Manoj Malpani, Cfa (Icfai) Email & Phone Number

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

• Successfully coordinated a meeting with suppliers, prepared and published MOM within 15-18 hours, and followed up on action points to ensure timely completion.• Proactively followed up with ERP support team, resulting in quick closure and increased processing by 10%.• Played an integral role in day-to-day business operations, giving the MD an additional 20% of their time to focus on strategic planning.• Streamlined the recruitment process by screening applications from consultants and selecting candidates for interviews, resulting in a 75% reduction in follow-up time.• Implemented and maintained a performance dashboard, regularly meeting with HOD to discuss and resolve issues, resulting in a 15% increase in work efficiency.

Mumbai Area, India

• Successfully directed workflow by acting as an intermediary between all departments, arranging conference calls, scheduling meetings, composing correspondence, and managing calendars.• Recognized for exceptional customer service, promptly responding to inquiries and liaising with clients, staff, and internal as well as external stakeholders.• Assisted in the collection and preparation of documentation for reports, saving 30% of time for presenting the same to the BOD.• Provided in-depth research reports and analyzed the balance sheet and profit and loss statement to identify trends and make informed investment decisions.• Coordinated with bankers for remittance and managed funds transfer, while also handling bank accounts, credit card payments, and stock trading accounts with ease.

Lower Parel, Mumbai

• Proactively interacted with the HOD to collect data required for meetings and discussions, ensuring smooth operations and timely decision-making.• Successfully evaluated new investments, networked with promoters of investee companies, and monitored their progress post-investment.• Consistently made and distributed accurate MIS reports of various companies on a timely basis, ensuring stakeholders were well-informed and able to make informed decisions.• Developed an efficient SOP and template for reporting data, resulting in a saving of 8 hours a week in preparation time for the team.• Streamlined MIS data collection processes, increasing process efficiency by 50% and reducing errors.• Effectively scheduled and met with clients and service providers on behalf of the MD, briefing him on important details and ensuring a smooth flow of communication.

Nariman Point, Mumbai

• Designed a compelling fact sheet and pitch book, and created customized financial models based on clients' specific needs, resulting in successful fundraising and investment opportunities.• Analyzed the seller's financials and compared them with industry peers, providing valuable insights and recommendations to clients.• Collaborated closely with clients, studying their specific requirements and collecting relevant data to help them present a robust business model and secure investment.• Successfully interacted with various private equity and venture capital firms in India, high net worth individuals, corporate houses, and wealth management firms, discussing investment opportunities and arranging meetings with promoters.

Nirlon Knowledge Park, Goregaon

• Provided valuable working and analysis on cost to the head of department, offering insights and recommendations for cost optimization and efficiency improvement.• Compiled and shared periodic cost summary reports for senior management's review, highlighting key cost drivers and trends and providing actionable recommendations.• Expertly prepared MIS reports, including variance analysis between actual versus budgeted costs, reconciliation, forecasting, and budgeting, contributing to better financial planning and decision-making.• Prepared monthly accruals for AMC and FMS, providing variance analysis and performing monthly reconciliations for exceptional items, ensuring accuracy and completeness of financial data.

Mumbai & Pune

• Monitored the performance of team members and actively worked to increase team morale and motivation, resulting in an overall efficiency improvement of 5% through constant monitoring and encouragement.• Successfully managed a team of 20 associates and 2 quality analysts, ensuring smooth operations and timely delivery of projects.• Conducted monthly one-on-one meetings with all team members and ensured the resolution of all skip-level actionable items within designated timelines.• Groomed and developed 2 associates for higher roles and responsibilities, helping to build a strong and capable team.• Received client appreciation for the quality of work delivered by the team and their adherence to timelines, demonstrating a commitment to excellence.• Joined the organization as an associate and steadily climbed the ladder, eventually becoming a quality analyst and team leader through hard work and dedication.

Andheri, Mumbai

• Successfully sold DTH services for DirecTV and Dish TV to US customers through effective outbound sales calls, achieving high sales figures and contributing to the company's growth.• Consistently delivered excellent quality in sales calls, resulting in an award for achieving exceptional performance for two consecutive quarters.• Expertly placed outbound sales calls as directed, following established protocols and processes to ensure successful sales outcomes.

Cfa, Capital Market

B.Com, Commerce

Ssc (Secondary School Certificate), Primary And Secondary Education