CA Ankur Jain

Business Development Executive

New Delhi, Delhi, India11 yrs 11 mos experience
Highly Stable

Key Highlights

  • Expert in investment advisory and portfolio management.
  • Proven track record in business development and client relations.
  • Strong background in financial control and auditing.
Stackforce AI infers this person is a Finance and Investment Management expert with strong capabilities in construction materials and auditing.

Contact

Skills

Core Skills

Investment AdvisoryPortfolio ManagementBusiness DevelopmentConstruction ManagementFinancial ControlInternal AuditMarketingSupply Chain ManagementStatutory AuditsAccountingFinancial ReportingUs Gaap Reporting

Other Skills

Client AcquisitionCapital Market ResearchCommunicationMarketing ManagementTaxationSales StrategyComplianceGovernment ReportingFinancial TransactionsBudgetingMutual FundsWealth AccumulationLogistics ManagementFraud DetectionStress Management

About

With extensive expertise in finance and investment management, my role as a Investment Advisor involves leveraging a deep understanding of macroeconomics, technical analysis, and financial analysis to optimize clients' wealth in the Indian equity and derivatives markets. At AJMR MARKETING PRIVATE LIMITED, strategic business development has been a cornerstone of my directorship, fostering robust relationships with key contractors and aiding in significant project acquisitions to maximise the quantum of sales for construction materials. Developed key relationships with reputed developers like TARC, DMRC, AMP Motors, Unity Group etc during the period. Developed logistics management skill during my association with Wonder Cement Ltd which is a renowned cement manufacturer in India. My approach to financial advisory is multi-faceted, focusing on business structuring, wealth management, risk management, and fraud detection to support new and growing enterprises. Through a combination of astute tax assessment and financial strategy formulation, I have contributed to the financial robustness and strategic direction of our clients. My commitment to excellence is reflected in the development of effective internal controls and the structuring of financial processes that empower organizations to thrive. I am member of following professional bodies :- 1. ICAI INDIA 2. CPA Ireland

Experience

11 yrs 11 mos
Total Experience
2 yrs 11 mos
Average Tenure
--
Current Experience

Mirae asset sharekhan

Business Partner

Apr 2022Present · 4 yrs 1 mo · Delhi, India · Hybrid

  • Results-driven capital markets professional with experience as a Business Partner with Mirae Asset Sharekhan. Skilled in client acquisition, investment advisory, and portfolio management. Strong understanding of equity markets, compliance, and wealth products. Proven ability to grow revenue and build long-term investor relationships.
  • Client Acquisition & Relationship Management: Developed strong ability to acquire new clients, manage high-value investor relationships, and deliver tailored investment solutions across equity, derivatives, mutual funds, and wealth products.
  • Investment Advisory & Portfolio Planning: Gained expertise in understanding client risk profiles, recommending suitable investment products, preparing asset allocation strategies, and assisting clients in long-term wealth building.
  • Capital Market Research & Market Analysis: Built skills in analysing market trends, tracking economic indicators, monitoring equity & commodity movements, and interpreting research reports to support informed decision-making.
  • Communication & Investor Education: Skilled in explaining market concepts, conducting client meetings, delivering product presentations, and guiding new investors with clarity and confidence.
  • Entrepreneurial & Business Management Skills: As a business partner, developed capabilities in managing day-to-day operations, planning local marketing activities, handling financial planning, and building a sustainable client-focused approach.
Client AcquisitionInvestment AdvisoryPortfolio ManagementCapital Market ResearchCommunication

Ajmr marketing private limited

Director

Sep 2014Mar 2024 · 9 yrs 6 mos · Delhi, India · On-site

  • With 12 years of experience in the construction materials industry, I am dedicated to advancing the quality, efficiency, and sustainability of building materials. My expertise spans the development, sourcing, and distribution of construction materials, ensuring that clients receive high-performance products that meet industry standards and project requirements.
  • My approach is centered on innovation, quality, and client satisfaction. By staying abreast of industry advancements and maintaining a customer-focused mindset, I aim to deliver superior construction materials that drive the success of every project. Whether enhancing product offerings or streamlining supply chain processes, I am committed to contributing to the excellence and growth of the construction materials sector.
  • I am eager to connect with industry peers, clients, and partners interested in discussing construction material innovations, market trends, or potential collaborations. Let’s connect and explore how we can work together to achieve building excellence.
Business DevelopmentConstruction ManagementSupply Chain ManagementMarketing Management

Elite spirits & wines group

Financial Controller

Aug 2014Mar 2022 · 7 yrs 7 mos · New Delhi, Delhi, India

  • Over the span of 8 years with one of the reputed group in liquor trade which was involved in handling and distribution of liquor across Delhi for major known brands like Glenfiddich, Bacardi, Teachers, Four Cousin Wines, Budweiser Beer and many more. The group also had worked as CnF for Allied Blender & Distillers Ltd during my tenure. The experience has helped me gaining knowledge and functioning of liquor business in India, with all aspects like licensing, price determination, sales strategy, marketing support, excise liaisioning.
  • The major learnings while heading their finance operations which includes Internal Audit, Internal Controls, Accounting, Taxation aspectes like Preparation of Financial Statements, Assisting with Statutory Auditors, AP/AR Reconciliation have helped gaining insights of core business on the basis of which have advised management many times for expense management to overall maximise the profits.
Financial ControlInternal AuditAccountingTaxation

Wonder cement ltd.

Business Partner

Jul 2012Aug 2014 · 2 yrs 1 mo · New Delhi, Delhi, India · On-site

  • Served as business partner for the company; oversaw all aspects at the time of launch of their new product in Delhi region.
  • Managed marketing activities with business head for penetrating and spreading brand awareness
  • Build network for the company and helped developing marketing strategies to maximise and achieve sales targets.
  • Have gained experience of working in construction industry, their supply chain management and marketing techniques.
  • Achieved highest Annual Turnover of 200M with regional sales volume of 2500 MT on monthly basis
MarketingSupply Chain ManagementSales Strategy

Sanjay v gupta & associates

Senior Auditor

Aug 2011Jul 2012 · 11 mos · New Delhi, Delhi, India

  • Handled statutory audits, accounting review and various compliances for clients.
  • Suggested improvements in accounting through internal audit.
  • Gain experience of Vat, EPF, ESI compliances and various other statutory compliances required by Registrar of companies.
Statutory AuditsAccountingCompliance

Genpact llc

Assistant Manager

Apr 2010Aug 2011 · 1 yr 4 mos · Gurugram, Haryana, India

  • Represented and worked as a part of GE Capital EMEA Closing & Reporting team which handles US GAAP reporting on quarterly basis on consolidated basis of GE Capital businesses in Europe Middle East Africa region.
  • Handled individually and performed LEAN which was appreciated by Manager on FAS-52 (Currency Translation adjustment) reconciliation and CTA Remeasurement as a part of quarter close activity. It had successfully saved number of man hours for repetitive process every month.
  • Government Reporting – Reporting numbers in various forms like BE 577, BE-11, FR2248A as required by Bureau of Economic Analysis (BEA) in the United States.
  • Preparing Hyperion Smart view based Balance Sheet Pack for each month and timely delivering it to each business under EMEA and consequently solving ad-hoc issues raised by businesses. Ensuring smooth closing of accounts at the time of quarter close.
US GAAP ReportingFinancial ReportingGovernment Reporting

Rajeev goel & associates

Audit Assistant

Mar 2007Mar 2010 · 3 yrs · Greater Delhi Area

  • Oversee daily accounting activities and handle financial transactions.
  • Prepare annual financial reports and make sure they meet legal and regulatory standards.
  • Responsible for reconciling accounts and delivering monthly financial reports to management.
  • Work with other departments to make things easier and help with budgeting.
  • Communicate with authorities and provide financial insights and recommendations.
  • Prepare interim accounts on behalf of the client as necessary
  • Liaise and interact with clients, other offices and client advisors, in order to prepare the financial statements
  • Support the preparation of VAT / CIT returns (where required)
  • Support for the external / internal audit
AccountingFinancial TransactionsBudgetingFinancial Reporting

Education

The Institute of Chartered Accountants of India

Chartered Accountant -

Jan 2004Jan 2009

CPA Ireland

CPA — Accounting and Finance

Jan 2021Jan 2021

Delhi University

B.Com Honors — All subjects of Commerce

Jan 2004Jan 2007

S.D.Public School

10+2 — Commerce

Jan 2002Jan 2004

S.D.Public School

Matriculation (10th)

Jan 1990Jan 2002

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