
Prashant Paranjpe
Account Executive

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About me
Senior Manager, Wealth Management & Protection @ AIA | MDRT Achiever
Education

University of Mumbai
2000 - 2001Bachelor’s Degree Business/Commerce, General 1st Class
University of Mumbai
2005 - 2006Master’s Degree Masters in Financial Service Management
Experience

Bernhard Schulte Shipmanagement
Feb 2002 - Jun 2006Account Executive
The Dow Chemical Company
Jul 2006 - Jan 2008Finance Executive
Bernhard Schulte Shipmanagement
Feb 2008 - Jun 2011Account Executive
UNIVAN SHIP MANAGEMENT LTD
Jul 2011 - Jul 2016 Managed budgeting and forecasting, cash flows, financial reporting, and cost control of 30 tanker managed vessel owners located world wide including US listed companies Preparation of monthly fund request to Owners along with timely submission of statement of accounts with supporting vouchers and vessel trail balances as part of the monthly reporting requirement. Oversaw ALM (asset liability management) activities and maintained adequate sources of capital to fund long-/ short- term cash requirements Drove efforts for competent management of all aspects of financial accounting, vessel accounting, ship agency, marine supplies company, and new vessel building activities Provided feedback on compliance related queries raised for sanctioned countries by bankers in order to execute the payments to suppliers , crew and 3rd parties Directed accounting and finance operations for India for on board vessel accounts and company’s Indian offices Assist finance project team translating development into daily processes and procedures Show less
FLEET CONTROLLER
Jan 2014 - Jul 2016Accounts Executive
Jul 2011 - Dec 2013

Langton Shipmanagement Limited
Aug 2016 - Dec 2017Accounts Manager
Shun Shing Group
Jan 2018 - Mar 2020Assistant Finance Manager - Shipping
AIA
Mar 2020 - nowSenior Manager, Wealth Magement & ProtectionAccomplished MDRT recognition for 4 years out of 5 years in businessAnnual premium collection from active clients surpassed HKD 6M as of Dec 2024Hot Selling Plans * Life Insurance Term & Whole Life* Critical Illness (Income Protection)* Medical Insurance World wide, Asia plans* Retirement Solutions* Kids Education planning* Deferred Tax Annuity * MPF* Group Insurance Actively recruiting potential Financial Planners this year to grow the team.
Licenses & Certifications

Mdrt-million-dollar-round-table
Million Dollar Round Table- View certificate

Learning LinkedIn Recruiter
LinkedInMar 2023
Languages
- enEnglish
- hiHindi
- maMarathi
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