Kriselle Dsilva

Experience

• 

  Indian Oil Corp Limited

  May 2010 - Jun 2010

  Management Trainee

  Two months internship in the finance department Project on cash management, cash flow and advances of Indian Oil Corporation of India

• 

  Kanak Jayawant and Associates

  Feb 2011 - Oct 2011

  Audit and Taxation assistant

  • Statutory audit of Companies• Tax Planning, consultancy and filing of returns of individuals• Accounts writing• Outsourced to Dun and Bradstreet for preparation of research reports of companies for Bombay stock exchange covering1) Industry overview2) Company fundamentals and business3) SWOT analysis4) Financial analysis and interpretation5) Company performance benchmarked to BSE indices

• 

  THE FEDERAL BANK LIMITED

  Oct 2011 - now

  Advising customers on various investment ideas based on the suitability to their risk profile, return, expectation, asset allocation, liquidity needs etc. Viz Mutual Funds, Equity, insurance, debt etc.Providing all kind of banking solutions to clients and working as the single point of contact for the client on behalf of the bank.Identifying new potential wealth customers through references of existing clients and other legitimate data sources.Carry out quarterly / annual portfolio review and analysis of the client’s investments and portfolio to ensure that the investments are inline with their expectations.Managing high net worth client’s (resident/NRI) for their investment and lending needs. Providing wealth management solutions to diverse financial needs of clients through premium products and services. I do this through internal and external investment recommendation and research, applying analysis to existing and new. Show less

  • Priority Banking and Wealth Management

    Oct 2013 - now

  • Officer

    Oct 2011 - Oct 2013