Summary
Overview
Work History
Education
Skills
Current address
Attributes
Personal Information
Languages
Extracurricular Activities
Timeline
Generic

Rakshit Rajpopat

Rajkot

Summary

Skilled professional with experience bringing planning and problem-solving abilities. Desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

10
10
years of professional experience

Work History

Operation Head

Shree Finserv
Rajkot
06.2022 - Current
  • Handling of Client Trades along with Partner (F&O and Equity)
  • Handling of Regular Broking Business (Angel One Sub-broker)
  • Management of process from Client onboarding to Investment and after sale services
  • Relationship management and Development with HNI Clients
  • Handling of multiple platforms for Client services & Quarries (CAMS & KFinTech, BSE Star, NSE MF (Special For SGB)
  • DP Transfer of Shares
  • Preparation of Client reports (Quarterly P&L, Investment Summaries)
  • TATA AIA Life Policy Logins and management for quarries and Renewals.
  • Identified areas of improvement within the organization's operational structure and developed actionable solutions accordingly.

Partner

RT & Associates
Surat
01.2018 - 01.2022
  • Systematic maintenance of accounting for various clients
  • Conducted monthly bank reconciliations to ensure accuracy of account balances.
  • Preparation & filing of Income Tax & GST returns
  • Finalization of books for Audit and to get done audited from respective Charted Accountants
  • Planning and execution of Physical stock verification, Supervising, analyzing of variances, preparing reports and reporting to authority (Work done for - Britannia, Kellogg's, Kohler, HUL)
  • Assisting clients for Tax planning and coordinating with Investment advisory

Article Assistance

Rohira Mehta & Associates
Mumbai
01.2016 - 01.2018
  • Tax Audit & Statutory Audits
  • Preparation and filing of Income Tax & GST returns.
  • Ensured accuracy and completeness of all reconciliation activities.

Article Assistance

MH Dalal & Associates
Mumbai
01.2015 - 01.2016
  • Handling of various Store Audits its Planning & execution. Internal & Concurrent Audits (Croma, Shoppers stop, hyper city mall, Crossword-book store)
  • Compliance check and analysis as per requirement of governing authority
  • Safeguarding of assets, Vouching, Verification of Physical existence
  • Drafting reports as per the stipulated requirements.

Education

MBA (Finance) -

Veer Narmad South Gujarat University (Surat)

CA - Inter -

ICAI

B.com (Banking & Insurance) -

L.S. Raheja College (Mumbai)

Skills

  • MS Excel
  • Management quality
  • Process Improvement
  • Operations Management
  • Fundamental analysis
  • Technical analysis
  • NEST Trading Terminal
  • Tally ERP, Saral GST& IT
  • Genius for IT Return

Current address

201, Mohit Complex, Rajkot, 360001

Attributes

  • A good Communicator with very calm and friendly personality
  • Learning attitude and always ready to gain new knowledge
  • Flexible approach
  • Optimistic & Enthusiastic
  • Believe in High ethical work standard and quality of work.

Personal Information

Date of Birth: 09/20/93

Languages

  • Gujarati (Mother tongue)
  • Hindi
  • English

Extracurricular Activities

- Active Team member at "The positivity Project" - Mumbai 

- Worked as managing committee member at Hostel festivals for long 7 years 

- Office admin work done for 5 years during School and College time 

Sports : Badminton, Carrom, Volleyball, table tennis 

Hobbies: Reading Books & Magazines (Safari),

- To be a good Investor

Timeline

Operation Head

Shree Finserv
06.2022 - Current

Partner

RT & Associates
01.2018 - 01.2022

Article Assistance

Rohira Mehta & Associates
01.2016 - 01.2018

Article Assistance

MH Dalal & Associates
01.2015 - 01.2016

MBA (Finance) -

Veer Narmad South Gujarat University (Surat)

CA - Inter -

ICAI

B.com (Banking & Insurance) -

L.S. Raheja College (Mumbai)

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Rakshit Rajpopat