Raj Dholia Email and Phone Number

• Gathering and Reviewing Financial reports and records.• Identify and obtain the information necessary to compile financial cashflow forecast.• Creating and Modeling different possible financial scenarios.• Compile draft net worth statement, income and expenditure statements and financial cashflow forecast and discuss with planner. • Determining how assets should be allocated and making recommendations on which scenario should be followed.• Producing charts, graphs, and… Show more • Gathering and Reviewing Financial reports and records.• Identify and obtain the information necessary to compile financial cashflow forecast.• Creating and Modeling different possible financial scenarios.• Compile draft net worth statement, income and expenditure statements and financial cashflow forecast and discuss with planner. • Determining how assets should be allocated and making recommendations on which scenario should be followed.• Producing charts, graphs, and histograms to act as visual aids to educate the client and help the client make an informed decision.• Assisting a financial planner in preparing the presentation of the information to the client. Show less

• Providing working capital loans to SME’s.• Collecting information of potential solvency of applicant.• Analysis of financial statements.• Keeping company credit exposure within set risk bearing limits.• Helping to enhance the quality of credit applications.• Using credit-scoring systems for small credit amounts (such as small unsecured personal loans).

• Acquisition, standardization and dissemination of bank data in accordance with processes, procedures and priorities.• Provide accurate and timely financial data to investment bankers, with access to an in-depth electronic database, which is also available online and updated 24/7.• Keeping up to date knowledge on industry trends and reporting standards of European regions.• Review client cases and help resolve their issues and establish or refine procedures and processes as per… Show more • Acquisition, standardization and dissemination of bank data in accordance with processes, procedures and priorities.• Provide accurate and timely financial data to investment bankers, with access to an in-depth electronic database, which is also available online and updated 24/7.• Keeping up to date knowledge on industry trends and reporting standards of European regions.• Review client cases and help resolve their issues and establish or refine procedures and processes as per client request.• Troubleshoot issues and provide meaningful feedback to co-workers. Show less