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pune, india
It's currently 2:21 PM here
Joined June 21, 2015
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Rohil M.
@rohilmehta
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pune, india
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Financial Planner/accountant/business adviser/
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Experience
Manager Leasing & Admin
Jan 2015 - Present
• Preparation of monthly Lease statements.
• Preparation of month-end MIS related to lease.
• Assist in company receivables & accountants.
• Client Management.
• Assist in Promotional & Retail activity conducted by Company.
• Tight Budget Controls.
• Additional duties as developed directed or assigned.
Accounts Manager
Oct 2012 - Jan 2015 (2 years, 3 months)
• Preparation of monthly financial statements.
• Preparation of month-end and year-end closing entries.
• Assist in training of new department members and hotel accountants.
• Creative Business Development.
• Thorough Business Planning.
• Forecasting Accuracy.
• Tight Budget Controls.
• Additional duties as developed directed or assigned.
Financial Planner
Nov 2011 - Jul 2012 (8 months, 1 day)
• Understand the goals of client and accordingly develop a financial plan for their benefit.
• Describe the plan to the client once prepared and make necessary amendments as per client request.
• Client Acquisition for developing financial plan (HNI and Ultra HNI)
• Handling business partners and developing their financial planning business.
Education
Certified Financial Planner
(Less than a year)
Master in commerce
(Less than a year)
TYBAF
(2 years)
Qualifications
Certificate
NCFM
2011
Cleared “Derivatives Market Dealer’s Module” of NCFM with 85% Marks.
CFP
ICOFP
2010
Certification in financial planner
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