Mohammed Imran(2)

8/6/2019 Mohammed Imran(2)

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Mohammed ImranMobile: +919699988675E-Mail: [email protected]

Objective:

Seeking a challenging position in my related field where I can utilize my best skills. To put myeducation in to practice & further enhance, where I can offer my services to the best of myabilities & potential. To be a part of ever-growing team and work for the mutual benefit. To join acompany that offers good advancement potential.

Academic

2006 M.B.A from VTU (Visvesvaraya Technological University)2001-2004 B.COM

Majoring in Financial Management and Marketing Management fromMANGALORE UNIVERSITY BOARD, Karnataka.

PROFESSIONAL EXPERIENCE

1. State Bank Of India (G Money) ( May 2009 - till date )Senior Financial AdvisorResponsibilities:

Responsible for handling various activities related to Credit Cards and SmartLoans.

Spearheading and mentoring a team for generating business & achieving theprojected targets related to Credit Cards, Smart Loans.

Managing various tasks related to Key Accounts and Client Servicing.

Conducting product demonstration in front of the clients to update themabout the products.

Developing new and effective techniques forfinancial planning and thusrendering better service to the clients.

Maintaining strong relationship with clients and following up with them forsecuring business.

2. ICICI Securities Ltd ( Dec 2009 May 2010)Senior Relationship ManagerResponsibilities:

Interaction with clients with research calls, advisory to keep clients active andincrease revenue.

To gain customer confidence to manage his/her complete financial portfolio.

Retention of customers who have fallen in revenue and retain and enhancerevenue.
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Converting and generating revenue from Stop Trading customers assignedfor Conversion.

Out-Calling Clients and Explaining Details about Share Market andInvestment Plans.

Maintain and develop client relationships with a view to not only retainingexisting business but also developing new business opportunities.

Up selling, cross-selling, providing regular market information updates andtrend analysis.

Monitor & fulfill prospect and customer leads provided by the company fornew business or cross sell opportunity.

3. Unigulf Development LLC, (May 2008 Nov 2009)Administration/ Senior Accountant

Responsibilities:

Nominal Ledgers:

Handling receivables of Unigulf Group Company Accounts.

Reconciling group cash/bank accounts & petty cash accounts.

Entertaining customer call & providing them the required information.

Checking all necessary credit application in order to create customer code in

the system.

Follow up of group outstanding payment from customers as per the agreedpayment terms such as L/C, CDC & PDC.

Reconciling monthly cheque reports / supplier statements and issue ofreceivables and payments.

Handling cashflow & coordinating with bank in all bank related work.

Preparing reports on different aspects of the business on weekly and monthlybasis and daily registration of invoices and credit notes.

Sending necessary correspondence letters with regards to the payment.

Developed experience, Excel spreadsheet and MS Word.

Controlling the entire financial data for the company and looking after theGeneral Reconciliations and Cash flow.

Maintained the general ledger system in the past, kept a watch on the month-end and year-end financial reports, budgets and audit reports.

Instrumental in developing business plans to client satisfaction withinstandard services.

Presented management reports to board level.


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Banking and Expenses Control:

Checking recorded and banked remittances from customers.

Issuing cash and expenses for staff.

Payroll:

Weekly and monthly payroll.

Checking tax input before submission to Inland Revenue.

Issuing cash and expenses for staff.

Checking recorded and banked remittances from customers.

Communicating with Inland Revenue, banks, building societies and externalauditors.

Controlling and adjusted all non-standard payroll anomalies, adjustments tohours, coasting and absence.

Coding, earnings for leavers / redundancies and accountants, controllingcheque payments and balancing.

Petty cash on a daily basis.

Credit Control:

Chased payments and resolved queries from customers.

Followed up outstanding queries on purchases invoices held for payment.

3. JP Morgan Chase Securities India Pvt Ltd (Sep 2006 Mar 2008) Team Member

Process:

Exchange Reconciliation: (Pre-Settlement) reconciling the exchange trades of 12European Countries.

Equity Allegements: Investigating the old and new allegement from agent report,comparing with MOSS & Euclid and sending the final report to the Middle Office.

Euroclear Report: Create a report after generating the Euclid and MOSS report byusing Macro, final report will be sent to Middle Office.

Responsibilities:

As a Team Member, my key responsibility was to ensure smooth flow ofwork resulting in timely with minimum error.

Monitoring the outstanding breaks (Exchange Reconciliation) to ensure work

efficiency.


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Constant interaction with the business heads at the donor location toensure the process is in line with the business requirements.

Constant interaction with the middle offices & the traders.

Manual reconciliation of Exchange trades.

Developed the standard operating procedures for the process.

Cross trained in the, Exchange Reconciliation, Equity Allegements and Euroclear Report.

Involved in preparation of MIS for the relevant function / business.

Have developed a considerable knowledge in standard MOSS, NAPOLI,CREST, and MS EXCEL.

Timely tracking the exchange breaks from the Middle Office in order toclear the outstanding breaks.

Handled heavy workloads and shown tremendous amount of patienceduring high volume situations to ensure quality and timely client service. .

Successfully crossed trained my team mates in my process and enabledthem to process independently.

Projects Handled

Project Title: An Analysis of the Financial Statements of CAMPCO Ltd.

(Ratio Analysis)

Client: Central Areca nut & Cocoa Marketing & Processing Co-operative Ltd (CAMPCO)

Duration: Ten weeks in plant training

Description: With the help of the annual reports and the company accounts a 6 yearsfinancial analysis has been done with the help of statistical tools and ratio analysis.

Computer Knowledge:

Have adequate knowledge about MS Office (Word, Excel, and Power Point).

Languages:

Can proficiently Speak, Read and Write English, Urdu, Hindi, Kannad and Tulu.

Personal Details

Date of Birth : 03rd Nov 1983

Nationality : IndianMarital Status : SinglePassport No : F7441438


5/5

NCFM : Certified

Mohammed Imran(2)

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