Kapil Jain

Experience

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  Citibank India

  Jun 2011 - Aug 2011

  Summer Intern

  Managed the annual pricing schedule review for the billing team within the custody department, subsequently became familiar with handling large sets of data. Carried out an individual project within the bank regarding pan India stationary saves which lead to pan Indian saves of about 60,000 INR, before moving across to the trade services and cash department of the Citi group. Successfully learnt about import and export documentation and letter of credit requirements

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  Centrica

  Jul 2014 - Aug 2014

  External Economics and Strategy Consultant

  - Designed a report for the company to help increase its employee application success rate.- Formulated ideas and suggestions to help the firm increase its success rate at each application stage using social media. - Presented ideas to help the firm target specialists graduates for their engineering streams from top colleges in the UK.

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  DeVere Group

  Sept 2014 - Dec 2014

  Global Wealth Management Intern

  Analyzed various funds from major banks like JP Morgan, Goldman Sachs, etc. to provide existing clients with a plan of action for their current investment and retirement portfolio accounts that best aligned with their long-term financial goals• Maintained existing client database to ensure successful execution of services to current clients and maintained prospect database to ensure proper execution to sign on new business • Communicated with prospective clients as an initial contact in order to provide prospects with the benefits of our services and book meetings with the senior investment advisor• Attended office training sessions in order to gain a more in-depth understanding of Qualified Recognized Overseas Pension Scheme, funds management, UK pension structures, and other financial products Show less

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  DSV TRADING LIMITED

  Jan 2015 - now

  Director

  Set up a trading company in the world renowned financial centre of Hong Kong.Established trading contracts and prospective buyer and suppliers in Dubai, Hong Kong, China, Indonesia, India and Thailand.Carried out the banking activities of all import and export related business of the company.Managed to increase the YOY revenue by 80% in the 2 years of its operation.Recently carrying out expansions to other countries like Malaysia and Indonesia.