RAMESH A. PATIL
Navi Mumbai
Summary
To enhance my skill in a work related environment and learn new things that will make me a better professional. Use my talents by putting them into good use for the benefit of the organization that I work for.
Overview
11
11
years of professional experience
2027
2027
years of post-secondary education
Work History
Assistant Manager
MOTILAL OSWAL FINANCIAL SERVICES LTD
11.2014 - Current
- Currently Working as an Assistant Manager in Affluent wealth Business.
- Working on various contests and quarterly and yearly incentive calculations and payouts.
- Managing all client level mapping and client master along with business numbers.
- Prepared an Affluent Wealth Report, which will serve as a valuable tool for our regular reviews. This report help management to track the performance of our Investment Portfolio (IP) business effectively
- Maintaining Affluent Wealth Team performance tracker.
- Preparing and publishing all daily/Monthly reports, tracking RH/RM level business details and highlighting growth degrowth as per business parameters.
- Previously worked as an Assistant Manager in Business Intelligence & Analytics Team
- Reported on qualitative and quantitative analysis, providing data-driven insights and managing the timely flow of business reports to senior management and users
- Create dashboard/reports for the project and monitor Revenue, Cost & productivity.
- Analysis of reports including process dashboards & initiate appropriate action plan
- Collecting, storing and reproducing the data in the desired format to the management and the floor.
- Finding the root cause of a problem and then ensuring that it is resolved through the most appropriate solutions.
- Prepared various reports on Revenue, Talk time, Meetings, traded, active/inactive clients, DP, Margin and productivity on Daily, Weekly, Monthly and Quarterly Basis.
- Prepared various Dashboards/reports of TPD products on AUM, Upfront and Trail revenue, Gross sales, Redemption, Net sales and participation on Weekly and Monthly Basis.
- Prepared reports on PnL data and shared with PnL team on monthly basis
- Preparing Monthly Score card for Department with Ranking and Rating as per their KRA for Advisory and sales peoples.
- Prepared reports on Top/bottom and active/inactive branches/employees on different parameters.
- Prepared KRA and target Vs achievement dashboards for advisory and sales team.
- Preparing Incentive calculation for various verticals on Yearly basis as per given policies.
- Doing Analysis activities for Revenue, Clients, Yield, ARPU, for MOM Business numbers Growth/ De-growth and MOM shortfall.
- Preparing various contest modules on multiple parameters given by business or as per policies clients in the contest period for all level of business
- Designed and done automation of various reports and process in Excel VBA, SQL, power query and MS excel.
- Scheduled automatic refresh and auto release of daily and weekly reports in Excel VBA/Macro
Education
B.Com -
Mumbai University
Skills
- Technical Skills
- Cube
- Excel VBA/Macro
- MS Office
- Word
- Power Point
- Office Access
- DWH system
- SQL
- Power BI
- SSRS
Timeline
Assistant Manager
MOTILAL OSWAL FINANCIAL SERVICES LTD
11.2014 - Current
B.Com -
Mumbai University
Personal Information
- Date of Birth: 04/11/90
- Nationality: Indian
- Marital Status: Unmarried
Languages
- English
- Hindi
- Marathi
Personal Information
- Date of Birth: 04/11/90
- Nationality: Indian
- Marital Status: Unmarried