Talk to sales Try for Free

Lubna Shabbir

Account Personnel

209 followers

Hyderabad, Telangana, India

Connect with Lubna Shabbir to Send Message

Connect with Lubna Shabbir to Send Message

Timeline
Skills
Islamic finance
Wealth planning
Investments
Risk management
Financial markets
Financial accounting
Commercial banking
Mutual funds
Portfolio management
Banking
Wealth management services
Retail banking
Financial advisory
Financial services
Asset management
Strategic financial planning
Financial reporting
Asset managment
Finance
Managerial finance
Economics
Capital markets
Business strategy
About me
Management Trainee at SenSage Financial Services Pvt. Ltd.
Education
- Financial Planning Standards Board
  -
  Certified Financial Planner Finance and Financial Management Services
- Network FP
  2019 - 2020
  Qualified Personal Finance Professional Finance and Financial Management Services
- INCEIF
  2009 - 2010
  Chartered Islamic Finance Professional (CIFP)
  Risk Management of Islamic Financial Institutions (IB 2002)Islamic Economics (IE 1001)Shariah Rules in Financial Transactions (SH 1003)Islamic Capital Market (IB 1006)Takaful and Actuarial Practices (TK 2002)Islamic Financial Institutions and Markets (IB 1004)Deposit & Financing Operations of Islamic Banks (IB 1005)
- Indian School Muscat, Muscat, Oman
  1994 - 2001
  Schooling
Experience
- SenSage Financial Services Private Limited
  Apr 2006 - Aug 2009
  Account Personnel
  -Implemented the concept of single-entry books of accounts for a new company- Started, maintained and finalized books of accounts for SenSage- Participated in the conceptualization, registration of a private limited company
- SenSage Financial Services Private Limited
  Mar 2011 - Mar 2016
  Finance Officer
  - Maintaining and finalizing the books of accounts for SenSage- Oversaw investment portfolio analysis, file maintenance and broker verification- Knowledge of investor risk profiling, financial planning, recommending of savingsplans- Monitored and analyzed Key Performance Indicators (KPI) and financial ratios.- Developed financial analysis reports and presentations by applying acquiredfinancial principles.- Preparation of salaries and other payments that are to be made on periodic basis- Preparation of FLM8 returns and submission to RBI on a monthly basis- Record purchase and sale of Equity Shares in Investwell Software on a daily basis- Preparation of vouchers, Issuance of cheques, completion of disbursement forms,preparation of donations, etc.- Opening of Equity Trading, Depository Accounts, Broking, Mutual Fund Schemes- Updating of NAVs, redemptions, subscription of investors portfolios- Sending valuation reports to investors on a periodic basis- Prepare and send investment reports to investors on a monthly basis Show less
Licenses & Certifications
- Certified Personal Financial Advisor
- NCFM - Capital Market ( Dealers ) Module
- NISM - Depository Operations Certification Examination
- NISM Mutual Fund Distributors Certification Exam
- Certified Financial Planner (CFP)
  Financial Planning Standards Board Ltd.