Param Jain

Experience

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  GCEC - Global Centre for Entrepreneurship and Commerce

  Sept 2021 - Jun 2024

  Associate
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  Chakra Partners

  Nov 2021 - Jul 2022

  Business Advisor

  Here, I fulfilled the following responsibilities:1. Prepared Annual Budget and Variance Analysis Report for several internal and external clients.2. Gained expertise in Xero Advisor and Xero Payroll and maintained books of more than 11 international clients.3. Gained efficiency in coding, Bank Reconciliation, Payroll, GST filing, yearly budgeting, reports, etc.4. Prepared journal, trial balance, P&L and balance sheet in Xero and have a basic understanding of year-end accounting. Show less

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  WFA Consultants

  Aug 2022 - Nov 2022

  Financial Analyst

  Here, I fulfilled the following tasks and responsibilities:1. Prepared various financial reports of international companies by analysing their annual reportsand researching also played a big role.2. Worked with various finance and management professionals and analysed the company and provided recommendations under their guidance.

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  Kpmj-associates.com/

  Nov 2022 - Feb 2023

  Financial Services Intern

  Here, I fulfilled the following tasks and responsibilities:1. Prepared project reports of several companies which included financial statements of variousclients along with ratio analysis, variance analysis, credit reports and many more.2. Analysed the client’s financial situation through fact-finding and discussed long-term goals to determine the client’s needs.3. Provided support to credit analysts with analysis of financial information and credit reportsand assisted with credit presentations.4. Monitor individual loans and compile periodic reviews and analysis. Show less

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  Maloo Investwise Private Limited

  Mar 2023 - Jun 2023

  Assistant Mutual Fund Distributor

  Here, I fulfilled the following responsibilities:1. Managed 5-7 clients per day and their portfolios and made them more aware of the benefits of well diversified portfolio.2. Introduced new mutual fund schemes in the client’s portfolio and helped investors understand other competitive products like Fixed Deposits, ULIPS, Equity shares and many more.3. Educated the potential investors about the basics of mutual funds, their risk profile and their returns.4. Assessed risk tolerance of clients and recommended mutual funds based on their risk appetiteand developed investment strategies that match investors’ objectives and needs. Show less