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Vinod Patel

Vinod Patel has over 45 months of professional experience in insurance and accounting roles. He has worked as an Executive Trainee at ICICI Prudential Life Insurance, an Accountant at Suresh S. Mal & Co., and an Audit and Accountant Assistant at Suhas S. Marathe & Co. Patel holds an MMS from SIES College of Management Studies and a CAIIB. He has also completed internships analyzing credit risk management and comparing banking and non-banking financial products. Patel has several certifications and has demonstrated strong analytical abilities.

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61 views2 pages

Vinod Patel

Vinod Patel has over 45 months of professional experience in insurance and accounting roles. He has worked as an Executive Trainee at ICICI Prudential Life Insurance, an Accountant at Suresh S. Mal & Co., and an Audit and Accountant Assistant at Suhas S. Marathe & Co. Patel holds an MMS from SIES College of Management Studies and a CAIIB. He has also completed internships analyzing credit risk management and comparing banking and non-banking financial products. Patel has several certifications and has demonstrated strong analytical abilities.

Uploaded by

Ruhi Khan
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOC, PDF, TXT or read online on Scribd
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Vinod Patel

Male. Email:[email protected]. M: +91-8268 358 358 Navi Mumbai ,Mumbai.

PROFESSIONAL EXPERIENCE (45 Months) Organization


ICICI Prudential life Insurance Co.Ltd Suresh .S. Mal & Co. Mumbai Suhas .S. Marathe & Co, Mumbai.

From (Date)
May 2009 May 2002 December 2000

To (Date)
July 2009 June 2004 February 2002

Designation
Executive Trainee. Accountant Assistant. Audit and Accountant Assistant.

JOB PROFILE
ICICI PRUDENTIAL LIFE INSURANCE CO.LTD,MUMBAI

Converting existing ICICI banks potential customer for various Investment. Responsible for providing product training to banks staff and associates. Keeping track of industry trends and targeting clients accordingly.

SURESH .S. MAL & CO, MUMBAI

Understanding the customers issues and coordinating with senior officer. Evaluating and suggesting appropriate measures to enhance service quality. Consulting with clients for additional Working capital requirements.

SUHAS .S. MARATHE & CO, MUMBAI


Process of compiling necessary documents for reporting. Overall Administration of the office & Co-coordinating the process. Developing relationship with client by offering additional services.

ACADEMIC QUALIFICATIONS Year


2011 2010 2009

Degree
PGPBFS CAIIB M.M.S / M.B.A

Institute
Xavier Institute Of Management (XIMB), Bhubaneswar. Indian Institute Of Banking and Finance - IIBF (Finance) SIES College Of Management Studies (SIESCOMS),Mumbai

Percentage
75% 68 % 67 %

INTERNSHIPS / PROJECTS UNDERTAKEN


SOUTH INDIAN BANK (Thrissur, H.Q IRM Departments,2011) Analyzing Credit Risk Management in bank and study of Credit Rating in South Indian Bank. Understanding the Migration approach (Standardized Approach to Internal Rating Based IRB Approach.) DENA BANK ( Bandra Kurla Complex , H.Q - Credit Departments, 2008)

Understanding the Money market operation and the various financial product offered by the banking industry. Comparing Banks financial product with Non - Banking financial product.

SKILLS & CAPABILTIES

Analytical abilities and Ability to delegate. Adaptive and Eager to learn new things. Positive attitudes and Leadership quality.

ACADEMIC ACHIEVEMENTS / EXTRA CURRICULARS

Cleared JAIIB / CAIIB in first attempt. Certified AMFI Advisors Module & Certified Mutual Fund Advisors. Retail Management from national institute of fashion technology (NIFT-Mumbai) - 2006-07

MDP Program on Art of Investing from Fr. Agnels College of Management Studies.

Certified NCFM Financial Market , Capital Market (Dealer), Certified NCFM Securities Market (Basic) module. Certified NCFM Derivatives Market (Dealer) module.

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