MAYUR JAIN
Equity Dealer cum Operation Manager
Mumbai,MH
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
12
12
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Finance and Operation Manager Cum Equity Dealer
Carnelian Asset Advisors Pvt Ltd
Mumbai
02.2020 - Current
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications and missed deadlines.
- Resolved problems, improved operations and provided exceptional service.
- Led projects and analyzed data to identify opportunities for improvement.
- Improved operations through consistent hard work and dedication.
- Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
- Managed portfolios according to established risk strategies.
- Worked on behalf of companies to buy and sell financial instruments.
- Collaborated with analysts and coverage traders to distribute relevant market information.
Senior A ccountant
Chandrabhan Gupta & Associates
10.2016 - 02.2020
- Trained and mentored intern staff on policies and procedures to establish strong foundation for client development and service activities.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Audited client financial records to determine tax liability.
Article Assistant
Rajendra & Company
Mumbai
09.2013 - 09.2016
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Computed taxes owed by applying prescribed rates, laws and regulations.
Education
ATC, Chartered Accountant - Finance, Accounts And Taxation
Institute of Chartered Accountant of India
India 03.2013 - Current
Bachelor in Commerce - Accounting And Finance
Mumbai University
Mumbai 07.2010 - 06.2013
Skills
SAP, Tally ERP, Geneva and Other Customized Accounting Packages
MS-Excel, MS-Word, MS - Powerpoint
Work for Automation of routine task
Accomplishments
- Used Microsoft Excel to develop Portfolio management of PMS clients and tracking large no of clients.
Certification
Series XV - Research Analyst Certification
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Timeline
Finance and Operation Manager Cum Equity Dealer
Carnelian Asset Advisors Pvt Ltd
02.2020 - Current
Series XV - Research Analyst Certification
07-2018
Series VIII - Equity Derivative Certification
01-2018
Senior A ccountant
Chandrabhan Gupta & Associates
10.2016 - 02.2020
Article Assistant
Rajendra & Company
09.2013 - 09.2016
ATC, Chartered Accountant - Finance, Accounts And Taxation
Institute of Chartered Accountant of India
03.2013 - Current
Bachelor in Commerce - Accounting And Finance
Mumbai University
07.2010 - 06.2013