Rishabh Shrivastava Email & Phone Number

Mumbai, Maharashtra, India

Mumbai, Maharashtra, India

Mumbai

Mumbai Area, India

• Focus on enhancement and maintenance of new and existing relationships by providing tailored investment solutions as per customer profile.
• Basis customer profile, managing portfolios and advising clients on forward contracts, mutual funds and life insurance products.
• Maximising revenues through cross selling opportunities.
• Promoting remittances through Yes Bank's remittance platforms.
• Ensuring customer query resolution within specified timelines.
• First Point of contact for all Consulate and Diplomat banking relationships with Yes Bank.

London, United Kingdom

• Address key client queries and resolve them in an expedited manner, promoting sustained revenue growth through client retention, referral generation, and the leveraging of cross-sales opportunities
• Maintain a strong working knowledge of products/services and respective marketplaces, including regulatory trends, competitor strategies, product growth, general economic conditions, and other relevant information.
• Act as a liaison between clients, operations team, and other management partners to facilitate information flow and drive operational efficiency.
• Prepare daily productivity and sales MIS reports.
• Conduct due diligence on individual / corporate accounts or activities thereon in accordance with AML regulations, i.e., High Risk Countries and entities, politically exposed persons etc.
• Review funds transfer activity in correspondent accounts to discern patterns.

Chelsea Football Club, London

• Responsibilities - Financial analysis including percentage of food and beverage cost to sales and collation of accruals/allowances.
• Management of food and beverage logistics including stock inspection and coordination of order placement and delivery.
• Invoice processing for debt collection and assisting the Credit Controller.
• Assisting Food & Beverage Manager with ad hoc requests.
• Achievement:o Introduced a new product line (Cocktails) and a new bar pricing structure for profit maximisation.

London, United Kingdom

• Responsibilities: Managing a project, to research and implement a comprehensive accountancy and finance strategy.
• Achievements:o Overhauled accountancy management system: deploying, an effective payroll scheme and human resource costing structure.o Updated asset valuation procedure to enhance accuracy of financial statements.o.

Mumbai Area, India

• Responsibilities:
• Internal and Statutory Audit – Checking reliability and accuracy of financial statements in order to provide a clear understanding of the state of affairs of the company.
• Stock Audit - Verifying existence and ownership of stocks in order to ascertain their opening and closing quantity and value.
• Preparation of Profit & Loss account and Balance Sheet – Ensuring the Financial Statements show a true and fair view and are free from misstatements.
• Preparation of Tax Audit Reports – o Ensuring proper maintenance of books of accounts and other records by the assessee.o Reflecting correct income of the tax payer to ensure appropriate claims for deduction.o.
• Leading and managing audit teams of four to five people for different audits- internal, statutory or stock.

Master Of Business Administration (M.B.A.), Finance, Merit

MBA Global Financial Services

Bachelor'S Degree, Accounting And Finance, First Class

Higher Secondary, Accounting And Business/Management

High School