Ekta Agarwal

Ekta Agarwal Email and Phone Number

Chief Financial Officer @ BSE Technologies Private Limited
Mumbai, MH, IN
Ekta Agarwal's Location
Mumbai, Maharashtra, India, India
Ekta Agarwal's Contact Details

Ekta Agarwal personal email

About Ekta Agarwal

I am a Deputy Chief Manager at Aditya Birla Health Insurance Company Limited, a leading provider of health and wellness solutions in India. I have over six years of post-qualification experience as a Chartered Accountant with a Masters of Commerce degree, specializing in Accounting and Finance.My core competencies include investment and banking, project management, Strategic cost optimization, Negotiations, team leadership, Automations, payment solutions and Investment Mid/Back office management. I have successfully managed critical projects in various domains, such as cash flow systems, custodian services, payment aggregator integration, hierarchical management systems, and commission calculations. I have also streamlined payment gateway processes, introduced various payment solutions, facilitated seamless transactions for new branches, and played a pivotal role in significant investment deal banking aspects with ADIA.Additionally, I have proficiently handled cash flow, back office, and mid-office operations for investment functions, ensuring zero audit points, compliance with IRDA regulations, and automation for optimized investment activities. I have also established end-to-end equity mid-office and back-office processes for streamlined operations. I excel in team management, leading 7-8 individuals, motivating peak performance, and supporting their growth. Strong communication and interpersonal abilities foster a collaborative and productive work environment through evaluations, feedback, and identifying training opportunities.I am proud to have received the prestigious Functional Excellence Award in Accounts and Finance for exceptional performance during 2020-21 and recognition as the Rising Star of the Year 2021-2022 within the organization. I was also selected for the esteemed Leadership Talent Development Program's prestigious training. My mission is to leverage my expertise and skills to deliver value-added solutions to the organization and its customers, while pursuing continuous learning and professional growth.

Ekta Agarwal's Current Company Details
BSE Technologies Private Limited

Bse Technologies Private Limited

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Chief Financial Officer
Mumbai, MH, IN
Website:
zumba.com
Employees:
6670
Ekta Agarwal Work Experience Details
  • Bse Technologies Private Limited
    Chief Financial Officer
    Bse Technologies Private Limited
    Mumbai, Mh, In
  • Bse Technologies Pvt Ltd
    Chief Financial Officer
    Bse Technologies Pvt Ltd Jun 2024 - Present
  • Zumba
    Zin
    Zumba Sep 2017 - Present
    Kharghar
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  • Aditya Birla Health Insurance Company Limited
    Deputy Chief Manager
    Aditya Birla Health Insurance Company Limited Jan 2023 - Jun 2024
    Mumbai, Maharashtra, India
    > Spearheaded critical projects, including the implementation of SAP automation for cash flow systems and IRDA form processing, resulting in process optimization.> Led a seamless transition of custodian services, ensuring operational efficiency, and risk management.> Led the end-to-end setup and implementation of back office processes for REIT & Equity ETFs settlement and accounting, ensuring seamless operations.> Successfully orchestrated the end-to-end integration of a payment aggregator solution, leading to enhanced online collection success, cost reduction, and improved customer experience.> Currently responsible for overseeing the implementation and automation of hierarchical life cycle management systems and commission, Incentive & RnR calculations, ensuring operational efficiency.> Distributor Engagement: Engaged with distributors for agency, CAB, Banca Partners, etc., and their strategic implementation. This included monthly balance reconciliation with exceptions reporting and top 10 partners' balance confirmation.> Efficient Calculations and Controls: Ensured timely and accurate calculations, procurements, payments, statements, and controls related to distribution and commission. > Automation: I also played a key role in automating manual tasks through the use of SheetKraft application, enhancing efficiency and reducing the risk of errors.
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  • Aditya Birla Health Insurance Company Limited
    Senior Manager - Investment And Banking
    Aditya Birla Health Insurance Company Limited Jul 2021 - Jan 2023
    Mumbai, Maharashtra, India
    > Oversaw board resolutions on investments and banking, providing valuable suggestions for necessary changes. I also played a pivotal role in strategic negotiation with Fintech, leading to a significant cost savings by optimizing payment gateway processes.> Streamlined payment gateway processes, achieving the substantial cost savings mentioned above through strategic negotiation and tie-ups with new gateways. I also analyzed and optimized payment modes, resulting in reduced costs while maintaining the highest standards of compliance.> Managed payment gateway escalations and collaborated with operations, IT, Persistency and sales teams to optimize collections. Additionally, I introduced and implemented various payment solutions and payment modes, including payment gateway aggregators, penny drop, auto-debit options, QR code solutions, UPI, premium financing, and CBDC, driving substantial business growth and revenue optimization.> Bank Relationships: Conducted RFPs with banks to secure setups with the lowest cost and best services. I also facilitated seamless transactions for new branches through CMS, swipe machine, and . petty cash card tie-ups while efficiently handling queries for existing setups.> Compliance: Oversaw banking activities, including account opening/closure, bank balance confirmations, fund transfers, and compliance with RBI circulars. I ensured compliance with FC-GPR filing requirements for FDI investments and successfully managed foreign capital infusion.
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  • Aditya Birla Health Insurance Company Limited
    Manager - Investment And Banking
    Aditya Birla Health Insurance Company Limited Aug 2019 - Jul 2021
    Mumbai, Maharashtra, India
    > Proficiently handled Cash flow management, Back Office, and Mid Office operations. Conducted Bank Reconciliations and Holding Reconciliations while overseeing the entire debt settlement process.> Successfully handled Internal/Concurrent Audit and Statutory audit related to investment function, ensuring zero audit points in the report.> Ensured compliance with Investment Risk Management System & Process Audit requirements by IRDA, promptly addressing any open points. > Monitored daily investment limits as mandated by IRDA. Prepared and automated Quarterly Forms and public disclosures for submission to IRDA.> Expertly managed IRDA Inspection for Investment and Banking Function, ensuring compliance and adherence to regulations.
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  • Invesco Asset Management (India) Private Limited
    Deputy Manager
    Invesco Asset Management (India) Private Limited Aug 2017 - Aug 2019
    Mumbai Area, India
    > Managed fund Cashflows both equity as well as debt funds.> Managed Reconciliations pertaining to Cashflows.> Handled entire debt settlement and equity settlement of the AMC.> Communicated with custodian, broker, counter parties, arrangers and issuers for smooth settlement.> Managed placements and maturities of margin as well as normal fixed deposits.> Handled processing of proxy instructions and timely submissions of quarterly and annual reports as per regulatory requirement.> Ensuring control over positions reflecting as per books and as per custodian.> Handled EBP implementation single – handedly.> Active Participation in handling Tri – Party Repo Implementation.
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  • Self-Employed
    Private Tutor
    Self-Employed Aug 2017 - Mar 2018
     Tutored students of standard CBSE 12th Grade for Economics
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  • Self Employed
    Private Tutor
    Self Employed Jul 2014 - Mar 2016
     Gave Private tuitions to students of standard 12th CBSE for Accountancy and Economics.
  • J & K Agarwal & Co.
    Trainee
    J & K Agarwal & Co. Jul 2013 - Aug 2014
     Filed Tax returns of private companies, partnership firms & individuals. Prepared financial accounts of private companies, partnership firm and Individuals. Filed various forms required by company law of private companies. Conducted Tax audits and filed form 3CA/3CB and 3CD.
  • Grant Thornton India
    Trainee
    Grant Thornton India Sep 2011 - Jul 2013
    Over 2 years of experience in Audit & Assurance experienced execution of various financial audit engagements across diverse sector including art, IT Software services, Security solutions, Petrol dispenser hose manufacturer, Digital advertising etc. Worked as a member of the engagement team for statutory Audits and Limited reviews of companies. Headed a team of article trainees conducting statutory audit engagement of digital advertisement company. Handled areas like Revenue, Operating expenses, Payroll, Finance cost, Fixed asset, Borrowings, Loans & Advances, related party transactions, Receivables & Payables, Cash & bank etc. Performed substantive audit procedures such as vouching, verification, Bank reconciliation statement testing, cut off procedures, salary rationalisation, depreciation & amortisation, recomputation, compliance testing etc. in order to reduce the risk of material misstatement of financial statements to any acceptably low level. Also worked as member of engagement team conducting statutory audit of company following US GAAP and conducted audit of fixed Asset as per US GAAP. Performed analytical review of financial statements using various tools and methods including ratio analysis, trend analysis, variance analysis etc. Conducted Walkthroughs to verify operating effectiveness, internal controls to understand the system and also assess the overall risk to financial statements. Conducted cash counts and inventory counts in the year end.
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  • Relaxwithtax Consultants Pvt. Ltd.
    Executive
    Relaxwithtax Consultants Pvt. Ltd. Jun 2011 - Jul 2011
     Worked as an executive & was trained in usage of customized software applications including workflow & income tax return application systems & special aspects to be considered in process of preparation and filing of ITR.
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Ekta Agarwal Skills

Auditing Powerpoint Tally Erp Public Speaking Accounting Windows Statutory Accounting Teaching Photoshop Tax English Team Management Finance Financial Services Outlook Financial Accounting Microsoft Office Microsoft Word Microsoft Excel Statutory Audit Internal Controls Financial Analysis External Audit Teamwork Management Financial Reporting Financial Statements Research Assurance

Ekta Agarwal Education Details

Frequently Asked Questions about Ekta Agarwal

What company does Ekta Agarwal work for?

Ekta Agarwal works for Bse Technologies Private Limited

What is Ekta Agarwal's role at the current company?

Ekta Agarwal's current role is Chief Financial Officer.

What is Ekta Agarwal's email address?

Ekta Agarwal's email address is ag****@****ail.com

What schools did Ekta Agarwal attend?

Ekta Agarwal attended Mumbai University Mumbai, The Institute Of Chartered Accountants Of India, Sies (Nerul) College Of Arts,commerce And Science, Carmel Convent School, The Institute Of Chartered Accountants Of India.

What are some of Ekta Agarwal's interests?

Ekta Agarwal has interest in Children, Education, Environment, Reading Dancing, Arts And Culture, Health.

What skills is Ekta Agarwal known for?

Ekta Agarwal has skills like Auditing, Powerpoint, Tally Erp, Public Speaking, Accounting, Windows, Statutory Accounting, Teaching, Photoshop, Tax, English, Team Management.

Who are Ekta Agarwal's colleagues?

Ekta Agarwal's colleagues are Joanna Nicole, Sandra Quinn, Yaneluz Jimenez, Meghana G, Pebbles Aponte Abarca, Wenndy Gastelum, Carmen Pirsan.

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