•Developing and implementing investment strategies that align with the insurance company's overall financial goals and risk tolerance. This may involve considering factors such as asset allocation, diversification, and investment duration.•Assessing and managing investment risks to ensure that the portfolio is appropriately diversified and protected against potential losses. The Portfolio Manager must maintain an appropriate balance between risk and return, considering the company's liabilities and financial obligations.•Deciding how to allocate the portfolio across various asset classes, such as equities, fixed income, real estate, and alternative investments. The Portfolio Manager must adjust the asset allocation over time based on market conditions and the company's changing financial situation.•Conducting thorough research and analysis of potential investment opportunities to identify attractive assets and securities. This involves evaluating the financial health of companies, economic indicators, market trends, and other relevant data.•Making informed investment decisions based on the research conducted. The Portfolio Manager will buy, sell, or hold assets and securities in the portfolio to optimize its performance and meet the company's investment objectives.•Regularly monitoring the portfolio's performance and conducting performance attribution analysis to understand the contributions of individual investments to overall returns.•Providing regular updates and reports on the portfolio's performance and investment strategies to the company's management, stakeholders, and regulatory authorities.•Ensuring that all investment activities comply with relevant laws, regulations, and internal investment policies.•Staying up-to-date with the latest market trends, investment tools, and financial innovations. Continuously improving knowledge and skills is essential for effective portfolio management.

● Developing and sustaining solid relationships with company stakeholders and customers. ● Analysing customer feedback data to determine whether customers are satisfied with company products and services. ● Recruiting, training, and guiding business development staff. ● Providing insight into product development and competitive positioning. ● Analysing financial data and developing effective strategies to reduce business costs and increase company profits. ● Conducting market research to identify new business opportunities. ● Collaborating with company executives to determine the most viable, cost-effective approach to pursue new business opportunities. ● Meeting with potential investors to present company offerings and negotiate business deals.

● Contract Management – Prepared/drafted contract, prepared overview of contracts (paid amount, instalment schedule, outstanding) ● Organised, document and archive relevant documentation, keep files complete and up to date and maintain quality and accessibility of archive and files, confirm administrative procedures and filing procedures as laid down in Internal Control Framework (ICF) and local law/instructions ● Responsible for day-to-day financial administration and analysis of financial data; checks on accurate booking of expenditure following project budget line and expenditure booking procedures. ●Responsible for checking and consolidating financial and non-financial data in the project administrations, provides internal and external reports following internal control procedures of the organisation. ● Monitored budgets and expenditures and contribute to budget planning and revision; ● Ensured the financial transactions are authorised, recorded, filed with adequate supporting documentation, and maintained; ● Prepared and submitted timely and reliable financial updates, reports and statements; ● Support the conduct of financial audits of the organisation. . ● Supported project managers in administering recruitment and procurement of goods and services in accordance with the organisation rules and procedures; ● Created, updated and maintained organised files and records related to such, ensuring confidentiality of records. ● Process purchase of equipment and stationary items and propose maintenance and replacement when required in line with internal policy ● Assisted in coordinating the travel of the organisation's staff, consultants and senior partners which relates to the implementation of the Organization's projects. ● Assisted in organising and participating in work planning and progress reporting meetings; ● Assisted in organising meetings and events for the organisation.

Provided support and assistance to the technical team on project management and implementation activities in Punjab. Responsible for handling administrative duties including travel and logistics arrangements, technical team event arrangement and visitor liaison functions. Including the efficient handling of financial transactions, banking transfers and payments within the stipulated time. Key Contributions: ● Provided support to the technical and program staff/team including secretarial duties, such as word processing, filing, scheduling and confirmation of appointments. ● Developed and maintained a comprehensive electronic and paper filing system for the company. ● Assisted with the planning, logistics and management of meetings, workshops and training including the taking and disseminating of meeting minutes. ● Set up, maintained and updated the filing system to include project documents including work plans, project reports, project updates and other project – related documents. ● Assist technical team members with the preparation of routine and ad hoc project reports, such as weekly updates, annual work plans, ● Responsible for coordinating travel authorization (TA) and travel expense reports of staff and coordinating with accounting and finance staff to ensure timely submission of the TAs and Make staff travel arrangements e.g., hotel bookings, ticketing, travel insurance etc. ● Maintain and update an accurate inventory of all company’s property, such as computers and laptops, printers, office furniture, office supplies and other office supplies. ● Assisted in local procurement in goods and services in accordance with Company’s regulations and procurement plans, including oversight of all bids and billing as ● Developed Monthly and quarterly reports.

Oversaw and manage finance procedures and other tasks to ensure effective and efficient financial management within the company’s line of operation and ensure that they are in line with all current organisation, and national financial policies and procedures.Key Contributions: ● Supported the organisation to ensure a high standard of financial stewardship within the organisation. ● Assisted the finance Office in maintaining books, accounts and other financial records of the company are adhering to the financial standard of India financial system to ensure accountability. ● Reviewed the correctness and adequacy of accounting documents before making payments ● Prepared all payments, cash withdrawal by bank and clearing advances ● Undertook all transactions at bank (preparing transfers, receiving bank debit and credit advice, bank statement every month or where required) ● Coordinated with cashier to record all receipt vouchers, payments paid in cash to the ledger ● Performed cost allocation of accounts to put into vouchers ● Entered all payment vouchers, receipt vouchers and other journals into Agresso on daily basis ● Developed monthly financial closing report ● Prepared and assisted in the reconciliation of bank statements and physical cash ● Maintained accurate records of accounting documents/files for audit purposes. Personal Income Tax (PIT): ● Completing monthly/quarterly PIT declaration for employees, or expatriates and report to the Tax Dept. ● Compiling annual PIT finalisation for employees, or expatriates and reporting to the Tax Department. ● Contact Tax authorities on new issues of PIT and inform employees promptly.