Dipak Bansal
Chartered Accountant
Ahmedabad
Summary
To deliver a result-oriented performance towards the growth of organization that I work for. Working as a leader to continuously develop the technical and communication skills of my team and myself.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
Work History
Asst. Vice President (Corporate & Family Offices)
Tipsons Group
Ahmedabad
11.2021 - Current
- Responsible for the development & growth of the 'Corporate Treasuries & Family Offices Investment Desk' Pan India by building a self-motivated team, focusing on value addition and mitigating the challenges/bottlenecks faced
- Designing & monitoring the procedures, team policies, scientific reporting structures, KPIs & performance metrics, etc. along with initiating key strategic partnerships and addressing escalations from the business development and dealing teams
- Responsible for product marketing strategy & client profiling, backed by analysis of significant financial & non-financial information
- Maintaining a cordial and informal relation with potential & existing clients and ensuring continuous training for the team
- Responsible for managing the centralized business development arm by increasing the outreach through digital means, business events, references etc and providing innovative inputs on tapping the new markets in the fixed income eco-system
- Responsible for implementing the pre-sales strategy (email & LinkedIn campaigns etc.) in order to keep the potential pipeline healthy. Preparing & Monitoring the HCW mix and focus on lead conversion across geographies
- Responsible for management and enhancement of Corporate & Family Offices Sales Database
- Managing a team of 10+ members working on business development and fixed income dealing fronts.
- Representing the organization in product presentations, client meetings, Workshops etc.
- Conducting 3-5 days workshops about fixed income & debt capital markets and single day webinars in association with organizations like NSE
Manager - Business Development
myCPE (Entigrity)
Ahmedabad
01.2021 - 11.2021
- Collaborated with sales and marketing departments to support client acquisition.
- Strategically working on client acquisition and retention
- Review of activities carried out by various counterparts of the team
- Understanding the content requirements and fulfilling the same through various medium
- Working closely with the Instructors and Client Representatives in the US and Canada
- Review and Analysis of Monthly Accounts and Revenue Report
- Participating in strategic client and instructor meetings
- Planning Marketing Campaigns and Related activities for company and for clients
- Research and Analysis in the Global Financial, Accounting, Tax and Tech Market through various News Media, Websites, etc. and applying the same wherever necessary for writing blogs, acquiring content, closing clients etc.
- Writing blogs, draft email content, articles, marketing content etc. on technical and nontechnical topics.
Chief Financial Officer
Aaryavart Infrastructure Private Limited
Ahmedabad
12.2019 - 01.2021
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets
- Review of Accounts and Preparation of MIS Reports on Monthly Basis
- Review and finalization of stock statements, GST Returns, Income tax Returns of group individuals
- Drafting of responses for tax departments and other government departments
- Preparing proposals and drafting of MoU, Agreements, and Account Settlement Statements etc
- Finalization of Annual Report, Board Report, Audit Report and Annual Financial Statements
- Oversaw budgets, payroll, and accounts payable and receivable.
- Co-ordination with Internal & Statutory Auditors
- Negotiation with banks and FI’s for availing finance
Manager - Internal Audit
Pipara & Co. LLP
Ahmedabad
12.2018 - 12.2019
- Internal, GST and Statutory Audit of corporate entities belonging to various industries such as, Food and Edibles, Infrastructure, Tours and Travels, FMCG, Optical, Education, Hospitality etc. using ERP and SAP solutions
- Forensic Audit for organizations like banks, SEBI, SIDBI etc.
- Assignments such as SMA, Pre-Audit, Net-worth calculation etc.
- Review of statutory and internal control compliances.
Articled Assistant
D. Vishwananth & Co.
Gandhidham
02.2015 - 06.2018
- Stock Audit, Bank Statutory Audit, Human Resource Audit, Internal Audit, Statutory and Tax Audit. (Including multinational clients using SAP and ERP solutions)
- Income Tax Return Filing, Service Tax Refund, Excise and Customs Drawback and Benefits Registration
- Worked on project financing assignments, prepared CMA reports etc.
- Trained new employees on accounting principles and company procedures
- Cooperated with senior leaders to create operating budgets and initiate financial planning
Visiting Faculty Member (Business Economics)
Adani Institute of Digital Technology Management
Gandhinagar
08.2021 - 09.2021
Visiting Faculty – Law
Tolani Commerce College
Adipur
08.2018 - 10.2018
Visiting Faculty (Business Economics)
Private Classes
Gandhidham
11.2014 - 03.2015
Visiting Faculty – Corporate and Allied Laws
Private Classes
Gandhidham
02.2015 - 08.2015
Education
Chartered Accountant -
Institute of Chartered Accountants of India
12.2013 - 11.2019
Skills
Working Knowledge of Advanced Excel and G-Suite
Hands on experience with Zoho Solutions, Salesforce, SAP & CCH Practice Management
Strong written & oral communication
Leveraging tools like LinkedIn, Prospecting Solutions, Zoom and several others to enhance the sales pipeline
Accomplishments
- Represented Gandhidham Branch of WIRC of ICAI at National Level Elocution in December 2017 and at Regional Level Quiz and Elocution in June 2016 and June 2017
- Selected for representing Institute of Chartered Accountants of India at International SAFA Conference in Sri-Lanka
- MoC and Anchor at Various International, National and Regional Conferences conducted by ICAI
- Selected as a Speaker on Microsoft Excel and Insolvency & Bankruptcy Code 2016 in Western Council Study Circle for delivering CPE Seminars to Professionals
Timeline
Asst. Vice President (Corporate & Family Offices)
Tipsons Group
11.2021 - Current
Visiting Faculty Member (Business Economics)
Adani Institute of Digital Technology Management
08.2021 - 09.2021
Manager - Business Development
myCPE (Entigrity)
01.2021 - 11.2021
Chief Financial Officer
Aaryavart Infrastructure Private Limited
12.2019 - 01.2021
Manager - Internal Audit
Pipara & Co. LLP
12.2018 - 12.2019
Visiting Faculty – Law
Tolani Commerce College
08.2018 - 10.2018
Articled Assistant
D. Vishwananth & Co.
02.2015 - 06.2018
Visiting Faculty – Corporate and Allied Laws
Private Classes
02.2015 - 08.2015
Visiting Faculty (Business Economics)
Private Classes
11.2014 - 03.2015
Chartered Accountant -
Institute of Chartered Accountants of India
12.2013 - 11.2019