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Click here or scroll down to respond to this candidateCandidate's Name -CV Page 1 of 3Candidate's Name
Street Address Ridge Road,Edison.NJ Street Address USAMob: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLEVisa Status: US Permanent ResidentObjective: Having 20 years of experience rich values in professional field and be an indispensable asset to the organization, which I serve.Highlights and QualificationsCertified Financial Planner (Affiliated to FPSB, USA), BS (Accounting) India, Diploma in Financial Management (India) 10 years of experience in business operations in Training Certified Financial Modules in Pune, India 3 years of experience in handling clients for Personal Financial Planning in Mumbai, India 7 years of experience in handling Income Tax and Accounting Ability to think critically, and develop conclusions based on analysis, and quantitative data Able to successfully manage multiple priorities in an organizational environment Achieved recognition at the Bank by detecting a fraud Accomplishments Making a Comprehensive Financial Plan for an individual. This was based on goals risk and Objectives MIS on Investment Planning Analyze Return on Investment (ROI) on Insurance Policies Opening Dematerialization Account Personal Loan and Equated Monthly Installation (EMI) calculation Compliance with Reserve Bank of India for Foreign Exchange Management Act (FEMA) Income Tax calculation for Individual Taxation Preparation of Ageing Report of Debtors Cash Credit and Working Capital Requirement in Bank Home Mortgage Making Budgets AnnuallyCandidate's Name -CV Page 2 of 3Employment HistoryPNC BANK Edison, NJ (USA) December 2022 to March 2023 Branch Banker Opening of Individual Accounts in the platform of Genesis and Edge Issuing Debit Cards Closing of Accounts Opening and Closing a Safe Box Screening the customers for the authentication Detected a fraud and saved the Bank from further loss Financial Wellness for customers Assisting with the right Products after understanding the Financial Goals and Risk Appetite. Financial Planning Consultant& Training Manager Certified Financial Planner CFP) 2009-2022 Financial Planning Academy is an Authorized Education Provider of FPSB USA in India for Certified Financial Planning Course. (www.fpa.edu.in) Responsible for procuring students for the course, counselling them and complete the admin procedure. Responsible for training Modules. Conducting corporate trainings and Awareness seminars on Financial Planning. Administering the Monthly Information System (MIS) Assisting students for examination and handling the queries. Executive Financial Planner -Senior Manager Vice President 2006-2009 Sykes & Ray Equities Colaba, Mumbai. India(www.sre.co.in)Sykes &Ray Equities is a Leading Broking Firm in Mumbai Responsibilities & Authorities: Finding appropriate clients for a need of a plan. Based on the risk appetite deliver the plan. Evaluating alternatives. Development of the plan and implementing the action plan. Monitor and Review the Plan. The coverage area is complete net worth and Insurance. Review performance of the staff Establish training needs of the staff Attend to any issues related to the emergency in the family and deviate the plan accordingly. Appointment of team of Planners, working in a team and training them for sales activities. Candidate's Name -CV Page 3 of 3Tasaa Netcom Private Limited 1999-2006Now Tasaa Software Services Pvt. Ltd (www.tasaa.com) Complete Responsible for the Accounting for Individuals and Company Accounts. Handling the banks for overdrafts, personal loans and Working Capital Compliance with Reserve Bank of India for FEMA. Income Tax calculation for Individual Taxation. Preparation of Ageing Report of Debtors. Cash Credit and Working Capital Requirement in Bank. Home Mortgage Making Budgets Annually and Monthly Budgets. Making a Project Report for the Banks.Trends Pharma Private Ltd. Mumbai India 1998-1999Working as a Junior Accountant Handling Purchases and Sales of a Pharma firm.S M Finance, Mumbai India 1995-1996 MIS Reporting on Daily basisS.K. Sheth Chartered Accountants Mumbai India 1991-1995 Article Ship for CA as a Trainee Income Tax Computation Purchases and Sales Audit Practical Implentation of filing Income Tax Returns. Qualifications Bachelor of Commerce from Narsee Monjee College of Commerce and Economics Mumbai India. Diploma of Financial Management from Narsee Monjee Institute of Management Studies Mumbai India. Certificate Course from Financial Planning Standards Board (FPSB India) Certified Financial Planner. Certified Registration No.15980. Pursuing CPA |
