Amit Jaiswal

Experience

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  Shree Jay Ambe Bearing Centre

  Jun 2013 - Aug 2018

  Owner

  • Owner in Family Business.• Sales & Trading, Debtors and Creditors Management, Handling of Banking relations.• Fund Investment and Trading in Proprietary Trading.

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  N.P. Associates

  Apr 2018 - Jul 2022

  Accounts cum Admin Executive
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  KFin Technologies Ltd.

  Aug 2022 - Sept 2023

  Senior Associate

  ● Oversee crucial tasks related to Alternative Investment Fund (Category I, II and III), IFSC Operations, Compliance.● Perform checks such as CVL KYC, Anti Money Laundering (AML), FATCA & Auditing.● Perform New Client Onboarding & documents good order review.● Prepare & maintain Daily MIS related to client onboarding.● Processing of Non-Commercial transactions as per regulatory and client requirement.● Generate, merge, email clients Welcome Letter, Drawdown Letter & Statement of Account.● Prepare Stamp Duty file, NAV file & perform Units Allotment & Unit Management activity based on fund receival from client.● Perform Bank Reconciliation activities based on funds receivable.● Complete archiving of investor and client documentation ensuring a full audit trail exists for subsequent retrieval.● Hands On knowledge in Fund Accounting & SEBI reporting. Show less

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  PMS Financial Services

  Oct 2023 - now

  Assistant Manager Finance

  • Conduct fundamental screening of stocks for investment and trading.• Comprehensive analysis of financial data based on quarterly and annual reports, investor presentations and company filing on exchanges.• Update and maintain financial model templates to evaluate company performance and forecast future earnings.• Qualitative and quantitative analysis like impact of news and events, external market forces, domestic and global market sentiment and assessing their impact on stock prices.• Track macro and microeconomic indicators to provide insights into financial market trends and their implications.• Keep regular update top management on market conditions and present new investment ideas for consideration.• Collaborate closely with team members for efficient trade execution and management, ensuring alignment with investment strategies.• Prepare concise reports, including morning briefs and post-market wraps, to summarize key market developments.• Track and analyze various mutual fund activities and performance, identifying trends and opportunities for investment and advisory purposes.• Manage digital media marketing activities to enhance the company's online presence and brand awareness.• Spearhead recruitment activities, including sourcing and screening candidates, to build a talented team. Show less