Ryan Hendricks Email & Phone Number

Ahmedabad, GJ, IN

Ahmedabad, Gujarat, India

Ahmedabad, Gujarat, India

• Supervising, coaching and motivating a team of paraplanners in Australian accounting and finance
• Reviewing the work of the team to ensure compliance with established policies and procedures
• Providing guidance and support for client handling and managing client relationships
• Oversight of workload management, resource allocation, and professional development of individual team members
• Maintaining key relationships with stakeholders in order to maintain and grow the business
• Ensuring consistent and effective communication within the team and with external departments

Gandhinagar

• Responsible for client onboarding and client communication including calling, e-mail communication and Zoom meeting
• Managing a team of 18 people and 18 practices to ensure timely delivery along with proficient quality
• Responsible for building relationships with Australian clients to generate sales through referrals
• Conducting regular monthly meetings with the Australian advisers and ensure we are aligned with their expectations
• Meeting annual revenue targets to ensure practices are retained on an annual basis
• Conducting regular quarterly meetings within the team to ensure personnel job satisfaction and team bonding

Ahmedabad, Gujarat, India

• Reviewing high quality and complex Statement of Advice documents for Individuals, Companies and Trusts
• Responsible for client communication including calling, e-mail communication and Zoom meeting
• Conducting regular trainings for junior and new staff
• Responsible for preparing training materials and videos to conduct training sessions

Gandhi Nagar, Gujarat, India

• Assisting Australian financial advisories and highly experienced advisers in providing most appropriate and viable financial advice to clients along with detailed analysis and projections of advice
• Fulfilling client’s goals and requirements whilst adhering to ATO and ASIC compliance
• Preparing high quality and complex Statement of Advice documents for Individuals, Companies and Trusts
• Formulating various kinds of SOAs and ROAs for advice areas including Superannuation, Insurance, Debt Management, Retirement Planning including Retirement Analysis and SMSF including LRBA
• Proficient in using financial modelling analysis software like COIN, XPLAN, Enzumo, Adviser Logic, Midwinter, and Draft Disclosure Calculator

Ahmedabad Area, India

As a part of the Investments team which specializes in research on Private Equity firms, Venture Capital domain and Investments fund. With global coverage, it aim to deliver research content and analytics about the public and private capital markets to investment banks, investment managers and alternate investment firms. The team also establishes.

Thaltej

Summer Internship at SNL FInancial.