Varun Dave

Experience

• 

  Kotak Mahindra Asset Management Companies Limited

  Jan 2018 - Dec 2019

  Business Development Associate

  • Provided strategic investment advisory services, assisting clients in portfolio management and risk assessment.• Conducted budgeting, financial forecasting, and variance analysis to optimize investment strategies.• Tracked and managed sales expenses, ensuring accurate financial reporting and cost control.• Maintained CRM databases and financial records, streamlining internal workflow approvals.• Built and nurtured long-term client relationships, increasing revenue growth and expanding the investment portfolio.• Ensured contract documentation was accurate, compliant with financial regulations, and up to date. Show less

• 

  PwC India

  Jan 2019 - Jan 2021

  Analyst

  • Collaborated with teams to streamline the invoice generation process, increasing invoice efficiency by 3-4% per quarter and contributing to higher profitability.• Assisted the team in preparing Income Tax returns for Foreign Institutional Investors (FII), ensuring compliance with tax regulations.• Maintained internal financial records in adherence to Anti-Money Laundering (AML) and Client Assignment Acceptance regulations.• Assisted in drafting client query responses and financial documentation.• Prepared Unrealized Gains/Loss reports daily, providing clients with key insights into their financial performance. Show less

• 

  McDonald's

  May 2022 - Jul 2023

  Crew Member
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  Ivy Technology

  Jul 2023 - now

  Material Handler