Rushikesh Memane
New Panvel
Summary
Ambitious Executive successful at setting policies, improving performance, and updating processes. Looking to apply knowledge and expertise to contribute to business sustainability and growth. Pursuing challenging new position at a growing organization.
Overview
3
3
years of professional experience
Work History
Executive - Treasury
Famy Group Pvt Ltd
Mumbai
07.2022 - Current
* Prepares monthly trend analysis for Portfolio Management Services (PMS).
* Conducts monthly trend analysis for Mutual Funds.
* Prepares and verifies Mutual Fund (MF) and PMS trends for equity MIS meetings.
* Prepares monthly PMS management fees data.
* Mails gain/loss details to the taxation team.
* Monitors and manages cash flows.
* Provides equity PMS workings to promoters as and when required.
* Updates details for arbitrage and debt transactions.
* Handles accounts and taxation-related queries.
* Reconciles brokerage on a quarterly basis or as required.
* Maintains and tracks pledged data.
Education
Master of Commerce - Finance
University of Mumbai
Mumbai04-2023
MBA - Finance
Sinhgadh Institute of Business And Management
Mumbai12-2022
Skills
- Cash Flow Management
- MIS
- Returns calculation
- Data reconciliation
- Trend analysis
- Microsoft Excel
- Team collaboration
Timeline
Executive - Treasury
Famy Group Pvt Ltd
07.2022 - Current
Master of Commerce - Finance
University of Mumbai
MBA - Finance
Sinhgadh Institute of Business And Management