Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Languages
Timeline
Generic

Mohinder Pal Singh

Jaipur

Summary

  • I'm a young professional working in finance domain with an experience in managing shareholder services, analyzing, reporting & reconciling financial data and leading meetings with on-shore partners to discuss project objectives, timelines, and deliverables. Having a good knowledge of MS Excel, Power BI and strong communication skills I have a proven track record of building strong relationships and working effectively with cross functional teams.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Senior Associate

Metlife
Jaipur
01.2023 - Current
  • Maintaining and validating daily entries related to the stocks in MetLife
  • Reporting & reconciling financial reports on monthly and quarterly basis providing detailed information on common shares issued and outstanding, transactions in MetLife policyholder trust and reconciliation of dividends.
  • Identifying discrepancies in data and taking corrective actions to resolve them.
  • Creating visual reports summarizing Common dividend payments and institutional shareholder summary and delivering them to onshore partners which are thereafter published to higher management driving decision-making.
  • Fetching expense data for different cost centres, mainly rollups, and preparing expense reports.
  • Preparing Accrual reports for different projects, Checking for new Purchase Orders, adjusting payments and booking accruals every month.
  • Connecting with onshore partners on a weekly/monthly basis and providing business updates.

Business Development Manager

Three Dots Finitude
Jaipur
05.2022 - 12.2022
  • Developing marketing strategies for the company i.e. Presentation in organization/campaigns in Institutes.
  • Introduced a fresh business of $15,000 through Mutual Funds, contributing to the company's revenue.
  • Handled new ARN registration with the registrar's office and its empanelment with the AMC's.

Education

Bachelor's of Commerce -

St. Xavier's College
Jaipur
12-2020

High School Diploma -

Maheshwari Public School
Jaipur
05-2017

Skills

  • MS Excel
  • Power BI
  • Microsoft Power Apps
  • Client Communication
  • Team Engagement
  • Timeline estimates

Certification

  • Data Analytics Program - Metvy & IIMB (Currently Enrolled) (2024)
  • MS-Excel - Udemy (2024)
  • Career Edge Young Professional - TCSion (2021)
  • RS-CIT Vardhman Mahaveer Open University, Kota (2021)

Affiliations

  • Got Awarded with GEM (Going Extra Mile) Award for an exceptional performance in September 2023.
  • Participating and representing team in various Site level activities comprising debate activities, inter site level competitions and many others.
  • Financial Literacy Programme - Organized a programme on financial literacy in a Govt. school where-in we talked about tax savings, financial investments and retirement planning.
  • College Fests(2017-20) - Volunteered diverse college fests such as and got awarded for hard work during college.

Languages

Hindi
First Language
English
Intermediate (B1)
B1

Timeline

Senior Associate

Metlife
01.2023 - Current

Business Development Manager

Three Dots Finitude
05.2022 - 12.2022

Bachelor's of Commerce -

St. Xavier's College

High School Diploma -

Maheshwari Public School
Mohinder Pal Singh