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- Financial Accounts - Portfolio Management - HNI Client Servicing - Equity Research
Partnered and Managed the entire Finance department.
Date of Birth : 4th December, 1980
Permanent Address : 203, B.Y. Apts., B.G. Kher Marg, Worli, Mumbai- 400 018
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Abhinav
Agarwal
E-Mail: abhinavagarwal2008@gmail.com
Mobile: 9773625262 / 9029299561
PROFESSIONAL ABRIDGEMENT
- Financial Accounts - Portfolio Management - HNI Client Servicing - Equity Research
Possess
Analytical, Interpersonal and Organizational skills with proven abilities in
the below described experience.
EMPLOYMENT SCAN
M/s B.R. Metal Works - May 2001 - May 2011 (10 yrs)
M/s B.R. Metal Works - May 2001 - May 2011 (10 yrs)
Partnered and Managed the entire Finance department.
The firm had been into manufacturing Brass pipes
since 1976 and my active involvement has been into managing all the financial
books.
My
job profile consisted of: -
Ø Looking after the
Books & Accounts of the firm on a weekly basis in order to reduce cost and
improve efficiency and increase sales.
Ø Preparing periodic
reports for Raising Working Capital and Long Term Capital
Ø Filing of E-Returns
and Sales Tax Returns on monthly basis in order to facilitate timely tax
returns and to keep audit under check.
Ø Other adhoc
reports/activities consisted of preparation of Bills, Bank Statements, Cash
Book, Annexure, Cost Sheet and Quarterly Bank Statements.
Diversification into Dairy
Business.
Initiated
Market research in order to determine project viability, analysis of risk,
market sustainability, growth and future expansion prospect and prepared a Business
Plan.
M/s A.G. Shares &
Securities Ltd. August 2003 - May 2011 (7 yrs 9 months)
Senior Dealer – PCG
My job profile consisted
of:-
Ø Managing &
Restructuring the portfolios of HNI Clients in line with their objectives and
risk profile and advising firm’s financial products & Risk-Reward Return on
Investments.
Ø Preparation of
Profit & Loss and Advisory Report for these clients.
Ø Responsible for
cross selling products like Insurance, Mutual funds, PMS etc to the existing
set of customers and building depth within the existing relationships.
Ø Sustained a good
high client base by maintaining good business relationship during the 2008
Global meltdown.
Currently completed MBA -
Finance from Indian Institute of Planning and Management, Mumbai.
Desk Projects
Ø Product Launch
Icarus Technologies 4D Wrist Watches - Launch of a product, which does not
exist in this world, but is very much capable of its future existence. A
project with all the aspects of Marketing, HR, and Finance related report.
Ø Copyrights - One of
the Intellectual Property Right. Gain knowledge of laws of Intellectual Property
Right and where and how it can be applicable.
Ø Leadership -
Effective Decision Making, Qualities, Responsibilities, Effective Communication
Skills, Behavioral Skill, Inter Personal Skills and Roles of a leader. One of
the most important skills of a leader is to be a Visionary.
Ø Interview of a
Corporate Personality Leader - interviewed an Executive Director of Birla
Group. He guided us on his personal achievements, visions he had, ways to
achieve the goal (short and long). Also guided how we should set our goals and
ways, problems to be faced, solutions of problems, etc.
Ø Brand
Repositioning- Archies into Book Café - How to reposition a brand image of a
company who wants to start a new business. How to look and manage into all the
aspects of business departments like Marketing, HR, Media Planning and Finance.
Ø Preparing an Equity
Investment Portfolio for HNI Client.
Live
Projects
Ø Mystery Shopping
(Bose) - To measure quality of service and compliance to standard sales process
at their retail outlets
EXTRACURRICULAR
ACHIEVEMENTS:
1)
Contingent Leader in the Inter College Festival,
AMAZE, 2011
2)
Finalist in the 19th Business School Affaire Dewang
Mehta Business School Competition, 2011
INTERNSHIP:
M/s
Alok Industries Ltd. (NSE Code: ALOKTEXT) - April - June, 2012 (2 months)
Management
Trainee (Finance) - Financial Projections and Working Capital Requirements
Other SCHOLASTICS
·
B.Com – K.C.College, Mumbai University (2001)
·
Microsoft Certified Software Developer from Network
Institute of Computer Education (2001)
PERSONAL DOSSIER
Date of Birth : 4th December, 1980
Permanent Address : 203, B.Y. Apts., B.G. Kher Marg, Worli, Mumbai- 400 018
Passport
No :
********
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