Ajay Singh
New Delhi
Summary
Results-driven Finance professional with 10 years of experience in Financial Planning and Analysis and Wealth Management. Skilled in budgeting, forecasting, and financial reporting. Expertise in utilizing data analysis tools and techniques to provide strategic insights and support decision-making process.
Overview
10
10
years of professional experience
Work History
Financial Planning Lead
Ameriprise India LLP
Gurgaon
11.2014 - Current
- Streamlined financial plan preparation, consistently outperforming turnaround time expectations.
- Spearheaded comprehensive financial analysis, devised forecasts, and generated reports to bolster business decision-making processes.
- Pioneered budget development and monthly financial forecasting, ensuring precise alignment with strategic objectives.
- Executed thorough analysis of financial statements, diagnosing trends, evaluating risks, and identifying opportunities to streamline and enhance processes.
- Strategically restructured and optimized client investment portfolios, aligning with their goals' time frames and risk tolerance.
- Utilized Macros, VLOOKUP, and VBA for budgeting and forecasting, effectively manipulating and analyzing large datasets to derive financial insights.
- Monitor the investments to ensure they continue to align with the client's expectations.
- Oversaw relationships and expectations, while cultivating and sustaining long-term, productive partnerships with financial advisors.
- Led and monitored the team's progress to ensure successful outcomes.
- Assisted the manager in formulating plans for upcoming projects, initiatives, and objectives.
- Delegated daily tasks to team members to optimize group productivity.
Education
Master of Business Administration - Finance
Delhi Institute of Advanced Studies
Delhi06-2014
Bachelor of Business Administration - Finance
Punjab Technical University
Delhi06-2011
Skills
- Proficiency in Financial Theories
- Portfolio Analysis
- Statistical Evaluation
- Insightful Reporting Skills
- Budgeting
- Process Documentation
- Effective Written and Verbal Communication
- Collaborative Teamwork
- Critical Thinking Ability
- Expertise in Microsoft Office Suite
- Precision in Task Execution
- Mentoring Skills
Accomplishments
- Led the EAR project at Ameriprise Financial, onboarding advisors and providing continuous support. Boosted utilization by approximately 30% resulting in significant revenue growth for the segment.
- Promoted to Financial Planning Lead from Senior Financial Planning Analyst in February 2020 due to exceptional dedication and outstanding contributions to the organization.
- Guided and mentored multiple groups, mastering core job requirements, and significantly elevating their communication skills and tool proficiency. .
- Earned multiple commendations for delivering strategic financial counsel and fostering strong relationships with premier Ameriprise financial advisors in the United States.
- Recognized as an outstanding performer with excellent Group and Leadership ratings in 2017, 2019, 2021,2022, and 2023
- Led Ameriprise Financial's corporate cricket team to victory in three tournaments. Regularly participated in dance competitions within the organization.
Languages
- Hindi
- English
Personal Information
- Date of Birth: 20/07/1990
- Marital Status: Married
Timeline
Financial Planning Lead
Ameriprise India LLP
11.2014 - Current
Master of Business Administration - Finance
Delhi Institute of Advanced Studies
Bachelor of Business Administration - Finance
Punjab Technical University
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