Manager Management

Ankur Garg

Building no. *, Flat no.* Navjeen Society, Mori Road, Mahim (w), Mumbai-16

Residence: 91-294-******* M: 91-976**-***** |E-Mails: *****.****@****.***

DOB- July 22nd July 1984

WORK EXPERIENCE Citibank N.A.

July 2010 – Till date Account Manager - Securities & fund Services Mumbai, India

Responsibilities:

Facilitating product implementation and trade settlements across global markets for Mutual fund, PMS and FII-Sub account

Monitoring all the latest amendments & announcements as set by SEBI and other regulations governing the business activities of client, Analyzing client impact, through a methodical impact analysis and implementing necessary changes processes with operations

Contributing the knowledge amongst various workgroups between clients and within the organization across the globe, thereby adopting best of the practices

Creating the business review and delivering presentations to Senior Management at client’s end

Defining service standards and guidelines that serve as benchmark for excellent service delivery

Comprehending the business requirements and streamlining the processes in line with the pre-set guidelines

Removing redundancy in processes at client’s end and at internal operations team, and ensuring uniformity in the process understanding at the client’s and the organization’s end

Monitoring the overall functioning of processes, identifying improvement areas and implementing adequate measures to maximize customer satisfaction level

Conducting quarterly Risk Control and Self Assessment, which involves audit of various activities by custody operation unit

Key Achievements:

In a short span of time of taking up client servicing role, was asked to manage biggest domestic mutual fund client with assets close to USD 5 billion

Successfully Implemented new clients and conducted kick off meetings, dry runs and other related activities

Taken initiative for developing dashboard for monthly client service review meetings, same was highly appreciated by client and seniors at Citi as well as implemented it across all clients

Devised an exception handing tracker to be sent across to clients on a fortnightly basis, highlighted the exceptions handled by Citi

Identified / suggested changes to process which led to cost saves

Recipient of appreciation on managing the client without any major escalations and attained the maximum rating in the Global custodian survey

Bagged Instant award for managing half-yearly audit of biggest domestic mutual fund client

Knowledge sharing session for colleagues on Fund Accounting aspects

Nov 2008 – Jul 2010 Fund Accountant, Securities & Fund services Mumbai, India

Responsibilities:

Identifying KPIs and developing MIS Tools for analyzing the Mutual Fund factors contributing on Net Asset Value for offering timely information to concerned process owners

Development of standard templates control models, financial and notes to accounts templates and supporting LOPs

Managing statutory audit, tracking deliverables as per agreed CAS

One point contact for statutory auditors for query resolution

Monthly preparation of financial statements and trial balance reviews, so as to ensure always ready for audit

Ensuring clean audit

Key Achievements:

Successfully created the financial statements in - house for one of the major client which led to cost save of approximately USD 10,000 p.a.

Successfully devised templates for financial statements & notes to accounts for Mutual Fund Clients ensuring the relevant regulations

Recipient of appreciation by the management and client for smooth completion of statutory audits within the stipulated timelines as well as by meeting the delivery standards

Credited with the ‘Thinking Hat Award’ for showcasing exceptional performance during the first quarter ‘2009

Azad Jain & Co, Chartered Accountants, Udaipur

Nov 2005 – Nov 2008 Articled Trainee

Responsibilities:

Finalizing accounts, book keeping & vouching using excel tools, for Firms & Private Limited, thereby ensuring the accounting standards & companies act schedules

Concurrent Audit - Bank of Rajasthan

Internal Audit - Stock verifications, Process Implementations, Process reviews

NHAI-Toll Plaza Audit - Initial Audit Planning, Systems Understanding, Execution of Audits, Exception Reporting, Suggestive Measures and Weekly Updates to Officials of NHAI.

Professional / Educational Qualification

Chartered Accountant - May-08 The Institute of Chartered accountants of India, cleared final in first attempt

Bachelor of Commerce - 2005 from M.L.S.U University Udaipur, Rajasthan with 61%.

Higher Secondary Commerce - 2002 from St. Paul’s Sen. Sec. school, Udaipur with 74%.

Secondary School Certificate - 2000 from St. Paul’s Sen. Sec. school, Udaipur with 64%.

Academic Achievements

Secured Third Prize for presentation given in GMCS Course conducted by the Institute of Chartered accountants of India

Head Boy for 2 years during under-grads

Member of Event Management Team and organized Inter-School Competitions and School Fare

Distinction of being the First Cadet of the Troop in Rank as Cadet Flight Sergeant NCC Air Wing

Played Cricket at school and district Level

Trainings undertaken

Training Period

Association of Mutual funds of India (Basic Module), conducted by NSE 2009

Bourse Game 2011

Other achievements and Interests

Languages known – English and Hindi

Proficient at MS office applications, accounting software and Basic Knowledge of Excel MACRO and Database Structures.

Active sportsman throughout – likes playing squash and crickets

Fond of all kinds of Music and likes to sing

Contact this candidate