Sahil Chinchanikar

Operations Associate

Pune, Maharashtra, India11 yrs experience

Highly Stable

Key Highlights

Transitioned from accounting to wealth management.
Strong background in financial analysis and reporting.
Proven ability to build lasting client relationships.

Stackforce AI infers this person is a Wealth Management professional with a strong foundation in Accounting and Financial Analysis.

Contact

Skills

Core Skills

Wealth Management ServicesClient Relationship ManagementAccountingFinancial Reporting

Other Skills

Service OperationOperational ExecutionRegulatory ComplianceFinancial AnalysisAttention to DetailBank ReconciliationVisual Tfat Accounting SoftwareTally ERP 9Family Wealth ManagementTeamworkMarket ResearchBankingTeam ManagementMicrosoft OfficeBusiness Strategy

About

Sahil is keen on organizing and enjoys scheduling tasks, communicating with people, and helping them achieve their financial goals. After working as an accountant for nearly six years in the Oil and Gas industry in Sudan, Africa, he decided to transition into the Wealth Management Industry. His passion is to serve and assist individuals with their investment needs, financial objectives, ensure compliance, and provide excellent client service in the financial sector. I believe this approach will foster lasting relationships with his clients.

Experience

3q private wealth

Operations Services Manager

Sep 2021 – Present · 4 yrs 6 mos · Pune, Maharashtra, India · On-site

 Processing of Financial & Non-Financial transactions through BSE Star MF & MFU Platform as per regulatory and client requirement.
 Achieved Necessary Certifications needed as per SEBI to work in MFD Firm.
 Onboarding Client, reviewing documentation to ensure operational processes are detailed accurately.
 Establish & manage relationships with clients.
 Ensures upkeep of various database applications used by the team.
 Knowledge of Investment Asset Classes in India, deeper Mutual Fund exposure, basic understanding of AIF’s & Offshore Funds.
 Established relationships with AMCs in India.
 Executing transactions (Purchase, Redemptions, Switches, SIP, STP & SWP) on BSE Star MF & MFU platforms.
 Participate in cross-training organized by organization on all operation functions

Service OperationOperational ExecutionWealth Management ServicesClient Relationship Management

Star contracting oil & gas company ltd

3 roles

Accountant

May 2017 – Nov 2020 · 3 yrs 6 mos · Khartoum, Sudan

 Collecting and compiling all financial data, entering information to Visual Tfat Accounting Software or Tally ERP 9 and assigned appropriate journal accounts for accurate accounting of income, expenses and cost allocations.
 Attention to detail of vendors and ensured payments were received from time.
 Developing monthly accruals and entries; analyzing and reconciling accounts payable ledgers
 Reviewed, investigated and corrected errors in financial entries.
 Maintaining general ledger accounts by creating journal entries; reconciling accounts receivable
 Reconciled all bank statements and general ledgers precisely.
 Supporting internal and external audits by providing information to auditors, undertook internal audit of transactions where necessary.
 Compiling Tax Returns in compliance with legal and regulatory requirement and (South Sudan & Sudan) completing tax assessments.
 Summarizing financial status by collecting information, preparing of Balance Sheet, Profit & Loss Accounts and other reports.
 Managed office and all supporting office functions including reduction of overhead expenses.
 Preparing Financial Forecasts, provided explanations / insights on the same.
 Compiled Salary/ Overtime for Payroll Preparation.
 Maintain Employee Files
 Experience in Office Admin Assistant, book travel arrangements, organize meetings, schedule appointments, and maintain office policies and procedures

AccountingFinancial AnalysisAttention to DetailBank ReconciliationFinancial Reporting

Accountant

Oct 2013 – Oct 2016 · 3 yrs

 Collecting and compiling all financial data, entering information to Visual Tfat Accounting Software or Tally ERP 9 and assigned appropriate journal accounts for accurate accounting of income, expenses and cost allocations.
 Attention to detail of vendors and ensured payments were received from time.
 Developing monthly accruals and entries; analyzing and reconciling accounts payable ledgers
 Reviewed, investigated and corrected errors in financial entries.
 Maintaining general ledger accounts by creating journal entries; reconciling accounts receivable
 Reconciled all bank statements and general ledgers precisely.
 Supporting internal and external audits by providing information to auditors, undertook internal audit of transactions where necessary.
 Compiling Tax Returns in compliance with legal and regulatory requirement and (South Sudan & Sudan) completing tax assessments.
 Summarizing financial status by collecting information, preparing of Balance Sheet, Profit & Loss Accounts and other reports.
 Managed office and all supporting office functions including reduction of overhead expenses.
 Preparing Financial Forecasts, provided explanations / insights on the same.
 Compiled Salary/ Overtime for Payroll Preparation.
 Maintain Employee Files
 Experience in Office Admin Assistant, book travel arrangements, organize meetings, schedule appointments, and maintain office policies and procedures