Varad Tembe Email & Phone Number

Pune, Maharashtra, India

Pune, Maharashtra, India

1.Responsible for generating brokerage primarily through advising clients on their equity portfolio. 2.Developed and maintained long-term relationships with customers to maintain a high level of retention of Existing customers and focus on generating new business. 3.Ensured all the activities were in adherence to compliance and risk. 4.Crossed selling third-party products like Mutual funds, SIP,Insurance and PMS 5.Advised HNI clients on Equity… Show more 1.Responsible for generating brokerage primarily through advising clients on their equity portfolio. 2.Developed and maintained long-term relationships with customers to maintain a high level of retention of Existing customers and focus on generating new business. 3.Ensured all the activities were in adherence to compliance and risk. 4.Crossed selling third-party products like Mutual funds, SIP,Insurance and PMS 5.Advised HNI clients on Equity, Derivatives, currency, and commodity Markets. 6.Individually handled clients with a book size of 5 lacs and above. 7.Evaluated the existing investment portfolio of clients, if any, to identify areas that need improvement or rebalancing. Show less

Pune, Maharashtra, India

1.Providing ledger scrutiny points regarding accounts payable and accounts receivable , Providing data entry services for client's. 2.Processing and generating excel summary spreadsheet and entering data into for analysis purpose. 3.Preparing and verifying various reports, income/sales, journal entries, deposits of ticket sales receipts 4.Reconciling bank account, compile monthly reports, and assisting in preparing a projected balance sheet and income… Show more 1.Providing ledger scrutiny points regarding accounts payable and accounts receivable , Providing data entry services for client's. 2.Processing and generating excel summary spreadsheet and entering data into for analysis purpose. 3.Preparing and verifying various reports, income/sales, journal entries, deposits of ticket sales receipts 4.Reconciling bank account, compile monthly reports, and assisting in preparing a projected balance sheet and income statement. 5.Offering recommendations to client's regarding changes in financial transactions as well as cash flow. 6.Working on various audits like internal audit, stock audit etc. 7.Responsible for making and processing income tax fillings as per standards. 8.Recording some kind of gstr transactions in the books of accounts. Show less

Master Of Business Administration - Mba, Finance And Financial Management Services

Education record

Bachelor Of Commerce - Bcom, Cma Inter

Master'S Degree, Accounting And Finance