Ankit Gakhar

Ankit Gakhar

Account Manager

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location of Ankit GakharMumbai, Maharashtra, India

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  • Timeline

  • About me

    Fixed Income Dealer at ManipalCigna Health Insurance Company Ltd.

  • Education

    • IBS MUMBAI

      2011 - 2013
      PGPM Finance, General
    • SIES, Nerul, Navi mumbai

      2007 - 2010
      B.Com.(B&I) Commerce
    • St. Joseph's Convent School Ferozpur, Punjab

      1995 - 2005
    • The 1% Club

      2024 -
      Personal Finance Mastery Personal Finance
    • Apeejay School

      2005 - 2007
      12th Commerce
  • Experience

    • FORTUNE CARS LTD

      Nov 2016 - Jun 2018
      Account Manager

      Monitoring of Funds and Expansion plans for the Company Preparation of Management information systems and producing it to management for review Reconciliation of Tata motors account to ensure payments/receivables are processed as per the con-tracts Ensure the invoicing done by Tata Motors is as per the existing tax regime and ensure the payments are made after deducting taxes at the sourceLoan & Debt Management Managing loan disbursements and ensuring that the funds are available as required Ensuring timely debt servicing through monitoring various loan facilities while acting as a single point of contact to the banks and financial institutions for day to day matters Compilation of receivables and payables for the companies and assist in preparation of periodic Information Reports Taxation Goods And Service Tax (GST)/Vat TDS,TCS Show less

    • Future Generali India Insurance Company Limited

      May 2018 - Jul 2022

      Job Profile - Investment Mid Office* Daily Perform Cash Management Request - For Front office & Operational Expenses.* Executing deals as per Front office.* Reconciliation of holdings on daily basis.* Preparing of Quarterly & Yearly Forms as per IRDA guidelines. Job Profile - Investment Back Office* Daily Perform Cash Management Request - For Front office & Operational Expenses.* Executing deals as per Front office.* Reconciliation of holdings on daily basis.* Preparing of Quarterly & Yearly Forms as per IRDA guidelines.

      • Assistant Manager

        Jan 2021 - Jul 2022
      • Senior Executive Officer

        May 2018 - Jan 2021
    • PNB MetLife India Insurance Co. Ltd

      Jul 2022 - Feb 2023
      Assistant Manager - Investment Mid-office

      Job Profile - Assistant Manager - Investment Mid-Office* Regulatory & Internal limits on day to day basis - Review and Reporting.* Adhere to any regulatory changes in compliance limit.* Daily Cash flow and deal management.* Preparation of various Monthly/Quarterly/Yearly reports.* Dealing room compliance and trade compliance.* Competitor analysis on Portfolio Investments.* Preparing and submitting IRDAI Quarterly Investment Returns.* Ensure all requests from Audit are answered timely and provided with sufficient support Show less

    • DNA Growth

      Mar 2023 - Aug 2023
      Assistant Manager

      * Created financial dashboards to provide insights into key performance indicators.* Designed and implemented a budgeting system that accurately tracks and reports on financial performance* Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.* Prepared financial statements and presented results to management, resulting in improved decision-making* Comparing results between expected and actual results to find areas for improvement.* Extensive economic modeling experience and a strong proficiency in Microsoft Excel, including moderate/ advanced formula composition skills (i.e., extensive if statements and look-up formulas)* Analyzed and monitored cash flow to identify areas of improvement and reduced liquidity risk* Leadership and Mentoring: Provide guidance and mentorship to junior finance team members, fostering their professional growth and development.* Collaborate with cross-functional teams, including finance, RA, and executive management, understand business requirements, and provide financial analysis support. Show less

    • ManipalCigna Health Insurance Company Ltd.

      Aug 2023 - now

      Job Profile - Deputy Manager - Investment Operations* Regulatory & Internal limits on day to day basis - Review and Reporting.* Adhere to any regulatory changes in compliance limit.* Daily Cash flow and deal management.* Preparation of various Monthly/Quarterly/Yearly reports.* Dealing room compliance and trade compliance.* Competitor analysis on Portfolio Investments.* Preparing and submitting IRDAI Quarterly Investment Returns.* Ensure all requests from Audit are answered timely and provided with sufficient support Show less

      • Deputy Manager - Fixed Income Dealer

        Dec 2024 - now
      • Deputy Manager - Investment Back Office

        Aug 2023 - Dec 2024
  • Licenses & Certifications

    • Basic to Advanced Microsoft Power BI

      Skill Nation
      Jun 2023
      View certificate certificate
    • Basic to Advanced Microsoft Excel

      Skill Nation
      May 2023
      View certificate certificate
    • Building Interactive Dashboards

      Skill Nation
      Mar 2023
    • Financial Planning and Analysis: Building a Company's Budget

      Udemy
      Mar 2023
      View certificate certificate
    • Basic to Advanced Tableau

      Skill Nation
      Jun 2023
      View certificate certificate
    • Microsoft Excel for Finance

      The WallStreet School
      Mar 2022
      View certificate certificate
    • Certificate in Financial Modeling and Valuations

      The WallStreet School
      May 2022