Syntel Sourcing Pune : Mutual Fund Analyst

[mskavi]

Syntel Sourcing Pvt. Ltd.
http://www.syntelinc.com

Keywords: AMFI, NCFM, mutual Fund Analyst, Mutual Fund, capital market, mutual fund, fresher, bcom, baf, NCFM, AMFI, shares, stock, securities, trade, account
Designation: Mutual Fund Analyst
Experience: 0 Years
Location: Pune
Compensation:
Best in the Industry
Education: UG - B.A - Any Specialization,B.B.A - Management,B.Com - Commerce,B.Sc - Any Specialization
PG - M.Com - Commerce
Industry Type: BPO/ITES /CRM/Transcription
Functional Area: Accounts, Finance, Tax, CS, Audit
Posted Date: 02 Jan 2009

Job Description
The job profile will involve Financial Analysis of various financial and investment products and instruments. It will be a back office profile with no calling or sales involved. It will be a great opportunity to get a wide exposure to Global Securities & Capital Markets.

Desired Candidate Profile
Educational Qualification / Certifications required

• B.COM / BBA / BMS / B.SC / B.A / M.COM

• AMFI / NCFM Certifications



Desired Competencies

• Good Communication Skills

• Strong analytical skills

• Knowledge of Capital markets / Mutual funds

• Working knowledge of MS Excel



Necessary Criteria

• Candidates who have applied in the last 6 months need not apply.

• Candidates should be open to work in any shifts including night shifts.

Alternatively you may also walk in for the interview during Week-Days.

Time Slots: 9.30 am, 11.30 am & 1.30 pm

Please confirm your attendance through mail.

Please mention my name "SWATI" on the top of your resume as reference.

Venue for interview:

Syntel Sourcing Pvt. Ltd.

Delphi - Bulding, B-wing,1st-Floor, Hiranandani-Powai

Company Profile
Syntel is a NASDAQ listed MNC, having a history of 28 years in business across verticals.
Syntel diversified into the Knowledge Process Outsourcing domain in the year 2003 wherein we are involved in financial transactions relating to Mutual Funds, Hedge Funds, Fund Accounting & Reconciliation.
We have a multi-skilled workforce of 11,709+ (IT & ITES) across the globe, based out of US, Mumbai, Chennai and Pune.
We provide humungous opportunities to work on processes of “Worlds Largest Custodian Bank”, and the best of the financial services clients.
Syntel’s Knowledge Process Outsourcing (formerly reported as BPO), grew over 155 percent year-over-year and represented more than 18 percent of overall revenues at the end of 2007.

Executive Name: A. Swati Thapa

Address:
Not Mentioned

Telephone:
9220700730

[Guest]

Date: 17 / 02/ 2009

To,
Manager - HRD

Respected Sir,

It’s great opportunity for me to apply in your prestigious organisation & I am confident that my skills and past experience would make great contributions to your organisation. Therefore I would appreciate the opportunity to discuss my qualifications for this position in greater detail with you in person at your earliest convenience.

Currently providing Financial planning, Investment products like- Insurance/mutual fund/shares/company F.D. services in PUNE area, based on customer needs base analysis. Planning there portfolio accordingly there risk appetite, planning there investment based on there GOAL & Obejective considering F.V/Inflation.

Shares trading experience with Indiabulls / Indiainfoline / SRE from 2004, with knowledge of NSE / BSE online as well as offline trading, also passed NCFM- CAPITAL MARKET (DELAER OMODULE) / derivative module / IRDA INSURANCE & AMFI-MUTUAL FUND examination and having ability to provide good client base.

Basically I am chemical engineer having total work experience of 10 year and successfully handled different responsibility, as I started my carrier as production officer, then handled Industrial engineering department for 3 years also implemented ISO 9001-2001. Experience of handling Administration / MIS / ISO depts.

Experience of Insurance advisory service providing from last 6 year.


I would like to make carrier with your company and we assure you, we will prove our worth.

Looking forward to hearing from you,

With warm regards,
Anand Ramesh Gandhi.
Encl: CV for your perusal




Location Preference: Pune

CURRICULUM - VITAE

Personal Information :
Name : Gandhi Anand Ramesh

Address : Suyog-aditya residency, C-2
Flat no.94, opp.bharat jyoti stop
Bibewadi,
Pune-411037

Contact Number : 989091322 / 9822061322

E-mail : anandg128@gmail.com

Date of Birth : Aug 12, 1972.

Educational Qualification :

Degree/
Diploma Year School / College University/Board Marks (%)
Diploma In Chemical Engg
1992 P. Dr. V. V. P .College Of Polytechnic Bombay 68%
H. S. C.
1989 R. B. N. B. College
OF Science Pune 50%

S. S. C.
1987 K.J. Somaiya High school Pune 65%

Additional Qualification :

Diploma/Cert. Year Institute Grade
AMFI – MUTUAL FUND ADVISORY 2005 NCFM PASS
NCFM – CAPITAL MARKET- DEALER MODULE 2006 NCFM A
NCFM – DERIVATIVE MODULE 2007 NCFM A
NCFM – COMMODITY MODULE 2007 FORM SUBMITTED -

IRDA - INSURANCE
2005 IRDA PASS
Certificate Course in Computer Science 2001 Y.C.M.V.
Nasik A

Experience :
1. From march 2006 to Branch Manager – Peerless Securities Ltd.
July 2007 SHARES / MUTUAL FUND / DEMAT SERVICES

2. From 2003 Financial services like- INSURANCE (LIC/ICICI PRULIFE) / MUTUAL FUND / SHARES (Indiabulls/ indiainfoline) etc

3. From Feb, 1995 to Work with Electronica Machine Tools Limited
Sept 2003 Tough Carb Division, Sinnar as
“ISO & Systems Administrator”

4. From Feb, 1994 to Work with Atlas Fine Chemical Ltd.,
Dec, 1994

Work Exprience :

Past Experience: PEERLESS SECURITIES LTD – BRANCH Manager
Planning and organising: capability to translate goals into workable action plans through prioritisation, target allocation and optimal utilization of resources and commitment to meet deadlines.
Customer Focus: understanding the criticality of satisfying the customer. Analytical ability to comprehend needs of both internal and external customers, to respond appropriately and build long-term relationships with them.
Achievement Orientation: initiative and drive to aggressively pursue ambitious targets, with consistent determination to overcome obstacles and achieve outstanding results.
Team Effectiveness: ability to lead and work in teams as required by the role. Capability of motivating the team towards achieving the shared vision and team objectives.
Negotiation and Impact: ability to build internal commitment and external credibility, through effective negotiation and suitable influencing styles, based on a clear understanding of organisational decision-making dynamics.
Communication: ability to grasp and process information, and to articulate thoughts and ideas to convey/ use information in an open, transparent and meaningful manner.
Capability Building: ability to manage and develop employees in ways that allow them to fully contribute to improving the results of the business and helping them to grow personally and professionally and an ability to enhance effectiveness and efficiency of work processes & methods
Managing HNI Client base for shares as well as for shares
Financial planning on Need base analysis
Portfolio allocations
Life Insurance Services – LIC / ICICI PRULIFE
Mutual Fund Services – ICICI / HDFC /Reliance/SBI etc
Making Team to increase market share
Motivating team

Past Work Experience:
FINANCIAL SERVICES
Financial planning on – NEED BASE ANALYSIS
Life Insurance services – ICICI / LIC
MUTUAL FUND SERVICES
Basic Income tax service
Shares portfolio Management

Other than Financial Services
Work System Management
Managing Daily Product Schedule
Achieving Production Target
Implementing 5 ‘ S “ system
ISO Documentations & Implementation
Completed Auditor course for ISO System
Computerization of work systems
Work Process Development

Achievement
01) Achieved Break even in 8 month for Nasik branch
02) Awarded as Top Advisor for ICICI PRUDENTIAL LIFE INSURANCE
03) Completed ISO 9001:2000 certifications within 6 month
04) Make Systems for Customer complaints
05) Awarded for Cost Reduction in consumable

Professional objectives :

- To work in a creative and professional atmosphere
- To achieve a position which shoulders responsibility and spirited with challenge
- Extending fullest co-operation to superiors.



(A. R. Gandhi.)

[Guest]

Dear Sir,
I would like to work with Syntel Organisation, Submitting the Resume for your kind perusal.
Plz do the needful.

WAGHMARE GANESH SHIVRAM
202/4, Nikam Chawl,
Jay Maharashtra Chowk,
Bhosari- Alandi Road, Bhosari,
Pune 411039.
Email : samratganesh@rediffmail.com
Mobile : 9970501140.
________________________________________________________________________
Career Objective

To become a versatile and resourceful Employee in Organization and contribute effectively to the Organization by working to the best of my abilities.
Certification

NSE’S Certification in Financial Markets(NCFM): [51.00%]
Module : AMFI – Mutual Fund (Advisors) Module. Reg. No. NCFM-00000682515

Industry Exposure
NJ India Invest Pvt Ltd.

Customer Relationship Officer
NJ IndiaInvest Pvt. Ltd. is one of the leading advisors and distributors of financial products and services in India. Established in year 1994, NJ has over a decade of rich exposure in financial investments space and portfolio advisory services.

Job Profile :
Auditing of application forms and login them in the fundz trax software.
Maintaining database for future records.
Responsible person for Office Administration.
Solving Customer Queries relating to investments.
Maintaining good relations with the existing and new customers.

Working Duration : From June 2006.

Suma Soft Pvt Ltd
Data Entry Operator
Suma Soft offers a broad spectrum of IT services customized to suit the needs of its global customers. Our focus is towards providing reliable and high quality solutions and services. Our core portfolios of services are in the areas of business process outsourcing , tech support services and software development services.
Professional Manpower
Computer Operator
Worked as a Computer Operator in Professional Manpower Consultants, Ghatkopar, Mumbai for 5 months.
Academic Achievements
Pursuing M.B.A.(Distance Learning) from Yashwantrao Chavan Maharashtra Open University.

ExaminationYear of PassingBoard/UniversityClass
P.G.D.CM.2003M.I.T. School of ManagementI
B.Sc. (Botany)2001Pune UniversityI
H.S.C (Science)1994Maharashtra BoardII
S.S.C1992Maharashtra BoardII

Extra Curricular Activities
MS-CIT completed with 84% marks.
English Typing 30 wpm with A Grade.
Participated in Science Exhibition and General Knowledge Competition at College Level.

Personal Details
- Date of Birth : 16th September 1977.
- Marital Status : Married
- Languages : Marathi, Hindi, English.

Hobbies
Listening Music, Reading, Playing Chess, Watching Television.

Reference
Swapnil V. Admane
Asst. Manager
NJ IndiaInvest Pvt. Ltd. (Pune Branch)
Mobile 9371157995


Date:
______________________
Place: Pune (Ganesh S. Waghmare)

[Guest]

CURRICULAM VITAE
SHIV KUMAR VERMA
E-mail id : shivverma23 AT rediffmail.com

OBJECTIVE :
Seeking a challenging position to utilize my skills and abilities in areas of Marketing & Business Development, which offers a professional growth while being resourceful, innovative and flexible-
OVERVIEW :
- Building Consumer preference & drive volumes, identifying & developing new streams for revenue growth and maintain relationships with channel partners to achieve referral business.
- An effective communication with excellent relationship building and interpersonal skills, strong analytical, problem solving & organizational abilities, possess a flexible & detail oriented attitude.
PROFESNAL EXPERIENCE :
-
- Designation : Sales Executive(KORBA C.G.)
- Company : IDBI Intech Ltd. (IDBI Bank Ltd.)
- Duration : January 2009 to December 2010.
- Products : Bank Products.
- CTC : 1.08 LK pa.
Job Responsibilities
- Sourcing of Savings and Current Accounts for the bank.
- Deepening of funds in savings and current accounts.
- Selling Third party products to the existing customers of the bank.
- Achieving sales targets and qualifying for the incentives.
- Sales campaigning from time to time under the guidance of DSM.

- Designation : Sales and Distribution (KORBA C.G.)
- Company : Wealth Creator.
- Duration : April 2008 to December 2010.
- Products : Financial Services & Products.
- CTC : 1.20 LK pa.
Job Responsibilities
- Selling of mutual funds.
- Convincing the customers for various types of investment.
EDUCTION :
- Master of Business Administration (MBA- Sys & Mktg) from Chhattisgarh Swami Vivekanand Technical University (CSVTU), Bhilai with 62% in 2007.
- Bachelors of Computer Application in (BCA) from Makhanlal Chaturvedhi University (MCPRV), Bhopal with 62% in 2001.
Behavioral Characteristics :

* Commitment to quality and results.
* Responsibility.
* Sincere in attitude.
* Presentation and Leadership Skills.
* Excellent Problem solving skills.

[Guest]

Hi,
This is AVINASH VITTHAL MAGAR from PANVEL. i had completed my post-graduation(M.Sc. MATHS) in academic year 2009-11.
THANKING YOU.
waiting of ur lovely reply.

[Guest]

RESUME
HARIKESH KUMAR
Email ID : harikeshpandey_06 AT rediffmail.com

CAREER OBJECTIVE
To work in an innovative and competitive environment where I can apply my knowledge and skills as well as constant learning and contributing to the growth of the organization. My learning ability, commitment and hard work and technical skills are the strengths that will help me in becoming successful professional in IT/Electronics industry.
EDUCATIONAL QUALIFICATION

EDUCATION UNIVERSITY YEAR SCORE
BE(E&C) BAMU(Maharashtra) 2011 64%
H.S.C CBSE 2005 72%
S.S.C JSEB 2003 67%
PROJECT
INTELLIGENT TRAFFIC CONTROL SYSTEM :-
It is a microcontroller based system ,in which sensor i.e transmitter and receiver are used for
Sensing the presence of vehicle and given to microcontroller which sets the time period for the
present traffic control such that heavy traffic clear easily timing will set to different light namely Green, Red, Yellow. there are many advantage of this system like vehicle take less time in traffic,
prevent the accident, saving of time etc.

TECHNICAL SKILLS
- Diploma in Embedded system.
- Operating System : Windows-7,XP
- Other Software : Microsoft-Word 2007
HOBBIES
- Meeting Different People.
- Browsing facts & figures.
- Listening songs.
- Playing video games.
PERSONAL STRENGTH

- Team Player.
- Friendly.
- Optimistic.
- Hard Working

[Sk Samsul Alam]

SK SAMSUL ALAM
- Email : samsulmvt AT gmail.com , samsultataaig AT gmail.com
M.B.A (TOURISM), 9YRS IN MARKETING IN DIFFERENT FIELD,
- Current Designation : Senior Business Associate
- Current Company : Tata AIG Life Insurance Company Limited
- Current Location : Kolkata
- Pref. Location : Anywhere in East India
- Functional Area : Ticketing / Travel / Airlines
- Role : Mktg Mgr
- Industry : Insurance
Work Experience
Tata AIG Life Insurance Company Limited as Senior Business Associate
Sep 2003 Till Date
NOW I AM IN A SENIOR POSITION MANAGING LEADER ,TAKING EOD REPORT, DIRCTLY 15 LEADER & 200 SENIOR ,ADVISOR,ADVISOR ,EXECUTIVE ADVISOR,NLA ARE WORKING UNDER ME
- SILENT VALLEY as A Business development & Event Management Executive
Jan 2001 to Sep 2003
Look after Package tour sales for the said company.
- Work with HDFC BANK ,HOME LOAN DEPARTMENT AS A SALE OFFICER.FOR 1YRS

- Education
- PG : MBA/ (Tourism) from Burdwan University in 2001
- UG : Bachelor of Tourism & Travel Management (TOURISM & TRAVEL MANAGEMENT) from Calcutta University in 1999
- Had completed conversational English courses from, The British institute, Enlish language course from Ramakrishna Mission, Golpark, kolkata
- NOW PREPARING FOR UGC NET.
- IT Skills
WINDOWS,OFFICE,NETWORK,FOXPRO ,SSAD,INTERNET, SOFTWARE

Project
Active participant in Event management Team of T.T.E 2001 at Netaji indoor stadium Kolkata, under NUGGET Event management.
Active participant in Event management Team of T.T.F, 2001 at Netaji indoor stadium, under FAIRFEST Media
Field study tour to the state of Kerala, Goa, Tamilnadu, orrissa, Maharastra, W.B
Also been trained by Indian Airlines on computerized Reservation System

[Guest]

ELLORA BALIAR SINHA
Email : e1087 AT rediffmail.com
WORK EXPERIENCE
TCS e-serve International Ltd, Chennai
Period : August 2009 to March 2011
Location : Chennai, India
Designation : Senior financial associate
- Good Exposure to Derivatives-future, forward, swap, options, commodities, equities, bonds, financial market, Hedge funds and Mutual funds.
- Working with US based Citi investment banking.
- Cash reconciliation, Interest reconciliation, Periodic Reconciliation and Reporting and Position reconciliation are the key areas.
- Booking trades for bonds, equities, swaps and options.
- Preparing long and short position in excel.
- Preparing SOPs in a weekly basis and training manuals in a monthly basis.
- Well versed with Geneva 4.7 platform.
RR Donnelley, Chennai
Period : December 2007 to August 2009.
Location : Chennai, India
Designation : Senior Financial Associate

- Issue and cancel mutual fund certificates to reflect changes in ownership.
- Act as an intermediary for the company and handle lost, destroyed or stolen certificates.
- Opening Accounts, Purchasing and redeeming mutual funds as per the client request.
- Good exposure to Mutual funds and finance market
- Worked in Power Image and Investar Platform.
The aforesaid process stated at TCS e-serve International Ltd, was earlier handled out at RR Donnelly and later the same was taken over by TCS e-serve International Ltd, Chennai.
Hewlett and Packard (hp), Chennai
Period : February 2007 – December 2007.
Location : Chennai, India
Designation : Financial associate
- Good exposure to SAP environment.
- Good exposure to Accounts receivable and payable
Santoshi Development Complex
Period : January 2005 to January 2007.
Location : Puri, Orissa
Designation : Accounts officer
- Prepairing project report, Budget report and capital budgeting
- Bank reconcilliation
- Book keeping, Accounts and audit report.
- Worked with Tally 7.2 version
ACADEMIC CHRONICLE
- Bachelor of Commerce (B.COM) from K.K (A) College at Berhampur, Orissa 2000-2003. (75% in aggregate)
Key area : Accountancy as Honours paper
- Master of Commerce (M.COM) from S.C.S (A) College at Puri, Orissa 2003-2005. (62% in aggregate)
Key area : Finance as special paper
- Certificate in Finance from Loyola College, 2009 Chennai.
PROJECT AND SEMINAR
- Consumer Protection Act, Making Business World Socially Responsible.
- Violence Against women is violence against Human right.
- Patent right issues and Challenges.
- Portfolio analysis of UTI Mutual Fund.
ACHIEVEMENTS AND EXTRA- CURRICULAR ACTIVITIES
- Participated in international conference held at Sambalpur University at Sambalpur, Orissa on the Topic “ Patent Right –issues and challenges”
- Got first prize in Orissa Interstate College Level Symposium, 2005.
- Won various prizes for painting, music, acting, debate, seminars and symposium at school and college level.

[Guest]

I want to work with your company