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Financial Consultant

This is a discussion on Financial Consultant within the Banking - Investment forums, part of the Singapore Jobs - Banking / Finance / Securities category; Here is an opportunity to earn more than your peers! Most employees will earn the right income with their respective ...


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  #1  
Old 25-10-2007, 09:08 AM
Recruit
 
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Default Financial Consultant

Here is an opportunity to earn more than your peers!

Most employees will earn the right income with their respective diplomas and degrees in 2007. But there is an opportunity for you to earn more than your peers, if you take a different path to join IPP as a Financial Consultant.

The IPP Financial Consultant is trained and equipped to help many individuals plan and monitor their financial future. To reach one’s goal of financial independence requires more than just finding the right insurance or investment. It needs the help of a committed financial consultant to understand one’s goals and needs. Only then can he/she provide the guidance to the client on an on-going basis to plan and monitor the insurance and investment portfolio.

The ideal candidate would be someone who has at least 2 years of work experience in any field. If you think you deserve more income, this is an opportunity to work in the financial services sector and be rewarded with a better income than most of your peers. You need to be a Singaporean or Singapore Permanent Resident to apply.

Send your resume to the Recruitment Manager at
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with the subject : Financial Consultant (S'pore Jobs Market Forum) for an interview.

________________________________________________


ABOUT IPP FINANCIAL ADVISERS

PIONEER IN COMPREHENSIVE FINANCIAL PLANNING

IPP was founded in Singapore in 1983 to provide Comprehensive Life Insurance, Investment Planning and latterly Investment Advice in 1988. Our clients are affluent business executives, professionals and business owners.

QUALIFIED STAFF

IPP is staffed by a team of qualified Financial Practitioners focusing in the area of comprehensive life insurance, investment and financial planning. Our Advisers consist of people from diverse backgrounds such as investment, life insurance, banking, financial, accounting, taxation, economics, engineering and other financial services.

CREATIVE FINANCIAL & INVESTMENT PLANNING

IPP creates practical and effective models to help clients at different stages of their financial life cycles. These financial models are tools designed to help our clients understand and crystallize their desired financial goals, investment and estate plan. Clients with different risk profiles are encouraged to take necessary decisions that suit their investment and financial plans.

ECONOMIC FINANCIAL FORECASTING

IPP continually makes financial analysis of the global business and financial markets. We are supported by global fund managers, security houses, research organizations and major financial newsletters.

QUALITY PRODUCTS AND SERVICES

IPP works closely with reputable financial institutions. We evaluate alternative products and services from these institutions and recommend specific products and services to meet our client’s financial objectives.

COOPERATION WITH OTHER PROFESSIONALS

IPP works closely with other successful professionals in providing financial services to our clients. These professionals include accountants, bankers, lawyers, tax advisors, investment, property and insurance specialists.

CLIENT SERVICE PHILOSOPHY

The IPP organization is innovative. We believe in continuous professional, technical and educational development – always improving our financial planning systems and models, and evaluating the financial environment for quality investment products and services to help our clients plan and invest for success.


Last edited by Recruit; 11-11-2007 at 12:26 AM.
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  #2  
Old 03-12-2007, 01:07 AM
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ABHIJEET AGARWAL
H-13, Green Park (Main), New Delhi

Phone: +919811244780 Email:
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________________________________________
Looking for assignments in Finance/ Coding with a leading organisation
________________________________________
Synopsis

 Finance and IT Professional with over 2 of experience in reputed organisations.
 Gathered experience in Financial Modeling using various tools like VBA, SQL etc.
 Skilled in managing Finance and Accounts entailing maintenance of statutory books of accounts viz, journal, ledger, cash book and subsidiaries, P&L Account, Balance Sheet and annual reports.
 Possess a knack to learn to grow with the organisation.
 Strong communication, interpersonal and planning skills with abilities working independently and in a team environment.
________________________________________
Organisational Details

Leading KPO in Structured Finance as Associate
Since June’2006
Chief Tasks Handled
 Presently managing Financial Modeling entailing working on macros (VBA), coding on RMBS, executing SQL (Structured Query Language) command through excel for various investment banks.
 Working on the Index Software for loading deals with different options, running strats, assets details, setting up scenarios , ramps , forecasting triggers, extracting historical data from Intex files
 Involved in Presale reports analysis on CMBS, RMBS and CDO, where I had to do the qualitative analyses of various deals, understand the structure of the deals and do the asset, loan and bond level analyses.

Achievements
♯ Merit of receiving Certificate of Excellence for the month of June 2007

Academy of Management Studies (AMS) as Trainee Executive (Accounts)
July’ 2002-July‘2003
Chief Tasks Handled
 Accountable for understanding client requirements for coding system design and working on manual vouchers under accounting heads.
 Preparing and maintaining statutory books of accounts viz, journal, ledger, cash book and subsidiaries, P&L Account, Balance Sheet and annual reports.
 Maintaining various computerized cash book and ledger.
________________________________________
Scholastics

2004 M.Com University of Kanpur
2002 B.Com (H) University of Delhi
1999 XII City Montessori School
1997 X Colvin Taluqdar College
________________________________________
Professional Qualification

2006 MBA (Financial Management & IT) from Apeejay Institute of Technology
Pursuing Chartered Financial Analyst from ICFAI
2003 Diploma in Business Finance (DBF) from ICFAI University
2002 SWIFT Computer Course from NIIT




________________________________________
Certification

NSE Certification in Financial Market (NCFM):
 Derivatives Core Module.
 Capital Market (Dealers) Module.
 Commodities Market Module.
 AMFI-Mutual Fund (Basic) Module.
________________________________________
Summer Training

Duration: 23rd June-3rd August 2005
Organisation: HUDCO Niwas, Lucknow
Title: Analysis of HUDCO Housing Loan to analyse;
 Amount of loan sanctioned both on cumulative basis and individual bases.
 Purpose for which loans had been sanctioned.
 Financial performance of housing schemes.
________________________________________
Date of Birth: 7th January, 1981

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