CHANDAN C P
Summary
Finance expert with extensive experience in financial analysis and B2B relationship management, contributing to significant AUM growth at Kotak Mahindra Mutual Funds. Skilled in SAP FICO and adept at translating complex data into actionable insights.
Overview
3
3
years of professional experience
3
3
Certifications
Work History
Assistant Manager
Kotak Mahindra Mutual Funds
Mysore
09.2024 - Current
- Expanded B2B channel relationships with banking partners and distributors to drive mutual fund sales and AUM growth.
- Achieved monthly and quarterly sales targets by strategically promoting Kotak Mutual Fund products across partner networks.
- Conducted product presentations and training sessions to enhance engagement and product knowledge among channel partners.
- Established strong relationships with key decision-makers to increase wallet share and sustain AUM growth.
- Prepared MIS reports and sales dashboards for senior management performance analysis.
Finance Assistant
Eva Mera Funds Investments Pvt Ltd
Mysore
01.2023 - 02.2023
- Assisted in the preparation of financial reports and statements, ensuring timely and accurate delivery.
- Performed data entry and maintained accurate financial records, reducing discrepancies by 5%.
- Conducted basic financial analysis and variance analysis, providing preliminary insights for management.
- Supported the finance team in ad-hoc financial tasks, demonstrating adaptability and teamwork.
Education
MASTER OF BUSINESS ADMINISTRATION (MBA) - FINANCE
JSS Center for Management Studies, JSSSTU
12 2023
BACHELOR OF COMMERCE (B.COM) -
Lohit's Academy College of Commerce
12 2021
Skills
- Financial analysis and reporting
- Data analysis and interpretation
- Financial forecasting and budgeting
- SAP FICO and S4HANA expertise
- Regulatory compliance (NISM V-A)(NISM XX1-A)
- Financial modeling
- Excel proficiency
- Effective communication and presentation
- Problem-solving and critical thinking
- Attention to detail
Certification
NISM XX1-A(National Institute of Securities Markets) Portfolio Management Services (PMS) Distribution Certification
Timeline
Assistant Manager
Kotak Mahindra Mutual Funds
09.2024 - Current
Finance Assistant
Eva Mera Funds Investments Pvt Ltd
01.2023 - 02.2023
MASTER OF BUSINESS ADMINISTRATION (MBA) - FINANCE
JSS Center for Management Studies, JSSSTU
BACHELOR OF COMMERCE (B.COM) -
Lohit's Academy College of Commerce