Abhishek Narsaria
Consultant - USI Tax
Bangalore
Summary
Worked as Consultant at Deloitte and as Wealth Manager at ICICI Bank with experience in BFSI products and Financial Analysis. Skilled at BI tools like- MS Office, Google Suite, Tableau, Power BI, Strong financial, analytical, client servicing and business communications skillset.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Consultant - USI Tax
Deloitte.
Kolkata
05.2021 - Current
- Working as a consultant for US clients for analysis and preparation of financial work-papers such as K1s, Extensions, Estimates vouchers
- Positioning taxpayers for short & long term tax optimization and forecasting future estimates through the help of MS Excel, Tableau and Power BI
- Assisting US Corporate & Partnership clients for minimizing Income Tax liability and preparation of returns at both Federal and State level
Wealth Manager
ICICI Bank Ltd.
Mumbai
05.2019 - 08.2020
- Portfolio Management & Wealth Management of over 150 HNI customers worth INR 200 Crs by strengthening relationship through one-on-one personalized servicing
- Guided and educated clients on various diversified financial avenues for investments such as Portfolio Management service, Insurance products and Mutual Funds
- Worked with credit managers for credit underwriting, analysis of client's loan application, valuation of their collaterals and its technical feasibility.
- Partnered corporate banking team, backend support team, mortgage team, investment advisors to provide customized banking solutions
Summer Internship - Digitization
ICICI Prudential AMC Ltd.
Ranchi
04.2018 - 06.2018
- Submitted the report on the current status and scope of improvement in digital penetration for IPruTouch mobile application
- Conducted meetings and seminars with distribution partners to educate them on the usage of digital application for providing hassel free client servicing
Education
MBA - Finance
International Management Institute
05-2019
B.Com (H) - Accounting And Finance
University of Calcutta
05-2015
High School Diploma -
Shree Daulatram Nopany Vidyalaya
05-2012
Skills
- MS Excel, Word, PowerPoint, GoogleSheets
- Tableau, Power BI
- Financial Planing & Analysis FP&A
- Banking Products & Services
- IFRS & GAAP experience
- Financial analysis, Planning & Reporting
Accomplishments
- Winner at Management Game Simulation - Finance Club, MBA, IMI-K
- Winner at ShowBiz Competition - Operations Club, MBA, IMI-K
Certification
Advanced Excel Certificate
_________________________
Financial Markets Course (NSE)
_________________________
Business Communication Course
_________________________
Digital Marketing Certificate
_________________________
Timeline
Consultant - USI Tax
Deloitte.
05.2021 - Current
Wealth Manager
ICICI Bank Ltd.
05.2019 - 08.2020
Summer Internship - Digitization
ICICI Prudential AMC Ltd.
04.2018 - 06.2018
MBA - Finance
International Management Institute
B.Com (H) - Accounting And Finance
University of Calcutta
High School Diploma -
Shree Daulatram Nopany Vidyalaya
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