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Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund is one of the topmost mutual funds firm in India and it is promoted by Kotak Mahindra Bank. Kotak Mahindra Mutual Fund’s asset manager is Kotak Mahindra Asset Management Company Limited which is a fully owned subsidiary company of Kotak Mahindra Bank.

A glance at Kotak Mahindra Mutual Fund:

Kotak Mahindra Mutual Fund started its schemes in December 1998 and it is promoted by Kotak Mahindra Bank which is one of the country’s topmost financial institutions that provides a wide range of financial solutions such as investment banking, commercial banking, life insurance and stock broking.


The asset manager of Kotak Mahindra mutual fund is Kotak Mahindra Asset Management Company Limited which is a fully owned subsidiary company of Kotak Mahindra Bank.

Kotak Mahindra Mutual Fund manages the assets of around 434,504 investors in a wide range of schemes. According to estimates of August 2006, Kotak Mahindra Mutual Fund had assets of more than Rs. 12,530 crores under its management. It is the first mutual fund firm in India to start a scheme of dedicated gilt that would make investment in securities of government only. The Chief Executive Officer of the Kotak Mahindra Asset Management Company is Mr. Sandesh Kirkire and its Chief Operations Officer is Mr. R. Krishnan.

Awards received by Kotak Mahindra Mutual Fund are:
  • ICRA AWARDS, 2006
  • LIPPER FUND AWARDS, 2006
  • NDTV AWARDS, 2006
  • ICRA MFR 1 (December 2004 & December 2005)
  • CRISIL BEST FUND AWARD 2003
  • OUTLOOK MONEY BEST WEALTH CREATOR DEBT 2003
Various schemes offered by Kotak Mahindra Mutual Fund are:
  • Kotak Lifestyle
  • Kotak Mid-Cap
  • Kotak Global India
  • Kotak Flexi FOF Series I
  • Kotak Opportunities
  • Kotak Dynamic FOF
  • Kotak Floater Short Term
  • Kotak Income Plus
  • Kotak Twin Advantage Series III
  • Kotak Floater Long Term
  • Kotak Twin Advantage Series II
  • Kotak Flexi FOF Series II
  • Kotak Tax Saver
  • Kotak Contra
  • Kotak 30
  • Kotak Flexi FOF
  • Kotak Equity FOF

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Nupur Khandelwal

Nupur Khandelwal
Mobile: 09549278028 ~ E-Mail:
[email protected]
________________________________________

Professional Goal
To get excellence in concerned job and to achieve a higher position in the company by handling and solving the assigned job and to be an asset of the company as well.

AN OVERVIEW

Offering nearly 1.5 years of experience in Finance & Accounting in Client Relationship Management across International Clients by rendering services. A keen performer with exposure in reconciliations of Investment & Equity, Fixed Asset, Business sharing, Goodwill & Intangible assets, FMV Derivatives, Intercompany accounts

Timely performing various activities apart from deliverables, CTA roll forward submissions, Intercompany submissions

Academic Qualification
Graduate in Commerce (B.B.A) from Rajasthan University, Jaipur (Rajasthan) in 2009. And completed MBA in (Finance) from Rajasthan Technical University in 2019.

Current Status
Presently working as an Process Associate since JULY ’2011 with Genpact India (Pvt) Company, which handles the operation of General Electrics (GE) Engaged in business of rendering various different service like Finance, Insurance, healthcare, Auditing, handling credit card services, T&L etc.

Accounting Software
Oracle

Job Responsibilities

 Currently assigned with intercompany reconciliations, Auditing, submissions related to Rectool, Intercompany, Currency translation adjustment (CTA) roll forward, Investments & equity part.
 Preparing reconciliations of Intercompany
 Taking care of CAS Audit, FMP Audit, SOX Audit and other internal audits

Projects
Taking care of CTA toolkit and Investment and Equity projects

Training

Done Industrial Training in “INDIABULLS SECURITIES LTD.”during M.B.A Course from June 17th to August 1st
Work Done:-
• Worked on P.I.B Software.
• Back office work.
• Client support for any query.
Done Industrial Training in “BAJAJ ALLIANZ GENERAL INSURANCE” during B.B.A Course from June 17th to August 1st
Work Done:-
• Back office work.
• Client support for any query.

Achievements
:

• 1st Position in 12th Board Examination
• 2nd Position in street play in Subodh College of management jaipur.
• 2nd Position in add making in BMIT
• Participation in business quiz, group discussion and various other cultural activities
• 1st Position in MBA at college level
• Got three Bronze awards by clients in GENPACT

Education Qualification:
Standard Year % University/Board
B.B.A. 2009 60 University of Rajasthan
12th 2006 77.23 Rajasthan Board Ajmer
10th 2004 65 Rajasthan Board Ajmer
M.B.A 2019 72 R.T.U

ACADEMIA

Graduate in Commerce (B.B.A) from Rajasthan University, Jaipur (Rajasthan) in 2009. And completed MBA in (Finance) from Rajasthan Technical University in 2019.

PERSONAL DOSSIER

Date of Birth: 4th Jan, 1990
Address: Plot No 480 D/Block, Malviya nagar, Jaipur
Marital Status: Unmarried
Nationality : Indian
Language : English and Hindi

shaifali
Santoshkumar Gupta December 5, 2009 at 11:14 am

Curriculum Vitae

Santoshkumar Nandlal Gupta,
Saraswati General Store,
Road No. 33,
Indira Nagar, Wagle Estate,
Thane (W),
Thane – 400604.
Objective:

To accomplish my assignments with responsibility, sincerely & to help everyone for the betterment and prosperity of the company.

Other Information:

Date of Birth : 31st December, 1983.
Nationality : Indian.
Telephone No. : 9769450021 / 022-25812801
E-Mail I. D. : [email protected]
Hobbies : Reading Books, Playing Cricket & Surfing.

Educational Qualification:

EXAM
BOARD/EXAMINATION
YEAR OF PASSING
PERCENTAGE
S. S. C.
Maharashtra Board
1999
58.40%
H. S. C.
Maharashtra Board
2001
65.17%
T. Y. Bcom.
Mumbai
2005
60.00%

Other Qualification : AMFI CERTIFICATION “Advisors Module”

Computer Skill Summary:

Operating System : Windows 98/ME/XP
Application System : MS-Word, MS-Power Point 2000 & XP
Spread Sheet : MS-Excel 2000
Certification : Diploma in Computer Application with ‘A’
Grade from “SICT” from Thane.
Work Experience:

1) Reliance Mutual Fund

Designation : Sales Trainee
Department : Retail / Nationalise Distributors
Period : Dec 2007 to Till Dated

Key Responsibility Areas
Initiate and Maintain personal contact with allocated nationalized distributors for Reliance Mutual Fund.
Approaching distributors regularly to maintained relationship.
Provide training & organize events to new & existing staff at distributor’s office about Mutual Fund & ongoing products.
Provide presentations to distributors about New Product Launched by Company.
Generate business/sales through allocated distributors.
Provide Information about Reliance MF schemes & promote Reliance MF Schemes.
Convey distributor requests for information or servicing requirements to Branch & Relationship Manager.
Closing Mutual Fund deals.

2) Cholamandalam MS Gerneral Insurance Company Ltd.

Designation : Sales Officer
Department : Motor
Period : April 2007 to Nov 2007.

Key Responsibility Areas
Maintaining Relation with DSA’s & Agent.
Appointing new DSA & Agent for Improving Motor Insurance Business.
Providing Service to Appointed DSA’s & Agents.
Also maintaining relationship with customers.

3) Shri Sadguru Engineering Works.

Designation : Office Accountant
Department : Back Office, Thane
Period : April 2004 to March 2007

Key Responsibility Areas
Maintaining Petty cash, Purchase & Sales Register & Bank Reconciliation.
Preparation of the Letter or Notice.
Recording and Updating the Register and Daily Transactions.
Keeping records of payments made by customers

Date :

Place : Thane

(Santoshkumar Gupta)

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