Business development Officer
cambridge educational institute
Total years of experience :5 years, 1 month
Projecting sales on the basis of online survey, market trend and industry demand, competitors etc.
Responsible for branch as a revenue centre
Regular coordinating with the external parties to promote the sales.
Liaison with Human resource Managers, Project Managers, Finance Managers for arranging training programs for their company.
Inviting them for the seminars, conference held in the company.
Updating the Management with the batch status from time to time.
Executing equity trades on trading bolt as dealer.
Reconciling accounts with the clients and the exchange.
Processing settlement with the exchange.
Processing payments.
Preparing the profit and loss statements and monthly closing.
Compile and analyze financial information to prepare entries to accounts such as ledger accounts, and document business transaction.
Monitoring the customer account details for non payments, delay in payments and other irregularities.
Monthly reporting of Receivables and Payables.
Online trading of Shares, futures and options listed in NSE and BSE on behalf of the clients.
Preparing regular reports for the clients like profit and loss on
. the daily transaction and the brokerage fees.
Reconciliation of trading records with exchange and bank statement.
Filing the application for IPO (Initial Public Offering) for the clients.
Advising clients on various investment opportunities across various investment class like equities, derivatives, fixed income etc.
Doing financial planning for the clients.
Finalization of Accounts Proprietary and Partnership Firms
Computation and filing of tax returns for the Individual and Partnership firms as required under the Income Tax Act, for the purpose of filing of Return of Income.
Computation of Estimated Total Income for the payment of Advance Tax as per Income Tax Act 1961.
Knowledge of individual returns, rectifications and assessment proceedings.
Prepare review budget, revenue, expenses, payroll entries invoice and other accounting documents.
Post Graduation Diploma in Financial Management from NMIMS Institute of Management Studies (December 2010). Cleared Capital and Derivative Market Modules. Graduation from Mumbai University Bachelors of Commerce, securing Distinction (April 2008) (Finance).