Reading
Mithul Manohar
Citizen Wisteria A 7 C Wing 302 Naigaon East
Summary
To build and pursue a career in Financial sector by working in a more challenging environment and with a reputed organization where my experience, skills and interest in the field of finance could be utilized.
Overview
1
1
year of professional experience
7
7
years of post-secondary education
2
2
Certifications
4
4
Languages
Work History
Tax Consultant (Intern in Canada Taxation Team)
Datamatics Business Solutions Limited
Mumbai
02.2022 - 04.2022
- Preparing Canada Individual (T1) Tax Returns.
- Preparing Tax calculations and various Tax schedules.
- Carried out day-to-day duties accurately and efficiently.
- Indexing of source documents provided by client.
- Preparing Tax calculations and various Tax schedules.
- Used Microsoft Word and other software tools to create documents and other communications.
- Worked flexible hours across night, weekend and holiday shifts.
Financial Service Consultant
ICICI Prudential Life Insurance Company
Mumbai
07.2021 - 01.2022
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Provided clients with price quotes on securities and financial information on corporations issuing select securities.
- Finding potential customers through cold calling or direct face to face meetings; presenting various policies and explaining its features to clients
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Met with clients to understand their financial goals and recommend solutions to fit specific needs.
Education
Master of Commerce - Accounting And Finance
Prahladrai Dalmia Lions College
Malad (W) 09.2021 - Current
Bachelor of Management Studies - Finance
Shankar Narayan College
Mumbai 08.2018 - 07.2021
HSC -
St. Anne's Convent Junior College
Vasai (W) 08.2016 - 07.2018
SSC -
Don Bosco High School
Naigaon (E) 07.2015 - 07.2016
Skills
Social Skills
Taxation Understanding
Time ManagementComputer Literacy (MS OFFICE)Communication SkillsTaxation understanding
Upselling & Cross selling
Basics of Tally
Accomplishments
- Awarded Runner up prize in Intercollegiate “Documentary Review Competition” organized by Rohidas Patil Institute of Management Studies
- Completed a course on “Positive Psychology” authorized by University of Pennsylvania and offered through Coursera in June 2020
- Attended a “NATIONAL LEVEL STUDENT WEBINAR” on “ENTREPRENEURSHIP” organized by St
- Andrews College in association with LeapUp Edutech Pvt Ltd
- Attended “NATIONAL LEVEL WEBINAR” on “Excel like Never Before” organized by Reena Mehta College in association with LeapUp Edutech Pvt Ltd.
Certification
Certificate in MS CIT
Interests
Listening to Music
Surfing on Internet
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Tax Consultant (Intern in Canada Taxation Team)
Datamatics Business Solutions Limited
02.2022 - 04.2022
Master of Commerce - Accounting And Finance
Prahladrai Dalmia Lions College
09.2021 - Current
TCS iON Career Edge Course
09-2021
Financial Service Consultant
ICICI Prudential Life Insurance Company
07.2021 - 01.2022
Bachelor of Management Studies - Finance
Shankar Narayan College
08.2018 - 07.2021
Certificate in MS CIT
09-2016
HSC -
St. Anne's Convent Junior College
08.2016 - 07.2018
SSC -
Don Bosco High School
07.2015 - 07.2016