Sr. Finance Executive
Lakshmishree Investments & Securities Pvt Ltd
Total years of experience :4 years, 11 Months
➢ Lakshmishree Investments & Securities Pvt Ltd
Period: 14 Oct 2011 To Till Date
Designation: Sr. Finance Executive.
* Responsible for advisory & client relationship management.
* Handling AP (Authorised Person) registration work.
* Handling Dematerialization of shares and co-ordination with Registrars.
* Handling clients pay out and pay in and banking transaction.
* Coordinating with branches and franchisee for attending timely complaint and rectification.
* Maintaining relationship with Sub-Brokers and Franchises.
* Generation of reports and maintenance of records of prospective clients.
* Maintain profit and loss records of prospective clients.
* Building relationship with existing clients by providing them with Equity Investment ideas.
2 months experience as a summer intern In Sah Petroleums Ltd at Nariman Point from May 2010 to June 2010. The project was done on the topic named "Financial Aspects of Petroleum Industry with Sah Petroleums Ltd."
* Prepared profit and loss statements and monthly closing and cost accounting reports.
* Supervise the input and handling of financial data and reports for the company's automated financial systems.
* Interact with internal and external auditors in completing audits.
Other Skills
* Computer Knowledge Ms-Word, Excel & Internet, Windows 2000/XP, Tally 9, MS-CIT.
* Knowledge of Bank reconciliations & Balance sheet.
* Knowledge of Tax & Audit.
* Computer proficiency - Reuters, Bloomberg, Ticker Plant, Amibroker, Falcon.
* Technical Skills - Commodity channel Index, Boilinger band, Moving Average.
➢ Eureka Outsourcing Solutions Ltd.
Period: 16thMay 2008 To 26 Nov 2008
Designation: Customer Service Representative
* Preparation of Sales Quotation, Sales Order and Purchase orders in ERP and CRM.
* Co-ordination with Engineers and Clients.
* To address customer inquiries via phone call and emails
* Regularly updates self on product and process developments.
* Reply to customers asking for their order status and expedite.
* Provides accurate solution/assistance to customers in a timely manner.
* Ensures completeness of the required parameters for order entry.
➢ M/S Akhilesh Pandey & Co. Chartered Accountants.
Period: May 2006 to March 2007
Designation: Office Assistance /Accountant
* Worked in accounting Tally 6.3
* Preparation of Balance sheet & Audit of clients.
* Prepare and process documents to disburse the loan from banks,
* Preparing Bank Reconciliation, Bank Slips, etc..
* Handling all Bank related work.
* Answer telephones, take messages and route calls; respond to written and verbal inquiries.
Summer Project Details
Name of the Degree Year of Completion Name of Institution % M.com (Finance) 2012 Mumbai University 55%
MBA (Finance) 2011 Mumbai University 72%
B. Com 2008 Mumbai University 68%
H.S.C 2005 Mumbai University 61%
S.S.C 2003 Mumbai Board 71%