VARAD TEMBE

Experience

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  MSDN & Associates

  Jun 2020 - Nov 2021

  Account Associate

  1.Providing ledger scrutiny points regarding accounts payable and accounts receivable , Providing data entry services for client's. 2.Processing and generating excel summary spreadsheet and entering data into for analysis purpose. 3.Preparing and verifying various reports, income/sales, journal entries, deposits of ticket sales receipts 4.Reconciling bank account, compile monthly reports, and assisting in preparing a projected balance sheet and income statement. 5.Offering recommendations to client's regarding changes in financial transactions as well as cash flow. 6.Working on various audits like internal audit, stock audit etc. 7.Responsible for making and processing income tax fillings as per standards. 8.Recording some kind of gstr transactions in the books of accounts. Show less

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  ShareKhanBNP

  Jan 2022 - Sept 2022

  Equity Dealer

  1.Handled client calls (placing order on behalf of clients and assisting them with their queries) 2.Handled post market trade confirmations. 3.Focused on servicing as a dealer in cash, equity derivatives and currency derivatives segment. 4.Profiled and analysed investment products to develop customized financial strategies for client's financial needs. 5.Crossed selling third-party products like Mutual funds, SIP, Insurance and PMS.

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  Motilal Oswal Financial Services Ltd

  Jan 2023 - May 2023

  Equity Advisor

  1.Responsible for generating brokerage primarily through advising clients on their equity portfolio. 2.Developed and maintained long-term relationships with customers to maintain a high level of retention of Existing customers and focus on generating new business. 3.Ensured all the activities were in adherence to compliance and risk. 4.Crossed selling third-party products like Mutual funds, SIP,Insurance and PMS 5.Advised HNI clients on Equity, Derivatives, currency, and commodity Markets. 6.Individually handled clients with a book size of 5 lacs and above. 7.Evaluated the existing investment portfolio of clients, if any, to identify areas that need improvement or rebalancing. Show less

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  MITCON Consultancy and Engineering Services Ltd

  Feb 2024 - now

  Project Finance Consultant