Ca Rakesh Kumar Email & Phone Number

Neemrana, Rajasthan, India

New Delhi, Delhi, India

•Compliance of RBI Circular for corporate clients•Working in Banking Software like I-core, I-view, omniflow etc•Worked on Trust & Retention Account Agreements•Prepared Bids for handling dividend payments & for handling payment of interest/principal for bond accounts of various corporates•Regular meetings with officers of corporates and understand their problems and provide solutions to them•Worked on various Trade & Cash Management Solution Products like Bank Guarantee… Show more •Compliance of RBI Circular for corporate clients•Working in Banking Software like I-core, I-view, omniflow etc•Worked on Trust & Retention Account Agreements•Prepared Bids for handling dividend payments & for handling payment of interest/principal for bond accounts of various corporates•Regular meetings with officers of corporates and understand their problems and provide solutions to them•Worked on various Trade & Cash Management Solution Products like Bank Guarantee, Letter of Credit, Factoring, Stand by Letter of Credit, Corporate Internet Banking etc•Building & maintaining healthy business relations with clients, ensuring high customer satisfaction matrices by achieving delivery and service quality norms•Handled major PSU & GCG clients of Transaction Banking Group in ICICI Bank•Assessing customer feedback, evaluating areas of improvements & providing critical feedback•Analysing financials of the client & identifying opportunities for the bank for generating income•Enhancement of the relationship by cross selling products & services as per client needs•Retention of the customers by providing the best possible services & being the dedicated point of contact for these clients•Focused on 360 degree banking & worked closely with cross functional teams like Product/Compliance/Business/Treasury/Retail team Show less

Laxmi Nagar Delhi

•Responsible for drafting, maintaining & evaluating mechanism for recording varying nature of transactions so that requirements of highly volatile GST Act are complied from time to time•Responsible for verifying availability of Input Tax Credit (ITC) of various procurements and booking thereof in books of account and relevant register•Filing of GSTR 1, GSTR 3B, GSTR 9 & GSTR 9C of various clients

Rani Bagh Pitampura

•Performed statutory audit of Companies•Finalisation of Balance Sheet and Profit & Loss Account of various corporates as per Indian GAAP•Handled Tax Audit of various corporates and other entities & filed Tax Audit Reports•Prepared & filed various returns under Delhi VAT lawsThis was one of the worst phase in my life. During second year of articleship, I was suffered from Hepatitish C disease and I had to left my articleship and studies as I was not able to do anything for… Show more •Performed statutory audit of Companies•Finalisation of Balance Sheet and Profit & Loss Account of various corporates as per Indian GAAP•Handled Tax Audit of various corporates and other entities & filed Tax Audit Reports•Prepared & filed various returns under Delhi VAT lawsThis was one of the worst phase in my life. During second year of articleship, I was suffered from Hepatitish C disease and I had to left my articleship and studies as I was not able to do anything for sometime. After recovering from this disease, I had joined my articleship and started my CA final preparation. At that time, new course of CA has been announced by ICAI on 01. 07.2017. I had decided to go to new course and I had taken fresh lectures of those subjects which I had prepared during my articleship tenure. My attempt was due in May 2018 but due to some reason I had decided to give my exams in Nov 2018 attempt. I gave group 1 of CA final and result came on 23.01.2019 which was also my birthday. This is the worst day and I will always remember this date. I was not able to clear this exam as I secured 158 out of 400 marks. I had decided to give my group 1 exam in May 2019 attempt. But again one worst incident happened in my life. My father had met a very bad accident and he got hospitalised in Feb 2019. My family ran into a very deep trouble as financial condition of my family was very bad at that time and we had to incur medical charges for the treatment of my father. Somehow we managed to get the treatment of my father with the help of some relatives who had supported me during this time. But even after that we were facing a lot of difficulty as no one was earning and we had in deep financial trouble. I had also started some part time job along with my studies. I gave my group 1 exam of CA final in May 2019 attempt and I had not able to clear I this attempt. I got 195 out of 400 marks and this time I was flunked because of audit as marks in audit was 33 in that, attempt. Show less

Azadpur

•Filing of Income Tax Returns of Individuals, Firms & Companies•Filing of TDS returns•Advising clients about Tax Planning as per Income Tax Act, 1961•Assisted in formation of companies•Prepared & filed various forms with Registrar of Companies

Cfa Level I, Finance, Pass

•Ethical & Professional Standards •Quantitative Methods •Economics •Financial Statement Analysis •Corporate Issuers •Portfolio Management.

Ca Final (New Course), Taxation, Pass (59.375%)

•Financial Reporting •Strategic Financial Management •Advanced Auditing & Professional Ethics •Corporate & Economic Laws •Strategic Cost.

Advanced Integrated Course On Informatiom Technology And Soft Skills (Aicitss) - Mcs, Management And Communication Skills Course, Completed

Advanced Integrated Course On Informatiom Texhnology And Soft Skills (Aicitss), Information Technology, A

Bachelor Of Commerce - Bcom, Commerce, Second(57.17%)

•Export Procedures & Documentation •Business Environment •English for Practice Purposes •Foundation Course in English 1 •Foundation Course.

Gmcs - I Course, General Management & Communication Skills, Completed

Orientation Programme, Communication, General, Completed

Ca Intermediate (Ipc), Accounting And Finance, Pass (52.57℅)

Activities and Societies: •Accounting •Business Laws, Ethics and Communication •Cost Accounting and Financial Management •Taxation.

Computer Training Course, Information Technology, Completed

Common Proficienct Test (Cpt), Accounting And Finance, Pass (66.50%)

Activities and Societies: After clearing my Class XII exam in 2011, I was still not clear what to do. I want to pursue MBA but due.

Class Xi & Xii, Science, First (64.6%)

Activities and Societies: This was also one of the bad phase of my studies. I was not clear at that time in which stream I should go..

Class Viii To Class X, Secondary Education, Second (53.80℅)

Activities and Societies: This is the worst phase during my studies. Due to some financial problems in my family, my studies was severly.

Lkg To Class Vii, Primary School, Excellent

This is one of the best part of my studies. I was a consistent class topper during my childhood. I have secured Rank 1 in Class IV & Class.

Cfa Level Ii, Finance, Currently Pursuing

•Ethical & Professional Standards •Quantitative Methods •Economics •Financial Statement Analysis •Corporate Issuers •Equity Investments.