Life Insurance Executive

Name : Dipesh Prakash Khemani

Phone: 809-***-****

E-Mail : adldnn@r.postjobfree.com

Career Objective: A challenging position in a financial organisation which gives me an opportunity to turn management learning’s into value for the success of the organisation and leading to a growth oriented career.

P R O F I L E S U MMARY

• A Highly motivated and results driven Finance person

• Believe in continuous learning as innovative approach

• Having experience with Corporate company as well as Professional service driven company.

• Willingness to Learn – Keen to develop my understanding and acquire new skills through employment. K E Y S K I L L S

Computer Skills – Knowledge and experience of Microsoft Office Tools, Tally ERP9 and other accounting softwares. Organising & Teamwork - Knowing how to prioritise own workload and have ability to maintain strong relationships with colleagues.

WORK E X P E R I E N C E

TransPrice Tax Advisors LLP

Executive – September 2019 – Presently Working

Key Responsibilities:

• Preparation and Issuance of form 3CEB for clients in compliance with TP Regulations

• Preparation of Transfer Pricing Reports for clients in compliance with TP Regulations;

• Use of external databases namely Prowess and Thomson Reuters for extracting industry specific financial data in the field of transfer pricing.

• Conducting quantitative and qualitative review for preparing bench marking sets for various clients

• Assisted Senior in advisory to clients in respect of Various Transfer Pricing matters including TP planning services, inter company agreements.

• Performed benchmarking studies for multiple clients operating in numerous industries. Deloitte Haskins & Sells LLP – Transfer Pricing

Senior Executive - May, 2018 – Feb, 2019

Key Responsibilities:

• Compiling transfer pricing documentation & issuing CA Certificate (Form 3CEB)

• Risk procedures related to the client

• Transfer pricing assignments

Deloitte Haskins & Sells LLP – Global Employer Service Summer Intern – May 2017 to July 2017

Key Responsibilities:

• Preparated and filed of India Tax return of High Net-Worth Individuals and Expatriate employees of prominent Indian and Overseas business conglomerates, like Barclays, HSBC Bank.

• Ensured that all India Tax Laws for clients were met and adhered at all times.

• Managed day-to-day client data and sending to senior managers. ICICI Prudential Life Insurance Company - Banca-assurance Channel Financial Services Consultant - May, 2014 to Dec 2015 Key Responsibilities:

• Provided support for Sales of Life Insurance business through bank customers at ICICI Bank branch across assigned location.

• Assisted /helped SP in generating leads and log in prospective applications

• Drove and motivated the ICICI Bank branch staff along with bank SP, logged in applications sourced, through operations department

• Tapped the right database of the branch and ensure authentic documentation

• Built relationship with the business partners and ensured the team targets are met effectively Iksula Services Pvt. Ltd, Andheri East

Business Development Intern - March 2013 to July 2013 Key Responsibilities:

• Searched for new clients from various key sources. Contacted them through telephone and mailed them the portfolio of the Company

• Prepared Data Sheets of Enquires through Individuals and Companies.

• Gathered information through Hoovers, LinkedIn and other sources possible for generating new client base. E D U C A T I O N

Qualification Name of Institute Board / University Year % / CGPA MBA - Finance Durgadevi Saraf Institute of

Management Studies

Mumbai University 2018 6.87

BCom MMK College of Com. & Eco. Mumbai University 2014 67% XII MMK College of Com. & Eco. HSC Maharashtra Board 2011 58% X Jamnabai Narsee School ICSE Delhi Board 2009 76% A C A D E M I C P R O J E C T S

• DCF Valuation of Godrej Consumer Products Company Ltd

• Relative Valuation of Britannia Company & Jubliant Food Works

• CAMEL Ratio Analysis of Federal Bank and DCB Bank A D D I T I O N A L Q U A L I F I C A T I O N S

• Use of Tally ERP 9 and other accounting softwares like Taxbase, Taxpro.

• Microsoft Office Tools (Word, Excel & Powerpoint) E X T R A C U R R I C U L A R A C T I V I T I E S

• Student Leadership programme (SLP) of Indian Development Foundation (IDF) - A national NGO dedicated to developing India.

Assigned as Volunteer Mentor of IDF for a period of 3mnths - Teaching grade 8th students of St. Paul School, Malvani, Malad West, Mumbai

• DSIMS Sports Event (Versus 2017) Core Member

• Part of the Core Committee of Cricket for Social Responsibility 2017

• Certificate of Participation in Finance Gym – A Personal Finance Programme P E R S O N A L D E T A I L S

Date of Birth: 13 June 1993

Languages Known: English, Hindi, Sindhi

Permanent Address: Andheri West, Mumbai, Maharashtra - 400049

Contact this candidate