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
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
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
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