Aman Agrawal
Mumbai
Summary
- Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills.
- Proficient in using independent decision-making skills and sound judgment to positively impact company success.
- Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
7
7
years of professional experience
4
4
Certifications
11
11
years of post-secondary education
Work History
Team Manager
KOTAK SECURITIES
Mumbai
12.2021 - Current
- Analyzing sectors/stocks which has potential to be multibagger and helped clients invest in those stocks
- Summarizing Stock recommendation based on daily research report
- Tracking stock market to get understanding of how market is behaving so to advise client based on that
- Part of team which helped in implementing software as complete overhaul to current outdated software
- Coordinated with different teams to help them meet SEBI compliance
- Administered monthly and annual reviews to direct reports and set clear and measurable goals, action plans, and follow-up procedures
- Coordinated team collaboration to share ideas and build best practices
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty
- Facilitated meetings to communicate team performance goals and results
- Administered monthly and annual reviews to direct reports and set clear and measurable goals, action plans, and follow-up procedures.
- Developed a high-performing team by recruiting top talent, providing ongoing training, and fostering a positive work environment.
- Enhanced team productivity by implementing efficient task delegation and time management strategies.
Financial Planning and Analysis Manager
GENPACT INDIA PVT LTD
Gurgaon
04.2021 - 12.2021
- To understand Commercial aspect of account thru contract
- Revenue forecasting/ taking care of full P&L of account
- Preparation of OP plan
- Working on any commercial negotiation with client - help business with scenario analysis/ business case
- Active part in any discussion related to contract with sales/ops/audit team
- Detailed financial & commercial analysis of deals and creation of complete financial summary to depict commercial layout of deal
- Analyzed business processes to identify cost savings and operational efficiencies
- Created financial dashboards to provide insights into key performance indicators.
- Assisted HR department in workforce planning by providing accurate headcount forecasts tied to business growth projections.
- Championed process improvements initiatives, resulting in significant time savings across finance functions.
Article Assistant
K.C. MEHTA & CO
Vadodara
09.2017 - 02.2021
- Preparing Computation of income and checklist for ISO audits
- Filing Income tax returns (including for high profile individuals)
- AUDITS & ASSURANCE (STATUTORY AUDITS)
- Performed annual vouching and verification
- Preparation and Finalization of tax audit and financial statement
- Collabera Technologies, Mutual Industries., Elecon Engineering, Alembic group
- Performed Pre-audits and quarterly vouching and verification
- Conducted physical verification of stocks
- Reviewed complete process of HR, sales and purchase
- Performed special assignment -stock audit of ABB Group
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Participated in corporate social responsibility programs designed to benefit local communities, demonstrating commitment to ethical business practices.
- Assisted senior accountants with complex tax filings, ensuring accurate submissions and minimized liabilities.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions. Saw
Education
Chartered Financial Analyst - Level 1 -
Post Graduation Qualification : Finance
11.2022 - Current
Chartered Accountant -
Institute of Chartered Accountants of India(ICAI)
Vadodara 04.2016 - 11.2020
B.Com -
Maharaja Sayajirao University
Vadodara 04.2016 - 04.2019
Higher Secondary Certificate -
Delhi Public School
Vadodara 04.2015 - 05.2016
Secondary School Certificate -
Doon International School
Dehradun 04.2013 - 05.2014
Skills
Financial Managementundefined
Certification
Cleared Chartered Accountant Course in first attempt.
Timeline
Chartered Financial Analyst - Level 1 -
Post Graduation Qualification : Finance
11.2022 - Current
Team Manager
KOTAK SECURITIES
12.2021 - Current
Financial Planning and Analysis Manager
GENPACT INDIA PVT LTD
04.2021 - 12.2021
Article Assistant
K.C. MEHTA & CO
09.2017 - 02.2021
Chartered Accountant -
Institute of Chartered Accountants of India(ICAI)
04.2016 - 11.2020
B.Com -
Maharaja Sayajirao University
04.2016 - 04.2019
Higher Secondary Certificate -
Delhi Public School
04.2015 - 05.2016
Secondary School Certificate -
Doon International School
04.2013 - 05.2014
Similar Profiles
Mahendra DaphaleMahendra Daphale
Project Release Manager at Kotak Neo App - Kotak SecuritiesProject Release Manager at Kotak Neo App - Kotak Securities
Priyanka PanditPriyanka Pandit
Assistant Vice President – Product at Kotak SecuritiesAssistant Vice President – Product at Kotak Securities
VAIBHAV ATLANIVAIBHAV ATLANI
Deputy Manager at Kotak SecuritiesDeputy Manager at Kotak Securities
Khushbu RathodKhushbu Rathod
Deputy Manager at Kotak SecuritiesDeputy Manager at Kotak Securities
Priti SharmaPriti Sharma
Senior AVP (Senior Business Executive - Consultant), Audit and Governance at Wells Fargo International Solutions Private LimitedSenior AVP (Senior Business Executive - Consultant), Audit and Governance at Wells Fargo International Solutions Private Limited