PROFILE• Work experience in Customer Service Industry.• 15 years’ experience in Finance & Operations.• Excellent skills in Banking Industry. PROFESSIONAL EXPERIENCECurrent Profile October 2023 to till dateKshirsagar Investments – Self Employed Professional.Foreign Exchange & Financial Planning.• Family Financial Planning, • Children Education Planning • Retirement Planning. March 2003– October 2012 Assistant Manager- HSBC InvestDirect (India) Ltd.• Handling team of 8 peoples.• Authorizing clients’ payments as well as Vendor payments as a Authorized Signatory of the company. • Monitor Broking and NBFC operations.• Monitoring of the payouts and Paying of all clients (Retail, Institution, Corporate, HNI, NRI)• Liaising with various Banks for new services from the Bank, viz, CMS, Enet Setup, ECS.• Preparing Funding Report for different Banks to analyze and mange the funds. • Finalized the Reconciliation of all Bank Accounts (Broking & NBFC) and resolving the issues related to Reconciliation by coordinating with the Banks/ Branches.• Monitoring the Processing and Dispatch of Monthly & Quarterly Balance confirmation Statement of all Clients and resolving the queries received from them as Compliance adherence.• Adherence of TAT with service level agreements.• Preparing and Calculating Statutory Payments, like Service Tax, TDS, Stamp DutyOctober 1995 – March 2003 - Assistant Finance & Accounts – Prabhudas Lilladher Pvt Ltd.Funds management for day-to-day Payin & Payout• Checking & Controlling of all types of expenses and settlement payments• Handling Fixed Deposits with Banks, Bank Guarantee & Inter Corporate Deposits• Controlling Bank Reconciliation Statements • Maintaining Fixed Asset Register• Calculation & Payment of Service Tax• Preparation of TDS Certificate & TDS returns• Preparation of details as required in the Assessment order• Preparation of Income Statement for Income Tax Returns