Bharati Patel

Bharati Patel Email and Phone Number

Looking for career opportunities
Bharati Patel's Location
Mumbai, Maharashtra, India, India
Bharati Patel's Contact Details

Bharati Patel work email

Bharati Patel personal email

About Bharati Patel

Experienced Assistant Professor with a demonstrated history of working in the education management industry. Skilled in Equity Research, Entrepreneurship, Management, Financial Modeling, and Microsoft Excel. Strong education professional with a MMS focused in Finance, General from Rustomjee Business school.

Bharati Patel's Current Company Details

Looking for career opportunities
Bharati Patel Work Experience Details
  • Rustomjee Business School
    Assistant Professor
    Rustomjee Business School Oct 2016 - Feb 2020
    Dahisar
    -Full time faculty, teaching Finance subjects : Financial Accounting, Financial Management, Corporate Valuation, Financial Markets and Institutions, Financial Modeling, Management Information Systems, Project Management-Received On-Screen Marking (OSM) Attendance Certificate for Evaluation and Moderation of Management Control System University Paper for MMS – First half 2017 from University of Mumbai.
  • Royal Bank Of Scotland Business
    Process Associate-Cbd,Aml(Kyb) Operations
    Royal Bank Of Scotland Business Aug 2013 - Dec 2015
    Mumbai Area, India
    Customer Tax Operations-FATCA & CRS- Validating the forms of individual as well as entity customers along with the curing documents provided to support their claim of being a tax resident in mentioned country.Based on the declaration tax status was assigned to the client.- To handle the cases / triggers from the Analytics team where there is a potential US indicia.- Ensure that the cases are processed as per designed policies and procedures set for FATCA and CRSprocess. (Review of Individual and Entity Clients of RBS and its affiliated brands with respect to taxreporting.)-Analyze and investigate client’s information from the internal source system and other public sources and in case of any suspicion, discrepancies, or missing information reached out to the customers.- FATCA and CRS Process Quality Control.CBD, AML( KYB OPERATIONS)- Perform AML and KYB checks on new and existing Commercial clients.- Review client information and ensure conformity to KYB and AML standards.- Ensuring all regulatory requirements are met and the integrity of relevant information.- Investigation of potential Sanctions and PEP hits on underlying clients generated from automated alert software.- Analysis of customer transactional behavior & products.- Analysis of cases according to internal AML procedures and process.
  • Rustomjee Business School
    Education
    Rustomjee Business School Aug 2011 - May 2013
  • Corporate Bridge Academy
    Online Internship
    Corporate Bridge Academy May 2012 - Jun 2012
    Mumbai
    Worked on a project "Financial modeling of Infosys" which covered following things-1) Analysed IT sector including major players in IT sector,its contribution to GDP2) Calculated ratios of Infosys and analysed it 3) Forecasted Balance sheet,Cash flows and Income statement4) Found out intrinsic value of Infosys stock5) Prepared an equity research report
  • Hdfc Standard Life Insurance
    Summer Intern
    Hdfc Standard Life Insurance Apr 2012 - May 2012
    Thane
    I was a management trainee.I learnt about most selling insurance products of HDFC life.

Bharati Patel Skills

Research Powerpoint Microsoft Excel Teaching Strategic Planning Financial Modeling Financial Analysis Equity Research Financial Statement Analysis Entrepreneurship Management Corporate Finance

Bharati Patel Education Details

  • Rustomjee Business School
    Rustomjee Business School
    Finance, General
  • Narsee Monjee College Of Commerce And Economics
    Narsee Monjee College Of Commerce And Economics
    Finance
  • Children'S Academy
    Children'S Academy
    Ssc

Frequently Asked Questions about Bharati Patel

What is Bharati Patel's role at the current company?

Bharati Patel's current role is Looking for career opportunities.

What is Bharati Patel's email address?

Bharati Patel's email address is pa****@****ail.com

What schools did Bharati Patel attend?

Bharati Patel attended Rustomjee Business School, Narsee Monjee College Of Commerce And Economics, Children's Academy.

What are some of Bharati Patel's interests?

Bharati Patel has interest in Chocolate Bouquets, Mehendi, Drawing, Reading Novels, Quilling.

What skills is Bharati Patel known for?

Bharati Patel has skills like Research, Powerpoint, Microsoft Excel, Teaching, Strategic Planning, Financial Modeling, Financial Analysis, Equity Research, Financial Statement Analysis, Entrepreneurship, Management, Corporate Finance.

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