Anupom Sarkar
Howrah
Summary
Dynamic financial analyst with extensive experience at ICRA Analytics Ltd, excelling in data analysis and financial reporting. Proven track record in mentoring teams and enhancing process efficiency. Adept at budget forecasting and regulatory compliance, driving impactful results while ensuring high-quality deliverables within tight deadlines.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Lead Analyst
ICRA Analytics Ltd
03.2024 - Current
- Addition in responsibilities to giving support to juniors and query resolution.
Senior Associate Financial Analyst
ICRA Analytics Ltd
07.2020 - 03.2024
- Preparation of tabs related to various domains (Financials, Debt Statement, Tax, Pension, Payroll, etc.) which needs to be populated and pass adjustments, keeping in mind the quality, consistency and the deadline of the project
- Reporting data of Governmental funds from balance sheet
- Reporting data from different data sources into current database
- Systematically reviewed documents and assembled financial statements
- Calculating short- and long-term debt and capital asset from long terms and capital asset schedule
- Working on employee pension scheme & filling different values like net-share, gross-share etc.
Branch Operation Executive
Nippon India Mutual Fund
06.2018 - 07.2020
- Managing a team of 35 IFA and accruing business from them.
- Setting Target from each IFA as per their business ability.
- Checking all commercial and non commercial transaction submitted to the branch. Resolving the query of investor and distributor regarding funds, NAV, funding details, Cheque deposit
- RTGS, NEFT, prepare CMS slips, necessary documents for particular transaction. Managing Stationeries, forms, printer, scanner requirement of the Branch
- Prepare the KYC of the investor and conducting to the respective KRA
- Effectively using CRM system to track the status of transaction and funding activation of account.
- Calling existing investors to cross-sell and up-sell various schemes.
Associate Financial Analyst
ICRA ONLINE LITD
12.2015 - 12.2016
- Preparation of tabs related to various domains (Configuration and adjustment, Balance sheet, Income statement, debt issue) which needs to be populated and pass adjustments, keeping in mind the quality, consistency and the deadline of the project
- Reporting data of Business funds from balance sheet.
- Reporting data from different data sources into current database.
- Systematically reviewed documents and assembled financial statements
Intern
UCO Bank
Kolkata
06.2014 - 07.2014
- Project on: CUSTOMER SATISFACTION IN RETAIL LENDING OF COMMERCIAL BANKS.
- Analysing various loan products providing by the bank and area of improvement.
Education
MBA - Finance
University of Calcutta
West Bengal06-2015
B.COM(H) - Accounting And Finance
Lal Baba College of Commerce
West Bengal03-2012
High School Diploma -
Salkia Anglo Sanskrit High School
West Bengal01-2009
Secondary -
Salkia Hindu School
West Bengal03-2007
Skills
- Data analysis
- Financial reporting
- Database management
- Budget forecasting
- Regulatory compliance
- Process improvement
- Stock market technical analysis
- Technical analysis of any stock
- Problem solving
- Time management
- Training and mentoring
Affiliations
- Father's Name: Arun kumar Sarkar
- Date of birth: August 31, 1991
- Nationality : Indian
- Home town: Howrah, Salkia
Languages
Bengali
First Language
Bengali
Proficient (C2)
C2
English
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1
Certification
- NCFM investment analysis and portfolio management with 78% marks in 2014
- Passed NISM VA in 2017 with 78% marks
Disclaimer
- I, Anupom Sarkar solemnly declare that the information is truly stated and correct and I am competent to furnish as well as verify it with adequate details whenever requested.
Timeline
Lead Analyst
ICRA Analytics Ltd
03.2024 - Current
Senior Associate Financial Analyst
ICRA Analytics Ltd
07.2020 - 03.2024
Branch Operation Executive
Nippon India Mutual Fund
06.2018 - 07.2020
Associate Financial Analyst
ICRA ONLINE LITD
12.2015 - 12.2016
Intern
UCO Bank
06.2014 - 07.2014
MBA - Finance
University of Calcutta
B.COM(H) - Accounting And Finance
Lal Baba College of Commerce
High School Diploma -
Salkia Anglo Sanskrit High School
Secondary -
Salkia Hindu School
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