M. Bala Murali Krishna
Financial Planning & Analysis
Chennai
Summary
Enthusiastic Finance professional with 3+ years of experience in meeting of company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand value. Organized and dependable at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals and objectives.
Proven experience in interpreting and applying accounting principles, rules, and regulations to ensure compliance with applicable standards. Adeptly leveraging key quality metrics to enhance processes and to ensuring continual improvement over time.
Excellent in maintaining financial records which accurately record the business' incoming and outgoing finances. Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization.
Overview
4
4
years of professional experience
2
2
years of post-secondary education
1
1
Language
Work History
Senior Paraplanner
Carisma Solutions Pvt. Ltd
Chennai, Tamil Nadu
02.2021 - Current
- Responsible for developing strategic advice document for the clients including wealth creations, tax effectiveness, investment strategies, retirement planning, insurance, and risk management using Xplan and FE Analytics.
- Performing investment research and complete portfolio maintenance and periodic reviews
- Liaising directly with clients, vendors and various internal administration as and when required
- Preparing preliminary financial planning recommendations and initial product solutions for advisor review and submitting them in client meetings
- Reviewing and preparing compliance documents in accordance with the agreed recommendations such as (SOA/ROA)
- Analyzing client's existing holdings and overall asset allocation to provide recommendations for allocation and/or rebalancing of portfolios
- Preparing for client investment in annual reviews by summarizing investment performance, account values and benchmark comparisons
- Assisting client meetings with preparing review reports and paperwork for the client meetings, also taking minutes and any follow up actions required
- Subject Matter Expert in maintain client handling, administration also implementation. Developed team collaboration and information for meetings
Deputy Manager
ICICI Bank Ltd
Chennai, Tamil Nadu
08.2019 - 11.2019
- Supervised day-to-day activities of banking and engaged with customer need's and wants.
- Helping in preparing legal document for to promote customer satisfaction
- Developed cross function business activities for the improvement of wealth creation
- Improved business profits through innovative cost containment and revenue generation techniques.
- Processed vital documentation, completed forms and obtained appropriate insurance verification and authorization for services.
- Provided feedback on effectiveness of strategies, selling programs and initiatives and identified areas requiring improvement.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
Management trainee
Dsp Blackrock Investment, Managers Pvt Ltd
Chennai, Tamil Nadu
05.2018 - 07.2018
- AMFI training certification, for ‘NISM' Series VA: Mutual Fund Distributors
- Assisted in preparing all the legal forms for the lodgement of funds
- Certification Hold 25 branches of HDFC bank Ltd and HDFC subsidiaries to promote mutual fund products at Chennai area Advised the investors at mutual fund markets Collected valuable feedback about the company from bankers
- Conducted workshop on top rated mutual fund product for executives in ‘HDFC ERGO' Assisted in filling physical application forms and other office work to understand work environment in the facility
- Handled day-to-day customer or client questions via telephone or in person
Process Associate
Accenture Service Pvt Ltd
Chennai
07.2015 - 05.2017
- Worked in account receivables process as reconciliation analyst Support Project - ‘Apollo' for one of the US clients Engagement SPOCK in team of Apollo to make formal workplace
- Handled client response in various situations Undergone my assessment program to verify quality on my work Volunteer in Lean projects
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
- Reconciled accounts receivable ledger to verify payments and resolve variances
- Input financial data and produced reports using Oracle Database tool
- Handled day-to-day accounting processes to drive financial accuracy.
Education
Higher Secondary -
Holy Prince Mat. Hr. Sec. School
Matriculation - undefined
Holy Prince Mat. Hr. Sec. School
Matriculation - undefined
PGDM - Finance
PSG Institute of Management
Coimbatore, Tamil Nadu 04.2017 - 05.2019
B.COM - General
Asan Memorial College of Arts And Science
01.2012 - 01.2015
Skills
Computer Proficiency in Chat GPT and Google Drive
Additional Information
- Achievements:, Won III District Award for Consumer Citizen Club, 2015Won Best Entertainer Award in Student's Bazaar conducted by Asan Business Schoolin July 2014.
Timeline
Senior Paraplanner
Carisma Solutions Pvt. Ltd
02.2021 - Current
Deputy Manager
ICICI Bank Ltd
08.2019 - 11.2019
Management trainee
Dsp Blackrock Investment, Managers Pvt Ltd
05.2018 - 07.2018
PGDM - Finance
PSG Institute of Management
04.2017 - 05.2019
Process Associate
Accenture Service Pvt Ltd
07.2015 - 05.2017
B.COM - General
Asan Memorial College of Arts And Science
01.2012 - 01.2015
Higher Secondary -
Holy Prince Mat. Hr. Sec. School
Matriculation - undefined
Holy Prince Mat. Hr. Sec. School
Matriculation - undefined
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