
Ankit Gakhar
Account Manager

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About me
Fixed Income Dealer at ManipalCigna Health Insurance Company Ltd.
Education

IBS MUMBAI
2011 - 2013PGPM Finance, General
SIES, Nerul, Navi mumbai
2007 - 2010B.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 - 200712th Commerce
Experience

FORTUNE CARS LTD
Nov 2016 - Jun 2018Account ManagerMonitoring 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 2022Job 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 2022Senior Executive Officer
May 2018 - Jan 2021

PNB MetLife India Insurance Co. Ltd
Jul 2022 - Feb 2023Assistant Manager - Investment Mid-officeJob 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 2023Assistant 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 - nowJob 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 - nowDeputy Manager - Investment Back Office
Aug 2023 - Dec 2024
Licenses & Certifications
- View certificate

Basic to Advanced Microsoft Power BI
Skill NationJun 2023 - View certificate

Basic to Advanced Microsoft Excel
Skill NationMay 2023 
Building Interactive Dashboards
Skill NationMar 2023- View certificate

Financial Planning and Analysis: Building a Company's Budget
UdemyMar 2023 - View certificate

Basic to Advanced Tableau
Skill NationJun 2023 - View certificate

Microsoft Excel for Finance
The WallStreet SchoolMar 2022 
Certificate in Financial Modeling and Valuations
The WallStreet SchoolMay 2022
Languages
- hiHindi
- enEnglish
- puPunjabi
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