www.njfundz.com NJ IndiaInvest Pvt Ltd Bhilai, Bilaspur : Mutual Fund, Insurance, Financial Consultant

[mskavi]

NJ IndiaInvest Pvt Ltd Bhillai, Bilaspur : Financial Consultant
njfundz.com

Keywords: Mutual Fund, Insurance, AMFI, Advisor, Consultant, Broker

Designation: Financial Consultant
Experience: 0 - 5 Years
Location: Bhillai, Bilaspur
Education:
UG - Any Graduate - Any Specialization
PG - Any PG Course - Any Specialization
Industry Type: Banking/Financial Services/Broking
Functional Area: Banking, Insurance
Posted Date: 19 Jun

Job Description:

1) Client Acquisition - To undertake the activity to acquire the client and to generate the business.
2) Business Mobilization - To understand the investment need of client and give him the solution and generate business.
3) Client Service - To solve the query related to transaction.

Desired Candidate Profile:

1) Willing to build his / her own advisory business
2) Self driven
3) Self Motivated
4) Having effective communication skills
5) Interpersonal skills
6) Dedicated & focused to develop long term relationship with the customers.
7) Full time or part time as per your choice.

Company Profile:
NJ FUNDZ NETWORK. NJ IndiaInvest Pvt. Ltd is one of the leading advisors and distributors of financial products and services in India. Established in the year 1994, NJ has over a decade of rich exposure in financial investment space, portfolio advisory services and distribution of financial products. NJ prides in being a professionally managed, quality focused and customer centric organisation. The strength of NJ lies in the strong domain knowledge in investment consultancy and the delivery of sustainable value to clients with support from cutting-edge technology platform, developed in-house. Presently, has over INR 50 billion (5050 + crores) of mutual fund assets under advice. It is a reflection of the trust, commitment and values that NJ shares with its clients. In India,is present in 130 locations in 22 states.also has a wide network of financial advisors, under the division, which offers a dedicated platform for independent financial advisors to help them grow &develop their advisory practice. Today provides over 8600 of such advisors with a unique, comprehensive '360 Advisory Platform' to grow their business and offer quality solutions to their clients.At NJ we believe in, having single window, multiple solutions that are integrated for simplicity and sapience. making innovations, accessions, and value-additions, a constant process providing customers with solutions for tomorrow which keeps them above the curve, today At our experience, knowledge and understanding enables us to provide you with the expected value, in an enhanced way. As a leading player in the industry, we aspire to meet the expectations of all our clients, through meaningful and comprehensive solutions.

Executive Name: Vikram Champaneria

Address:
NJ IndiaInvest Pvt Ltd
NJ Center, 901,
Udhna Udhyog Nagar Sangh Commercial Complex,
Central Road No.10, Udhna
Surat,Gujarat,INDIA 394210

Telephone: 91-0261-3985914

Keywords: Mutual Fund, Insurance, AMFI, Advisor, Consultant, Broker

Website: http://www.njfundz.com

[Guest-IJT]

Name : KALYAN DHABEKAR
Email : kalyan.dhabekar AT gmail.com
Designation / Skillset : Sr. Mutual fund Performance Analyst
na

Resume :

“Seeking challenging assignments in Performance Analytics, Financial Analysis with leading organizations”
Summary & Professional Profile
Qualified CFA (Charted Finance Analyst) with more than 4 yrs experience in the areas of Equity & Fixed Income
Performance Analysis and around a year experience as compliance Analyst.
Hold Contribution & Attribution calculation and analytical skills for Equity as well as Fixed Income funds.
Proficient in Contribution & Attribution Performance Analysis, Returns and Benchmarks Analysis, Compliance
and fund Performance.
Exceptional analytical abilities and clear understanding of benchmarking, financial analysis, attribution analysis, and
returns calculation market research activities.
Proficient in analyzing business requirements, extracting and interpreting complex financial data to provide customized
data solutions towards the accomplishment of corporate goals.
Key member in process transition from Invesco, UK (Henley & London) to Invesco (Hyderabad) Pvt Ltd in 2010 and
Canada (Toronto) at Sate Street Investment Analytics to State Street Syntel Pvt Ltd, Pune in 2009.
Career Highlights
Since October 2010 till date
INVESCO HYDERABAD PVT.LTD (IHPL)
Sr. Performance Analyst in Global Performance & Risk Department
Invesco is a leading independent global investment management company, Operating in 20 countries dedicated
to helping people worldwide build their financial security. Invesco provides a comprehensive array of enduring
investment solutions for retail, institutional and high net worth clients around the world. IHPL previously under
BOT (Build Operate Transfer) project with NESS Technologies India Pvt. up to Jan 2011, now known as
Invesco Hyderabad Pvt Ltd.
Key member in GPMR process migration & successfully migrated the process from Invesco UK (Henley & London)
in Nov 2010 to IHPL (Invesco Hyderabad Pvt Ltd.).
Responsibilities as Sr. Performance Analyst :
- Direct reporting to onshore team Managers and fund Managers in London & Henley on daily basis on contribution
report and other daily task.
- Actively involved in to generation of contribution reports for Equity & Fixed Income portfolios for retail and
Institutional Invesco funds.
- Responsible for allocation of work and 2nd quality check in various Performance and Characteristics reports on a
recurring and ad hoc basis.
- Effectively communicate with Global Performance Measurement and risk, Operations, and IT staff to resolve data
issues, general team issues and escalate problems to the appropriate groups..
- Responsible for the setup and maintenance of new users, portfolios, composites, and carve outs within the Global
Performance Measurement applications.
- Involved uploading, validating, and reconciling various Equity & fixed income performance information and
attribution/analytics data within the Global Performance Measurement and Risk applications.
- Actively involved in preparation of "CIO (Chief Investment Officer) Challenge Pack”, which used by CIO for
investment decision, Marketing people, and fund managers in Invesco.
- Prepare Analytics and Performance reports on a recurring and ad hoc basis. Set up, monitor, and maintain batch
reporting jobs that support the Global Performance Measurement and Risk reporting requirements.
- Preparation of Attribution, Contribution report on Style Research (SIRA), Statpro and Point & validate the
performance with vendor application for Equity & Fixed Income portfolios.
- Monitor various performance and control reports, identify potential performance issues, and research underlying
data that may cause performance discrepancies.
- Reconcile portfolio/benchmark positions, transactions, and returns in Global Performance and Risk applications
with Barclays Point, FACTSET and Lipper.
From May2007 to Oct 2010
STATE STREET SYNTEL SERVICES PVT. LTD. (SSSPL)
Performance Analyst in World Market Department
SSSSPL is a joint venture between Syntel Inc. & State Street Bank & Trust Company, into delivering a broad
range of service oriented products including Performance Analysis (measurement, comparison, and analytics),
Risk Analysis (Value-at-Risk, Compliance monitoring).
Responsibilities as Performance Analyst :
Actively involved in processing & validation of Performance of Global Funds (Mutual Funds & Pension Funds)
within specified timescales.
Monitoring, execution & publishing of periodical progress reports and providing customized performance service
delivery functions for institutional investors of General Motors (GM), General Electric (GE), Bill & Melinda Gates
Foundation. State of Georgia, Illinois State Board of Investments etc.
Returns & Attribution analysis while creating and maintaining ad-hoc customized reports.
Active engagement in production monitoring and quality assurance processes.
Liaison with data providers, colleagues and customers on issues relating to the quality and timeliness of data and the
content of the reports.
To analyze accounting reports against the Balance sheet, cash flow statement and internal accounting reports, vis-à-vis
Performance and Analytics Software.
Ensuring documentation of policies, procedures and work processes and ensuring compliance with set procedures.
Ensuring maintenance of customer requirements & provision of reports as provided for by these customer.
Effective communication on all work undertaken within the team, escalating problems/providing-supporting
information.
Verify and correct the Corporate Actions posted by accounting on the daily basis to validate the returns, Participate in
department wide initiatives including transfer knowledge and training of Performance Measurement Analysts.
Performing Attribution (Asset Class returns) for a specific set of clients.
Involved in the setting up of the Service Level Agreements & Service Level Credits.
Providing regular MIS on Key Result Area (KRAs) to the Sr.Process Manager.
Onsite Project Undertaken – Toronto
State Street Investment Services Limited
Successfully Migrated Compliance Analytics Process from Toronto (Canada) to SSSSPL Pune in 2009
Responsibilities as Compliance Analyst :
- I check the reports, data that complies within the proper rules and regulation set by regulatory body.
- Performing test at any desired portfolio level for a wide range of criteria including asset mix , benchmark ,
leverage restrictions and quality ratings.
- Helping customers to monitor investments quickly and objectively and ensure adherence to investment strategies.
- I undertake the regular monitoring of fund portfolios to ensure compliance with the investment restrictions defined
in the fund’s regulations, and the fund-specific investment restrictions and objectives as stated in the prospectus.
- The timely and accurate monitoring of these restrictions, and reporting to fund managers, is facilitated through our
compliance monitoring system. Help in Researching issues and determine a root cause from Bloomberg, MCH .
- Collaborate with customers to interpret investment guidelines and suggest a selection of monitoring approaches,
then implement tests scheduled on a daily or monthly basis in a post-trade environment.
- Handling Monthly Operation Calls with clients wherein the agenda is to discuss the Timeliness, Accuracy, and
Analysis of work
- Collaborate with customers to interpret investment guidelines and suggest a selection of monitoring approaches,
then implement tests scheduled on a daily or monthly basis in a post-trade environment.
- Attending weekly calls with client and reviewing the performance of the team and to resolve if any work related
issues and satisfying client needs.
Education
CFA (Charted Finance Analyst)
ICFAI University in 2007
CERTIFICATE
Diploma in Business Finance from ICFAI University
Advance Diploma in Finance from ICFAI University
B.Com
Nagpur University in 2004
Computer Proficiency :
Software Tools : Microsoft Excel, MS Access, Visual Basic, Power Point. MS Office, Lotus Notes.
Financial Applications :
CAPeR (Contribution Attribution Performances Evaluation Reports), STATPRO (XRM & Composite),
Barclays POINT, QTECH, Portia, BoNY Mellon Work Bench, FMC, IDD, DataStream, Morningstar, Factset, Lipper,
SIRA (Style Research),
US Charles River Investment Management Services, Performance & Analytics Workstation (PNA), WM (World Market
Performance), Multi Currency Horizon (MCH), Bloomberg, C-MOD, US Mysatetsteet, Barclays Point.

References on request.
-------------------------------------------------------
More Information about this submission and submitter :-
___________________________________________________
Submission ID : 4354733
Date & Time : 10th Jul 2011 5:26 PM (UTC)
IP Address : 115.98.34.91
Browser Info : Mozilla/5.0 (Windows NT 6.1) AppleWebKit/534.30 (KHTML, like Gecko) Chrome/12.0.742.112 Safari/534.30
Predicted Country : India