Kanwaljeet Singh Minhas
Chartered Accountant
Faridabad
Summary
PROFESSIONAL OBJECTIVES is to work in a challenging professional environment and there by utilizing the talent, analytical skills and abilities.
Overview
13
13
years of professional experience
Work History
Manager
Trust Asset Management Private Limited
New Delhi, India
10.2023 - Current
- Managing more than 500 MFDs of Delhi NCR Region.
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Cross-trained existing employees to maximize team agility and performance.
- Top Performer of North during first NFO launch in April 2024.
Deputy Manager
Axis Mutual Fund, MFDs Delhi NCR
2 2022 - 09.2023
- Managing AUM (Assets under management) of more than 900 Cr and taking care of more than 450+ prospective MFDs based in Gurgaon, Faridabad, Some part of South Delhi
- Devised & implemented fund management strategies on Capital Markets with financial intermediaries and also offered product positioning ideas
- Led various marketing initiative and events thereby enhancing the over-all business
- Ability to explain complex information clearly and simply
- Developed & presented reports thereby reflecting the market environment as well as the performance and positioning of funds
- Leading the sales volumes in Alternate assets & Portfolio Management Schemes in PAN India.
Consultant
Ernst & Young LLP
Gurgaon
09.2021 - 12.2021
- Worked as part of team supporting Microsoft Indian on their sales reporting
- As a business analyst, mainly worked on preparing dashboard, cloud computing (Azure), running MS power query & team presentations
- Internal business reporting for EY India, Sales-Audit & consultation on increasing revenues through various sales functions.
Relationship Manager
Nippon India Life Asset Management LTD
12.2017 - 04.2021
- Managing AUM (Assets under management) of more than 300 Cr and taking care of more than 150+ prospective MFDs of Faridabad and South-Delhi region
- Devised& implemented fund management strategies on Capital Markets with financial intermediaries and also offered product positioning ideas
- Led various marketing initiative and events thereby enhancing business
- Ability to explain complex information clearly and simply
- Developed & presented reports thereby reflecting the market environment as well as the performance and positioning of Nippon's funds.
Research Associate
ICRA Limited
12.2014 - 11.2017
- Assisting an analyst in preparing the credit report and presenting the case before the rating committee
- Assessment of Organization's Credit Profile through analysis of Financial Statements and relevant operational data, management discussion, plant visits, customer feedback, etc
- Identification of key risks faced by the organization and assessment of management's plans to cope with the same
- Benchmarking companies on various financial and operating parameters to analyze the competitive financial position
- Assessment of Industry Dynamics impacting the organization to build the future scenarios for projecting organization's performance.
Team member
Rajan Chhabra & Co
02.2012 - 04.2014
- In the execution of audit & assurance assignments of reputed organizations to ensure fair presentation of financial statements
- Facilitated efforts to develop comprehensive understanding of client's business, designed audit strategy based on assessment of key business processes, organizational and operational risks and co-operated audit teams in execution of planned audit strategy
- Drafting reports to company management identifying weaknesses in the company's systems and controls and making recommendations for their improvement.
CA Article Trainee
Sudhir Chaudhary & Associates
04.2011 - 02.2012
- Completed detailed reviews of accounts and bookkeeping records to verify compliance with standards.
- Produced monthly and year-end closing statements, financial documents and invoices.
- Conducted thorough investigations into financial records and suspected malfeasance.
- Reported on operating income, expenses against budgets and forecasted trends.
- Reconciled monthly bank statements and resolved discrepancies.
- Reviewed financial statements and tax audits in detail to identify and correct discrepancies.
- Posted journal and ledger entries, prepared financial statements and reports and closed books.
- Calculated, prepared and filed payroll taxes for clients.
- Kept internal financial controls aligned with Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS).
- Advised clients on required operational changes necessary for [Type] legislation compliance.
- Recommended strategies for optimising taxation and minimising liabilities in future tax periods.
Education
Chartered Accountant -
Institute of Chartered Accountants of India
2024
Company Secretary -
Institute of Company Secretaries of India
2015
B.Com Programme -
Shaheed Bhagat Singh College
2010
12th GRADE -
Delhi Public School - CBSE
2007
10th GRADE -
St. John's Public School - CBSE
2005
Skills
Mutual Funds
Relationship building and management
Sales and marketing strategy
Extensive product knowledge
Sales and results-focused
Accomplishments
- Exemption in Business & Industrial law with 80% marks in CA IPCC (All India Highest)
- Exemption in Financial Management in CA & CS Final Exams
- Secured More than 90% in Mathematics in Grade 10th and 12th
- Close to 4X target achieved in AIF (Alternate Investment Funds) in Last FY22-23.
Timeline
Manager
Trust Asset Management Private Limited
10.2023 - Current
Consultant
Ernst & Young LLP
09.2021 - 12.2021
Relationship Manager
Nippon India Life Asset Management LTD
12.2017 - 04.2021
Research Associate
ICRA Limited
12.2014 - 11.2017
Team member
Rajan Chhabra & Co
02.2012 - 04.2014
CA Article Trainee
Sudhir Chaudhary & Associates
04.2011 - 02.2012
Deputy Manager
Axis Mutual Fund, MFDs Delhi NCR
2 2022 - 09.2023
Chartered Accountant -
Institute of Chartered Accountants of India
Company Secretary -
Institute of Company Secretaries of India
B.Com Programme -
Shaheed Bhagat Singh College
12th GRADE -
Delhi Public School - CBSE
10th GRADE -
St. John's Public School - CBSE