Kunal Dilipbhai Mehta
Current
Branch Manager Financial Planner
Education
M.Com Account & Statistics
Industry
Banking/Financial Services/Broking
Blog
Kunal Dilipbhai Mehta ’s Blogs
Yes,
everything changes. Look around you, you who reside in the so-called
mind and knowledge capital of the shining...more >>
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disclaimers.
I don’t smoke tobacco or non-tobacco items.
I don’t drink alcoh...more >>
Kunal Dilipbhai Mehta ’s experience
Product Manager/Project Manager/Manager/Supervisor/Team Leader
at
Quantum Information Services Pvt Ltd
, Ahmedabad, INDIA
May 2007 – Currently Working
Industry: Banking/Financial Services/Broking
Functional area: Banking / Insurance
• Monitoring clients’ portfolio performance conducting
profitability analysis, rendering sustained advisory services for
securing high ROI & increase retention levels. Utilization of
hedging tools in clients’ portfolio to tackle short term
volatility of the market. • Framing investment strategies for
individual and business owners towards the accomplishment of
their short term and long term goals. Providing individuals/ HNI
clients with financial planning services with a view to protect
enhance the value their unallocated surplus resources in planned
investment. • Providing need based financial solution for
retirement planning, children future planning (i.e. education,
marriage, seed capital, etc.), tax planning, monthly income,
capital appreciation, etc. • Examining different funds,
structured products to cater to clients’ diversified
requirements & it important in overall assets allocation.
• Recruit, Train, motivate and supervise the Investment
Consultants for providing customized Investment solutions. Lead
generation & pre-sales marketing support by organizing seminars &
presentations in corporate/groups about various Investment
solutions, market trends and competitive alternatives available.
Accompany them to demonstrate. Organize weekly meets for query
solving, suggestions, and short knowledge oriented
seminars. • Develop synergies and drive business plan to
achieve sales objective, team revenue generation and company
goals. Regular periodic analysis of self and team. Adapt norms to
continuously improve the accuracy and completeness of data
collection tools, update database, MIS reports, Internet-Computer
applications and network building. Support new initiatives,
Promote new policies and provide market & competitor feedback for
effecting improvements therein. • Supervising the preparation
of MIS reports to provide feedback to top management on financial
performance. Ensuring that all income/expenses bill at the end of
month are accounted properly. • Personally work for HNI
business by focusing specific segments for their Investment
requirements and revenue generation for the company.
profitability analysis, rendering sustained advisory services for
securing high ROI & increase retention levels. Utilization of
hedging tools in clients’ portfolio to tackle short term
volatility of the market. • Framing investment strategies for
individual and business owners towards the accomplishment of
their short term and long term goals. Providing individuals/ HNI
clients with financial planning services with a view to protect
enhance the value their unallocated surplus resources in planned
investment. • Providing need based financial solution for
retirement planning, children future planning (i.e. education,
marriage, seed capital, etc.), tax planning, monthly income,
capital appreciation, etc. • Examining different funds,
structured products to cater to clients’ diversified
requirements & it important in overall assets allocation.
• Recruit, Train, motivate and supervise the Investment
Consultants for providing customized Investment solutions. Lead
generation & pre-sales marketing support by organizing seminars &
presentations in corporate/groups about various Investment
solutions, market trends and competitive alternatives available.
Accompany them to demonstrate. Organize weekly meets for query
solving, suggestions, and short knowledge oriented
seminars. • Develop synergies and drive business plan to
achieve sales objective, team revenue generation and company
goals. Regular periodic analysis of self and team. Adapt norms to
continuously improve the accuracy and completeness of data
collection tools, update database, MIS reports, Internet-Computer
applications and network building. Support new initiatives,
Promote new policies and provide market & competitor feedback for
effecting improvements therein. • Supervising the preparation
of MIS reports to provide feedback to top management on financial
performance. Ensuring that all income/expenses bill at the end of
month are accounted properly. • Personally work for HNI
business by focusing specific segments for their Investment
requirements and revenue generation for the company.
Product Manager/Project Manager/Manager/Supervisor/Team Leader at Damas LLC , Dubai, Dubai
September 2005 – February 2007
• Responsible for the coordinating, supervising and training of
a staff of eight people within department and provide improved
controls for internal operations. Preparation of Daily
Sales Reports for MD, GM Sales, CFO, ASM: • With past year
comparison - Product-wise (i.e. Gold, diamond, etc) - Top volume
(by sale, by growth, etc.), Store-wise, Section-wise,
etc. • To provide detail and report for fixing of Gold (i.e.
daily purchase of gold for retail shops). Working as an
functional member • Active participation in the project of
Electronic Fund Transfer developed by NOMAD for Credit Card
operations. • Working as an internal trainer and conducting
training for new recruited staff on ERP. • Active member of
Budget and Audit team. Coordinating with Retail Outlets /
Bank / Customers & Others : • Handling all queries related to
Credit Card and loyalty programs from shops / customers / banks
and partner of loyalty program. • Updating Retail outlets on
bank guidelines in context of credit card transactions and
loyalty programs and also guiding outlet people from fraud
transactions. • Liaise and follow up with bank to ensure
smooth installation an functioning of Credit Card POS Machine,
for outstanding payments of credit cards and any query related to
disputed transactions, Charge back and to ensure regular transfer
of fund to stated account. Accounting responsibility &
co-ordination: • To finalize monthly Credit Card collection
figures and to ensure correct booking of those store-wise and
reconciliation with all concerned banks, card wise and with other
MOP like Cash, Gift vouchers etc. and passing respective
rectification JVs. • Reconciliation of partnership shops
including their other bank accounts, Inter-Shop Reconciliation,
Inter-Division Reconciliation and passing respective JVs.
• To prepare monthly reports like Refund by credit card,
Credit sales, etc.
a staff of eight people within department and provide improved
controls for internal operations. Preparation of Daily
Sales Reports for MD, GM Sales, CFO, ASM: • With past year
comparison - Product-wise (i.e. Gold, diamond, etc) - Top volume
(by sale, by growth, etc.), Store-wise, Section-wise,
etc. • To provide detail and report for fixing of Gold (i.e.
daily purchase of gold for retail shops). Working as an
functional member • Active participation in the project of
Electronic Fund Transfer developed by NOMAD for Credit Card
operations. • Working as an internal trainer and conducting
training for new recruited staff on ERP. • Active member of
Budget and Audit team. Coordinating with Retail Outlets /
Bank / Customers & Others : • Handling all queries related to
Credit Card and loyalty programs from shops / customers / banks
and partner of loyalty program. • Updating Retail outlets on
bank guidelines in context of credit card transactions and
loyalty programs and also guiding outlet people from fraud
transactions. • Liaise and follow up with bank to ensure
smooth installation an functioning of Credit Card POS Machine,
for outstanding payments of credit cards and any query related to
disputed transactions, Charge back and to ensure regular transfer
of fund to stated account. Accounting responsibility &
co-ordination: • To finalize monthly Credit Card collection
figures and to ensure correct booking of those store-wise and
reconciliation with all concerned banks, card wise and with other
MOP like Cash, Gift vouchers etc. and passing respective
rectification JVs. • Reconciliation of partnership shops
including their other bank accounts, Inter-Shop Reconciliation,
Inter-Division Reconciliation and passing respective JVs.
• To prepare monthly reports like Refund by credit card,
Credit sales, etc.
Professional (e.g. Engg., IT Developer, Marketing Executive etc.) at Centre for Monitoring Indian Economy Pvt , Ahmedabad, INDIA
April 2004 – September 2005
• To lead and co-ordinate with the marketing team by developing
and implementing new marketing strategies for new sales, renewals
(through successful client follow-up), due payments etc. and to
assure that given targets are archived for Gujarat
region. • Responsible for the supervising and training of a
staff of four people within the sales and customer service
department (for speeding profitability). • Managed the
needs/requirements of high revenue commercial accounts through
extensive follow-up procedures and by implementing training
course. • Successful account retention record of 90%.
Prepared weekly sales reports for the sales team and sales
management. • Providing analytical reports to clients for
Micro & Macro level with all business tactics. • Major clients
were Government Institutions, Corporate, Banks & Financial
institutes Educational Institutes, Individual (HNIs) and Broking
Houses.
and implementing new marketing strategies for new sales, renewals
(through successful client follow-up), due payments etc. and to
assure that given targets are archived for Gujarat
region. • Responsible for the supervising and training of a
staff of four people within the sales and customer service
department (for speeding profitability). • Managed the
needs/requirements of high revenue commercial accounts through
extensive follow-up procedures and by implementing training
course. • Successful account retention record of 90%.
Prepared weekly sales reports for the sales team and sales
management. • Providing analytical reports to clients for
Micro & Macro level with all business tactics. • Major clients
were Government Institutions, Corporate, Banks & Financial
institutes Educational Institutes, Individual (HNIs) and Broking
Houses.
Administrator/Coordinator/Specialist at Arihant Mfg Company Pvt Ltd , Ahmedabad, INDIA
February 2001 – April 2004
• Assessment of marketing potential & developing overall
business. • Preparation of MIS reports to provide feedback to
top management on financial performance. Ensuring that all
income/expenses bill at the end of month are accounted for
properly viz. Administration Bills, projects bills, revenues &
other expenses & provision. • Preparing and following up of
the bills receivables after invoicing to debtors. Conducting
analysis with aim of keep receivable under control & collection
of payments etc. • Ensuring that all payments are made to
suppliers within the stipulate time frame & managing accounts
payable within the pre-set parameters & accounting of rejection &
reconciliation. • Preparation of Bank Reconciliation and
Stock reconciliation statement.
business. • Preparation of MIS reports to provide feedback to
top management on financial performance. Ensuring that all
income/expenses bill at the end of month are accounted for
properly viz. Administration Bills, projects bills, revenues &
other expenses & provision. • Preparing and following up of
the bills receivables after invoicing to debtors. Conducting
analysis with aim of keep receivable under control & collection
of payments etc. • Ensuring that all payments are made to
suppliers within the stipulate time frame & managing accounts
payable within the pre-set parameters & accounting of rejection &
reconciliation. • Preparation of Bank Reconciliation and
Stock reconciliation statement.
Kunal Dilipbhai Mehta ’s education
M.Com [Account & Statistics],
Gujarat College [April,2008]
, Ahmedabad, INDIA
B.Com [Account & Statistics],
Gujarat College [April,2003] , Ahmedabad, INDIA
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