YTM.
c. Accountable for updating portfolio with market price & actively involved in positioning the funds.
d. Updating the control register; maintaining portfolios and valuating the stocks as per RBI Norms.
Promoted as Jr. Executive in April 2006
Promoted as Sr.Officer in Nov 2005.
Promoted as Ass. Officer in March 2003.
Promoted as Ass. Junior in Jan 2000.
Joined as Sub Junior January 1997
* Worked in the Investment Department of the Residuary Non-Banking Financial Company (RNBFC) where Investment is governed by the RBI directives for RNBFC. Keeping track of Investment made in various Instruments, G.Sec, Mutual Fund, CD, FD and Equity.
* Maintenance of Portfolio for Investments of various groups Companies.
* Compilation & analysis of MIS on expense sheets & analysis of key concern areas.
* Prepaid Memo Purchase, Sale, Part redemption, Redemption.(Government Securities, Mutual Fund, Bond, Debenture,& Equity)
* Calculate average and YTM all this Securities for Dealing Purposed.
* Portfolio update with Market Price and Fund position. Update Control register, & maintain portfolio, stock valuation as per RBI Norms.
* Prepaid MIS reports as per Management required. Main Co. and Group Co.
Accounts/ MIS
* Preparing various ledgers & reconciliation statements for budgeting, purchases, consumption and costs of material.
* Compilation & analysis of MIS on expense sheets & analysis of key concern areas.
* Maintenance and update software.
* Interaction with Broker, Counterparty and Custodian regarding deal conformation.
* Interaction with auditor.
Relationship Management
* Liaison with Broker, Counterparty & Custodian in regards to confirming the deals.
* Relationship management with the auditor for timely completion of the audits.
Finance Research Division Librarian - Apr’97-Apr’00
Key Result Areas
* Creating library and information programmers & implementing them in libraries
* Recording & organizing library material such as books, magazines, films and tapes.
* Encouraging people to use the library and arranging promotional events.
* Working with users to develop information skills and literacy programmers.
* Managing & developing the library or organization’s websites and internets.
* Managing records or archiving collections.
* Designing & developing library technology such as customer self-issue systems and databases.
* Accountable for marking news related to Company, Industries, Stock Market, Mutual Fund from Newspaper & Magazines.
* Responsible for updating the Company Credit Rating from the Rating Agencies.
* Maintaining recorded & follow-ups of subscribed Magazines and Journals
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