Summary
Overview
Work History
Education
Skills
Achievement
Interest
Timeline
Generic
PANKAJ DANANE

PANKAJ DANANE

Financial Associate
Pune

Summary

To work in a organization with a professional work driven environment where I can utilize and apply my knowledge, skills which would enable me as an individual to grow while fulfilling organizational goals. Knowledgeable Financial Services Associate with over 1.5 years of experience helping clients choose the best investment and insurance policies. Accurate and detail-oriented with outstanding computational abilities. Talented in preparing, reviewing and analyzing financial statements.

Overview

3
3
Languages

Work History

Financial Associate

Wipro Private Ltd
10.2022
  • Responsible for booking the daily Expenses, Cash Forecasting using VBA Macro
  • Reporting and Projection of available cash balance hold by each fund to client
  • Developed macros, user-defined functions, and custom add-ins in Excel
  • Working for Mutual Funds & Derivatives- under mutual fund dealing with Expense posting, Booking management fees, Wire processing, Booking interest and Distribution of dividend
  • Backend process for valuation of shares, NAV calculations & preparing financial reports
  • Set up automation frameworks, tools and methodology
  • Handling client queries via email and complete the deadline in time.

Education

Bachelor of commerce -

Pratibha Institute of Business Management
Pune, Maharashtra

Skills

undefined

Achievement

Best Performer Award

Interest

Playing Cricket

Timeline

Financial Associate

Wipro Private Ltd
10.2022

Bachelor of commerce -

Pratibha Institute of Business Management

Similar Profiles

CREATE PROFILE
PANKAJ DANANEFinancial Associate