Summary
Overview
Work History
Education
Skills
Websites
Languages
Certification
Timeline
Generic
Archit Jain

Archit Jain

Chartered Accountant
Indore

Summary

To build my career in a progressive organization that will provide me best opportunities to utilize my skills and experience as well as for my professional growth and to create value addition to the organization.

Overview

8
8
years of professional experience
3
3
Certifications

Work History

Relationship Manager in Agri Business Group

Kotak Mahindra Bank Limited
12.2023 - 07.2024
  • Acquisition and Managing a portfolio of business clients having Credit facilities (Fund based and Non Fund based) ranging from INR 10 Cr to 100 Cr, monitoring their financial performance and addressing any issues or concerns they may have
  • Building and maintaining strong relationships with business banking clients, understanding their financial needs, providing personalized financial solutions, Identifying opportunities to cross-sell various banking products and services such as loans, deposits, trade finance and treasury solutions
  • Evaluating the creditworthiness of business clients by analyzing their financial statements, cash flows and credit reports and ensuring that the bank's lending practices are in compliance with internal policies and regulatory requirements.


Associate

Prakash C Jain & Associates
03.2021 - 01.2023
  • Engaged in conducting tax audits for businesses that fall under the purview of Section 43AB
  • This involves reviewing the financial records, books of accounts, and other relevant documents of the auditee to ensure compliance with tax laws
  • Conduct Stock Audit of various manufacturing companies.

Industrial Trainee

HSBC Securities & Capital Markets India Pvt. Ltd
06.2018 - 06.2019
  • Assisted in comparing the financial performance of different mutual funds within the same asset class or investment category
  • This includes identifying top-performing funds, analyzing their investment strategies, and evaluating their relative strengths and weaknesses
  • Submission of Weekly & Monthly Enhanced Supervision Report relating to client accounts to NSE & BSE & submission of Net worth certificates
  • Daily MIS reporting to the group company for various segments and Bank reconciliation statements
  • Processing accounts payables & weekly reimbursements
  • Involved in the process of adopting IND AS, which is the Indian version of International Financial Reporting Standards (IFRS)
  • This includes understanding the differences between previous accounting standards (such as Indian Generally Accepted Accounting Principles - GAAP) and IND AS, and ensuring proper application of IND AS requirements
  • Engaged in Income Tax assessment, Scrutiny and Appeals related matters and submission of data to authorities at ITAT level & streamline the pending assessments of various years which contribute to reporting of outstanding demands to Holding company abroad.

Article Assistant

Prakash C Jain & Associates
04.2016 - 05.2018
  • Conduct Statutory Audit of various entities that includes Manufacturing, Education Institutions and Bank Audits
  • Internal Audit of Educational institutions
  • Concurrent Audit of NRHM (National Rural Health Mission)
  • Statutory Audit of State Bank of India
  • Stock Audit of various manufacturing companies
  • Conducting Tax Audits of Individual, Firms & Companies
  • Engaged in preparing and reviewing tax returns, ensuring compliance with relevant tax laws and regulations
  • This include analyzing financial data, identifying tax deductions and credits, and assisting clients in optimizing their tax positions of various assesse
  • Engaged in conducting tax audits for businesses that fall under the purview of Section 43AB
  • This involves reviewing the financial records, books of accounts, and other relevant documents of the auditee to ensure compliance with tax laws.

Education

Chartered Accountant -

Institute of Chartered Accountant of India
01.2023 -

Bachelor of Commerce - Account And Finance

IGNOU
01.2021 -

Higher Secondary -

Gyanodaya SMVM
01.2013 -

Skills

Auditing

Taxation

Accounting- IND AS and IFRS

Finance

UAE Corporate Tax

UAE VAT

Relationship Management

Languages

Hindi
English

Certification

Financial Modelling

Timeline

Relationship Manager in Agri Business Group

Kotak Mahindra Bank Limited
12.2023 - 07.2024

Chartered Accountant -

Institute of Chartered Accountant of India
01.2023 -

Associate

Prakash C Jain & Associates
03.2021 - 01.2023

Bachelor of Commerce - Account And Finance

IGNOU
01.2021 -

Industrial Trainee

HSBC Securities & Capital Markets India Pvt. Ltd
06.2018 - 06.2019

Article Assistant

Prakash C Jain & Associates
04.2016 - 05.2018

Higher Secondary -

Gyanodaya SMVM
01.2013 -

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Archit JainChartered Accountant