Summary
Overview
Work History
Education
Skills
Timeline
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Vinis Davis

Vinis Davis

Investment specialist
Kochi

Summary

  • Accomplished Investment Specialist with extensive experience in financial analysis, investment strategy, and client relationship management.
  • Proven track record in designing unit-linked insurance plans and customizing insurance programmed through competitor analysis and market research.
  • Demonstrated expertise in managing business insurance plans, addressing asset management issues, and driving profitability.
  • Previous roles include Accounts Manager at Pannell Kerr Forester, where leadership in workforce planning and project scheduling was key to mitigating budget risks.
  • As a Senior Consultant at Deloitte, effectively reviewed claim data for product liability projects. Early career as a Senior Analyst at Eclerx Services Private Ltd. involved managing syndicated loans and bank reconciliations.
  • Career goal: to leverage comprehensive financial advisory skills to enhance investment banking strategies.

Overview

17
17
years of professional experience
2008
2008
years of post-secondary education

Work History

Investment Specialist

ICICI PRUDENTIAL LIFE INSURANCE
09.2019 - Current
  • Designed unit-linked insurance plans and provided investment recommendations based on client risk profiles
  • Generated fund performance reports and supported frontline managers with financial analysis and corrective actions
  • Customized insurance programs through competitor analysis and market research
  • Trained partners and managers on product insights and competitive positioning
  • Managed business insurance plans and addressed asset management and persistency issues to drive profitability

Accounts Manager

Pannell Kerr Forester
04.2014 - 05.2017
  • Managed workforce planning, project scheduling, and resource allocation
  • Mitigated budget and schedule risks through corrective actions and leadership communication
  • Facilitated key meetings to align delivery strategies with onshore teams and clients
  • Led system integration, knowledge transfer, and testing of payroll and compliance systems
  • Resolved client and supplier queries per Australian regulatory guidelines.

Senior Consultant

Deloitte
06.2011 - 04.2014
  • Reviewed and validated claim data for a product liability project ('Project Tree') for a chemical manufacturer
  • Regularly communicated with senior management to address issues and strategize solutions
  • Identified and highlighted exceptional settlement cases for further analysis

Senior Analyst

Eclerx Services Private Ltd.
04.2008 - 06.2011
  • Syndicated Loans: Managed drawdowns, repayments, rate fixings, fees, external payments, and interest collection, along with nostro reconciliations and general loan administration. Validated data captures, events, and payments processed by team members
  • Bank Reconciliation: Reconciled bank statements with accounting records, handled month-end close activities, prepared dashboards, audited data entries, and resolved client complaints under senior guidance while monitoring discrepancies and potential fraud

Education

Master of Business Administration - Finance

MIT School of Business
01-2008

Skills

Risk assessment

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Timeline

Investment Specialist

ICICI PRUDENTIAL LIFE INSURANCE
09.2019 - Current

Accounts Manager

Pannell Kerr Forester
04.2014 - 05.2017

Senior Consultant

Deloitte
06.2011 - 04.2014

Senior Analyst

Eclerx Services Private Ltd.
04.2008 - 06.2011

Master of Business Administration - Finance

MIT School of Business

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Vinis DavisInvestment specialist