pankaj bhandari

Key Accountabilities:
•Efficiently developed and maintained in-depth financial forecast models for companies in the real estate sector in the Asia Pacific region
•Analyzed financial results and perform financial valuation exercises using SOTP/ DCF/ Relative/ NAV/NPV methods
•Written reports of companies under coverage and regular news update
•Carried out Industry research
•Tracked micro and macro factors/news and analyzing the possible implication on the company's revenue
•Initiated coverage of real estate companies from Asia-Pacific region
•Developed financial models to examine company’s projected short- and long-term growth based on key indicators like sales projections, cash flow analysis and DCF valuation
•Trained and mentored Research Associates and reviewed their work

Key Accountabilities:
•Acquired HNI clients for Equity trading and generated leads / referrals from existing customers and converted them
•Provided financial planning & investment advisory services to retail clients for equities based on research reports
•Assisted business partners in starting up and making the new office operational within 3 months and developing the relationship with the head office
•Grew the customer base by securing new clients through references and personal network
•Assisted in expansion of Agency though recruiting and developing four-member support team, which allowed owners to devote more time to expanding client base and improving existing customer satisfaction level

Germany

Key Accountabilities:
•Researched, classified and analyzed retail buying trends of specific industries in Germany and recommended solutions to clients based on data, helping them devise and improve marketing strategies
•Consistently achieved 98% accuracy level in categorization of the various consumer products under tight deadlines
•Championed collaboration between internal project teams on the floor and maintained a comprehensive database that documented effective solutions to problems common to different teams

Technical Accounting - Europe

Key Accountabilities:
•Analyzed, verified, and processed statements of accounts for contract and facultative (special circumstances) business from German Insurance markets including claims administration
•Successfully transferred the life & health accounting process and client-specific knowledge of German and Austrian clients from Zurich, Switzerland office to Bangalore, India in three months
•Analyzed bottlenecks in the Process, resolved the problems and improved the coordination with internal clients by taking teams’ feedback and created more efficient workflows
•Trained new hires on system procedures, eliminating the need to travel overseas to complete training